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Thursday, November 3

11:35am EDT

If You Ease the DRM, Will They Read?
This paper examines changes in readership of Canadian presses Ebooks due to the removal of restrictions by the publishers (DRM).

In 2013, the Ontario Council of University Libraries (OCUL) and 12 members of the Association of Canadian University Presses/Association Des Presses Universitaires Canadiennes (ACUP/APUC), in conjunction with eBOUND Canada, partnered to provide access via OCUL's Scholars Portal (SP) books platform. The license agreement included a section on Digital Rights Management (DRM) that asked SP to provide access control technologies to limit the use of content and devices. However, the license agreement also included a commitment by publishers to review DRM restrictions on an annual basis and gradually limit them.

Three years into the agreement and several publishers had already removed the restrictions for over two hundred titles. Titles that initially were loaded onto Adobe Content Server (ACS, the technology selected to enforce the DRM) and were limited to one user at a time, are now available with no restrictions.

Our paper will present the results of measuring use for titles that were moved out of the ACS and put onto the SP non-DRM platform. It will examine whether it is true to assume, as one often may, that DRM e-books do not encourage e-reading; has the use of titles no longer restricted by ACS really increased? Finally, it will discuss our strategy to overcome the difference in methods for measuring readership across platforms and technologies, in order to look at the use of specific titles.

avatar for Ravit H. David

Ravit H. David

Digital Content Production Coordinator, University of Toronto
Ravit H. David is the Coordinator of the E-book service in Scholars Portal, at the University of Toronto. In her current role Ravit works with vendors and publishers to provide access and discoverability to E-Books with perpetual access rights. Ravit serves on several international... Read More →

Sadia Khwaja

Senior Developer, Scholars Portal, University of Toronto

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

11:35am EDT

The Big Picture: A Holistic Viewpoint of E-book Acquisitions
This presentation details the complete process map of e-book acquisitions at Loyola Marymount University's William H. Hannon Library. In this presentation, we extend and update the model used by Beisler & Kurt (2012) for current workflow considerations. In particular, we will highlight an expansion of the paths that an e-book can take, discuss the improvement of discoverability through cataloging services and review, and look at quality control techniques such as access and link checking. 

Objective of the session: While most literature focuses on certain aspects of e-book workflow, this presentation attempts to portray a holistic viewpoint of e-book acquisitions. By capturing the complexities of the process and visualizing it from the perspective of the big picture, it serves as a guide when writing more detailed procedures, helps us recognize appropriate staffing to perform a task, and it shows how different people interact with one another as part of the process. 

What attendees can expect to learn: Attendees will engage with a complete workflow procedure for the different paths of e-book acquisitions. By attending this presentation, participants may identify a component of this workflow they could implement at their own institutions to improve user satisfaction with e-books. Through audience participation, we hope to create a wider discussion to learn what others in the room are doing with their own e-book acquisitions workflow.

avatar for Marie Kennedy

Marie Kennedy

Serials & Electronic Resources Librarian, Loyola Marymount University
I'm the co-director of the Institute for Research Design in Librarianship and the Serials & Electronic Resources Librarian at Loyola Marymount University (Los Angeles CA).
avatar for Ron Lewis

Ron Lewis

Acquisitions Librarian, Loyola Marymount University

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

2:30pm EDT

Mapping the Free Ebook Supply Chain
Although still a small part of overall output, the number of open access (OA) books from scholarly publishers is growing rapidly. Traditional publishers are adding OA options (e.g., Luminos from University of California Press), libraries and funders are collaborating to make existing books OA (e.g., Knowledge Unlatched, NEH/Mellon Humanities Open Book Program), and high quality dedicated OA publishers are emerging (e.g., Lever Press, Open Book Publishers, Ubiquity Press). While many of these works are digital facsimiles of print, an increasing number are multimodal publications with extended functionality. Public availability of scholarly information promotes equity and inclusion and advances some key shared objectives of librarians. However, these titles also present challenges to an information supply chain that relies on commercial intermediaries: There is little incentive for jobbers, aggregators, or booksellers to promote books which have no price; it can be difficult for a library to defend spending collections money on publications that will end up freely available to the world; and new digital scholarship formats can be challenging to deliver to patrons and preserve. In this session, join a publisher, an aggregator of open content, and an expert in information retrieval in a journey past the many obstacles between production of an OA book, its discovery and use by a reader, and its long-term preservation. As well as learning about the issues in this emerging space, participants will be invited to suggest practical ways of overcoming barriers to universal and open access to knowledge.

