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Thursday, November 3

11:35am EDT

Cutting the Cord: Learning to Live Without Comprehensive Journal Packages
Academic libraries have become increasingly dependent on large journal packages. Initially these “big deals” were a boon for libraries who needed to provide more online access to journal articles, but found it difficult to manage, much less pay, for these serials. Journal packages represented both convenient aggregated access and to some degree savings, but over time librarians started to question whether the “big deal” was really worth it. Article usage statistics were good overall, but were all of the titles being used enough to justify paying for them as part of a large online collection? Rising costs and lack of control over the exact content paid for are making some libraries question the real value of journal packages.

Using a case study with an anonymous publisher, this presentation will provide a review of the decision making process that ultimately led to the cancellation of an entire large journal package (over 1400 titles) at San Francisco State University’s J. Paul Leonard Library. The rationale behind this decision was based on a detailed cost/use analysis of the package. Another factor in the decision was the challenge of maintaining other resource commitments in an environment with a stagnant collections budget. Because of this the Library had to prioritize resources including journal packages. The presentation will include a summary of the data analysis involved. It will also provide a discussion of the impact the decision has had on the Library and the University as a whole. That impact included a need to communicate with stakeholders (and their reactions) as well as the desire to provide continued access to valued resources through other means, such as interlibrary services and “demand driven” models.

The “big deal” journal packages have become an important part of academic library collections in recent years, to the extent that they are often seen as indispensable, but the experience of J. Paul Leonard Library has shown that you can cut the cord and still survive.

avatar for David Hellman

David Hellman

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

Thursday November 3, 2016 11:35am - 12:15pm EDT
Calhoun Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

11:35am EDT

Do We Approve? New Models for Assessing Approval Plans
Approval plans are an established method of acquiring library materials whereby a vendor selects material for a library based on profiles established by the Library. At Yale University, we allocate a significant percentage of our collections budget to monograph approval plans. While some academic libraries have reduced or eliminated book approval plans in favor of new acquisition models, like demand driven or evidence-based acquisitions, others, including Yale, continue to rely heavily on traditional approval plans for collection development.

Using fifteen years of Yale Library acquisitions and circulation data, we have developed models that allow for approval plan assessment by various facets, such as language, publication year, publisher, and approval vendor. We compare use of approval plan books, patron-requested purchases, and titles individually selected by librarians. We examine approval plan monographs in the context of resource sharing networks. We also examine approval plan acquisitions in the context of our growing collection of e-books, including licensed subscription models (Ebrary, Overdrive) and perpetual access e-book packages (e.g. Springer, Project Muse/UPCC). The goal is to create a viable model for ongoing assessment of our approval programs in the context of our overall collection development strategy.

Our findings have led to changes in Yale's approval plan profiles and have informed decisions about e-book acquisitions. Like all good analytics projects, the data also led us to ask more questions about community engagement with collections.

Attendees will learn about our assessment model and have the opportunity to pose questions about the data and user engagement.

This session is co-authored by Julie Linden, Associate Director of Collection Development, Yale University Library and Sarah Tudesco, Assessment Librarian, Yale University Library, who were unable to attend the conference.

avatar for Daniel Dollar

Daniel Dollar

AUL for Scholarly Resources, Yale University
Daniel Dollar is the Associate University Librarian for Scholarly Resources at Yale Library. Daniel joined Yale in August 2001 as a reference and e-resources librarian at the Cushing/Whitney Medical Library, and from there has taken on a succession of positions with increasing responsibilities... Read More →

Thursday November 3, 2016 11:35am - 12:15pm EDT
Cypress Ballroom North, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

11:35am EDT

Shotgun Session: Collection Development Analysis and Assessment Thread
These short “pecha kucha-like” sessions will feature 5 PowerPoint presentations of 6 minutes and 40 seconds each. We will have time at the end of the session intended for Q&A for all presenters. Come for a lively, rapid-fire group of talks.

1. Setting our "sites" on a tiered collection: One major health care system's rapid expansion (Laura Schimming)

Institutional mergers and affiliation changes occur rapidly, especially in health care, and librarians should be equipped to respond to these changes in library collections, user populations, and budgets.  When Icahn School of Medicine at Mount Sinai combined with a health network of four large teaching hospitals in 2014, Mount Sinai's Levy Library was suddenly charged with providing library access for four new hospital sites, including a huge increase in the number of faculty, nurses, and resident physicians.  

This presentation will discuss institutional affiliation changes from the library's perspective, including the Levy Library's process of building library access for a greatly expanded user base and additional hospital sites "from the ground up."  This project included efforts to extend existing library subscriptions to additional sites, remove duplicate spending, negotiate with vendors to leverage current spend levels, manage 5 different budgets, and communicate with stakeholders.  This presentation will also examine the library's ultimate decision to create a two-tiered library collection, including one tier for academic users and one for hospital users.
2. The Stratigraphy of Subject Liaison Work: Using Data Visualization as the Bedrock for Faculty-informed Collection Development (Stephanie Hess)
As subject liaisons, we frequently gather input from faculty members in our assigned departments to help inform collection development decisions. Faculty expertise paired with the cost data and usage statistics harvested by librarians offers us a better overall picture of the true value and impact of a particular journal title or database when managing our print and digital subscriptions. However, engaging faculty members in such conversations can be quite challenging. 

