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Preconference [clear filter]
Tuesday, November 1
 

9:00am

Acquisitions Bootcamp
Registration Cost: $225 - Register on Main Conference Registration Page

Sponsored by ACSESS - Alliance of Crop, Soil, and Environmental Science Socieities


Offered as part of a joint project with UNC Chapel Hill School of Information and Library Science. This seminar will offer an intensive boot camp on acquisitions from three different perspectives: public services, technical services, and the vendor side.  The major emphasis is on the nuts and bolts of the acquisitions process from selecting materials especially e-books and acquisitions workflows to assessing collections and articulating the return on investment to the parent organization (academic/special/public libraries).  Using an interactive hands-on approach, with case studies, small group discussion, and best practices attendees will gain pragmatic knowledge they can apply in their home institutions. This class is ideally suited for librarians new to selection and acquisitions workflows.

Topics:

  • Collection Management Overview

  • Budgeting

  • Assessing User Needs / Selecting Materials

  • Acquisitions Workflows

  • Negotiation Strategies & Legal Issues

  • Assessment of Collections

  • Print Materials / E-Resources

  • Marketing / Outreach


Speakers
avatar for Megan Kilb

Megan Kilb

E-Resources Librarian, UNC Chapel Hill
avatar for Rebecca Vargha

Rebecca Vargha

Head, Information and Library Science Library, UNC Chapel Hill
Rebecca Vargha is Librarian, School of Information and Library Science (SILS) at the University of North Carolina, Chapel Hill since 2001. Her responsibilities as head of this library include collection development, staff supervision, liaison with departmental faculty and the central... Read More →




Tuesday November 1, 2016 9:00am - 4:00pm
Calhoun Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

9:00am

Data Visualization from Scratch
Registration Cost: $225 - Register on the Main Conference Registration Page

The importance of communicating library value is widely accepted and understood- data visualization is a particularly powerful tool for doing just that. Using data visualization offers an opportunity to empower librarians, their users, and their stakeholders. Visualization is a way to create dynamic, engaging, and intuitive interactive resources which can serve as tools for education and outreach.

Leverage data in your library by developing powerful visualizations based on your institution’s collection data. In this hands-on, day-long session, participants will apply visualization to their own usage and holdings data.

Attendees will learn techniques to examine, select and interpret datasets for visualization. The speakers will highlight and emphasize techniques for cleaning and organizing data for visualization.

After receiving orientation and training on visualization tools and applications, including Tableau and NodeXL, participants will have the opportunity to collaborate with the speakers and their peers to create their own visualizations for future use and the opportunity to begin building a collection dashboard for their institution.

Speakers
avatar for Lindsay Cronk

Lindsay Cronk

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



Tuesday November 1, 2016 9:00am - 4:00pm
Pinckney Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

9:00am

Introduction to Data Curation
Registration Cost: $225- Register on the Main Conference Registration Page

Sponsored by Thomson Reuters

Offered as part of a joint project with UNC Chapel Hill School of Information and Library Science. Libraries and archives are increasingly responsible for curation of digital data. This includes not only acquiring and managing data but also engagement with data creators and facilitating new forms of research through data use. This workshop will provide participants with an introduction to the primary opportunities, challenges, principles and strategies for addressing data curation within the context of libraries and archives. It will be an interactive event, include a combination of lecture, discussion and practical exercises.

Speakers
avatar for Jonathan Crabtree

Jonathan Crabtree

Assistant Director for Archives and Information Technology, Odum Institute for Research in Social Science, University of North Carolina, Chapel Hill
Crabtree is Assistant Director for Cyberinfrastructure at the Odum Institute for Research in Social Science at UNC Chapel Hill. The institute’s social science data archive is one of the oldest and most extensive in the country. As assistant director, Crabtree completely revamped... Read More →
avatar for Cal Lee

Cal Lee

University of North Carolina, United States of America



Tuesday November 1, 2016 9:00am - 4:00pm
Rutledge Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

1:00pm

Understanding the Library Market
Registration Cost: $140 - Register on the Main Conference Registration Page
Sponsored by MPS Limited

Attention publishers and vendors of library-related materials, we have a workshop just for you! We’ll discuss how to target libraries that will buy your publications, making your marketing budget effective, improving your understanding of the library market, and using library associations to focus your spending. Learn from veterans in the field how libraries buy, who are the library buyers, and how purchasing decisions are made. You can’t afford to miss out on this workshop focused on the library market at the premier international annual library conference focused on book, serial, and electronic resource acquisition. All the major decision makers will be there, and so should you!