avatar for Rebecca Welzenbach

Rebecca Welzenbach

Director, Strategic Integration and Partnerships at Michigan Publishing, University of Michigan Library

avatar for Rupert Gatti

Rupert Gatti

Director, Open Book Publishers
Rupert Gatti is a Fellow and Director of Studies in Economics at Trinity College, Cambridge University. He is a co-founder and Director of the award winning Open Access book publishers, Open Book Publishers (www.openbookpublishers.com).  Founded as a non-profit by scholars at Cambridge in 2008, Open Book Publishers has now published over 80 high quality, rigorously peer reviewed scholarly monographs - including works by well know authors such as Amartya Sen and Noam Chomsky - and attracted over 1 million readers world... Read More →
avatar for Eric Hellman

Eric Hellman

President, Free Ebook Foundation
avatar for Jill O'Neill

Jill O'Neill

Director of Content, NISO

Thursday November 3, 2016 2:30pm - 3:10pm EDT
Grand Ballroom 1, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

2:30pm EDT

Shotgun Session: Collection Development - Demand Driven Acquisition and E-Book Threads
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. We used DDA to help build a new engineering collection; you won't believe what happened next 
(Aaron Lupton)

Engineering students want up to date, highly technical information delivered to their devices immediately, so a highly specialized eBook collection is vital for any engineering library. But, engineering eBooks are expensive so "just in case" collection building is not an ideal solution, particularly when building a brand new collection. The introduction of new engineering programs at York University meant new challenges and opportunities for the Libraries, namely building a new collection for these new programs. We started with general eBook packages as well as engineering publisher packages then turned to Demand Driven Acquisition (DDA), Short-Term Loan,  and Evidence Based Selection to fill in the gaps in our current licensed eBook collections. Our goal was to build a quality engineering collection while avoiding the purchase of large numbers of "just in case" print or eBook titles. 

This session will describe how York executed its new Engineering DDA, STL, and Evidence Based Selection programs; how successful these tools were in building a quality collection, as well as the Return on Investment (ROI) of the eBooks selected. The presenters will offer recommendations on how these tools are most effectively integrated with other collection building tools. Just as important, this session will include a discussion on the role of DDA in the traditional collection building process, taking into account that not all eBooks are available via this method, and how DDA can be used to augment a librarian's deeper integration into the engineering curriculum. 
2. Rolling with PDA & DDA: How Academic Libraries can use Patron Driven and Demand Driven Acquisition Techniques to Build Library Collections with a Minimal Management & Budget (Kerry Falloon) 

Patron Driven and Demand Driven Acquisitions has been utilized for some time in academic libraries but some university libraries are still new to the process. With changes in the last couple of years regarding short-term monograph loans becoming cost-ineffective, the popularity of streaming video PDA, and library budgets increasingly being cut, the conundrum of successfully implementing a PDA program and how to evaluate its effectiveness, is a question many still library's face. In the Fall of 2015, the College of Staten Island Library-CUNY, implemented a small DDA monograph pilot program with YBP/ EBSCO e-books to build its collections in academic areas new to the college. The goal was to offer patrons immediate "on demand" selections in areas that might need additional collection building in depth and breath, but this will take some to accomplish by collection development librarians. The results of this DDA pilot project, as well as the implementation by the Fall of 2016, of a PDA streaming video program with Kanopy, will be discussed. Both pilot projects were completed with a total budget of $5,000 committed to each. With budget cuts of over a hundred thousand in the year proceeding the implementation of these projects, this poster will discuss "small budget and manageable" PDA and DDA programs, which was in direct contrast to a larger scale CUNY DDA project, which the College of Staten Island (CSI) benefitted from in 2014. The shortfalls of the PDA/ DDA pilot projects, lessons learned, and future prospects at CSI’s library considered will also be discussed.              

