Conference Archives > 2010


NASIG 25th Annual Conference

June 3-6, 2010
Palm Springs, California

Thank you to our Sponsors

Conference Schedule

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Resource Description and Access "RDA": New Code for Cataloging

June 2, 1:00pm-5:00pm and June 3, 9:00am-12:00pm

Presenter: Magda El-Sherbini

This workshop will focus on Resource Description and Access (RDA), the new cataloging standard and successor to AACR2. The workshop will provide attendees with: background and development of RDA; RDA structure; description of manifestation and items; identifying works, expressions, and manifestations; identifying persons, identifying families; identifying corporate bodies and relationships. A special section of the workshop will be devoted to explaining how catalogers will describe "continuing resources" and present relationships using RDA. Attendees will participate in practical hands-on exercises


(1)    Linked Data and Libraries
Friday, June 4, 9:00-10:15am

Presenter: Eric Miller, Zepheira

The Web is the most successful commerce and communication platform ever conceived. With the development of recent events, the Web is quickly evolving into one of the most pervasive data management, integration and knowledge sharing platforms ever imagined.  Linked Data is an emerging set of concepts and technologies for combining and integrating data. Linked Data leverages the Web as an architecture for connecting data, lowering social and technical barriers sharing these connections and accelerating collaboration and social computing. The presentation will provide an overview of Linked Data and highlight several relevant, practical examples of this work. A historical perspective as well as personal observations of the evolving social, policy, government and industry trends that support this effort will also be provided. This presentation will additionally highlight related efforts libraries are currently involved in that leverage Linked Data. This presentation will conclude by suggesting strategic and symbiotic areas of work that will help libraries leverage the potential of the Web and highlight how the Web will benefit from library science principles and practice.

(2)    Publishing 2.0: How the Internet Changes Publications in Society
Saturday, June 5, 9:00-10:15am

Presenter: Kent Anderson

The digital revolution is changing how people consume information, how they expect to interact with it, and what it can consist of. Publications as packages are going to fundamentally change. This talk provides an overview of how these changes are likely to occur, how the mission of scholarship remains unchanged even as the means to achieve it are radically altered, and how publishers must reinvent themselves to meet these new opportunities.

(3)    Serials Management in the Next-Generation Library Environment
Sunday, June 6, 11:15am-12:30pm

Panelists: Jonathan Blackburn, OCLC; Neil Block, Innovative Interfaces, Inc.; Brendan Gallagher, ByWater Solutions; Robert McDonald, Kuali OLE Project/Indiana University
Moderator: Clint Chamberlain, University of Texas, Arlington

Technological developments in the Integrated Library System arena are raising questions about the future of serials management. The Open Library Environment Project, OCLC web-scale initiative, open source development, and new products from established vendors are all raising questions about serials management. Can we repurpose publisher and subscription agent metadata? Can we better exchange financial data with parent organizations? Can I really put this kind of information "in the cloud"? What if there is not a serials module in the new system? An expert panel will explore these questions and the benefits and challenges for developments in library systems.


STRATEGY A - Friday, June 4, 10:30am-12:30pm

(1) Digital Preservation: The Library Perspective

Presenter: Colin Meddings, Oxford University Press

Oxford University Press presents the results of research conducted into opinions within the academic library community on digital preservation. In this context the term 'preservation' means the preservation of electronic scholarly literature with the specific goal of ensuring materials remain accessible to future scholars, researchers, and students. This survey intends to build on and compliment recent research done by ALPSP into publisher strategies for preservation. Specifically it seeks to understand current digital preservation strategies within libraries, how libraries view the role of publishers in preservation, and attitudes towards existing industry-wide preservation initiatives.

(2)  Not for the Faint of Heart!  A New Approach to "Serials" Management. User Research into Subscription Management Practices Across Print, Electronic, and Monographic Series

Presenters: Jonathan Blackburn and Sylvia Lowden, OCLC

A growing number of libraries acquire more and more of their serial publication in electronic format.   This often necessitates new workflows or revised processes for ordering, renewing, and ensuring delivery of serial-based content.  OCLC will be conducting research during the first half of 2010 on how to best understand these new user needs and how they might be combined into a single, integrated, serial and e-product workflow.

