Annual Conference
 Full Final Conference Program VISION SESSION 1 7:00 a.m.-8:30 a.m. Breakfast Room: Windsor Ballroom 7:30 a.m. – 8:30 a.m. Speakers Breakfast Room: Top of the Plaza (12th floor) 8:30 a.m. Poster Set-Up (Windsor Hallway) 9:00 a.m.-5:00 p.m. Poster Sessions (Windsor Hallway) 9:00 a.m.-10:15 a.m. Ambient Findability: Libraries, Serials, and the Internet of Things Presenter: Peter Morville, Semantic Studios Room: Grand Ballroom At the crossroads of ubiquitous computing and the Internet, the user experience is out of control, and findability is the real story. Access changes the game. We can select our sources and choose our news. We can find who and what we need, when and where we want. Search is the new interface of culture and commerce. As society shifts from push to pull, findability shapes who we trust, how we learn, where we go, and what we buy. And, it radically changes our relationships to magazines, journals, newspapers, and other periodicals. In this cyberspace safari, Peter Morville explores the future present in mobile devices, search algorithms, findable objects, information shadows, digital librarianship, and the long tail of the sociosemantic web. Reflect with Peter he challenges us to think differently about the power of search - and findability - to redefine our sources of authority and inspiration in an increasingly digitized and networked information environment. 10:15 a.m.-10:30 a.m. Break (Pre-Function Corridor, outside Grand Ballroom) 10:30 a.m. -Noon Strategy-A1 Collaborative Tagging: Traditional Cataloging Meets the "Wisdom of Crowds" Presenters: Scott R. McFadden, Ball State University; Jenna Venker Weidenbenner, The Career Center. Room: Grand Ballroom, Salon A Librarians will soon face the challenge of incorporating user-generated content into more traditional information management needs and practices. Emerging technologies and a changing view of knowledge organization are greatly transforming the field of cataloging, including the serials sector. Social cataloging in the form of tagging is gaining visibility through applications such as Delicious (formerly del.icio.us), Flickr, GoodReads, YouTube, and other tools that allow online storage, organization, and sharing of resources. Tagging, a layman's approach to cataloging--albeit without the controlled vocabulary—facilitates organization of information in a manner that increases collaboration and decreases formal control/oversight. Although current practitioners may be reluctant to embrace social tagging, conventional wisdom suggests that the library field needs to be proactive in adopting new practices in order to remain relevant to the current generation of users, as well as to take advantage of the cost-savings of using open source applications. By drawing on both published research and surveys of library and user experiences, this presentation will demystify some of these emerging tools and practices, including Semantic Web technologies and distributed databases, and their projected impact on cataloging functions. Library practitioners and vendors will benefit from understanding the changing information landscape and being able to plan strategically and proactively to accommodate technological shifts within the next few years. Presenters will share some recommendations for successfully integrating these new technologies into traditional cataloging practices. Strategy-A2 Open-Source ERM: a Collaborative Implementation Presenters: Donald Taylor and Frances Dodd, Simon Fraser University Library; James Murphy, University of Prince Edward Island Room: Victoria Room (2nd floor) Librarians and strategists at Simon Fraser University (SFU) have collaborated with a team of middle-sized libraries to expand the open-source CUFTS Researcher suite of tools to include an Electronic Resources Management (ERM) system. We will review the creation of this ERM and how it relates to other open-source products, but mainly we will focus on: 1. Interoperability between an open source ERM and integrated library systems (Millennium and Evergreen). 2. The impact of the ERM on acquisitions, serials, and collections workflows and staffing at selected participating libraries. 3. How SFU serials staff are reclaiming serials-type work by taking on e-resource management tasks. 4. Cooperation and collaboration between institutions on the development, implementation and ongoing use of CUFTS ERM. Strategy-A3 Ensuring Perpetual Access to Online Subscriptions Moderator: Judy Luther, Informed Strategies Panelists: Ken DiFiore, Portico; Nancy Gibbs, Duke University Library; Selden Lamoureux, North Carolina State University Libraries; Victoria Reich, Stanford University Libraries, CLOCKSS, LOCKSS; Heather Ruland Staines, Springer; Kim Steinle, Duke University Press Room: Grand Ballroom, Salon C Technology for producing, distributing, and storing online articles continues to evolve. Faced with physical storage issues and pressures on subscription budgets, librarians are looking at their print and electronic holdings more closely than ever. How can librarians ensure future access to content regardless of the pace of technology? How can librarians ensure access to subscriptions if serial budgets need to be reduced? What if a financial or natural disaster disrupts the dissemination of online articles? Publishers, librarians, and digital preservation services must coordinate efforts to preserve access. This roundtable discussion, including these three perspectives, is intended to help librarians address these important issues with the needs of their various constituencies in mind. Strategy-A4 What Do You Get When You Cross a Licence with XML? (A: ONIX-PL) Presenter: Todd Carpenter, NISO Room: Alexander Room (2nd floor) Librarians, publishers, system vendors, and standards bodies have worked together to develop a better way to share information about licences. This involves encoding relevant licence information in XML (to facilitate m2m communication) and then using this to generate simple displays that show users and librarians what should and should not be done with an electronic resource. There are many benefits for different stakeholders. Librarians can get good value for money by increasing the use made of their e-collections, and can save time currently spent adding this information to their systems by hand. Publishers can encourage increased usage and respect for the permissions and limitations that have been negotiated with the library without resorting to content locking. 