3. What's On Demand?: Analyzing Demand-Driven Acquisition of eBooks (Paolo Gujilde, Jessica Minihan)

What happens to DDA ebooks after their initial use? Will they be used again? Does it represent the library collection? The landscape of acquisition models in which libraries negotiate are changing with the times to accommodate the reality of budgetary concerns and providing a traditionally balanced library collection. Academic libraries like ours, Zach S. Henderson Library (Georgia Southern University), which employs demand-driven acquisition must find an equilibrium between needs and wants. The "needs" of funding and the "wants" of having it all just in case. Henderson Library implemented subject-specific DDA electronic books program in 2011 to support online education programs and to supplement the traditional automatic approval plan. Then, in 2015, the Library fully expanded the DDA program to all subject areas as well as print format. These changes marked the move from the traditional automatic approval plan to DDA plan. 

In this presentation, we will trace the Library's DDA ebook usage statistics and generate trends that reveal effectiveness, or lack thereof, of the DDA program specifically as it pertains to electronic books. Attendees of this session will leave with better understanding of issues of collection development and acquisitions as it relates to DDA.  

4. Post-Acquisition Management and the Issue of Inaccessibility (Beth Caruso) 

Though advocates are calling for publishers to develop born-accessible eBooks to comply with ADA and DAISY standards and the EPUB 3.0 measures now backed by the Society for Disability Studies, the realistic timespan for this achievement to become standard practice is far from ideal. To equitably serve users who are differently able, stronger technology and a mindset toward accessibility must become the standard in electronic collections. Librarians are expected to have a strong working knowledge of the library's collections but receive little training in best practices for assisting patrons who are differently able. We cannot wait for the eBook landscape to change on its own, as responses to inaccessibility have largely been that the technology simply was not applied to the desired text. In the meantime, we must recognize  how to develop usable collections for all and how to respond to those whose access has been limited.This research is the product of both current research and earlier findings of the User Experience Research Team from the Mellon-funded Charlotte Initiative project. Though a quick overview of the team's findings thus far will be provided, this session will focus on the accessible eBook landscape and provide librarians with tools to better assist users working independently in discovery systems as they interact with the library's current acquisitions. Additionally, librarians will acquire techniques for responding to users who cannot use the texts they wish and understand how such a mindset can help us develop stronger collections of use to all. 

5.  Open Access, open access, how does your catalog grow? With selection, access, and usage all in a virtual row (David Schuster, Susan Martin)

Much of the Open Access focus and discussion has been on journals (think Glossa). But, the open access monograph has come fully into its own. University and scholarly publishers are providing high quality books, often in areas that rely on long-form scholarship. However, open access monographs present a challenge to libraries of all sizes. How do they fit into the traditional models of selection, acquisition, cataloging, and tracking usage?  

This session will present the open access monograph workflow from selection to usage assessment used at the Texas Woman's University Libraries.  Attendees will learn how a small university library implemented and normalized the workflow for the selection, processing, and usage assessment of open access monographs.

avatar for Beth Bernhardt

Beth Bernhardt

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

avatar for Beth Caruso

Beth Caruso

Technology Services Coordinator, Atkins Library, UNC Charlotte
Beth Caruso is from New Orleans, but currently lives in Charlotte, NC. After she graduated with her MA in English, she taught writing at the college level and was the Associate Director of the UNC Charlotte Writing Resources Center. She graduated with her MLIS in May of 2017, and... Read More →
avatar for Prof Kerry Falloon