The presenters will share the findings from this research, as well as, artifacts such as user affinity models, flow models and cultural models, gathered through a process know as Contextual Inquiry/Design.  This process focuses on developing systemic solutions to big problems. We hope that the results of this research will encompass the entire "world" of subscribing, including:

  • Current library practices for serial and e-product management – and key challlenges
  • Vendor relationships and how they support these practices
  • Consortial partnerships and the role they play

Additionally, the presenters will talk about the opportunities for improvement indicated by these findings and what may be possible for libraries as we move into the future.

(3) It’s Time to Join Forces: New Approaches and Models that Support Sustainable Scholarship

Presenters: David Fritsch, JSTOR; Rachel Lee, University of California Press

Scholarly societies and university presses face serious challenges in the coming years, due to shrinking library budgets and changes to the publishing environment. All agree on the importance of scholarly publishing in the social sciences and humanities; the question is, how can university and society publishing re-gain sustainability? Collaboration among organizations can bring big benefits particularly in the online environment. Can we create models for sustainable scholarship where publishers, librarians, and users all win? This session will explore several recent examples of cross-organizational collaboration, looking closely at the importance of scalable approaches, the need to balance the benefits to all involved, and the role of scholarly values. Speakers will discuss specifically their motivations and experience crafting the new effort recently announced by the not-for-profits, University of California Press and JSTOR, to make UC Press current journals available on the JSTOR platform and to encourage other presses to do the same.

STRATEGY B - Saturday, June 5, 10:30am-12:00pm

(1) Evaluating Usage of Non-Text Resources: What the COUNTER Statistics Don’t Tell You

Presenters: Stephanie Krueger, ARTstor; Tammy S. Sugarman, Georgia State University

In this era of tightening budgets, librarians are increasingly turning to usage data from licensed resource providers to support difficult collection development decisions. The most recent release of the COUNTER code of practice for usage data reporting and the SUSHI XML protocol further support this decision-making process. Providing "COUNTER compliant" usage reports is an increasingly important feature expected of licensed digital materials by academic libraries. COUNTER reports are designed to primarily measure usage of textual resources such as: journals, e-books and database indexes. However, for multimedia resources that contain exclusively images, time-based media, or audio content, the usage patterns and terminology are different than textual materials. The COUNTER reports do not yet adequately address these differences. The purpose of this session is to explore the unique needs and challenges of reporting and effectively evaluating the usage of multimedia resources. It will look at some of the gaps in the existing COUNTER code of practice that would need to be addressed in order for multimedia resources to adopt these reporting standards and perform a similarly useful assessment function for libraries. It also will discuss some of the complexities of multimedia resource usage, including the challenge of evaluating the substantial use that occurs outside of the measurable environment, and measuring the new types of use made possible by robust online environments. This session will include a presentation by Stephanie Krueger, Associate Director of Library Relations for ARTstor, and Tammy S. Sugarman, Associate University Librarian for Georgia State University, will speak on how these issues affect her ability to assess the value of non-text resources.

(2) Transparency and Publisher Pricing Models

Presenters: Kate Moore, Indiana University Southeast; Lori Duggan, Indiana University

In this session, we will present our findings from a study conducted exploring the amount of publicly available information on publishers' websites concerning pricing models for databases and large journal bundles.  The information collected in this study includes: whether or not the publisher provides a method for database price calculation; the pricing structure used; the price for their databases; whether or not consortial pricing is available and the applicable discounts; whether any other type of discount is available; and if confidentiality clauses are required (in the standard license, if available).  Conclusions will be drawn from the data collected during the study, including the need for greater transparency in publisher pricing and differences found between different types of publishers.  Also discussed will be the effects of nontransparent publisher pricing for consortia and academic institutions.  The presenters will close with  precautionary measures to undertake when reviewing licenses and purchase orders from publishers with less than forthcoming pricing information. 