12:00 p.m.-1:45 p.m. Lunch (Box Lunch) Location: Pre-Function Corridor (outside Grand Ballroom) 12:30 p.m.-1:45 p.m. Location: Windsor Ballroom 1. Between a Rock and a Hard Place: E-journal Holdings Automation and Vendor knowledgebases (Beverly Dowdy, Duke University and Deberah England, Wright State University) Librarians working with electronic resources rely heavily on accurate title and holdings data sent to them by publishers or vendors of what we have bought. We then take that data give our patrons access by turning it on in our link resolver and/or gathering MARC records for it. This process is currently cumbersome and piecemeal, to say the least, for most of us. This process can be further comprised by "bad" metadata in links, titles and coverage that filters down through our systems resulting in failed links, failed searches, and frustrated users who discover the "free" issue they needed was actually embargoed. Initiatives such as KBART are leading the way in addressing some of these issues, but more work is needed. This discussion seeks ways to make this process and the quality of the data more accurate and more automated. 2. CLOCKSS/LOCKSS: Perpetual Access in Practice (Victoria Reich, Stanford University) Participants will be asked to challenge conventional wisdom and to share experiences. Questions for the group's consideration will include: Is perpetual access important, why? What are your experiences getting perpetual access into license agreements? What are your experiences obtaining access to content after subscriptions are canceled? 3. Serials Workflow Discussion Group (Paula Sullenger, Auburn University, and Tracey Thompson, New Mexico State University) Have you been busy reinventing the wheel? Find out what others are doing. Discussions will include how the units are set up such as acquisitions, serials, and/or electronic resources, who does what in your units, what level of staff performs which duties, do you do journal check-in, and which tools help you with your work flow. 4. University of Texas Alumni and affiliates (Eugenia Beh, University of Texas at Austin) Please join us for an informal discussion group with University of Texas at Austin School of Information alumni and affiliates belonging to NASIG. We will discuss ways to develop a collaborative relationship between NASIG and the University of Texas that will focus on opportunities in continuing education, networking and career options, in particular for University of Texas Student Grant Award winners. 5. URL Management among Systems (Jennifer Edwards, MIT) How do you handle new, changed, and obsolete URLs in your systems (catalog, link-resolver, ERM, etc.)? Do you manually change them in one or more systems, or do you rely on vendor records, global updates, machine links between systems, or other non-human methods? Come share and discuss your methods, what works or what doesn’t, what issues you are grappling with that others may have solved, etc. in an informal discussion setting. 6. Uses, Trends, and Best Practices for Linked Data (Semantic Web) (Jenna Weidenbenner, The Career Center, University of Illinois) Linked data/semantic web is the conceptualization of "in the cloud"computing that makes data more accessible to machines and users. Thinking this way requires a paradigm shift from single interfaces and points of access to data stored across the Web and available in multiple interfaces and access points. How is your organization approaching this paradigm shift? 7. What is the future for e-content management, ERMS, and ERM standards? (Todd Carpenter, NISO) Since the launch of the DLF ERMI initiative in 2001, a great deal has changed in the systems, the management needs, and the realities of library e-resource management responsibilities. Many important standards projects related to digital assets developed from this initial work, including SUSHI, license expression work, ONiX-PL, CORE. During this discussion, we will explore future needs for ERMS will be, how web-based ERM services might evolve, and what role standards and best practices can play in improving efficiencies for library staff. 2:00 p.m.