Prof Kerry Falloon

Acquisitions Librarian, CUNY- College of Staten Island
With over a decade of experience in academic libraries, my prior positions included Acquisitions & Collection Development librarian at Saint Peter's University, Administrator of Technical Services at Ocean County Community College and currently, Assistant Professor & Acquisitions... Read More →
avatar for Paolo P. Gujilde

Paolo P. Gujilde

Assistant Head of Acquisitions, Northwestern University
avatar for Aaron Lupton

Aaron Lupton

Electronic Resources Librarian, York University
I have been the Electronic Resources Librarian at York University in Toronto since 2009. I am involved in negotiating licenses and purchases of all electronic materials in York's collections. I also have an interest in all matters pertaining to assessment, especially collections assessment... Read More →
avatar for Susan Martin

Susan Martin

Chair, Collection Development and Management, Middle Tennessee State University
Susan Martin serves as the Collection Development and Management department chair in the James E. Walker Library at Middle Tennessee State University. Immediately prior to this position, she served as the Head of Acquisitions Services at The University of Chicago Library. Her other... Read More →

Jessica Rigg

Continuing Resources Librarian, Georgia Southern University
avatar for David Schuster

David Schuster

Interim AUL for Technical Services, Systems, SC, Binghamton University
I've been in library automation for over 20 years and am always looking at ways to bring the best resources to users at the least cost. Susan Martin was a great collaborator as we started to look at how we could "manage" open access monographs in relation to collection management... Read More →

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

2:30pm EDT

The Odd Couple: University Libraries and Book Stores Team Up to Reduce Textbook Costs for Students
Since 2012, The University of Arizona (UA) Libraries have partnered with the UA BookStores to identify and make available eBook versions of required course materials, accessible through the campus course management system and the BookStores' website. These eBooks have multi- or unlimited use licenses and are available at no cost to students. In advance of each semester, these two stakeholder groups work in partnership to acquire, make discoverable, and promote this service to faculty and students in a variety of ways.

With the maturity of our partnership and of this service to faculty and students, the UA Libraries are investigating our current environment and working with the UA BookStores to develop a new model that will improve our workflows, processes, and service to our end users, most notably by inserting the Libraries at an earlier stage in the textbook adoption process.

This presentation will focus on both our current process and how we got to this point as well as on our future strategic plans for developing and implementing a new model in collaboration with campus stakeholders.

Our presentation will be useful to both libraries who are thinking of developing a programmatic and collaborative approach to delivering required course materials on their campuses as well as for those who already have a service in place and are looking for fresh ideas and a forum to discuss next steps. We'll present on both external considerations and internal library acquisition processes so that our audience has a full picture of workflows and collaborations.

avatar for Teresa Hazen

Teresa Hazen

Department Head, University of Arizona

Niamh Wallace

Assistant Librarian, University of Arizona Libraries

Thursday November 3, 2016 2:30pm - 3:10pm EDT
Citadel Green Room, Embassy Suites 337 Meeting St, Charleston, SC 29403

3:35pm EDT

Developing eBook Purchasing Guidelines
In 2014, Cooperating Libraries in Consortium (CLIC), a consortium of seven libraries in the Twin Cities, tasked its Collection Development Committee with starting concerted efforts to cooperatively acquire ebooks for the consortium. To that end, the group developed a philosophy and a set of purchasing and renewal review guidelines that have so far proven very helpful to fairly and fully evaluate possible purchases and make efficient purchasing decisions. The group conducted considerable research on other consortium models, as well as the myriad purchase model options available from various vendors.

Our proposed presentation would detail our efforts so that other libraries can learn from our research as well as consider using our selection and evaluation model for their own library or consortium. While we would speak to the consortium-specific aspects of ebook acquisition, we would also talk at some length about factors that are relevant for both consortia and individual libraries. Outcomes of this project included detailed checklists for acquiring new ebook packages and evaluating existing ones, which we would describe and make available to other libraries.

The four presenters would cover the goals of our project, as charged from our consortium board, challenges we faced adapting our processes from the print to the electronic realm, the many vendor models that we evaluated, and the criteria we developed to make purchasing decisions. We will also cover how we aligned our consortium members in order to purchase ebooks cooperatively, and offer advice to others on how to handle this process with colleagues at their library or consortium.