Speakers
avatar for Buzzy Basch

Buzzy Basch

Retired, Basch Subscriptions
Buzzy Basch heads Basch Associates. He previously had a career as President of Basch Subscriptions, and Turner Subscriptions, and Vice President Ebsco, and F W Faxon. Buzzy is an active member of ALA,SLA ,Nasig and MLA. He has been an association Treasurer, award recipient, and member... Read More →
avatar for Michael Gruenberg

Michael Gruenberg

Consultant, IOS Press
MICHAEL GRUENBERG is Managing Partner of Gruenberg Consulting LLP, which provides services in the areas of sales force training and assessment, organizational reviews, executive coaching, event planning, market/product evaluation, and negotiation skills. He has more than 30 years... Read More →



Tuesday November 1, 2016 1:00pm - 4:00pm
Laurens Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403
 
Wednesday, November 2
 

8:00am

Predators, “Pirates” and Privacy: Educating Researchers on New Challenges in Publishing
Registration Cost: $140 - Register on the Main Conference Registration Page

Offered in collaboration with the Society for Scholarly Publishing (SSP).

From the journals on Beall’s List to the controversy surrounding articles on sites such as SciHub, scholarly communication faces continuing challenges from a new set of players. Today’s researchers must publish to ensure their promotion and tenure, but the increasingly complex publishing space now leaves them in need of a new and different level of support. Librarians are in an ideal position to educate faculty and researchers about the information industry conversations taking place around predatory publishing practices,  “piracy,” and privacy, and how even seemingly innocuous actions (such as sharing a username and password)  can have negative implications for themselves and their universities.  As publishers look to new data privacy and authentication measures to protect user data and secure content, these trends will certainly affect their customers and ease of use for end-users.

Come learn about the multitude of ways that predatory publishers attempt to manipulate authors through fake journals, fictitious editorial boards, lack of peer review, and spurious article processing charges. Learn from publishers and library services professionals about the challenges of authentication and privacy along with new ways to ensure the integrity of scholarly communications. Starting with panel sessions and then moving to a roundtable discussion format, this practical session will provide you with concrete takeaways that you can use to educate and protect your patrons, along with information on what’s coming in terms of data and content protection.

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for 4  credits toward your CAE application or renewal professional development requirements.

Moderators
avatar for Rick Anderson

Rick Anderson

Associate Dean for Collections and Scholarly Communication, University of Utah
avatar for Heather Staines

Heather Staines

Head of Partnerships, MIT Knowledge Futures Group
Heather Staines is Head of Partnerships for MIT Knowledge Futures Group, building open source infrastructure for publishers and libraries. Her previous roles include positions at Hypothesis, Proquest, SIPX (formerly the Stanford Intellectual Property Exchange), Springer SBM, and Greenwood... Read More →

Speakers
avatar for Todd Carpenter

Todd Carpenter

Executive Director, National Information Standards Organization (NISO)
Standards. Standards. Standards. Wine. Standards. Standards. Standards.
avatar for David Crotty

David Crotty

Editorial Director, Journals Policy, Oxford University Press
David Crotty is the Editorial Director, Journals Policy for Oxford University Press. He oversees journal policy and contributes to strategy across OUP’s journals program, drives technological innovation, serves as an information officer, and manages a suite of research society-owned... Read More →
avatar for Craig Griffin

Craig Griffin

Solutions Engineer, Silverchair Information Systems
avatar for Regina Reynolds

Regina Reynolds

Director, U.S. ISSN Center; Head, ISSN Section, Library of Congress
Regina Romano Reynolds is director of the U.S. ISSN Center and head of the ISSN Section at the Library of Congress. She was a member of the U.S. RDA Test Coordinating Committee and co-chaired the internal LC group that recommended LC projects based on the report of the Working Group... Read More →
TT

Todd Toler

VP Digital Project Management, Wiley
avatar for Ken Varnum

Ken Varnum

Senior Program Manager, University of Michigan Library
I am the Senior Program Manager at the University of Michigan Library. In this role, I am responsible for three programs: Library Search, the U-M Library discovery interface, delivery interfaces, and the library's evolving and emerging analytics infrastructure.


Wednesday November 2, 2016 8:00am - 12:00pm
Cypress Ballroom North, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

9:00am

E-Resources Management
Registration Cost: $125 - Register on the Main Conference Registration Page

Libraries and librarians are being pressured to work smarter and more efficiently. How does one manage the library’s resources when we are adding new faculty, new courses, increasing numbers of students, users are shifting to e-resources, and we are told cut our materials budget? What are other institutions and publishers doing to help you?

