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Accentuate the Positive: Charleston Conference Proceedings, 2012

Beth R. Bernhardt
Leah H. Hinds
Katina P. Strauch
Copyright Date: 2013
Published by: Purdue University Press
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  • Book Info
    Accentuate the Positive
    Book Description:

    Almost one hundred presentations from the 32nd annual Charleston Library Conference (held November 7–10, 2012) are included in this annual proceedings volume. Major themes of the meeting included alternative metrics for measuring impact, patron driven acquisition, Open Access monographs, the future of university presses, and techniques for minimizing duplication and emphasizing the unique in library collections. While the Charleston meeting remains a core one for acquisitions librarians in dialog with publishers and vendors, the breadth of coverage of this volume reflects the fact that this conference is now one of the major venues for leaders in the publishing and library communities to shape strategy and prepare for the future. Almost 1,500 delegates attended the 2012 meeting, ranging from the staff of small public library systems to the CEOs of major corporations. This fully indexed, copyedited volume provides a rich source for the latest evidence-based research and lessons from practice in a range of information science fields. The contributors are leaders in the library, publishing, and vendor communities.

    eISBN: 978-0-9834043-7-8
    Subjects: Library Science

Table of Contents

  1. Front Matter
    (pp. i-ii)
  2. Table of Contents
    (pp. iii-x)
  3. Preface and Acknowledgments
    (pp. xi-xii)
    Katina Strauch and Bruce Strauch
  4. Introduction
    (pp. xiii-xiv)
    Beth R. Bernhardt and Leah Hinds

    The Charleston Conference continues to be a major event for information exchange among librarians, vendors and publishers. Now in its thirty-second year, the Conference continues to be one of the most popular conferences in the Southeast. With record numbers for 2012, Conference attendees continue to remark on the informative and thought-provoking sessions. The Conference provides a casual, collegial atmosphere where librarians, publishers, and vendors talk freely and directly about issues facing their libraries and information providers. All this interaction occurs in the beautiful city of Charleston, South Carolina. This is the eighth year that Beth R. Bernhardt has put together...

  5. Plenary Sessions
    • Our New Job Description
      (pp. 3-9)
      Annette Thomas

      I’d like to start by telling you a little bit about Macmillan because, like all companies, it’s completely obvious on the inside and a little less obvious on the outside. Macmillan is an international publishing group. It was founded in 1843 by Daniel and Alexander Macmillan in Scotland. In 1869, they founded Nature, and the scientific journal Nature, actually came out of the tobacco salons of the 1850s and ‘60s in London where intellectuals would gather to discuss the latest scientific and literary topics of the day. So, it was the Macmillan family that actually founded Nature in 1869. Since...

    • Integrating Discovery and Access for Scholarly Articles: Successes and Failures
      (pp. 10-15)
      Anurag Acharya

      A brief note as to where I come from: I am a lapsed academic. I grew up on campus. I stayed many, many years on campus and had no intention, in spite of my advisor’s best efforts, to leave. I grew up in an academic household; your view is very academic. Turns out, one of my colleagues was VP of Engineering at Google and said, “Come spend a year with us, learn what the new world is like, what the services world is like, and then go back and do your magic.” Seems like a fantastic offer, as it was...

    • Curating a New World of Publishing
      (pp. 16-21)
      Mitchell Davis, Mark Coker, Eric Hellman and Rush Miller

      Mitchell Davis: Thank you very much, and thank you guys for coming. I think this is going to be a very interesting session. I want to thank Glenda Alvin. She was the real inspiration for this session, and Katina kind of called me in and asked if I could help flesh it out, so I wanted to thank her. I also want to thank Eric for getting us PowerPoint slides in the midst of Sandy and no power; we’ve heard a lot of stories like that this week of people still remaining committed to the Conference and still making it...

    • I Hear the Train a Comin’
      (pp. 22-29)
      Greg Tananbaum, Peter Binfield and Timo Hannay

      Greg Tananbaum: I am not going to spend much time here for introductions. I’ll just say very briefly, as in past years, what we’ve tried to do here is gather two thought leaders in the scholarly communication space to discuss and debate some of the big issues that our industry faces. This year we’re focusing specifically on the topic of innovation: how it applies to our space, where we excel, how we fall short, and where we go from here. And the plan is we’ll talk for most of the time, but we’ll leave a big batch at the end...