Data visualization can help drum up dialogues about collections, particularly in disciplines which rely heavily on modelling. For example, upon inheriting the environmental studies, geology, and map subjects at Binghamton University, I received a lengthy Excel spreadsheet of journals ranked by the faculty that included pricing, fund codes, and usage statistics from 2003-2008.  After adding missing years of data, I uploaded the revised file to our electronic resource management system which acts as the central repository for recording commentary by librarians and faculty.

This approach created a rich, multi-layered data deposit, ready to be excavated in order to build interactive models to share with geology faculty when discussing collections decisions. Ideally, presenting data in more exciting formats will help facilitate the annual review of library resources purchased with geology funds and assist with budget justifications as necessary. Possessing a limited science background, I hope to garner new faculty input so as to better assess and expand our extant geology collection, thereby ensuring that the Binghamton University Libraries continues to meet the ongoing research needs of its geology faculty and students. 
3. Create Impact with Data Visualization (Kathleen Bauer) 

Making an effective argument about the library collection and its use is key to winning backing for the collection budget, but it can difficult to attract and hold people's interest when giving them a lot of information about a collection. This challenge is complicated by the complex, large amount of data that are used to describe the collection and its use.  Data that need to be communicated include pricing, size, rate of growth, and use. These data need to be further explored by subject and format. Conveying this information can require many dense tables of data, which most people do not have the desire or time to read and digest. Charts can also be used, but traditional charts are static and do not allow the user to select data to explore in depth.  People are more interested when data are presented in attractive ways that are meaningful to them. Used well, data visualization is a great tool that can make it possible to present complex data in a concise and understandable manner.  Tableau, a web-based data visualization software, can be used to create a small number of charts with high impact that bring together many types of data. Because charts created in Tableau are web-based and interactive, they can be designed to give a single, high-level view of data, while also letting the individual viewer select more granular, detailed views.  This talk will show Tableau charts used by one academic library to successfully argue for budget increases. 

4. Designing Adaptable Tools for In-House User Studies (Alison Bradley, Rachael Winterling)

This session will provide a brief update on the work of the Charlotte Initiative's User Experience research team, comprised of 15 members representing 11 institutions, who are researching the ways libraries and publishers evaluate user experience with eBook collections in academic libraries. During summer 2016, the group is designing user studies and focus groups to conduct in-person assessments of user experience with eBooks in academic library settings. After testing the materials at multiple institutions, the group hopes to openly share replicable materials like task lists and question prompts that will allow individuals at other institutions to develop their own customized studies. The goal of this project is to develop a toolkit that institutions can utilize to conduct assessments of eBook platforms with a multitude of user groups.The session will provide updates on the first round of user tests, and give advice on collaborating across institutions as well as on designing and adapting appropriate criteria for user studies in-house. A complete update on the results of the project will be provided at an open conference in Charlotte in Spring 2017, and the toolkit will be made publicly available at that time as well.
5) Adding and Slashing Serials (Zeb Evelhoch)

This presentation will be two-fold and discuss how during a time of stagnating budgets and raising journal costs, Central Washington University Brooks Library evaluated and added popular print magazines and worked with faculty to eliminate redundant and low use journals. The process of identifying the need, researching, evaluating and gaining student input for popular magazines to be added to a recently opened coffee shop will be the first topic covered. Secondly, this presentation will cover how the library identified journal titles received in multiple formats and low use/high cost titles, then worked with faculty to change access models to realize a net savings. Participants can gain insight on how to identify low use and repetitive titles as well as how to gain feedback from students for creating a popular magazine collection and work with faculty on access changes. 

avatar for Cris Ferguson

Cris Ferguson

Assistant Dean of Libraries / Associate Professor, Murray State University

avatar for Kathleen Bauer

Kathleen Bauer

Director Collections, Discovery and Access Services, Trinity College (Hartford, Connecticut)
avatar for Alison Bradley

Alison Bradley

Director, Strategic Initiatives, PALCI
avatar for Stephanie Hess

Stephanie Hess

Electronic Resources Librarian, Binghamton University Libraries
Stephanie P. Hess has worked in a variety of Technical Services positions since 1998. She is currently the Electronic Resources Librarian at Binghamton University (SUNY) and possesses an extensive background in acquisitions, cataloging, collection development, and serials managem... Read More →
avatar for Laura Schimming

Laura Schimming

Assistant Director, Levy Library, Icahn School of Medicine at Mount Sinai
avatar for Rachael Winterling

Rachael Winterling

Usability Coordinator, UNC Charlotte

Thursday November 3, 2016 11:35am - 12:15pm EDT
Pinckney Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

2:30pm EDT

Albatross: Rolling on a Sea of Data
In this session we will discuss the creation of a database for the purpose of pulling together journal usage data and cost data in a central environment where the data can be queried to use in return on investment analysis. Our database is named "Albatross" referencing The Rime of the Ancient Mariner, by Samuel Taylor Coleridge, it is both an omen of good or bad luck and represents the challenges and triumphs our team experienced in development.

We will share some of the challenges encountered while designing the database structure and creating a working database from the design. We will then discuss issues related to normalizing the data and our processes for creating effective workflows. We will also discuss the skill sets of the individuals who contributed to the creation process.

In examining the design process, we will share and walk through our final entity relational diagram and the reasoning behind why it is structured as it is. We will also explore our method of automating workflows through scripting in SQL and Python. In addition, we will talk about the normalization of five years of COUNTER and non-standard journal usage data, standardizing titles, packages, publishers, and platforms.