Rhonda Gilbraith

Associate Director, Bethel University Library
I am Associate Director and Collection Development Librarian at Bethel University, in St. Paul, MN. I began my library career in ILL, moving into Reference, and, eventually, Collection Management. I have served as liaison to a variety of disciplines over the years, and continue in... Read More →
avatar for Manahan, Meg

Manahan, Meg

Associate Director, Collection Management & Services, University of St. Thomas

Thursday November 3, 2016 3:35pm - 4:15pm EDT
Citadel Green Room, Embassy Suites 337 Meeting St, Charleston, SC 29403

3:35pm EDT

We're on a Roll: Transforming E-Book Acquisitions in a Shifting Budget Landscape
In response to the challenging budget landscape in 2015/16, the University of British Columbia Library took a new approach to e-book acquisitions. The Associate University Librarian, Collections, established a working group with a mandate to develop and implement a strategy for library-wide e-book purchasing. Members of the group were drawn from both campuses and represented public and technical services and a broad spectrum of disciplines.

In this presentation, we will briefly review the factors that led to the formation of the working group, then discuss the steps taken in the analysis, selection, and purchase of e-books. The committee's two-pronged approach - the purchase of large ebook packages and participation in evidence-based acquisitions programs with Cambridge, Wiley, Taylor & Francis, and CRC Press - will be explored in depth.

We will highlight the benefits of cross-unit collaboration, the vendor and publisher relations, and the effective use of limited funds. We will discuss the many challenges around discovery and access, evaluation and decision-making, and transitioning the program into the current fiscal year.

We expect that our presentation will contribute to the broader picture of how large academic libraries can address rising costs, limited budgets, and the variety of publisher e-book offers.

avatar for Sheldon Armstrong

Sheldon Armstrong

Interim AUL Collections, University of British Columbia
I am currently the Interim AUL Collection at the UBC Library located on the Vancouver campus. I have many years of experience in licensing, budgeting and publisher negotiations - but am most interested in where we should be heading in the long term. I am eagerly waiting our industry's... Read More →
avatar for Arielle Lomness

Arielle Lomness

Collections Librarian, University of British Columbia - Okanagan Campus
Arielle Lomness is the Collections Librarian at UBC Library’s Okanagan campus, in addition to serving as a subject librarian. She is currently responsible for coordinating the Library’s collections activities, including the acquisitions of new content, the maintenance of the existing... Read More →
avatar for Sally Taylor

Sally Taylor

Science Librarian, University of British Columbia
Sally Taylor is a science librarian on the UBC Vancouver campus, supporting researchers in the biological sciences, fisheries, forestry and the environmental sciences. She has been peripherally involved in RDM activities since 2014 and has been seconded as Research Data Services Librarian... Read More →

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

11:35am EDT

From DDA to EBA: A Five-year Story from a Consortium Shared E-Book Collection Program
Maintaining an e-book program at a consortium level is complex. Considerations include ensuring a broad range of useful content is available, stable costs, and minimizing barriers to access for patrons.

This session will look at Orbis Cascade Alliance's experience and evolution across the last five years in testing and assessing different e-book models. The presenters will provide their perspective on how the Alliance is influenced by and influences the e-book ecosystem at large. They will share lessons and reflect upon their successfully run Demand Driven Acquisition approach, and share why they decided to pilot an Evidenced Based Acquisition approach with Wiley.

Attendees can expect to learn how this consortium continues to evolve their approaches with the ever-changing e-book collection acquisition world.

avatar for Kristina DeShazo

Kristina DeShazo

Director of Collection Management, Oregon Health & Science University
I recently moved into my new role as Collection Development & Assessment Librarian at OHSU. I oversee the collection using review, analysis, and assessment to ensure that the library provides resources to meet the needs of the OHSU community.
avatar for Kathi Fountain

Kathi Fountain

Consortia Account Manager, Oxford University Press
avatar for Jim Huenniger

Jim Huenniger

Senior Account Manager, Wiley
I have the pleasure to work with SCELC and all member libraries. I oversee the licensing of Wiley Online Library products including Journals and Journal archives, Major Reference Works, Books, Current Protocols, The Cochrane Library and more.

