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Thursday, November 3

11:35am EDT

A New Open Source LSP? Oh My!
Recently, libraries learned of FOLIO - a new community collaboration to develop an open source library services platform (LSP). The collaboration of vendors and libraries is working to bring an LSP to market that includes traditional ILS functionality but also promises to innovate in dramatically new ways. The community - comprised of librarians and technologists, designers, service providers and vendors - has the potential to reshape the library technology space in ways we haven't seen before.

There's enormous possibility in this initiative, and as libraries it behooves us to explore further. What are our needs and wants when it comes to an open source LSP? How and when does open source become an option that allows for mass adoption? How should we as libraries innovate and how can we help shape the direction of the systems we rely on? And how, as a discipline, do we embrace change as we look towards the future of our technology space?

This panel will explore the new LSP initiative. We will look at our resource management needs, our need to align more closely with the broader academic institution, and the need for real innovation in library technology.

avatar for Scott Anderson

Scott Anderson

Information Systems Librarian, Millersville University
avatar for Neil Block

Neil Block

Vice President, Global Open Source Innovation, EBSCO

Tania Fersenheim

Content & Applications Manager, Fenway Libraries Online
avatar for Michael Winkler

Michael Winkler

Managing Director OLE (Open Library Environment), OLE

Thursday November 3, 2016 11:35am - 12:15pm EDT
Grand Ballroom 1, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

11:35am EDT

If You Can't Beat 'Em, Join 'Em: Embracing Alternative Avenues of Discovery

In our information-rich world, students and faculty can easily find a wealth of content through a wide range of discovery tools, often bypassing the library entirely or only coming back to the library inadvertently as the result of a successful search. The 2015 Horizon Library report has continued to identify this "Competition from Alternative Avenues of Discovery" as a difficult challenge. Libraries can either cede their traditional role in facilitating discovery or can embrace the potential of these new tools. Building on a session at this year's ER&L Conference, this session will explore how libraries can broaden their approach to discovery by enhancing single-search discovery services to better compete with other tools while simultaneously embracing the potential of new tools and technology to allow users a range of discovery options. This program will explore ways in which library discovery services can be optimized to provide easy access to owned, subscribed, and curated content, whatever the source; how a publishers can study usage patterns to maximize discovery and access; and how libraries can take advantage of innovative new tools and approaches to discovery.

avatar for Bob Boissy

Bob Boissy

Director, Institutional Marketing and Account Development, Springer Nature
avatar for Michael Levine-Clark

Michael Levine-Clark

Dean, University of Denver
avatar for Ido Peled

Ido Peled

Corp VP, Mobile Campus Solutions, Ex Libris

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

11:35am EDT

Librarians, Publishers, and Aggregators - The New Collaborators
Librarians, publishers and aggregators are collaborating more today than ever before. As demand for streamlined approaches to licensing of content increases and content types evolve libraries, publishers and content aggregators have been working together to develop solutions for licensing content to enhance research and scholarly collaboration.

Consider eBooks and eJournals, fragmentation of content into individual articles, images, video and more. The advent of gray literature such as blogs and tweets as part of the research cycle. This ever-expanding need for content of all types has increased the need to develop tools to enhance research and discovery of the right content no matter the format. And of course there is copyright. Doesn't copyright always factor when licensing content?

This session will update us all on the latest and greatest licensing solutions and include an interactive discussion with the audience to hear what they are adopting, developing or hoping for!

Topics include:

  • How publishers, libraries and aggregators are jointly developing unique content sets that best target the needs of the academic and research community

  • How non-traditional content, like blogs and tweets, are used by library researchers that otherwise would be difficult to discover and collect.