(3) When Jobs Disappear: The Staffing Implications of the Elimination of Print Serials Management Tasks

Presenter: Sarah (Sally) Glasser, Hofstra University

This presentation will report the findings of a survey exploring the staffing implications of the elimination of print serials management tasks such as claiming, check-in, binding and open stacks maintenance.

STRATEGY C - Saturday, June 5, 1:30-3:00pm

(1) Biomedical Publishing 101: An Overview from the Chicago Collaborative

Presenters: John Tagler, Association of American Publishers, Professional and Scholarly Publishing; John Shaw, Sage Publications

The program is an opportunity to learn about the publishing cycle of scientific, technical and medical journals, both in print and online. Presenters will explore the role of publishers in the scholarly communication process. Participants will gain knowledge of the various roles and responsibilities of different players in the scientific publishing chain. The complexities of publishing in a dual format will be explored, and the international aspects of science communication will be addressed. The worlds of print and digital delivery will be compared and contrasted. The program is created by the Chicago Collaborative in a joint effort by librarians and publishers to bring better understanding and appreciation of each others' contribution to the scholarly communication process.

(2) CONSER Update

Presenters: Les Hawkins and Hien Nguyen, Library of Congress; Adolfo Tarango, University of California, San Diego

CONSER members have discussed the application of Functional Requirements of Bibliographic Records (FRBR) to continuing resource cataloging since 2002 and have reviewed drafts of RDA since 2005 (then called AACR3). With the implementation of RDA just around the corner, this session will lay out key decisions and challenges that CONSER has identified in implementing the new code and practical considerations involved with changing documentation and meeting training needs. The session will include presentation of a model that takes advantage of FRBR to provide meaningful displays of metadata for continuing resources in the future.

(3) ERMs and Impact on Technical Services

Presenters: Deberah England; Wright State University; Sharon Purtee, Donald C. Harrison Health Sciences Library, University of Cincinnati; Angela Riggio, University of California, Los Angeles; Susan Banoun (moderator), University of Cincinnati

A panel discussion of ERMs and the impact on the organization of Technical Services, with panelists from various sizes and types of institutions. ERMs are being bought, installed and implemented at many institutions but how is the work to implement and use ERMs absorbed? Do libraries manage with existing, different, more or less staff? Does the staffing level and organization of Technical Services departments impact the success of ERM implementation? At the University of Cincinnati, we reorganized soon after the installation of the ERM and hired a Beginning Electronic Resources librarian. Other institutions may have similar or different experiences. We will discuss the results of an online survey that assesses impact of ERMs on Technical Services organization, experiences and organization of staff, and management of workflows.

(4) What to Withdraw? Grappling with Print Collections Management in the Wake of Digitization

Presenter: Roger C. Schonfeld, Ithaka S+R

As digitized journal backfile sets become available online, they fulfill the lion’s share of user access needs, leading many librarians to call into question the need to retain print. Can libraries securely reassign the stack space occupied by disused print versions without risking preservation? How can librarians feel confident in the choices for withdrawal they make? To empower libraries to take a more confident approach to print collections management, this talk will examine how to develop an adequate preservation infrastructure. How does print preservation still matter and for how long will it remain a relevant priority? What sort of preservation framework is needed for legacy print collections? And, for which journals is this preservation framework already in place, allowing for responsible withdrawal today? Drawing from a report recently released by Ithaka S+R, this talk will conclude with some remarks about how the set of materials appropriate for withdrawal can be expanded to allow libraries additional flexibility in their collections management.