Upgrade your experience by learning some approaches from a panel of three publishers and four librarians, and by sharing your experiences at this interactive session. We will focus on set up, access, technology, delivery, and organizational constraints. What works and what doesn’t work?

Moderators
avatar for Buzzy Basch

Buzzy Basch

Retired, Basch Subscriptions
Buzzy Basch heads Basch Associates. He previously had a career as President of Basch Subscriptions, and Turner Subscriptions, and Vice President Ebsco, and F W Faxon. Buzzy is an active member of ALA,SLA ,Nasig and MLA. He has been an association Treasurer, award recipient, and member... Read More →

Speakers
avatar for Chris Bulock

Chris Bulock

Collection Development Coordinator, CSU Northridge
Chris has been an Electronic Resources Librarian since 2009, and just moved back to Los Angeles after working at Southern Illinois State University Edwardsville for 5 years. He has written and presented on perpetual access, Open Access, and usage analysis.
avatar for Tejs Grevstad

Tejs Grevstad

Co-Founder, ConsortiaManager
I have been working with libraries for more than a decade and most recently specifically with library consortia. Learning every day from more than 30 consortia and their 3000 library members in 35 countries is truly inspiring.Besides building ERM and workflow tools I spent a lot of... Read More →
avatar for Chuck Hamaker

Chuck Hamaker

Professor Emeritus, UNC Charlotte
avatar for Charles Hammer

Charles Hammer

Director of Digital Planning & Strategy, Wiley
Charles Hammer manages a team of product managers in Wiley’s Research business who focus on improving Wiley products to meet the needs of academic and corporate librarians.
avatar for Virginia Martin

Virginia Martin

Head, Continuing Resource Acquisitions, Duke University Libraries
Virginia Martin is Head, Continuing Resource Acquisitions Department at Duke University Libraries. Previously, she held positions as Electronic Resource Acquisitions Coordinator at Duke University Libraries and as Head of Electronic & Continuing Resources Acquisitions at Joyner Library... Read More →
avatar for Kasia Stasik

Kasia Stasik

Harrassowitz
avatar for Dan Tonkery

Dan Tonkery

CEO, Content Strategy



Wednesday November 2, 2016 9:00am - 12:00pm
Laurens Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

9:00am

Exclusively Serials: The Art, the Business and Best Practices
Registration Cost: $125 - Register on the Main Conference Registration Page

This program will focus on the world of serials – magazines and journals, print and electronic, individual titles and packages. This program will offer content for the novice to the expert serials professional as well as publishers and vendors.

The first half of the session will feature a panel of acquisition and collection development librarians who will share their insights on the library facing aspects of collection development and collection management from selection to renewals, format changes and to ultimately in some cases, non-renewal.

The second half of the session will address the external facing business aspects of serials purchasing. Topics will include how serials vendors are compensated, service charge is calculated and points to consider when issuing a bid, RFI or RFP. Service agreements and contracts and suggestions for a successful library vendor relationship will be addressed.

Speakers
avatar for Steve Bosch

Steve Bosch

Materials Bdg, Proc. and Licensing Librarian, University of Arizona Library
Stephen Bosch has been involved with various aspects of acquisitions, collection development and library administrative services during his 35 year tenure at the University of Arizona. He has held positions as Acquisitions Librarian and Coordinator for Collection Development, Information... Read More →
avatar for Justin Clarke

Justin Clarke

Director of Sales and Marketing North America, HARRASSOWITZ
Justin Clarke is the Product Manager and Regional Sales Manager East at HARRASSOWITZ Booksellers and Subscription Agents, where he has worked for the past 11 years. Prior to joining HARRASSOWITZ, Justin worked in Technical Services at Swarthmore College Library and was the SFX administrator... Read More →
avatar for Tina Feick

Tina Feick

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

Kittie Henderson

Vice President and Chief Librarian, EBSCO Information Services
Kittie Henderson is Vice President and Chief Librarian of the Subscription Division of EBSCO Information Services.  Since she joined EBSCO in 1992, Kittie has worked with librarians and EBSCO staff to expand services to all types of libraries.  Kittie has been one of the co-authors... Read More →
avatar for Jesse Holden

Jesse Holden

Account Services Manager, EBSCO Information Services
Jesse is the former Head of Acquisitions at the University of Southern California. He is an instructor for the online ALCTS course "Fundamentals of Electronic Resource Acquisitons." The second edition of his book, "Acquisitions: Core Competencies and Practices" was published in September... Read More →
GS

Gracemary Smulewitz

Head, Collection Services and Resource Sharing, Rutgers University Libraries
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 →


Wednesday November 2, 2016 9:00am - 12:00pm
Cypress Ballroom South, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