  • The opportunities to license fragments of content including images and video and the value they bring to content creators and consumers

  • The role of copyright-how all this activity can be done legally and easily

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 →

Edward Colleran

Partner, Triumvirate Content Consultants
avatar for Steven Heffner

Steven Heffner

Director of Product Strategy, Health Learning, Research & Practice, Wolters Kluwer
Steven Heffner has been involved in publishing information for professional audiences for almost 25 years, a career that spans the transition from print to digital and includes editorial and management roles in scholarly publishing and business information. He led the business intelligence... Read More →
avatar for Larry Schwartz

Larry Schwartz

President, ACI Information Group
ACI Scholarly Blog Index is a research database currently available for academic libraries and research institutions in one-year and multi-years subscriptions. ACI's audience is students, librarians, and faculty looking for up-to-date commentary and opinion on scholarly topics. When... Read More →

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

2:30pm EDT

Achieving the Holy Grail of Electronic Resource Management with Automated Holdings Feeds
Libraries face many challenges with maintaining electronic resource holdings that are constantly changing. In this session, attendees will learn how libraries, a content provider and a knowledge base are working together to ensure accurate, up-to-date holdings via automated, institution-specific feeds that save libraries both time and frustration.

Library panelists will share their e-resource challenges and lessons learned followed by publisher/partner perspectives outlining what it takes to create and share these feeds.
Be sure to join the conversation that follows and learn how automated holdings maintenance is a win-win-win for everybody!

avatar for Antje Mays

Antje Mays

Director of Collections, University of Kentucky Libraries
Antje Mays, Director of Collections at University of Kentucky Libraries, leads collection management efforts in support of the University's growing academic programs and research activities. An experienced linguist, translator, and interpreter, she also serves as academic liaison... Read More →
avatar for Jozef Paulik

Jozef Paulik

Sr. Product Manager, Platform Integration, Elsevier
avatar for Jody Stroh

Jody Stroh

Product Manager, Metadata Services, OCLC

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

2:30pm EDT

Finding the Right Fit for Article Delivery: Using Resource Sharing Technology to Provide Enhanced Access Options
Libraries are struggling to maintain subscriptions to research materials, and must explore a variety of access options. There are few attractive options for libraries who want to provide access to research materials to users in a way that is cost effective and simple for users. Libraries are caught between subscriptions to large packages of content or article-level purchasing that is either not instant or must allow unmediated access. In the past, Resource Sharing and Interlibrary Loan has helped users gain access to research material far beyond what their libraries could afford as a single institution. Going forward, resource sharing can offer a variety of options for libraries to provide users access to research material in a way that is convenient yet cost effective. Using IDS Logic, a resource sharing software platform designed by SUNY Libraries that integrates with vendor web services, more options for access to research materials are available. IDS Logic automates verification of copyright limitations, determines the best price for purchase from article vendors, and creates user profiles and system configuration that will allow more refined and automated purchasing or borrowing of research articles and other content. IDS Logic connects with web services from OCLC, Reprints Desk, Copyright Clearance Center, Pubmed, and others to automate delivery decisions, and provide virtually instant access to needed articles. This creates another method for libraries to meet the research needs of its users and helps to ensure that the research is delivered in the most seamless and cost effective manner.

avatar for Shannon Pritting

Shannon Pritting

Director of Library and Learning Resources, SUNY Polytechnic Institute
Shannon is currently the Library Director at the newly formed SUNY Polytechnic Institute, with sites in Albany and Utica NY. He has held positions in a variety of library areas including Reference, Instruction, Instructional Design, Resource Sharing, and Access Services. He has also... Read More →

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

2:30pm EDT

Preservation of Digital Collections and Dark Archives
Long-term preservation of digital collections is a clear charter for libraries, but the path forward is often murky and daunting. Solutions vary due to collection composition, collection file structure, the technical expertise of the teams involved, and budget. Further, there are issues of stewardship, ownership and release of data in a usable form from dark archives. CLOCKSS, Portico and the Digital Preservation Network will come together at Charleston in a panel presentation to share insights into what it takes for libraries to tackle the issue of long-term preservation. We will discuss case studies and solutions that you can put to work. Come join us as we explore the dark side.

avatar for Craig Van Dyck

Craig Van Dyck

Executive Director, CLOCKSS Archive
Craig Van Dyck is Executive Director of the CLOCKSS Archive, since November 2015. Previously he was with Wiley for 18 years as VP of Content Management; and with Springer New York for 10 years, most recently as Senior VP and COO.Craig served as Chairman of the Association of American... Read More →
avatar for Michelle Paolillo