    • Contemporary Trends and Debates in E-Journal Licensing
      (pp. 30-39)
      Kristin Eschenfelder

      Good morning, everyone. My name is Kristin Eschenfelder and I’m a professor at the School of Library and Information Studies at the University of Wisconsin-Madison, and this August I also became Director, which means I’m now a manager. I’d also like to introduce my colleague Mei Zhang who is a doctoral student who works with me at the University of Wisconsin-Madison. Today I’m going to be talking about two studies, one of which Mei was the lead on and so I’m sure that Mei’s job here is to answer all your hard questions, so I’ve told her that, and she...

    • What Provosts Think Librarians Should Know
      (pp. 40-51)
      James O’Donnell, J. Bradley Creed and Jose-Marie Griffiths

      James O’Donnell: Good morning, everyone. Thank you for joining us this morning bright and early. We put this panel together because we know that Provosts can be mysterious creatures in the eyes of librarians. You may see us only occasionally and only when you go to that big admin building you call “The Zoo,” and you come to see us pacing nervously up and down in our cages. You probably take away from that experience and from what you’ve heard a variety of images of what Provosts are and what they can be like. Not all of those are entirely...

    • The Twenty-First-Century University Press: Assessing the Past, Envisioning the Future
      (pp. 52-64)
      Leila Salisbury, Douglas Armato and Alison Mudditt

      Leila Salisbury: This year marks the 75th anniversary of the Association of American University Presses, or the AAUP. Collaboration among university presses began as early as the 1920s with discussions of a joint catalog, and an organized meeting in 1928 included representatives from Columbia, Harvard, Princeton, Yale, Johns Hopkins, North Carolina, Duke, Chicago, Pennsylvania, Stanford, and Oxford. According to a recent history of the AAUP, at that meeting:

      Cooperation among university presses was born amongst the luxurious surroundings of the original Waldorf-Astoria. When the Hotel Pennsylvania and the Commodore proved too expensive, someone negotiated a rate of $6/single or $9/double...

    • Building the Digital Public Library of America: The Hubs Pilot Project
      (pp. 65-65)
      Emily Gore

      The Digital Public Library of America (DPLA) is an ambitious project intended to make the cultural and scientific heritage of humanity available, free of charge, to all. The United States has no national digital library, but over 40 state digital projects and numerous large content repositories currently operate in the country. With the Hubs Pilot, the DPLA will undertake the first effort to establish a national network out of these and other promising initiatives, bringing together myriad digitized content from across the country into a single access point for end users. The approach is to work with five to seven...

    • SCOAP³: Going Live with the Dream
      (pp. 66-69)
      Ann Okerson

      Thank you to Katina and the organizers of this conference for giving me a quarter of an hour or so to provide an update about the SCOAP³ project.

      SCOAP³ is the Sponsoring Consortium for Open Access Publishing in Particle Physics. And a lot of you in this room will say, “We don’t have particle physics programs. Why is this interesting to me?” But I hope you’ll see that maybe it is. And those of you who know about SCOAP³ may say, “I’ve been hearing about this effort for the last 5 years; what in the world is happening with it?”...

    • The Long Arm of the Law
      (pp. 70-79)
      Ann Okerson, William Hannay, Winston Tabb and Nancy E. Weiss

      Ann Okerson: Welcome to the third year of “The Long Arm of the Law,” a very popular session in which we all get to hear about some of the latest legal developments related to copyright and all that sails therein. I have a lot of fun each year looking for theme music, and this year we trolled high and low, looking at the songs fromHawaii Five-0, Mission Impossible, and several others, but in the end, Kenny Rogers is our guest star again, for the third year.

      (Music clip plays: Kenny Rogers, “Long Arm of the Law.”)

      You can’t outrun...