9:00am

Legal Issues in Libraries
Registration Cost: $225 - Register on the Main Conference Registration Page

Librarians are faced with legal issues every day but, without knowing what to look for, it can be easy to miss or misunderstand them.  Conventional wisdom that offers easy answers can be tempting but may provide a false sense of security.  Even worse, by trying to follow rules we don’t really understand, we may unnecessarily impede the library’s ability to do good work.  Through a series of discussions and group activities, this day-long session will prepare librarians to make informed, thoughtful decisions in key legal areas that are becoming ever more crucial in institutional settings, including:

  1. Information Ownership and Mission.  Who owns instruction-centered materials (syllabi, online courses, student notes, etc.)?  What is the statutory baseline behind licenses?  How do institutional policies come into play?  What about intellectual property beyond (c) – patent, trademark, and tech transfer?  How should we think about what we have vs. what we own – repositories, research data, and meeting funder mandates?

  2. Security, Equal Treatment, and Liability in Libraries.   What are emerging legal standards for safety and freedom from harassment?  What is our employment liability?

  3. Privacy and Disclosure:  How can we come to a better understanding of FERPA, HIPAA, and other regulations?  What’s happening in the areas of confidentiality and data security?  What can libraries do to protect user privacy for library materials? How can libraries help users understand privacy rights and risks?

  4. Accessibility, Lawsuits, and VPATs.  Given ADA, OSHA, and disability requirements, how can we make physical spaces accessible?  How should we think about accessibility for websites and other online services?

  5. Horizon Issues and Uncharted Waters. What is on the horizon with makerspaces, data visualization, digital humanities, and other innovations?  How do you navigate and keep up with new guidelines, best practices, documents, and cases?  What are effective strategies for risk management?

The session will conclude with a summary of issues that will need further follow-up with professionals, and discussion of how that follow-up may be better achieved. 

Moderators
avatar for Ann Okerson

Ann Okerson

Senior Advisor, Center for Research Libraries (CRL)

Speakers
avatar for Will Cross

Will Cross

Director, Copyright & Digital Scholarship Center, NCSU Libraries
William M. Cross is the Director of the Copyright and Digital Scholarship Center at North Carolina State University where he provides advice and instruction to campus stakeholders on copyright, licensing, and scholarly communication issues. As a student at the University of North... Read More →
avatar for Lisa Macklin

Lisa Macklin

Director, Research, Engagement, and Scholarly Communications, Emory University
Lisa A. Macklin is both a librarian and a lawyer and serves as the director of Research, Engagement, and Scholarly Communications for Emory University Libraries. In this role, Lisa leads the Research, Engagement, and Scholarly Communications division which includes Collection Management... Read More →


Wednesday November 2, 2016 9:00am - 4:00pm
Ashley Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

1:00pm

Alternative Careers for Librarians
Registration Cost: $125 - Register on the Main Conference Registration Page

The library profession is changing quickly. Alternative Jobs for Librarians is a workshop aimed at mid-career librarians who would like to renew their careers within librarianship, but also those who would like to seek new challenges in other domains. The speakers will be people with relevant experience whose example and guidance can help the participants to accomplish their career goals.

This workshop is meant to benefit those librarians interested in career changes and will include a panel of librarians, vendors, and publishers whose perspectives and experiences will supply practical advice on career changes.

Speakers
avatar for Jill Stover Heinze

Jill Stover Heinze

Director of User Experience, University of Virginia Library
Jill is the Director of User Experience at UVA Library where she manages a team of web developers and user researchers to nurture positive user relationships in both physical and virtual environments. She began her library career as the Undergraduate Services Coordinator at Virginia... Read More →
avatar for Matthew Ismail

Matthew Ismail

Director of Collection Development, Central Michigan University Libraries
avatar for Elisabeth Leonard

Elisabeth Leonard

Senior Field Editor, SAGE Publications
MW

Martha Whittaker

Institutional Sales Manager, American Society for Microbiology


Wednesday November 2, 2016 1:00pm - 4:00pm
Rutledge Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

1:00pm

Exploring New Roles of Academic Libraries in a Changing Knowledge Landscape
Registration Cost: $125 - Register on the Main Conference Registration Page

This workshop explores the future roles of academic libraries, and what new library technologies might be needed to support them. The workshop is based on the insights gathered through the Collaboration between Index Data, EBSCO, and the Kuali-OLE libraries to build a new Open Source Library Service Platform (LSP). The project is very much conceived as an engine of change in the industry, and a means of facilitating conversations and collaboration around new kinds of library services.