Michelle Paolillo

Digital Lifecycle Services Lead, Cornell University
Michelle is Cornell University's Library's Lead for Digital Lifecycle Services. She is invested in the practical logistics of digital preservation (harmonizing workflows, preservation storage, interoperability, systems design, etc.). She also serves as Cornell's HathiTrust coordinator... Read More →
avatar for Greg Suprock

Greg Suprock

Head of Solution Architecture, Apex Covantage
Apex CoVantage provides conversion and prepress services to publishers, academic libraries, and national libraries. We specialize in XML workflows, content digitization, and accessibility.
avatar for Jabin White

Jabin White

VP of Content Management, ITHAKA
Jabin White is Vice President of Content Management for ITHAKA, an organization committed to helping the academic community use digital technologies to preserve the scholarly record and to advance research and teaching in sustainable ways. ITHAKA provides several services to the academic... Read More →

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

11:35am EDT

A Running Start: A Crowd-Sourced Database of Due Diligence to Invoke Section 108
Starting in the late 1970s academic libraries built collections of VHS titles with an emphasis on supporting classroom teaching. On average academic libraries have more than 3000 VHS tapes.

Eclipsed by robust and rapid adoption of DVDs, the VHS era is now over. But a crisis is welling for libraries. Of the hundreds of thousands of VHS recordings commercially released, a substantial number never were released on DVD or in streaming format. To compound matters, industry experts estimate that various forces converge against VHS (age of tapes, irreparable and irreplaceable equipment, retirement of VHS technicians) ultimately making the format inaccessible by 2027.

Under Section 108 of US Copyright law libraries have an available remedy to this problem. The law allows duplication of content that is lost, damaged, stolen, deteriorating, or in an obsolete format. A library, however, cannot simply begin digitizing all their VHS tapes. Section 108 requires that, prior to duplication, a reasonable search be conducted to determine that an unused copy of the title is not available at a fair price, and evidence of that search should be kept.

This session presents a cooperative database, established to capture the search efforts for current distribution of VHS video titles, and to identify titles eligible for duplication under Section 108.

The crowd-sourced database is available now for others to jump start their own preservation efforts but others are invited to contribute. The metadata available through the database can serve as a foundation for coordinated digitization efforts.

avatar for deg farrelly

deg farrelly

Media Librarian, Arizona State University Libraries
With 40 years experience as a media librarian deg farrelly provides a unique perspective on video in academic libraries. He is the author of “Streaming Video” in the book Rethinking Collection Development and Management, (published by ABC-Clio) and co-investigator in the 2013... Read More →

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

11:35am EDT

Big Data 2.0: Critical Roles for Libraries and Librarians
Big Data is a live issue in e-commerce and market intelligence, e-government and politics, national security, and smart healthcare; a key feature of digital scholarship and open science; and an emergent concern for education and the cultural heritage sectors. Big Data 2.0 raises the stakes: the convergence of e-science with business intelligence, crowdsourcing, data analytics, social media, and Web2.0 technologies allows broader and deeper applications, involving cooperative processing of structured and unstructured data. Hype around the "data talent gap" highlights a shortage of candidates for data science jobs with the requisite computational and analytical skills, but informed observers point to an equally critical need for competence in digital curation to ensure proper stewardship of data, best done by institutions with preservation know-how. Libraries already provide data literacy education, research data services, data mining support, and open linked data, but should now engage with the Big Data initiatives launched in the US and globally as collaborative, interdisciplinary, cross-sector endeavors predicated on large-scale community participation. The session will explain how data-intensive research is moving to new levels of technical and organizational complexity, promising advances in human knowledge for the benefit of society, but raising critical issues for institutions and individuals relevant to information professionals. It will describe salient characteristics of Big Data megaprojects and explore opportunities for library involvement. Participants will be invited to share experiences of Big Data and consider potential responses to the challenges presented. They will gain fuller understanding of large-scale big data projects and their implications for libraries.