Finally, we will discuss our plans for assessment, analysis, and visualization of data retrieved from our database. This will be a look at future plans for using LibInsight to publish and create access to this data while allowing the curated data to be further paired with other data for more in depth analysis.

avatar for Annette Bailey

Annette Bailey

Assistant Director, Learning Systems & Educational Technology Projects, Virginia Tech
Annette Bailey is currently the Assistant Director for Learning Systems & Educational Technology Projects for the Teaching & Learning Engagement Department at the University Libraries at Virginia Tech. She has recently taken on a new role in supporting the development of High Impact... Read More →
avatar for Tracy Gilmore

Tracy Gilmore

Collections Assessment Librarian, Virginia Tech
Tracy Gilmore is the Collections Assessment Librarian at Virginia Tech University Libraries. She coordinates assessment activities and strategies for developing the library’s digital collections. Her current research interests include discovery service usability, usage, and acc... Read More →
avatar for Anthony Wright de Hernandez

Anthony Wright de Hernandez

Community Collections Archivist, Virginia Tech
Anthony Wright de Hernandez is Community Collections Archivist for University Libraries at Virginia Tech. He is a member of the SAA Finance Committee. He holds an MLIS from the University of Washington iSchool. Anthony works primarily with traditionally marginalized communities to... Read More →
avatar for Leslie O'Brien

Leslie O'Brien

Director, Collections & Technical Services, Virginia Tech
Leslie has held a variety of positions within collections and technical services at Virginia Tech 20+ years. Before that, she worked in special libraries in Washington, DC. She manages collections assessment, metadata creation for the institutional repository, cataloging, interlibrary... Read More →

Thursday November 3, 2016 2:30pm - 3:10pm EDT
Cooper Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

2:30pm EDT

Apples to Oranges: Comparing Streaming Video Platforms
Librarians rely on an ever-increasing variety of platforms to deliver streaming video content to our patrons. Each platform has unique content and features. The panel is comprised of librarians representing different sized institutions with varied collection development goals. Participants will address some of the many ways librarians can think about the success of video platforms: content, subject usage analysis, return-on-investment, ADA compliance, and more. Attendees will have the opportunity to ask questions and provide additional ideas for ways that librarians can analyze data to help guide collection development decisions for streaming video.

avatar for Sarah McCleskey

Sarah McCleskey

Head of Resource & Collection Services, Hofstra University
My units get things to people in ways that are efficient. Whether it's circulation, document delivery, resource sharing, DVDs, streaming licensing ... we deliver content to users using well-honed workflows and secret library magic. We maintain the integrity of our print collection... Read More →

avatar for Scott Anderson

Scott Anderson

Information Systems Librarian, Millersville University Library
avatar for Krista Higham

Krista Higham

Access Services Librarian, Millersville University
Krista Higham is the Access Services Librarian at Millersville University Library collaborating with support staff in circulation, course reserves, stacks maintenance, interlibrary loan, and resource sharing. She is the copyright representative from Millersville to the University... Read More →
avatar for Steven Milewski

Steven Milewski

Social Work & Digital Media Technologies Librarian, University of Tennessee Knoxville
Assistant Professor at the University of Tennessee in Knoxville. Works at UT Libraries as the Social Work and Digital Media Technologies Librarian and Library Liaison to the Office of Disability Services

Monique Threatt

Head, Media Services, Indiana University Bloomington

Thursday November 3, 2016 2:30pm - 3:10pm EDT
Colonial Ballroom, Francis Marion Hotel 387 King Street, Charleston, SC 29403

2:30pm EDT

Worth a Thousand Words: Using Visualizations to Examine Collections Usage
This presentation will explore how the University of Wisconsin-Madison is using tools like Tableau to facilitate the manipulation of large data sets and to develop visualizations that assist in the description and analysis of collections. In this presentation we will discuss how UW has used visualizations to easily tell the story of collections usage to library and campus audiences and how UW is developing tools to assist librarians with collection management decisions. We will trace our process beginning with the assumptions library staff and campus stakeholders make about the use of collections through the formulation of concrete questions, identifying and mapping data points for answering those questions and the subsequent exploration of data sets. The presentation will describe our iterative process for developing and refining visualizations and provide an overview of data processing techniques and tools used. We will also discuss the reaction we have received from inside and outside the library as we shared the presentation of library data.


Steve Meyer

Digital Architect, University of Wisconsin-Madison
avatar for Doug Way

Doug Way

Associate University Librarian for Collections and Research Services, University of Wisconsin-Madison
Doug Way is the associate university librarian for collections and research services at the University of Wisconsin-Madison where he provides leadership for the library's collection development and management, resource sharing, and scholarly communications programs. Doug has written... Read More →

Thursday November 3, 2016 2:30pm - 3:10pm EDT
Cypress Ballroom South, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

3:35pm EDT

Assessing the Books We Didn't Buy (The Sequel)
Three universities (Santa Clara University, the University of San Francisco, Loyola Marymount University) are leveraging patron-initiated borrowing data to inform collection development. Expanding on a pilot project, we have been looking at five years of borrowing data, along with five years of spending data and five years of circulation data of local collections, to help us define what a "normal" level of borrowing looks like as well as identify gaps in local collections. We are also using the data to strengthen the meta-collection of our consortium (LINK+) through the intentional and coordinated diversification of approval plan profiles. We will discuss both methodology and findings to date: how this data is being gathered, analyzed, and then used on our campuses to inform collection development decisions.

avatar for Erika L. Johnson

Erika L. Johnson

Associate Dean for Technical Services, University of San Francisco
As Associate Dean for Technical Services, my areas of responsibility include oversight of the Acquisitions, Cataloging, Digital Collections, Electronic Resources, Periodicals, and Systems departments. Before joining USF in 2014 as Head of Acquisitions & Collection Management, I was... Read More →
avatar for Glenn Johnson-Grau

Glenn Johnson-Grau

Head of Acquisitions & Collection Development, Loyola Marymount University
Glenn Johnson-Grau is Head of Acquisitions & Collection Development at Loyola Marymount University. He frequently reminds himself that all is flux and nothing stays still.

