Conference Archives > 2011

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NASIG 26th Annual Conference

June 2-5, 2011
St. Louis, Missouri

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Full Conference Schedule: PDF

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Friday, June 3, 9:00am-10:15am

Science Re-Imagined
Adam Bly, Seed Media Group

For science to achieve its full potential in society in the 21st century, we need to re-architect science itself and transform science communication. What will these changes look like? How do we go about making them? And what impact could they have on the world at large? Adam Bly presents his vision for science and the latest innovations from his company, Seed Media Group.

Saturday, June 4, 9:00am-10:15am

Books in Chains
Paul Duguid, UC Berkeley School of Information

The business notion of the "supply chain" provides a useful way to think about how authors and readers are connected. One intriguing feature of the supply chain in books is that it helps explain not only current battles between Apple, Amazon, B&N, Google, and Sony over "apps," but also much that has come before. Indeed, the chain, in one form or another, is remarkably enduring. We can find it in the world before Amazon; we can find it both in New Grub Street and in the old one; we can even find a version of it in the world before Caxton and Gutenberg. It seems to have survived revolutions in print, in copyright, and in mass production. Will it survive the digital transformation? With this question in mind, the talk will look back to explore why the chain is so enduring, but also forward to see if a better understanding of the chain might tell us something about the future.


Strategy Sessions, Group A
Friday, June 3, 10:30am-noon

(1) Leaving the Big Deal: Consequences and Next Steps

Jonathan Nabe, Southern Illinois University Carbondale; David Fowler, University of Oregon

This session will focus on the consequences of leaving "Big Deals," with the aim of addressing concerns of lost access and community response, and easing the process for other institutions considering taking this step. Specifically, two aspects of this issue will be addressed. First, an analysis will be provided of the impact, measured in terms of loss of access, changes in ILL requests or document delivery services, response from the community, and overall impact on the budget. Second, an examination of the process for moving forward, focusing on renegotiation, including terms such as multiyear vs year-by-year subscriptions, price caps, cancellation allowances, and pitfalls, including increased "content" fees and other surprises. Jonathan Nabe, Collection Development Librarian at Southern Illinois University, will share the experience at SIU's Morris Library, which has left Big Deals from Wiley, Elsevier, and Springer in the last two years. David Fowler, Head, Licensing, Grants Administration, and Collection Analysis at the University of Oregon, will discuss Oregon's experience with Big Deals from Wiley and Elsevier.

(2) Collaborating for Sustainable Scholarship: Models that Serve Librarians, Publishers and Scholars

Carol MacAdam, JSTOR; Kate Duff, University of Chicago Press

Both libraries and university presses face the challenges of budget constraints and changes to the publishing environment. Librarians recognize and support the value of diversity in resource collection, but both economic and technological challenges have put small- and mid-sized society and university presses at risk.    Can collaborations amongst scholarly publishers create sustainable models that benefit librarians, publishers and users? How can they serve the needs of these constituents in a manner that embodies scholarly values? The speakers will examine various cross-organizational collaborations, projects aimed at keeping pace with the evolving needs of researchers, and in particular will discuss their experience, and the experiences of librarians and end users, with the new Current Scholarship Program. The Program, led by the not-for-profit JSTOR and a number of university presses, makes current journals available on the JSTOR platform and encourages other presses to do the same.

(3) No Substantial Penalty for Withdrawal: Investing in a Different Collaborative Model for the Shared Print Archive
Sharon Wiles-Young, Lehigh University; John Barnett, PALCI; Christine Roysdon, Lehigh University

The Pennsylvania Academic Library Consortium (PALCI) has developed a shared print archive, an archive that promises to maintain for a 10-year period commonly held but rarely used print journals from noted scientific society publishers. The goals for this collaborative project are to ensure access to commonly held print journal titles, to allow libraries to withdraw materials, to re-purpose valuable space in individual libraries, and to share the responsibility of storing print titles at individual institutions instead of requiring a centralized storage facility. The presenters will discuss the grassroots origins for this project and the process decisions involved in turning the archive from vision into reality. Issues relating to preservation, access services, serials management, collection development, and library contractual agreements will be discussed. The presenters will further discuss possible future projects and how this shared print archive intersects with other archives in development nationally and internationally.

Strategy Sessions, Group B
Saturday, June 4, 10:30am-noon

(1) Polishing the Crystal Ball: Using Historical Data to Project Serials Trends and Pricing
Steve Bosch, University of Arizona; Kittie Henderson, EBSCO Information Services; Heather Klusendorf, EBSCO Information Services

Presented by the authors of the annual Library Journal serials pricing article, this program will discuss the major serials pricing studies. An overview of the strengths and weaknesses of methodology utilized to create LJ article as well as the Prices of U.S. and Foreign Published Materials Index compiled by the ALCTS Library Materials Price Index Editorial Board will be included. An invitation to join the panel will be extended to a representative of the American Association of Law Libraries pricing study group and a representative of the Medical Library Association Collection Development Section.