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

2:30pm EDT

Not Your Father's Faculty Bibliography: Making University Scholarly Output Shine
Academics have long sought to promote scholarly output. Some university departments publish partial bibliographies of faculty scholarship, maintained by department staff, and hosted on department webpages. Many libraries enter scholarship into their institutional repository (IR), or encourage faculty to enter metadata and upload manuscripts as they publish. The results tend to be incomplete and the content is siloed in the IR. With access to data sources, metadata skills, and discovery services, librarians can streamline the creation of a centralized bibliography and increase the discovery of faculty scholarship.

The University of Central Florida (UCF) took an unusual approach to showcase scholarship - attempting to produce a comprehensive, retrospective, faculty bibliography and highlight faculty-authored content in their EBSCO Discovery Service (EDS). Now, in UCF's EDS, a mascot icon appears next to any article by a UCF author, even if the record is from a commercial index service.

The project involved new workflows and processes for collecting citations from Web of Science, and normalizing data; loading the metadata into the IR; and using MySQL and javascript to place a UCF icon in discovery results. In addition, the faculty bibliography metadata is harvested from the IR into EDS, ensuring that every item in the bibliography will be discoverable in UCF's EDS.

The presentation will detail choices and steps involved in creating the dataset; workflows to ingest and represent items in the IR and discovery systems; considerations for ongoing maintenance and future developments; and challenges of assessing the outcome of highlighting faculty works in EDS.

avatar for Athena Hoeppner

Athena Hoeppner

Discovery Services Librarian, University of Central Florida
avatar for Ryan Otto

Ryan Otto

Scholarly Communication Librarian, Kansas State University
Native Floridian living in the Flint Hills of Kansas. Ryan Otto is a Scholarly Communication Librarian and Assistant Professor at Kansas State University Libraries' Center for the Advancement of Digital Scholarship. Ryan helps support the research lifecycle and land-grant mission... Read More →

Friday November 4, 2016 2:30pm - 3:10pm EDT
Citadel Green Room, Embassy Suites 337 Meeting St, Charleston, SC 29403

3:35pm EDT

Nobody Knows and Nobody is Responsible: Issues in eBooks Workflow and Access
Hunter Library at Western Carolina University is a mid-sized academic institution managing ten large eBook packages and about 80,000 individual eBook titles. Managing eBooks involves working with multiple vendors and staff from different areas of technical services. This presentation will examine issues in eBook workflows; in particular we will share the results of a project to document our eBook workflows and utilize an existing technology, Microsoft SharePoint, to better manage our eBook workflow and share information and communication among necessary staff. The idea for this project came with the almost simultaneous hiring of the Electronic Resources Librarian and the Metadata Librarian, who took over the responsibility for loading eBook MARC records into the catalog. We found the existing workflow related to downloading MARC records from vendor's sites confusing because of the involvement of multiple units within the Technical Services department. We also noticed that there were questions from both users and library faculty about eBook user limits and download rights. These questions were not easily answered by looking at the catalog record nor could we find the information readily.

How might we share unique access information with users and public services staff? How might technical services staff better communicate with each other regarding their individual roles and responsibilities in this process? How do we maintain necessary information for technical services staff? This project is meant to not only deal with our eBook workflow but to help eliminate knowledge silos we see in our Technical Services department.

avatar for Tina Adams

Tina Adams

Electronic Resources Librarian, Western Carolina University
I am currently the Electronic Resources Librarian at Western Carolina University. Previously I have worked as a Reference & Instruction Librarian at Norther Arizona University and a Distance Education Librarian at George Mason University.

Paromita Biswas

Metadata Librarian, Hunter Library, Western Carolina University

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