TACTICS A - Friday, June 4, 1:30-2:30pm

(1) Core Competencies for Electronic Resources Librarians

Presenter: Sarah Sutton, Texas A&M University

Electronic resources librarianship is a relatively new specialization among librarians but one that has become nearly indispensable in the face of rapidly evolving technologies for information organization, storage, retrieval, and dissemination. In this session I present the results of my dissertation research in which I explore and define the relationship between qualifications for electronic resources librarians sought by academic library employers and qualifications for electronic resources librarianship obtained through formal librarian education in the master’s degree. Using content analysis of position advertisements I determine the qualifications for electronic resources librarians sought by academic libraries. The most prevalent of these qualifications I then seek in course descriptions and syllabi of ALA accredited librarian education programs in the U.S. The results will inform the development of core competencies for electronic resource librarianship.

(2) Don’t Pay Twice! Leveraging Licenses to Lower Student Costs

Presenters: Angela Riggio and Bonnie Tijerina, University of California, Los Angeles

In early 2008, students approached the UCLA Library with their concerns about the high prices of printed course readers, which are filled with content the Library owns or leases. Through investigations of e-resource licenses, course pack pilot projects, and campus partnerships, the library worked to reduce the cost of course readers, at times significantly. The exercise highlighted important issues and considerations regarding the licensing of electronic materials, and stressed the importance of communicating specific license terms to users via an electronic resource management system. In this Tactics Session, two UCLA librarians will delineate efforts to lower the cost of printed course readers produced on campus by educating campus partners (Associated Students of UCLA, Academic Publishing, Student Government) about e-resource licensing and approaches to provide meaningful access to licensing terms.

(3) Integrating Usage Statistics into Collection Development Decisions

Presenters: Dani Roach and Linda Hulbert, University of St. Thomas

Cost per use and usage data are not the sole tools supporting collection development decisions, but they continue to play a key role, especially in these economic times. The co-presenters of this tactic session work at a medium-sized Midwestern private university and have extensive experience in both gathering data and collection decision making based on that data. One of the presenters served on NISO’s committee charged with developing the CORE standard. Prior to and during that process, she developed expertise and a system to move large amounts of cost data from Innovative Interfaces, Inc (III) – ILS to Serials Solutions 360 Counter product, to calculate cost per use. The other presenter manages the collection development process for the university and serves as a subject liaison. In those roles she encourages her colleagues to use the data and employs the data in evaluating her journals and databases. The session will cover an overview of local methods using Microsoft products, III, and Serials Solutions 360 Counter. Print use statistics gathering and presentation will also be discussed. Training liaisons, local evaluation tools and the collection decision making process will round out the session showing the value of gathering and using the data. Whether a library needs to justify continuing a high cost subscription, compare competing resources or downsize a journal collection, usage statistics are critical in providing a rational basis for evaluation that can be explained to our constituents.

(4) Oasis or Quicksand: Implementing a Catalog Discovery Layer to Maximize Access to Electronic Resources

Presenters: Ellen Safley and Debbie Montgomery, University of Texas at Dallas

How do you make it easier for undergraduates to find electronic journals and other e-resources? Librarians at The University of Texas at Dallas Libraries conducted several rounds of focus group testing on a traditional online catalog and discovered where the system trips up most undergraduates. In response to the testing, a catalog discovery layer was implemented. This program will describe the results of the focus group testing and how faceted searching has improved discovery of electronic journals and other e-resources. In addition, the session will provide the audience with the decisions that were made in order to avoid the problems the staff encountered during the implementation of the new system.

(5) Shelf-Ready?  An Alternative for Library Checking In and Claiming Print Journals?

Presenters: Julie Su, San Diego State University; Jose Luis Andrade, Swets Americas; Bob McQuillan, Innovative Interfaces, Inc.

As libraries face severe budget cuts, hiring freezes, or layoffs, traditional serials functions and processes such as check-in, claiming, and binding are closely scrutinized and are under pressure to make drastic changes.  Some libraries have already stopped or are tempted to discontinue check-in and claiming for print journals; others are barely keeping their heads above water.  But, is this the only option or the best option?  Can we maximize automation for check-in with minimal or no staff intervention?  Can claims be processed and resolved by a third party service?  Is it time to entertain the concept of shelf-ready service for print serials?  This program will examine issues related to print journal processing in a time of severe economic downturn.  It will explore the potential of collaborating with serials vendors and ILS automation tools to deliver current issues shelf-ready, with automated batch check-in and claims processed.  The session does not intend to present a perfect product or service, but only to demonstrate promising applications and solutions to traditional labor-intensive journal receiving processes.  The presentation welcomes discussions and encourages other innovative ideas from the audience.