Thursday November 3, 2016 3:35pm - 4:15pm EDT
Ashley Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

3:35pm EDT

Extreme Makeover: How We Decreased our Collection by 40% and Increased it by 50% in 10 Months
How We Decreased our Collection by 40% and Simultaneously Increased it by 50% in 10 Months!
(What?! How is that possible?!)

The Brennan Library at Lasell College had not conducted a systematic weeding in over 20 years. With space in demand, and the increase in online courses, desperate times called for drastic measures. Over a 10-month period the Library withdrew 40% of it's tangible collections. Simultaneously, the staff's focus shifted to promoting e-resources, and adopting the EBSCO EDS discovery layer. Using a weighted collection development allocation formula, the Librarians overhauled the materials budget and designed a departmental liaison program. Factoring in new e-book and streaming video collections, the Library's collection increased by 50% in spite of the massive withdrawals. This session aims to tell an encouraging story of a small academic library with limited funds and staffing that made extreme changes and saved itself from negative perceptions and imposing threats. Attendees will learn about practical ways to crunch numbers and visualize data in order to impress stakeholders. The Brennan Library added seating, zoned areas, and in-demand e-resources for a growing distance-learner population. By changing the collection development policy from "just in case" to "just in time," the Library now provides access to more items than ever before in the college's history. The endeavor involved creative thinking, and attendees may seek advice on how to strategize and make major changes in their own organizations. An access over ownership model gives small libraries the best bang for the buck and a recipe for success, provided that significant changes are communicated in a positive, exciting manner, and the Brennan Library's "makeover" proves it.


Del Hornbuckle

Director, Brennan Library, Lasell College
avatar for Lydia Sampson

Lydia Sampson

Assistant Director, Brennan Library, Lasell College
Come see my presentation "Learners Without Borders: How Electronic Resources Bridge Language and Other Divides!" Thursday, November 9, at 2:30.

Amy Thurlow

Regional Manager, EBSCO Industries, Inc.
Amy Thurlow has been with EBSCO Industries Inc for over thirteen years during which she has primarily been in a sales role working directly with clients within the library to negotiate pricing, contracts, and terms for databases and software. She is familiar with working with individuals... Read More →

Thursday November 3, 2016 3:35pm - 4:15pm EDT
Cypress Ballroom South, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

3:35pm EDT

The Librarian's Survival Guide to the 'Big Deal': Tools for Unbundling
In 2016, the Canadian loonie fell to 77% of the U.S. dollar, creating unexpected financial challenges for collections management. Examining usage statistics was the clear first place to start when evaluating resources for cancellation - but would data-driven decisions based purely on cost per use be adequate?

In this joint presentation by Western University and EBSCO Information Services, we will look beyond cost per use, and focus on how Western built on the "big deal" analysis work initiated by the University de Montreal, adding a journal overlap analysis and home-grown method of performing citation analysis using Web of Science and Scopus to determine where university researchers and their collaborators are publishing. Early results from selected publisher packages show that Western is able to save nearly half the "big deal" sticker price with minimal impact to researchers and students.

We will also discuss our collaborative work with other Canadian universities through the Ontario Council of University Libraries (OCUL) and the Canadian Research Knowledge Network (CRKN). EBSCO Information Services will demonstrate how they helped inform this process by providing title cost and usage data.

The interactive session will involve the audience through discussions about their own collection assessment challenges and triumphs. Attendees will leave with new ideas, questions to consider, and practical tools to help experiment with unbundling their own "big deals."

This session was co-authored by Alie Visser, Research & Instructional Services Librarian, Western University, who was unable to attend the conference.

avatar for Samuel Cassady

Samuel Cassady

Head, Collections and Content Strategies, Western University

Doug Lynch

VP Sales, Subscription Services/YBP, EBSCO Information Services
avatar for Leanne Olson

Leanne Olson

Metadata Management Librarian, Western University
Leanne Olson is currently a Metadata Management Librarian at Western University, and will become Western's new the Digitization and Digital Preservation Librarian in May 2018. She has worked at Western Libraries since 2008 and regularly seeks out opportunities to teach, despite her... Read More →

Thursday November 3, 2016 3:35pm - 4:15pm EDT
Cypress Ballroom North, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401
Friday, November 4

11:35am EDT

A Tale of Two Serials Cancellations
Beginning in 2016, both WWU and GWU found that they needed to make significant and similar reductions in continuations costs over the next five years. In response, this past year, both institutions took independent, significant steps toward these ends, developing systematic, sustainable procedures for addressing these reductions. The approaches taken by the two institutions will be compared and contrasted in this presentation, particularly with respect to the following questions, which both libraries encountered:
• What defines a ‘successful’ cancellation process in 2016?
• What are the most effective approaches to cancelling serials?
• When do cancellations do 'least harm' to students and faculty? After cancellations, how is access to content affected to the smallest degree possible?
• Did the cancellation process have the appearance of fairness to stakeholders? How does a library foster university buy-in?
• What do successful negotiations with publishers look like?