    • Hyde Park Debate: The Traditional Research Library Is Dead
      (pp. 80-87)
      Rick Anderson and Derek Law

      This session was opened by asking the audience to vote whether they supported or opposed the proposition, “The traditional research library is dead.” The votes were cast using via text message, Tweet, or by a numerical code entered online. The results of the opening poll (Figure 1) were that 34 people (52%) voted “Yes,” they agreed with the proposition, and 31 people (48%) voted “No,” they disagreed.

      Rick Anderson: So speaking for the proposition: The traditional research Library evolved to solve problems that were largely created, not by the needs or desires of scholars, but by the limitations inherent...

  6. Collection Development
    • National Union Catalog: Asset or Albatross?
      (pp. 89-91)
      John P. Abbott and Allan Scherlen

      A fitting alternate title for this presentation would be “Archeology or Urban Renewal: Midsize academic libraries consider the fate of their predigital research tools.” This presentation considers how the challenges faced by libraries in midsize institutions differ from those at larger research institutions. Midsize academic libraries face unique challenges particularly in some of the greyer areas of collection management: predigital resources perceived by some faculty to be essential, but which may be more appropriately held or archived by R-1 institutions than midsize. The presentation then addresses the example of de-selection decisions regarding voluminous paper sets of pre-digital finding aids with...

    • E-Books for All: Working to Establish an E-Book DDA Program within USMAI
      (pp. 92-95)
      Lynda Aldana, Joyce Tenney and David Swords

      The USMAI is the University System of Maryland and Affiliated Institutions. We are a consortium of 16 libraries at public universities and colleges in the State of Maryland. Our mission is to provide unified, cost effective and creative approaches to the acquisition and sharing of information and knowledge resources across the 16 libraries. We have a state mandate to share resources and offer broad access to materials to the students at these public universities and colleges and to the citizens of Maryland as walk-in users.

      The 16 libraries represent a diverse group of institutions with respect to the programs offered...

    • Collection Development and Acquisitions Policies and Procedures: Do They Meet the Needs of Today’s Academic Library Environment?
      (pp. 96-99)
      Jeff Bailey and Linda Creibaum

      In this presentation and workshop, participants were introduced to the entire allocation, acquisitions, and collection development process at the Dean B. Ellis Library of Arkansas State University. The discussion began with a presentation of the annual collection development calendar utilized by the Ellis Library followed by an overview of the formula-based allocation process utilized there. The materials selection process and overall budgeting principles were also presented. A central theme of the initial presentation was how these processes have changed in recent years due to the changing academic library scene.

      The Dean B. Ellis Library employs 14 FTE (non-tenure track) librarians...

    • Point of Care Tools and Libraries: 12th Annual Health Sciences Lively Lunch
      (pp. 100-100)
      Deborah D. Blecic, Wendy Bahnsen, Susan Klimley and Ramune K. Kubilius

      In 2012, the 12th annual Health Sciences Lively Lunch was a hosted but “no holds barred” session held at a restaurant near the conference site. Participants heard about and discussed point of care tools in the health information setting. After greetings and a short introduction by Bahnsen, who represented the host sponsors of this lunch, Kubilius provided a short synopsis of the annual update handout she prepared on health sciences scholarly publishing developments that occurred since the previous Charleston Conference of 2011.

      Klimley then provided a survey of the point of care tools landscape that she entitled: “Point of Care...

    • You Call that Perpetual? Issues in Perpetual Access
      (pp. 101-105)
      Chris Bulock

      Most librarians working with electronic resources will be familiar with the phrase “perpetual access.” While that term may be used interchangeably with post-cancellation access or post-subscription access, the concept seems to be a clear one. With journals, it is the right to maintain some type of access to material which a library once subscribed to after the period of the subscription is over. With books and other content, it generally means paying a one-time fee for the content but retaining permanent access.

      In the print era, if a library kept their materials and bound them when necessary, the library would...

    • A Real Challenge: Incorporating Patron-Driven Acquisitions Programs into Collection Development Strategies and Budgets
      (pp. 106-111)
      Steven Carrico and Trey Shelton

      The recent deluge of books,¹ articles,² and conference presentations, such as those given at the 2012 Charleston Conference,³ on the subject of Patron-Driven Acquisitions (PDA), also referred to as Demand-Driven Acquisitions (DDA), illustrate a fast growing development in college and academic libraries that is seemingly here to stay.