During the workshop, several key members of the Collaboration will present an overview of key findings to date, and engage participants in a structured exchange of ideas around central themes which have been identified so far. This includes (but is not limited to) supporting knowledge productivity, ensuring an integrated delivery experience, engaging in shared efforts across libraries and not the least exploring new business models.

This workshop is not designed to be a sales pitch for any open source software or for the specific platform, but an earnest desire to engage in conversation around these themes and topics. This is a great chance to participate in a strategic and open minded conversation that can help shape the future of academic libraries.

The strategic workshop will be highly interactive. Participation will therefore be limited to 30 people.

Speakers
avatar for Sebastian Hammer

Sebastian Hammer

Co-Founder and President, Index Data
Co-founder of Index Data. Passionate about interoperable systems and collaborative software projects. I have worked with library technology for the better part of three decades.
avatar for Michael Winkler

Michael Winkler

Managing Director OLE (Open Library Environment), OLE


Wednesday November 2, 2016 1:00pm - 4:00pm
Cypress Ballroom South, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

1:00pm

Negotiating with Vendors
Registration Cost: $125 - Register on the Main Conference Registration Page

The introduction of digital content created a new link in the information chain: the license. Almost every librarian responsible for arranging electronic access to information has had to review or negotiate not just prices but contractual terms, adding hours — sometimes frustrating hours at that — to the process of buying materials. But few have legal training, and most non-sales people haven’t spent a lot of time thinking about what underpins successful negotiations.

Negotiating with Vendors brings together librarians and vendors to help you prepare for these discussions. You’ll come away with a better understanding of what is involved in negotiating, why licenses matter, and how to use them to safeguard your rights and ensure that both party’s obligations are made clear. Some of the dizzying legalese will come into focus, and armed with fresh insights you’ll be able to approach license discussions with less anxiety and doubt.

Moderators
avatar for Buzzy Basch

Buzzy Basch

Retired, Basch Subscriptions
Buzzy Basch heads Basch Associates. He previously had a career as President of Basch Subscriptions, and Turner Subscriptions, and Vice President Ebsco, and F W Faxon. Buzzy is an active member of ALA,SLA ,Nasig and MLA. He has been an association Treasurer, award recipient, and member... Read More →

Speakers
avatar for Rick Burke

Rick Burke

Executive Director, SCELC
A long-time attendee of the Charleston Conference, I lead SCELC, a library consortium based in downtown Los Angeles. Since SCELC is very active in licensing e-resources I have spoken at past pre-conferences on negotiation and on e-resource management. I enjoy talking about consortia... Read More →
avatar for Adam Chesler

Adam Chesler

Director, Global Sales, AIP Publishing
avatar for Michael Gruenberg

Michael Gruenberg

Consultant, IOS Press
MICHAEL GRUENBERG is Managing Partner of Gruenberg Consulting LLP, which provides services in the areas of sales force training and assessment, organizational reviews, executive coaching, event planning, market/product evaluation, and negotiation skills. He has more than 30 years... Read More →
avatar for Chuck Hamaker

Chuck Hamaker

Professor Emeritus, UNC Charlotte
avatar for Marjorie M. K. Hlava

Marjorie M. K. Hlava

President, Access Innovations
Marjorie M.K. Hlava is President, Chairman, and founder of Access Innovations, Inc. Very well known in the international information arena, she is the founding Chair of the new SLA Taxonomy Division established in August 2009. She is past president of NFAIS (2002-2003), the organization... Read More →
avatar for John Lavender

John Lavender

Consultant, Lavender Consulting
Lavender-Consulting is run by John Lavender, a publisher with almost 40 years' experience in academic and scientific publishing. John has worked with books, databases and journals, and in editorial, sales, marketing, electronic content and delivery, business development and in negotiating... Read More →
WS

Ward Shaw

Independent Investor
Ward Shaw is a private investor and frequent contributor within the scholarly information community. Previously, he founded and owned the CARL Corporation and UnCover Inc., and served as Chairman and CEO of those companies. He was Executive Director of the Colorado Alliance of Research... Read More →
avatar for Bruce Strauch

Bruce Strauch

Professor of Business Law, The Citadel
Bruce Strauch, J.D. is a Professor of Business Law and Director of the Citadel Mentors Program. He holds degrees from UNC-Chapel Hill and Oxford, is extensively published in the field of copyright and trademark, is the author of nine novels and the publisher of a trade journal of... Read More →
avatar for Dan Tonkery

Dan Tonkery

CEO, Content Strategy



Wednesday November 2, 2016 1:00pm - 4:00pm
Colonial Ballroom, Francis Marion Hotel 387 King Street, Charleston, SC 29403