Members of the team will discuss:
• criteria for possible retention or cancellation
• different assessment methods utilized
• communication with subject liaisons and disciplinary teams
• outreach to and response from faculty
The panel will also address lessons learned from their efforts, as well as future plans in a continuing flat budget scenario.

avatar for Deborah Bezanson

Deborah Bezanson

Senior Research Librarian, George Washington University

David Killian

Collection Development and Reference Librarian, George Washington University

Robin Kinder

Reference and Collection Development Librarian, George Washington University

Mike Olson

Director of Scholarly Resources & Collection Services, Western Washington University Libraries

Friday November 4, 2016 11:35am - 12:15pm EDT
Ashley Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

11:35am EDT

Book Usage is Rollin' Down: Multifaceted Assessment of Monograph Collection Performance to Optimize Purchase Decisions
Georgia State University's print circulation has declined over 50% since 2010. Collection development librarians made several small-scale adjustments to address this trend, yet the drop off in use continued unabated. We had to totally rethink the book budget. In order to make changes strategically and responsibly, we needed answers to a variety of questions: Who is using the books? Are there disciplines that do not need firm order allocations, or even monographs? Does format matter? Does it matter how the titles are acquired (approval vs. firm order vs. DDA)?

This session will discuss the multifaceted data-driven analysis we developed in order to provide a detailed and holistic picture of monograph collection performance and buying patterns. For example, we analyzed use of the monograph collection broken down by spending categories, format, and LC class, but also compared usage of the entire collection to the performance of the recently acquired titles. A more qualitative component of the project involved recording the decisions underlying the subject librarians' FY16 purchases. We will share how we developed our analysis, what our data has revealed, surprises within the project, and the action items generated by our activities. We hope to generate a discussion among audience members about how others have approached and addressed the problem of declining print circulation.

avatar for Tricia Clayton

Tricia Clayton

Collection Assessment & Discovery Librarian, Georgia State University
avatar for Skye Hardesty

Skye Hardesty

Head, Collection Development & Discovery, Georgia State University

Friday November 4, 2016 11:35am - 12:15pm EDT
Carolina Ballroom A, Francis Marion Hotel 387 King Street, Charleston, SC 29403

11:35am EDT

Collection Development Environmental Scan: A Strategy for Informed Decision Making
The researchers conducted an environmental scan of thirteen of Washington State University Libraries' peer institutions. The set of chosen libraries were similar to WSU in size and scope (e.g., a similar land-grant mission, or a veterinary school without a law school or a medical school). The libraries surveyed were drawn from members of the Association of American Universities (AAU), the Washington State Legislative Peer Set, and WSU's Global Challenge State Peers.

Surveys and follow-up interviews covered a broad range of collection development issues including details about administration, policies and procedures, the place of Interlibrary Loans in collection development, Big Deals, open access, textbooks, and open educational resources. Questions regarding collection funding sources, fees, and storage facilities were also covered.

This session will report on the surveys and interviews collected and show how they can inform collection managers' decision-making and collections strategy during a period of rapid change and tight budget times by providing details about how other academic libraries are handling assessments, Big Deal conversations, and journal cancellations.


Joel Cummings

Head of Collection Development, Washington State University Libraries
Joel Cummings has worked at Washington State University since 1999, first as an electronic resources librarian, then collection manager for the sciences and now Head of Collection Development. Previous positions include reference and instruction librarian at University College of... Read More →

Lara Cummings

Agriculture and Instruction Librarian, Washington State University Libraries

Christy Zlatos

Liaison Librarian, Washington State University Libraries

Friday November 4, 2016 11:35am - 12:15pm EDT
Cypress Ballroom North, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

11:35am EDT

Current Collection Development Strategies for Video
Collecting video content today poses challenges for the academic library. Diverse missions lead to very different collection development needs across academic libraries. Large research institutions may desire to collect for perpetuity, while smaller collections are often more curriculum-focused. Video collection strategies vary based on mission, budget, technological infrastructure, and other factors. Acquiring video content is complicated by the variety of formats and licensing options the academic librarian must take into consideration. In this panel, academic librarians who collect video content will discuss collecting to support research now and in the future, collecting to support curricular needs, and collaboration between institutions for cooperative collection decisions. We will discuss our strategies for maximizing budgets and address the philosophy of access versus ownership. Attendees will have the opportunity to ask questions and provide additional ideas for ways that librarians can enhance and improve video acquisition.

avatar for Sarah McCleskey

Sarah McCleskey

Head of Resource & Collection Services, Hofstra University
My units get things to people in ways that are efficient. Whether it's circulation, document delivery, resource sharing, DVDs, streaming licensing ... we deliver content to users using well-honed workflows and secret library magic. We maintain the integrity of our print collection... Read More →
avatar for Winifred Metz

Winifred Metz

Head, Media Center, University Libraries, University of North Carolina at Chapel Hill
As Head of the Media Center, my work is focused on both the analysis and production of Media and I lead a team of 5 professionals specializing in media design, digital literacy, media production, public service, access & description, use metrics & analytics, and resource management... Read More →
avatar for Danette  Pachtner

Danette Pachtner

Librarian for Film, Video & Digital Media, Duke University Libraries
Danette is the subject librarian for Film, Video & Digital Media and Gender, Sexuality, and Feminist Studies at Duke University's Lilly Library. A San Francisco native, she received her undergraduate degree at Wesleyan University and her MLIS at UCLA.