-3:00 p.m. Tactics-A1 We Deliver: Overcoming Microform Collection Access Issues with Electronic Delivery Presenter: William H. Weare, Jr.,Valparaiso University Room: Grand Ballroom, Salon C This session describes the launch of a pilot program to deliver microform content electronically. Our small university library includes a microform room housing more than 900,000 microform units. The collection includes approximately 600,000 pieces of government microfiche and about 325,000 other microforms including the New York Times, the Wall Street Journal, dozens of classified and unclassified journal titles on both microfilm and microfiche, a very large run of ERIC documents on fiche, and a number of humanities sets such as the Library of American Civilization and the Library of English Literature. This rich collection is rarely used. The equipment includes two microform readers linked to two PCs loaded with scanning software, plus three older generation microform reader units. The functionality of the equipment is adequate, but perhaps daunting to the average user. The software—designed for a kiosk, doesn’t meet our needs. It does not allow our users to save scanned documents to a jump drive or to email the document. The software is temperamental and occasionally it simply crashes. Patrons of all types appear to be disinclined to use this collection. Our solution: Access Services, in cooperation with Interlibrary Loan, launched a pilot project designed to electronically deliver selected articles and documents from the library's collection of microform materials. In this session, the presenter will describe how the delivery service was developed—the history, workflow, volume, and limits of the service—and where and how we hope to expand the service. Tactics-A2 Marketing the Library in a Digital World Presenter: Kerry Cole, Portland Press Ltd / The Biochemical Society; Tonia Graves, Old Dominion University Room: Grand Ballroom, Salon B The advent of the e-journal has brought numerous issues regarding online access, licensing, how to measure usage plus a whole host more with it. Use of general search engines is increasing and the relevance of the library to users is being questioned. One issue that is often overlooked is, how should the library now market itself to a new generation of tech-savvy users? This session aims to be highly interactive and will cover some basic marketing concepts including branding and promoting library collections. There will be plenty of time to discuss ideas and concepts so come armed with what works in your library and share your experiences. Tactics-A3 ER Options for Acquisitions: the Good, the Bad and the Ugly Presenter: Beth Holley, University of Alabama; Jill Grogg, University of Alabama; Jodi Kuehl, EBSCO Room: Victoria Room (2nd floor) Two librarians and a subscription agent will discuss the appropriate roles of the agent and the library in the management of individual e-journals and e-journal packages. Subscription agents continue to evaluate their roles in the electronic serials world, and libraries struggle with whether to use an agent or go direct to the publisher. The University of Alabama has kept many of its e-journal packages with one of its primary agents, and this collaborative effort to manage e-journals has produced both benefits and challenges for the library and the vendor. The presentation will focus on the differences between managing the myriad of variables associated with the acquisition of e-journals in-house or outsourcing to an agent. Tactics-A4 Improving Our Local Electronic Serials through Standardization and Migration to New Platforms Presenter: Wendy Robertson, The University of Iowa Room: Alexander Room (2nd floor) The University of Iowa has several currently published journals scattered across the institution, many on out dated simple html sites. We also have a small but growing group of digitized older titles. We are beginning to implement bepress, are continuing to use CONTENTdm, and are a partner in the Hathi Trust. Each of these tools will play a role in our local serials. We are trying to bring some order to the chaos by pulling the titles together, using appropriate tools. We will work closely with campus partners to encourage serials will be most effectively discovered, linked to and archived. We are migrating existing electronic content as well as adding new electronic content (through digitization and hopefully new publication). In addition, our Digital Library Services staff is working closely with our subject specialists and our scholarly communication task force members. This presentation will cover how we are moving this content, working with content providers and choosing the most appropriate display and structure for each title. We began work with bepress in late fall and are moving several titles there as quickly as possible. We are also in the process of loading our student newspaper, a railroad journal and some legislative serials into CONTENTdm. At this point, we don’t know if the Hathi Trust will present serials well, but we need to keep this in mind as the CIC/Google partnership progresses. Tactics-A5 Moving Mountains of Cost Data: Standards for ILS to ERMS to Vendors and Back Again Presenter: Dani Roach, University of St. Thomas, O'Shaughnessy-Frey Library Room: Grand Ballroom, Salon A The presenter is a member of NISO’s Cost of Resource Exchange (CORE) Working Group, which began work in July 2008. The group was charged with developing standards to facilitate the exchange of payment, product, and order information among integrated library systems, electronic resource management systems and other interested parties, such as subscription agents. Anyone who would like to import financial data or calculate cost-per-click information in their ERMS without manually entering cost data a second time, will appreciate the work of CORE. The presenter will share the local methods tested for extracting and transferring cost information between an ILS (Innovative) and ERMS (Serials Solutions), pre-CORE. Big picture system questions as well as necessary local decisions will be explored. In addition to surveying the needs and current limitations of exchanging payment information, we’ll review the experience of serving on a NISO working group, the resulting draft standard, and implementation issues and timeline - all from a serialist’s point of view. 3:00 p.m.