(2) NISO's IOTA Initiative: Measuring the Quality of OpenURL Links
Rafal Kasprowski, Rice University

The IOTA (Improving OpenURLs Through Analytics) Working Group has been formed by NISO (National Information Standards Organization) in January 2010 to develop a community-recognized index for measuring the quality of OpenURL links generated by content providers ( Too often OpenURL links do not work as expected, and although the OpenURL standard was introduced a decade ago, no systematic method has been implemented to benchmark them. The system proposed by IOTA would accept OpenURLs and return scores based on a set of evaluation metrics. This would allow OpenURL providers to see precisely where their links are weakest, letting them target metadata improvement efforts in the most cost-effective manner. IOTA's work builds on an earlier project at Cornell University funded by a Mellon Planning Grant and is supported in the KBART Phase I Recommended Practice Report. After an overview of OpenURL linking and its problems, IOTA's OpenURL scoring system will be discussed, the methodology behind it, and its benefit to the library community, which relies on the transfer of accurate metadata by link resolvers. A public OpenURL analysis tool currently in use, which stores nearly 10 million OpenURLs and continues to grow, will also be covered in detail. It is used to generate reports that compare OpenURLs and can already help OpenURL providers improve their links. Community members are encouraged to follow IOTA's progress online and support the initiative by contributing their OpenURL log files.

(3) Shaping, Streamlining and Solidifying the Information Chain in Turbulent Times
Jose Luis Andrade, Swets; Meg Walker, Taylor & Francis; Anne McKee, Greater Western Library Alliance

As budgets and resources dwindle due to the current economic downturn, it is more critical than ever to ensure all members of the information chain work together as efficiently as possible. This panel will explore utilizing the latest ONIX standards to upload holdings and licensing information, creating systems that ensure renewals and upgrades to electronic components seamlessly, becoming SERU compliant as well as tips on successfully negotiating electronic packages. Times like these within the information community translate to subscription agents, publishers, libraries and consortia needing to streamline productivity, function with leaner resources and create better technologies, all while solidifying processes and tasks. Our panel - a subscription agent, publisher and consortium officer will discuss what measures they have taken/are taking to streamline the business of electronic serials, new technologies they are employing and common sense approaches for getting the most out of your electronic serials.

Strategy Sessions, Group C
Sunday, June 5, 9:00am-10:30am

(1) Gateway to Improving ERM System Deliverables: NISO's ERM Data Standards and Best Practices Review
Deberah England, Wright State University; Bob McQuillan, Innovative Interfaces, Inc.

The Digital Library Foundation's pioneering 2004 Electronic Resources Management Initiative (ERMI) report on standards for electronic resources management laid the foundation for the development of commercial, open source and 'home-grown' ERM systems. Seven year's on, challenges with ERM implementation, interoperability, management, and workflow issues remain. In 2009 NISO formed the ERM Data Standards and Best Practices Review working group to undertake a "gap analysis" of ERM-related data, standards and best practices with current and future e-resources management needs in mind. In this session members of the NISO ERM Data Standards and Best Practices working group will present a brief overview of the project and focus on results of the review, including "mappings" from the DLF ERMI data dictionary to a range of other current standards and best practices. Discussion may also include summary results from surveys targeted to stakeholders involved in the various aspects of e-resources work. The program will conclude with how the group's efforts may offer solutions for further development of ERM systems as well as lay a foundation for development of best practices for e-resources workflows.

(2) Continuing Resources and the RDA Test
Regina Romano Reynolds, Library of Congress; Diane Boehr, National Library of Medicine; Tina Shrader, National Agricultural Library

From August through December 2010, the three national libraries-- the Library of Congress, the
National Library of Medicine, and the National Agricultural Library-- coordinated a joint test of Resource Description and Access (RDA) that included 23 other test participants representing a broad range of U.S. libraries. The goal of the RDA Test was to assure the operational, technical, and economic feasibility of RDA. This presentation by members of the U.S. RDA Test Coordinating Committee highlights the available test data, with particular emphasis on data pertinent to serials and other continuing resources. Testing methodology and evaluative factors will be explained, and available objective results (e.g., average time needed to create RDA records) as well as available subjective results (e.g. positive and problematic aspects of the new code; suggestions for improvement) will be included. Next steps--¬to the extent these have been determined¬--will be presented. Audience input from those who tested RDA either formally or informally will be sought, and time will be allocated for discussion.