Friday November 4, 2016 11:35am - 12:15pm EDT
Grand Ballroom 1, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

11:35am EDT

Moving Altmetrics Mainstream: How to Bring Recommended Practice into Reality
The National Information Standards Organization (NISO) has published final recommendations regarding alternative metrics that have been developed over the past two years. Publishing these recommendations is only the beginning of the process. To be truly successful, these recommendations need to be adopted into practice. During this talk, Todd will discuss those definitions, the recommendations, and the new altmetrics data quality code of conduct. These publications serve as a point to push forward adoption and next steps to further advance acceptance of new forms of metrics and assessment of new forms of communicating information. Finally, consideration will be given in areas of work that the community still has before us, and audience input will be solicited to create further discussion.

avatar for Todd Carpenter

Todd Carpenter

Executive Director, NISO
Wine, food, wine, Standards, running, wine, food, wine.http://orcid.org/0000-0002-8320-0491
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Nettie Lagace

Associate Executive Director, NISO - National Information Standards Organization
Nettie Lagace is the Associate Executive Director at NISO, where she is responsible for facilitating the work of NISO's topic committees and development groups for standards and best practices, and working with the community to encourage broad adoption of this consensus work. Prior... Read More →

Friday November 4, 2016 11:35am - 12:15pm EDT
Salon I, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

2:30pm EDT

Collection Dashboards for Selectors
While collections dashboards are often used as an external communications tool, they have additional applications for improving internal processes and assisting subject selectors. The result of a collaboration between a subject selector, data librarian, and collection development librarian, this presentation focuses on the identification of data sources, the process of parsing collection data by subject area, and practical visualizations to support evidence-based decision making in subject collection development. Of particular interest to attendees may be visualization techniques for linking multiple data sources, from acquisitions data to holdings data, publisher provided usage data and library collected user experience data. Using Tableau, the presenters have developed dashboard frameworks to support collections decision making.

avatar for Lindsay Cronk

Lindsay Cronk

Coordinator of Online Resources and Collections, University of Houston
Collections person.

Wenli Gao

Communication, Sociology, and Anthropology Librarian, University of Houston

Friday November 4, 2016 2:30pm - 3:10pm EDT
Salon II, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

2:30pm EDT

It's 2031: Do You Know Where Your Scholarly Monographs Are?
This panel discussion will focus on the work the Eastern Academic Scholars' Trust [EAST] project is engaged in to protect print scholarly resources for the future. EAST is a collaboration of 48 academic and research libraries, primarily in the Northeast, that has developed a retention program to protect over 6 million scholarly monographs at least through 2031. The panel includes representatives from the EAST project team, the vendor with whom EAST worked on the collection analysis, and participating libraries. The audience will be asked to participate through polling and feedback on each of the major topics discussed, which include:

  • The EAST collection analysis - how 40 libraries, over only a 9-month period, came to agree on a model for retention and what the implications are for other regional and national shared print initiatives
  • Validation Sample Study - the process of sampling 240,000 items in 40 libraries to develop an "availability metric" and how this work can inform future retention modeling as well as ongoing research
  • Developing policies for shared print - the challenges of developing consensus across the diverse EAST membership on policies and operating procedures
  • Building a sustainable model for shared print - how EAST is working to expand to other libraries in region and evolve a business model for ongoing sustainability
  • What EAST could mean for access to scholarly content in the future - what are the implications for traditional "ILL" of large-scale projects such as EAST and how might EAST change collection development across the region.

avatar for Matt Barnes

Matt Barnes

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

Librarian for Collaborative Projects, CTW Library Consortium
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Matthew Sheehy

University Librarian, Brandeis University
Matthew Sheehy is the university librarian, overseeing all of the operations of the Brandeis University Library. His goal is to provide services and collections that augment learning and research activities, as well as enhance the experience of the Brandeis Community. Prior to joining... Read More →
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Susan Stearns

Executive Director, Boston Library Consortium & Eastern Academic Scholars' Trust
Susan Stearns is the Executive Director of the Boston Library Consortium (BLC) and Project Director for the Eastern Academic Scholars’ Trust (EAST) shared print initiative. She coordinates the activities of the EAST Project Team, works closely with the Executive Committee and is... Read More →

Friday November 4, 2016 2:30pm - 3:10pm EDT
Grand Ballroom 2, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

2:30pm EDT

Moneyball 2.0: Where are we today?
Based on the success of last years' session at Charleston, librarians will hear from our panel where are today using the idea of playing Moneyball in librarianship.

In the current information landscape, it is important for libraries and publishers to develop collaborative relationships to better understand user needs from a variety of perspectives. By working together to building collective knowledge around discovery, access and usage trends this information impacts and institutions' collection development. In this session, we'll review where Columbia, Rutgers and Syracuse are today in using data to make decisions.