-3:30 p.m. Break Location: Pre-Function Corridor (outside Grand Ballroom) 3:30 p.m.-4:30 p.m. Tactics-B1 Online Serials Access X-Game: Surviving a Vendor Change for Online Serials Access and Thriving! Presenters: Christine Ryan, University of Tennessee at Chattanooga; Rose Nelson, Colorado Alliance of Research Libraries Room: Grand Ballroom, Salon A So, you’ve been with the same AtoZ, link resolver, ERM vendor for awhile; invested a lot of money and sweat equity in them. Your university needs to cut costs and needs to do it now, but your vendor won’t budge on pricing. What to do? We changed vendors. The University of Tennessee at Chattanooga will share how it survived (with only one near death experience!) the transition from one vendor to another, in record time, while implementing a beta product with our new vendor – all with minimal disruption to our users. Not convinced? Learn how we saved thousands of dollars and achieved other valuable benefits by developing a two-way partnership with our vendor, a non-profit organization that provides services to libraries. Tactics-B2 Creating a Local Resources Index/Database Presenters: Debby Griffis and Wilhelmina Cooper, Richland County Public Library Room: Victoria Room (2nd floor) Richland County Public Library created a local resources database which provides indexing and abstracts of articles in otherwise non-indexed local magazines and newspapers. The database also includes an Obituary Index and Quick Facts database. Content is created in the form MARC records added to a customized version of Sirsi\Dynix’s Horizon Community Resources module, which resides as a tab on our public catalog. Points discussed include initiating and organizing an indexing project, decision-making tasks, training and data entry, quality control, digitization issues, document delivery to patrons, and potential problems and pitfalls. Tactics-B3 Managing Electronic Resource Statistics Presenter: Nancy Beals, Wayne State University Room: Grand Ballroom, Salon B Libraries have a long history of gathering statistics to try and determine cost and service benefits. Now more than ever, librarians have an increasing appreciation that these statistics can play a more progressively important role in determining the return on investment with library dollars. Since the introduction of electronic access to materials and technology has become more advanced, the collection of statistics has become an increasingly larger task. Like quickly moving rapids, the need to keep up with how these electronic resources are used and managing the statistics that they produce has become a great effort and requires close attention. In addition, commercial software vendors are trying to keep up with the growing demand to create products that will take the enormous amount of statistical data and consolidate it into an easier to use and more consistent format. Also playing a key role in the development of statistics use are standards such as COUNTER and SUSHI that aid in the process. This presentation describes how Wayne State University manages their electronic resource statistics including their use of SUSHI with their ERMS and how these statistics fit into their collection development process. Tactics-B4 Navigating a Course for Serials Staffing into the New Millennium Presenters: Lynda Fuller Clendenning and Lori Duggan, Indiana University Room: Grand Ballroom, Salon C This program will present the case study of reorganization of print serials and electronic resources units at Indiana University (Bloomington). A technical services consultant recommended that the four units supporting electronic resources acquisitions be combined into one unit. Presenters will describe how acquisitions managers responded to the recommendation: the principles, process and results. The long term goal of this first major reorganization is to develop the skills of staff working primarily with print so that they are ready to support the ever-expanding electronic resource workload. We will include our use of a skill set for staff working with electronic resources covered at a NISO workshop. We address our approach to handling the many aspects of serials and electronic resource acquisitions: licensing, electronic resource management processes and systems, electronic journal packages, linking, A-Z lists, vendor supplied MARC records, broken link helpdesk, ordering, activation/receiving, title changes, invoices, and renewals. The presenters will provide organization charts and other information via powerpoint slides. Time for questions will be an important element of this presentation as it is a question with which all Acquisitions units are struggling. Tactics-B5 KBART: Improving Access to Electronic Resources Through Better Linking Presenter: Peter McCracken, Serials Solutions Room: Alexander Room (2nd floor) KBART ("Knowledgebases And Related Tools") is a joint UKSG/NISO project aimed at improving the transfer of data among and between content providers, link resolver vendors, knowledgebase managers, and librarians, with the goal of improving the accuracy, use, and uptake of link resolvers. In this session, two project members will discuss the work done to date, work remaining to be done, and the value of the group's forthcoming report. We will highlight the positive impact this project will have on all parties in the e-resources supply chain, most especially on the end user.
4:30-5:30 p.m. Committee Meetings Awards and Recognition 5:45 p.m.- Bus loads for Optional Biltmore Tour and Dinner 6:00 p.m.- Optional Events Biltmore tour and dinner (Pre-registered) Dine-arounds
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