(6) What Can the Cataloger Do with an ERM?

Presenter: Steve Shadle, University of Washington

Did you think that ERM was just for tracking licensing, cost, and other management information for electronic resources? In this session, a cataloger from the University of Washington discusses problems they have encountered with managing catalog record sets and describes how they are using ERM for managing the cataloging of sets, both electronic and microform.

TACTICS B - Friday, June 4, 2:45-3:45pm

(1) Can't We Write a Little Script for This? Managing Serials Data and xISSN

Presenters: Roy Tennant, OCLC; Mike Beccaria, Paul Smith's College; Adam Traub, St. John Fisher College

Have you ever been stuck trying to figure out the alternate title of a publication, see when the online edition started, or looked into the peer-review status of journals for a department-wide project? xISSN is a Web Service available from OCLC to help with all of these situations and more.  Come hear how two different librarians from Paul Smith's College and St. John Fisher College created scripts, mash-ups and modules using xISSN to help manage the stream of serials data via machine-to-machine processing for their staff and users.

(2) Industry Initiatives - What You Need to Know

Presenter: Ross MacIntyre, Mimas, The University of Manchester

Professional societies worldwide have undertaken projects that can affect and inform NASIG members. There are numerous initiatives underway that have some effect on the serials industry, from production, purchase and provision, to consumption, usage analysis and archiving. This session would aim to provide a brief introduction to such developments , including some of those involving UKSG. Learn about their initiatives such as Project Transfer, Knowledge Bases and Related Tools (KBART), Journal Usage Factor, Publisher and Institutional Repository Usage Statistics (PIRUS) and JISC's Usage Statistics Portal project.

(3) Let the Patron Drive: Purchase on Demand of E-books

Presenters: Jonathan Nabe and Andrea Imre, Southern Illinois University

Southern Illinois University Carbondale initiated a Patron Driven Acquisition (PDA) program in the late fall of 2008. Via the MyiLibrary platform, the University community gained access to over 8000 titles from hundreds of publishers. This session will discuss the ins and outs and ups and downs associated with purchasing e-books on demand. We will discuss the plan from various viewpoints, including acquisition, cataloging, collection development and budgeting, and assessment. With over a year’s worth of data, we will detail results and provide analysis of user behavior and preferences, costs, subject coverage, staffing issues and workflow implications. Comparisons with print collection purchases and use during the same time period will be made.

(4) Licensing Electronic Journals through Non-Subscription-Agent "Go-Betweens"

Presenters: Betty Landesman, NIH; Pinar Erzin, Accucoms, Inc.

Conventional licensing wisdom says that libraries work either through subscription agents or directly with publishers.  There is in fact a middle way, where for-profit or not-for-profit organizations handle pricing inquiries, terms and conditions, and often customer service on behalf of multiple publishers.  And the libraries can work with one middleperson instead of many separate publisher contacts.  This session will describe the whys and hows of this novel form of outsourcing from the perspective of two such organizations, Accucoms and

(5) Like a Haven in the Shifting Economic Sands

Presenters: Melissa Beck and Valerie Bross, University of California, Los Angeles

Discussion of how the UC CONSER Funnel has used e-learning tools for training & community-building in lean economic times. What types of activities are supported by these tools? What are the lessons learned about organizing successful sessions? What are some of the pitfalls to avoid?