One year later hear from our librarians who played Moneyball in librarianship and what a difference it has made in how they use data to make decisions and the impact it has had.

avatar for Tommy Doyle

Tommy Doyle

Senior Vice President and General Manager of RELX’s Science & Technology Research Reference Business, Elsevier
Tommy Doyle is the Senior Vice President and General Manager of RELX’s Science & Technology Research Reference Business (formerly known as the Science & Technology Books Group). He is responsible for delivering overall performance and ensures the business is positioned for future... Read More →
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Melissa Goertzen

Collection Development Analysis & Support Librarian, Columbia University Libraries
I am the Collection Development Analysis & Support Librarian at Columbia University. Much of my work involves monitoring budgets, examining business models, and analyzing workflows. In 2016, I completed a two year assessment project that examined how e-books are used for research... Read More →

Gracemary Smulewitz

Head, Collection Services, Rutgers University
Gracemary Smulewitz is the Head of Collection Services and Resource Sharing at Rutgers University Libraries. She earned a Bachelor of Arts in Romance Languages from the University of Tennessee and a Master of Library Science from Rutgers University. Ms. Smulewitz has worked with... Read More →
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Scott Warren

Associate Dean for Research Excellence, Syracuse University Libraries
Scott Warren is the Associate Dean for Research Excellence at Syracuse University Libraries. His portfolio includes collections, cataloging and acquisitions, digital and open scholarship, research impact, and subject liaison services, as well as the University Press and Digital library... Read More →

Friday November 4, 2016 2:30pm - 3:10pm EDT
Grand Ballroom 3, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

2:30pm EDT

Overcoming Data Source Limitations When Analyzing an E-book Collection By Subject
In order to understand the needs of schools and departments they serve and assess relevance of their collections academic libraries conduct various evaluation projects. Columbia University Health Sciences Library is committed to performing regular reviews of the departments at the Medical Center. Part of those reviews includes analyzing e-book coverage and use.

COUNTER reports are the best tools libraries have to track e-resource usage, but lack of detail may cause problems when performing detailed, subject-based analysis of e-book collections. While COUNTER reports include standardized usage data, they lack all but the most basic of bibliographic information.

So, how to optimize library analysis of these reports on a subject-specific basis?

In this session the audience will learn the methodology used by HSL in two review projects. In a first project, HSL used advanced filtering in Excel to limit the Counter Report to titles relevant to a subject area under review, and then hand reviewed the list. In a second project, HSL developed a program to look up COUNTER-provided ISBNs via Z39.50, which provided additional bibliographic information for analysis.

The methodology used should be reproducible and applicable to any subject area in Sciences or Humanities


Michael Koehn

Director for Library Operations, Augustus C. Long Health Sciences Library, Columbia University

Friday November 4, 2016 2:30pm - 3:10pm EDT
Magnolia Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

2:30pm EDT

Rolling the Dice and Playing with Numbers: Statistical Realities and Responses
Librarians invest time gathering numbers about collections for various entities, such as accrediting groups, organizations, and their user communities. Gathering collections-related statistics regarding the numbers of things our libraries subscribe to or purchase, as well as the items our users use, often requires a significant investment in time. Definitions can be difficult to apply and some questions do not seem to reflect our current reality or demonstrate value.

Panelists will share perspectives on the challenges of annually gathering and recording collections-related statistics, understanding definitions, and complying with standards in which differences in interpretation can lead to radically different values reported. Presenters will share their practices, as well as suggestions for improving the process and focusing on what is meaningful and manageable. Attendees will be invited to share practices, and will come away with an understanding of the complexity of the process and suggestions from all present.

avatar for Natasha Cooper

Natasha Cooper

Collection Development and Analysis Librarian and Subject Librarian for Information Studies, Syracuse University Libraries
Tasha Cooper is collection development and analysis librarian for arts and humanities, as well as some social sciences and professional programs, and subject librarian for information studies at Syracuse University Libraries, in Syracuse, NY.
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Kimberly Nolan

Resources Manager, SUNY Upstate Medical University
I provide leadership, planning and management of the Upstate Health Sciences Library collection. I also manage the resources budget; and oversees Document Delivery.
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Michael Poulin

Head of Collection Management, Colgate University Libraries
Michael Poulin is the Head of Collection Management at Colgate University Libraries. He has served as Digital Resources Librarian and also as a Systems Librarian.
avatar for Nancy Turner

Nancy Turner

Associate Director for Organizational Research & Strategy Alignment, Temple University

Friday November 4, 2016 2:30pm - 3:10pm EDT
Salon I, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

2:30pm EDT

What Do You have Invested in Your Collection?: Identifying Your Digital Assets
Libraries are increasingly concerned with demonstrating the return on investment for collection budgets. But little thought is given to defining the investment itself. The investment can identified simply as the expenditures in given areas or types of material. But are their more fundamental ways of thinking about this investment? There are and we need to give them consideration both in calculating and publicizing our returns on investment and in meeting the requirements of the auditors who monitor and certify our business practices.

In 2013, our auditors came to the realization that their practices still assumed collections consisting solely of tangible objects - print journals, books, indexes, microforms, and so forth - and needed to address the digital collection that contained a varied mixture of owned and leased titles. Library staff in charge of business operations, acquisitions, and collection development responded by developing practices and procedures to identifying assets and non-assets and allow the auditors both to understand how identifications were made and to verify the identifications are correct.

Participants in this session will hear how we developed new practices and procedures in response to our auditors' demands. We will describe our identification of contracts language that translates into such identifications and allows auditors to verify our judgments. The participants will also learn how our increased awareness of such distinction has lead us to see our collections in ways divorced from the assumptions of the print environment.