avatar for Sheila Corrall

Sheila Corrall

Professor, University of Pittsburgh, Department of Information Culture & Data Stewardship
Sheila Corrall worked in UK public, special, and national libraries in acquisitions, cataloging, reference and information services, before moving into higher education, where she served as university librarian at two institutions and as CIO at a large research university. In 2004... Read More →

Friday November 4, 2016 11:35am - 12:15pm EDT
Grand Ballroom 3, Gaillard Center 95 Calhoun Street, Charleston, SC 29401

2:30pm EDT

Content as a Community Asset: What Happens When It Loses Its Traditional Container?
Publishers who are exploring new approaches to packaging their content in ways that don't fit into the definition of article or book or monograph will answer the following questions:

  • What happens to the value of content when it is no longer bound within a defined container, e.g. journal or book or monograph, and instead becomes one part of a targeted collection based on user interests and behaviors? 
  • And how does it impact publishers and librarians? 
  • Are users better served by targeted content in all ways?
  • And how about OA - what are the impacts of applying OA to an "unbound" piece of content?
  • What are the groupings of content and connections between content that become possible without the constraints of an arbitrary container? 
  • Are there ways that the community can be brought together around content online?

A librarian will provide perspective on how removing content from traditional containers affects their buying decisions as well as their user communities. And a platform technology provider will share insight into usage trends captured via the platform that can be leveraged to help publishers in experimenting with packaging content in this way.


Tom Beyer

Director of Platform Services, PubFactory
avatar for Ove Kahler

Ove Kahler

Director Operations, BRILL

Wendy Queen

Director, Johns Hopkins University Press
avatar for Ronda Rowe

Ronda Rowe

UT System Licensing and Communications Librarian, University of Texas at Austin
Ronda Rowe is the UT System Licensing and Communications Librarian for the University of Texas Libraries at the University of Texas at Austin. In this position, she is responsible for developing and implementing effective and efficient license negotiations and processing for the... Read More →

Friday November 4, 2016 2:30pm - 3:10pm EDT
Carolina Ballroom A, Francis Marion Hotel 387 King Street, Charleston, SC 29403

2:30pm EDT

Rolling in the Deep Analytics: Big Data Comes to Scholarly Communication
What is big data? What can we learn by mining the deep connections embedded within scholarly information? How can big data tools provide intelligent analysis in a manner that materially impacts researchers, librarians, and publishers? What type of infrastructure development is required? This session will delve into these questions and explore what a number of innovative organizations are doing today to make sense of global research at a firehose scale. Specific topics to be covered include the extraction of entities and connections from across the corpus of scholarly articles; the development of meaningful "at scale" analysis; how vast quantities of information can be distilled into services useful for a range of stakeholders; and what libraries can do to support big data projects originating on campus.

avatar for Greg Tannanbaum

Greg Tannanbaum

Strategic Partnerships, Meta
Greg Tananbaum serves as a consultant to publishers, libraries, universities, and information providers as owner of ScholarNext (www.scholarnext.com). ScholarNext clients include Facebook, Microsoft, SPARC, Meta, and Annual Reviews.  He has been President of The Berkeley Electronic Press, as well as Director of Product Marketing for EndNote. Greg writes a regular column in Against the Grain covering emerging developments in the f... Read More →
avatar for Anita de Waard

Anita de Waard

Vice President, Research Collaborations, Elsevier, publisher

Zhiwu Xie

Associate Professor and Technology Development Librarian, Virginia Tech

Friday November 4, 2016 2:30pm - 3:10pm EDT
Colonial Ballroom, Francis Marion Hotel 387 King Street, Charleston, SC 29403

3:35pm EDT

First-Time Digital Collection Building: How to Manage Time, Resources, and Expectations
The goal of this panel is to bring together a group of librarians -- panelists and audience members -- who have created (or are looking towards creating) the first digital collections at their institution. Our three panelists have all been working on such projects over the last year. In addition to sharing the goals and priorities that motivated their institutions to start supporting digital collections, panelists will share their strategies, workflows, resource allocation decisions, successes, and lessons learned as a way of helping the larger community realize best practices for starting up support of digital collections. Attendees will be invited to give feedback on the strategies described by our panelists and to ask questions which could inform their own work.