TACTICS C - Sunday, June 6, 9:00-10:00am

(1) Beyond Lists and Guides: Using Usability to Help Students Get the Most out of E-Resources

Presenters: Amy Fry, Bowling Green State University

Most libraries maintain A-Z lists, subject lists and detailed descriptions of their databases and ejournals, usually from metadata housed in ERMs, homegrown databases, or vendor knowledgebases. But do these lists and records really help our users find and choose the most appropriate resources for their research needs? What web design and development choices can we make to help users get the most out of our electronic collections? This presentation will report on background research and web usability testing carried out at Bowling Green State University in Ohio designed to find out how libraries can not just make better lists, but support how users really connect to e-resources. The presenter will provide an assessment of established best practices for the presentation of databases and ejournals on library websites, share the methodology and results of web usability testing conducted at BGSU in 2009-2010, and show the resulting web design changes made using BGSU’s instances of the Millennium ERM, LibGuides, CMS, and Serials Solutions.

(2) One Identifier: Find Your Oasis with NISO's I2 (Institutional Identifier) Standard

Presenters: Tina Feick, Harrassowitz; Helen Henderson, Ringgold, Inc.

Libraries, publishers, vendors, automation system vendors, consortia, platform providers, and institutional repositories are using multiple identifiers for the same institution. NISO's I2 (Institutional Identifier) Working Group has developed the concept of a globally unique identifier string usable in the web environment. Come learn and provide feedback about the metadata to define the identifier to the institution including concerns about hierarchical relationships and legacy identifiers. The session will conclude with a discussion of the implementation plans for a registry for the identifier.

(3) Pay-Per-Use Article Delivery at the University of Wisconsin-Stevens Point

Presenters: Mindy King and Aaron Nichols, University of Wisconsin-Stevens Point

Exponentially increasing journal costs are a fact of life. Libraries can no longer afford to purchase expensive, low use journals “just in case” an article is needed. Recently, the University of Wisconsin – Stevens Point Library conducted a pilot, pay-per-use article delivery program that offered “just in time” access to articles our patrons actually need. This pay-per-use article delivery service promises 24 hour, desk-top delivery of articles from more than 3000 journals, and is available to university faculty, staff and students. The key to success of this service is its ease of use. Requests are submitted by completing a standard Interlibrary Loan request – a process our users are already familiar with. Requests from eligible journals are automatically routed into a special queue in ILLiad where staff are easily able to identify articles to order via the pay-per-use method. Over a three month period approximately 400 pay-per-use requests were made. Requested articles were emailed to users along with a short survey asking about convenience and quality of the service. The majority of users expressed that they were impressed with both the speed of the service and high quality (color images, etc) of the articles. When asked how convenient the pay-per-use service was compared to using a print journal in the library 90% of respondents rated the service as more convenient (70% thought it was much more convenient). These results, along with feedback from university faculty, were used to cancel high cost/low use journals in favor of the pay-per-use model, resulting in over $50,000 savings in journals subscriptions. Cancellations are to begin January 2010, at which time the survey will be reopened to gain feedback after the print version is no longer available.

(4) Making E-Serials Holdings Data Transferable--Applying the KBART Recommended Practice

Presenter: Jason Price, Claremont Colleges and SCELC Consortium

The knowledge base supply chain is fraught with incomplete and unmatchable holdings data. Seemingly simple package updates from a publisher or aggregator to a holdings knowledgebase provider (e.g. ExLibris or Serials Solutions) often require a great deal of manual labor or completely fail due to these mismatches. We'll examine the ways in which publisher adoption of the KBART best practices can improve the update process for libraries and consortia, focusing on the specifics that the practice requires and how librarians can encourage its adoption.

(5) Metadata Value Chain for Open Access E-Journals

Presenter: Holly Mercer, Texas A&M University

Tools and services that expedite digital publishing are a boon for small presses and independent journals. The growth of open access journals is due in part to availability of cost-effective publishing platforms. However, going digital is just one step in the process of getting discovered by researchers who begin and end their research online. What roles do libraries and metadata play in a world of full-text searching? This tactics session will explore the metadata value chain from several stakeholder perspectives, with an eye toward improving the discovery and use of small press, independent, and open access e-journals.

(Last updated 5/26/10)