(3) The Razor's Edge: Louisiana's State Budget and the Serials Crisis of 2010-2012
Michael Matthews, Northwestern State University; Sara Zimmerman, LOUIS: the Louisiana Library Network; Karen Niemla, University of Louisiana at Monroe

Offered as a piquant contrast to strategy sessions that presume a surfeit of resources, this presentation focuses on coping with massive budget cuts to higher education and libraries in one of the poorest states in the union. The challenge of providing comparative services with diminished funding on a state-wide scale is the ultimate test of doing "more with less." Sara Zimmerman will focus on the response to the funding emergency, and the long-range strategies involved in gaining financial and political support to weather the coming storm of 2011. The LOUIS Consortium is advised by the Louisiana Academic Library Information Network Consortium (LALINC). Karen Niemla played a critical role in publicizing the LOUIS emergency. She created a popular animated cartoon that defends LOUIS and explains consortial buying power and relationships in 90 seconds (please see Karen will discuss how Web 2.0 tools are an economical and effective means of communicating the value of libraries. Michael Matthews will focus on the long term effects of shrinking academic journal collections. He will discuss how academic libraries are adjusting their collection development policies to cope with the prospect of vanishing resources.


Tactics Sessions, Group A
Friday, June 3, 1:30pm-2:30pm

(1) A 10 Year Collaboration - Still Going Strong
Laurie Kaplan, SerialsSolutions; Kara Killough, SerialsSolutions

The US ISSN Center at the Library of Congress and the Serials Editorial team at ProQuest have been working together for the past 10 years. ProQuest hires an employee who works in the Library of Congress, and splits her time between the two organizations, entering metadata into both databases for ISSN assignment for new serials and for existing serials getting an ISSN for the first time. The partnership has enabled both organizations to learn from each other, balancing the public and private aspects of librarianship and metadata collection. The results benefit all librarians who access the data from the Library of Congress and from Ulrich's Periodicals Directory and from ProQuest. The session will discuss how the two organizations have sustained the relationship over time, what they have each brought to the position, what they have learned from each other, and how they plan to move forward to keep up with the ever-changing world of Serials metadata.

(2) Using Drupal to Track Licenses and Organize Database Information
Amanda Yesilbas, Florida Center for Library Automation

Dealing with e-resources is often challenging because there is so much peripheral material like vendor contacts, statistics, logins, passwords, and websites that need to be tracked. This coupled with the complex multi-steps of licensing can make the task of collecting and managing all the data on e-resources a chore. The Florida Center for Library Automation is using Drupal, the open source content management system and web building tool, to create an easy to use system for tracking, managing, and sharing information with its consortia members. The unique and flexible features of Drupal allow data to be easily entered into the system by simple forms and then served out in different and usable views such as a license tracking calendar. It also has the added benefit of making data fully searchable. This presentation will introduce Drupal and demonstrate how it can be used to easily organize data on e-resources. This free open source project could possibly help any institution that finds an ERM either out of reach or too heavy for their needs.

(3) Using Assessment to Make Difficult Choices in Cutting Periodicals
Mary Ann Trail, Richard Stockton College of New Jersey; Kerry Chang FitzGibbon, Richard Stockton College of New Jersey

All too often, the librarians are caught between declining budgets, increased programmatic demands and faculty needs. Unfortunately, decisions on the annual periodical budget too often result in an backlash from the faculty, the consequence of which often include bruised egos and bad relations. In an effort to break the cycle of conflict over budget decisions, the librarians used assessment data to propose cuts in the print periodical collection. One product used was the Serial Solutions electronic resources management tool. The presenters will discuss methods used to produce data to persuade faculty that the library could still maintain current access to journals even after cancelling its print versions.

Tactics Sessions, Group B
Friday, June 3, 2:45pm-3:45pm

(1) Exploring Patron Driven Access Models for E-journals and E-books
Lisa Kurt, University of Nevada, Reno; Erin Silva Fisher, University of Nevada, Reno

Meeting user needs in a variety of new ways is a constant in libraries. As formats change and delivery methods evolve, meeting demands for content are more challenging than ever. Patron driven acquisitions is the future according to many and has had significant growth recently. As budgets tighten, more institutions are looking into pay-per-view and patron driven service models for e-journals, books, and e-books. In this session, we will take a look at the benefits and challenges institutions must consider and explore how to bring various departments together to implement these services and create a good customer service model.