Nancy Beals

Coordinator of Acquisitions and Electronic Resources, Wayne State University Library System

Rachel Beatty

Director of Business Affairs, Wayne State University Library System

Paul Beavers

Coordinator for Collection Development and Assessment, Wayne State University Library System

Adeeb Mozip

Manager of Financial Affairs, Wayne State University Library System

Friday November 4, 2016 2:30pm - 3:10pm EDT
Ashley Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

3:35pm EDT

Changing How Monographs Are Acquired in Response to Evolving Needs
In April of 2014, the University of Alberta Libraries (UAL) made a major shift in how we acquire monographs, moving from a distributed, subject selector-focused, slip-based model, to an approval only, e-preferred and PDA-led model. This change was implemented in response to the expanding and evolving roles of liaison librarians and the need for enhanced workflow efficiencies. With two years of data related to this transition and the impact of the new model, we will present an assessment of the impact of the new model. The objective of this presentation will be to provide insight to other librarians considering a shift to a more automated and centralized monograph acquisitions approach. We will discuss the reasons for rethinking how UAL approaches monograph acquisitions, the challenges of making such a significant change, and the impact of such change on our budget, collection composition, and staff roles, as well as anticipated future changes. We plan to engage the audience with conversation about their own experience in streamlining workflows, and other possible models that may work in different contexts. Attendees can expect to gain insight about making a major organizational shift, implementing change, and assessing the impact of a new model.

This session is co-authored by Trish Chatterley, Public Services Librarian, University of Alberta Libraries, who was unable to attend the conference. 

avatar for Denise LaFitte

Denise LaFitte

Associate University Librarian, University of Alberta Libraries

Friday November 4, 2016 3:35pm - 4:15pm EDT
Magnolia Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

3:35pm EDT

Libraries, Censorship and 'Naked Lunch'
A presentation by Chicago attorney Bill Hannay exploring the role that libraries have played -- and continue to play -- in resisting ... and enforcing ... censorship. The discussion will include video excerpts of songs from the speaker's recently-produced musical comedy, "Naked Lunch: The Musical," which focuses on the obscenity trial of William Burroughs' novel in Boston in 1965.

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Leala Grindstaff

Theater Student, College of Charleston
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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 →

Friday November 4, 2016 3:35pm - 4:15pm EDT
Grand Ballroom 2, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

3:35pm EDT

Mapping Change: An Examination of Curricular Shifts and Collection Impact
Whether adding a new course or ending a program, curricular changes represent a formal notification from the University to the library that it must support. At American University, all curriculum changes require, as part of the approval process, a library review. While these reviews are shared with collection managers, there has never been a systematic review of the effect the changes have had on purchasing and use. One of the most prohibitive factors in undertaking such as review is that curricular changes are often difficult to map to collections because they reflect interdisciplinary adjustments or courses that push the boundary of what one might associate with a subject, such as cooking with chemistry. With the tighter budgets, there is more of a need to track the use of materials and to ensure the library is properly responding to changes in the curriculum. Furthermore, many libraries are moving towards more automation of their acquisitions or relying more on patron driven plans. The need to assess how approval plans or other acquisition models are able to adjust to curricular change is largely unknown. In this paper, we will demonstrate a method of how to use Library of Congress Collection Policy Statements to index curricular changes and how to map those LOC subject terms to our Integrated Library System and electronic resource holdings. Once mapped, we will show how the curricular changes data can be compared to with any library collection data. Our analysis would be beneficial to collection managers and collection development librarians who want to retrospectively review curricular changes to determine if the change had any effect on library collections. We will show sample data reports from AU Library's holdings to demonstrate how this method can be used to analyze purchasing and usage data over time.


Michael Matos

Collection Development Analyst, The Library of Congress

Jenise Overmier

Research & Instruction Librarian, Marymount University

Friday November 4, 2016 3:35pm - 4:15pm EDT
Calhoun Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

3:35pm EDT

Valuing Consortial Resources: A Framework for Assessment
Grounded assessment begins with establishing the goals of an institution and its users, but there is an added layer of complexity in determining value at the consortial level, where different institutions will naturally perceive the value of a particular resource differently. The shared resources of a consortium are also often diverse in both format and acquisition method. How should the relative value between e-books and streaming media be compared? Between leased and demand driven acquisitions? Between open access models and collaboratively owned models?

To answer these questions VIVA, the academic library consortium of Virginia, formed the Value Metric Task Force, charged with designing a framework for the coherent and holistic evaluation of shared resources. To ensure the development of metrics that were reflective of overarching consortial values, the task force, composed of representative members from each major type of VIVA institution, was asked to determine the highest collection priorities for the consortium and then translate these into quantifiable variables.

This session details the work of this group and the resulting flexible framework that employs weighted variables such as program levels, usage statistics, cost-per-use, and member feedback into straightforward, effective, value metrics. This framework enables a consistent approach to the evaluation of consortial resources, and empowers members to articulate the value of shared resources for Virginia students.


Beth Blanton-Kent

Collections Librarian, University of Virginia Library
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Julie Kane

Associate Professor and Head of Collection Services, Washington and Lee University
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Madeline Kelly

Head, Collection Development, George Mason University Libraries
Madeline Kelly is the Head of Collection Development at the George Mason University Libraries. She has experience in circulation, preservation, and collection development, and is most interested in finding practical ways to assess the quality and value of library collections. Before... Read More →
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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.
avatar for Anne Osterman

Anne Osterman

VIVA Director, George Mason University/VIVA
Anne Osterman is a librarian with over ten years of experience in academic libraries. She has worked in a variety of roles, including research data services, reference and instruction, acquisitions, and the licensing of electronic resources. She is currently Director of the Virtual... Read More →

Friday November 4, 2016 3:35pm - 4:15pm EDT
Cypress Ballroom South, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401