avatar for Erin McCall

Erin McCall

Professional Services Manager, ITHAKA/Artstor

avatar for Maryska Connolly-Brown (she/her)

Maryska Connolly-Brown (she/her)

Technical Services Librarian, Hampden-Sydney College
Maryśka Connolly-Brown joined the Bortz Library faculty at Hampden-Sydney College in the summer of 2015 as the Technical Services Librarian. Her background includes teaching at the K-12 level, managing electronic resources, cataloging, archives, library systems, and serving as an... Read More →

Dave Chatham

Library Director, Presbyterian College
avatar for David Wiseman

David Wiseman

Manager of Library Information Systems, Roanoke College
Dave Wiseman has been the Systems Librarian at Roanoke College since 2002. He has worked as a reference librarian in public libraries, a trainer for an ILS vendor, and a systems librarian. He developed the Campus Sustainability (recycling and green energy) program at Roanoke College... Read More →

Friday November 4, 2016 3:35pm - 4:15pm EDT
Colonial Ballroom, Embassy Suites 337 Meeting St, Charleston, SC 29403

3:35pm EDT

Libraries and Publishers Working Together to Ensure Access and Limit Misuse
Libraries provide seamless access to electronic content for library users through EZproxy and identity management protocols. Securing access to this content while protecting patron privacy and limiting unnecessary interruptions to access has become increasingly important as bad actors continue to look for new ways to tap into libraries' subscriptions and gain unauthorized access to content. Libraries, publishers and OCLC all share a stake in developing best practices to ensure library patrons have access to quality content, when and where they need it.

This session will provide all stakeholders an opportunity to voice their points of view on this issue as part of a broader dialogue on how we can work together to increase security, drive users to the library for their information needs and reduce interruptions to e-content access while still protecting patron privacy.

The audience will be invited after the presentations to share additional points of view and considerations, offer details about what they have done to address this issue and ask the panel questions. Attendees can expect to learn about how all stakeholders are working to make e-content accessible and secure and best practices to implement at their own institution.

avatar for Paul Butler

Paul Butler

Library Technologies Support Analyst, Ball State University
Paul Butler has been a Library Technologies Support Analyst for the Ball State University Libraries since 2013. He has a MLIS from the University of Illinois at Urbana-Champaign and a B.S. in Anthropology from Ball State University. As a Library Technologies Support Analyst he manages... Read More →
avatar for Laura McNamara

Laura McNamara

Electronic Resources Librarian, Thomas Jefferson University

Aaron Wood

Senior Director, Product Management, American Psychological Association
avatar for Julie Zhu

Julie Zhu

Senior Manager, Discovery Partners, IEEE
Julie Zhu cultivates and manages effective working relationships with Discovery Service, Link Resolver, Proxy Service and Search Engine providers to maximize IEEE content findability, visibility and accessibility in multiple discovery channels. She serves in NISO’s Information Discovery... Read More →

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

3:35pm EDT

Wrangle Your Data like a Pro with the Data Processing Power of Python
Management, delivery, and marketing of library resources and collections necessitate interaction with a plethora of data from many sources and in many forms. Accessing and transforming data into meaningful information or different formats used in library automation can be time consuming, but a basic working knowledge of a programming language can improve efficiency in many facets of librarianship. It can be intimidating to get started with programming, but this is a session for beginners.

From processing Excel data to creating XML, from editing MARC records before upload to summarizing usage data in reports, Geoff and Jeremy have harnessed the Python programming language and third party Application Program Interfaces (APIs) to accomplish both behind the scenes and end user facing projects.

Creating programmatic solutions to problems requires an understanding of potential. This session has two main purposes: firstly, attendees will be introduced to the data sources, flows, and transformations used to accomplish existing projects at Mercer University and The College of Charleston. Foundational programming techniques will be explained and resources for learning Python will be shared; and secondly, attendees will be better able to communicate with library systems departments about data transformation needs and might just start the journey to becoming programmers themselves.

avatar for Jeremy Brown

Jeremy Brown

Assistant Dean for Technical Services & Systems, Mercer University Library

Geoff Timms

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

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