(2) One Academic Library - One Year of Web Scale Discovery
Tonia Graves, Old Dominion University

Marshall Breeding, author of the Systems Librarian column in Computers in Libraries, wrote in his January 2010 piece titled "The State of the Art in Library Discovery 2010" that "the current state of the art for library discovery lies in the realm of delivering products that embody web-scale vision." Breeding describes web-scale discovery platforms as aiming to "manage access through a single index to all library content to the same extent that search engines address content on the web." In this tactics session I will use Breeding's column as a framework to describe one academic library's first year experience with web-scale discovery. In 2010 Old Dominion University Libraries implemented a discovery layer service, redesigned its website, and began providing mobile services. I will discuss the challenges of our 2010 efforts and review 12 months of usage data to illustrate how library users and staff are impacted by the current state of the art library discovery.

(3) Through the Gateway - Reporting on Collections
Sandy Hurd, Innovative Interfaces, Inc.; Tina Feick, Harrassowitz; John Smith, American University Washington College of Law

Librarians are frequently required to support collection and broader management decisions. Indications are that clear and complete data presented in such a manner that line staff and managers can easily access, manipulate, and understand current and historic situations and trends are desirable. Today's expectation is also that the presentation be visually compelling and easily used to support reporting to funders and accrediting bodies. Learn about what librarians have been telling us they need, and what we think might be useful, and discuss what is needed for collection development reports. Examples of collection analysis reports will be displayed.

Tactics Sessions, Group C
Saturday, June 4, 1:45pm-2:45pm

(1) New Life to Old Serials: Digitizing Back Volumes
Wendy Robertson, University of Iowa

Many serials titles still exist in print only, and major commercial digitizing efforts often overlook titles that are not widely held. If out of copyright, these titles can be digitized by libraries, giving this old scholarship new life. Many libraries do some sort of digitization of textual materials, but too often serials experts are not involved. The titles may not be presented in ways that pull the serial together while also allowing article level linking. Serials experts can be valuable contributors to these digitization projects. This presentation will provide information on how to digitize text efficiently and how serials are being presented in digital collections. Serials specialists will learn ways that they can contribute to local digitization efforts to help ensure these titles are presented as effectively as possible.

(2) Gateway to Good Negotiation: From Computer Mediated Communication to Playing Hardball
Beth Ashmore, Samford University Library; Jill Grogg, University of Alabama; Sara E. Morris, University of Kansas

While negotiation is one of the most critical skills a librarian can develop, it is rarely addressed in any depth in library school. Some librarians may think negotiation is the purview of those charged with negotiating licenses, but this is far from the case. We all negotiate on a daily basis, and this program will cover negotiation techniques from the basics of communication theory to the finer points of negotiation preparation and technique. The presenters will draw upon advice from the wider world of negotiation theory as well as from thought-leaders in the library community. The session will also include suggestions for dealing with some of the larger issues that affect a librarian's ability to reach the best possible negotiated agreement including: salary negotiation; working with Big Deals and flat budgets; navigating user communities and funding agencies; and interacting with generally unhappy patrons and co-workers. The presenters have written a three-article series, "The Art of Negotiation," that appeared in the 2009 volume of Searcher: The Magazine for Database Professionals.

(3) On Beyond E-Journals: Integrating E-books, Streaming Video, and Digital Collections at the HELIN Library Consortium
Martha Rice Sanders, HELIN Consortium; Bob McQuillan, Innovative Interfaces, Inc.

Echoing the early challenges of e-journal content integration into library collections, the move to web-based access for a variety of materials (e-books, streaming media, and so on) as well as the harvesting of locally created digital collections, has provided a fresh set of challenges for libraries to effectively manage this content. It also provides opportunities for robust on-line discovery paths for its patrons. For libraries using consortial catalogs, wisely managing and sharing these new classes of electronic content across a wider multitude of stakeholders becomes even more challenging and critical. This session highlights the efforts of the HELIN Library Consortium (a consortium consisting of 11 academic and 14 special libraries primarily Rhode Island) to develop strategies, workflows, and shared cataloging procedures to meet its objectives. Also included is an overview of the ERM and discovery platform tools used at the local and consortia level to drive integration of this growing electronic content.

Tactics Sessions, Group D
Saturday, June 4, 3:00pm-4:00pm

(1) Using ESPReSSO to Streamline SSO Access
Andy Ingham, University of North Carolina, Chapel Hill; Dustin MacIver, EBSCO Information Services

Interest in Single Sign On continues to grow, as a solution to the plethora of username and passwords that currently drive access to library resources and as a way to protect user privacy. With support of national federations, Europe and Asia have taken the lead, but US institutions are keen to secure streamlined access for their patrons. To provide guidance for publishers, libraries, and federations who are new to the process, NISO formed the ESPReSSO Working Group (Establishing Suggested Practices for Single Sign On). Come hear different perspectives on the implementation process and share your experiences with fellow publishers and librarians. Whether you are interested in Athens or Shibboleth, you no longer have to go it alone. (

(2) Managing E-book Acquisition: The Coordination of "P" and "E" Publication Dates
Sarah Forzetting, Coutts; Gabrielle Wiersma, University of Colorado at Boulder

For many libraries e-books are now the preferred format in a wide variety of subject areas. In some cases, it is still a challenge to streamline their selection and acquisition since e-books and print books are rarely released simultaneously and there is typically scant information available on forthcoming e-books. In this session, Gabrielle Wiersma from the University of Colorado, and Carolyn Morris from Coutts Information Services will talk about their recent experiences incorporating e-books into print approval plans. Topics discussed will include determining subject and publisher preferences, setting wait times for e-books, patron satisfaction/dissatisfaction when libraries choose to wait for an "e" version instead of a "p" version, selecting purchasing models including patron selection, and assessing outcomes.

(3) Humble PIE-J and What [is] ISO 8: National and International Efforts towards Improved Journal Presentation and Identification

Bob Boissy, Springer; Regina Romano Reynolds, Library of Congress

Now that journals and journal archives are online, problems arise on a regular basis with well-meaning information suppliers sometimes leading information users down a confusing path. Older content under a former title is positioned with newer content under a new title. Insufficient information is supplied to help users intuitively navigate through changes. Publishers lack common terminology and common guidelines for unambiguously presenting their journal content online. At the same time, as long as print journals exist, continued guidance for their presentation and identification is still needed. NISO and ISO 8 groups are working in both of these areas. Building on the foundations of the existing ISO 8: 1977 standard, "Documentation -- Presentation of periodicals, and the NISO/UKSG working group on Knowledge Bases and Related Tools (KBART), progress on an emerging NISO best practices document for presentation and identification of electronic journals (PIE-J) and beginning work on a revision of the ISO 8 standard to update its requirements for journal presentation will be presented. Audience input will be sought and shared with the two working groups.

Tactics Sessions, Group E
Sunday, June 5, 10:45am-11:45am

(1) Preparing for New Degree Plans: Finding the Essential Journal Titles in an Interdisciplinary World
Ellen Safley, University of Texas at Dallas

The University of Texas at Dallas prides itself on its interdisciplinary approach to education.    With annual enrollment growth rates above 8%, the University is developing rapidly in non-traditional subject areas. Degree plans often cross disciplines (examples: Emerging Media and Communication, Arts and Technology, Justice Administration and Leadership, Quantitative Methods, Actuarial Science, or Bio-informatics and Computational Biology). In develop new degrees, the University must submit documents to the State analyzing the strengths and weaknesses of the journals and monographic collections. Often, faculty experts are not available to consult on the required resources as they are not hired until the degree is approved.    This NASIG program will provide strategies for finding core/essential journal titles in emerging disciplines of study and will look at how newly-hired faculty members have assessed the quality of the new collections once the degrees have been in place for 3-5 years.

(2) Trialling Mobile and Article Rental Access Options for Journal Content
Grace Baynes, Nature Publishing Group

Site license access to journal content is well established. As web-enabled mobile device adoption has increased, publishers and librarians need to establish ways of providing access to journals to readers, wherever and however they need it. In late 2010 Nature Publishing Group (NPG) started triallng a range of affordable access options for readers. A number of Nature journals offer 24-hour 'view only' access via the Deepdyve platform. A range of access models including 24 hour access, monthly and annual subscriptions have been introduced on the iPhone app and iPad app. The rental allows viewing only, readers may not download, print, or copy and paste from the article. Site license access via IP authentication is available on both apps. NPG will report on the early results of these experiments with new channels and pricing models, including user feedback and uptake, and views from library customers. Other new developments in business models at NPG will be referenced where relevant.

(3) Inventing the Can Opener: Getting the Most Out of Discovery
Rice Majors, University of Colorado at Boulder; John McCullough, Innovative Interfaces, Inc.

The session will explore the challenges of implementing next-generation catalog and article discovery at the University of Colorado at Boulder Libraries. Areas of focus will include not only initial implementation, but integration with existing services, testing and roll-out of subsequent new features, partnering with the vendor, and ongoing review of user response, success and product directions. The issue of leveraging the Library's existing metadata and content decisions will be discussed. The discovery product discussed will be Innovative Interfaces' Encore Synergy.

(Last updated 5/25/11)