      With so many academic libraries utilizing PDAs, the need for Acquisitions and Collection Management to team up and develop more organized and efficient collection management and budgetary policies is paramount. This is certainly the case at the George A. Smathers Libraries at the University of Florida. Currently the Smathers Libraries are managing...

    • What Is Keeping You Up At Night? A Discussion of Current Hot Topics in Collection Development.
      (pp. 112-114)
      Susanne K. Clement

      The Association of Research Libraries (ARL) recently released an “Issue Brief”¹ on 21st-century collections. Using it as a starting discussion point, the objective of this Lively Lunch was to explore to what extent these strategic issues were being addressed by collection development librarians locally, or whether other issues were of greater concern. Combining responses from the conference session with responses to a follow-up survey collected after the conference, it is evident that for the collection development librarians who participated in this particular Lively Lunch discussion, local issues took precedent over the ARL strategic issues.

      The ARL Issue Brief outlined four...

    • Running a Contest to Encourage Timely Monograph Ordering
      (pp. 115-117)
      Carol J. Cramer

      To procrastinate is human. Whatever the deadline for any kind of endeavor, many people will submit their work at the last possible moment. At Wake Forest University, monographic collection development (i.e., choosing books, e-books and DVDs for purchase) is a shared responsibility among 25 subject liaisons representing 63 funds. Each fiscal year, the collection management department has set an ordering deadline, usually around March 31. The acquisitions department suffers from a dearth of work one month and a flood of work the next. The rollercoaster effect also impacts departments further down the pipeline, for example, cataloging. Patrons also suffer when...

    • Proving the Value of Library Collections
      (pp. 118-124)
      Lea Currie and Amalia Monroe-Gulick

      Academic libraries are constantly compelled to prove their worth to university administrations. With large operating budgets, university libraries are regarded by administrators as major investments that can be trimmed and put to other uses. In all actuality, budgets are decreasing, reducing buying power dramatically. The objective of this study was to prove the value of the KU Libraries by demonstrating that the Libraries provide access to the necessary resources for faculty research. Through a citation analysis project, the authors randomly sampled faculty in three science departments (physics, ecology and evolutionary biology, and geology). They used a random sample of the...

    • Accidental Collection Assessment: The NCSU Libraries Collection Move
      (pp. 125-134)
      Annette Day, John Vickery and Hilary Davis

      This paper will describe how this move provided us with unexpected opportunities to assess our collections, their scope, access, composition, and trends in growth and use. We’ll describe the move process and what data we needed to gather to plan for the move. We’ll also provide some case studies to illustrate the types of analysis undertaken.

      Hunt will be a second main library focusing on engineering and computer science disciplines. NCSU’s other main library, the D. H. Hill Library, will focus on science, humanities, and social science disciplines. The library system also has three branch libraries supporting veterinary medicine, design,...

    • If You’ve Got It, Flaunt It!: Refocusing a Collection with No Connection
      (pp. 135-138)
      Jennifer Ditkoff and Rodney Obien

      Two new librarians. Two inherited collections within the bigger library. One, the Curriculum Materials library (CML), saw its heyday in the 1990s when grants were plentiful, and it had dedicated staff for cataloging, purchasing, and collaboration. The other, the Archives and Special Collections, did not have a mission or a clearly defined collection policy. The CML was not being used in field placement, and Archives and Special Collections was not connected to undergraduate research on campus. Both of these unique collections in the library held value and importance, but both were unconnected to the college curriculum. Overgrown and lacking in...

    • Distinctive Collections: The Space Between “General” and “Special” Collections and Implications for Collection Development
      (pp. 139-144)
      Daniel Dollar, Gregory Eow, Julie Linden and Melissa Grafe

      The Yale University Library is working to create a conceptual framework to guide collection building in a time of change. In the past, the Yale University Library operated as a loose confederation of over 20 largely autonomous libraries, many with their own policies and procedures for collection development and public services. Two exogenous developments, however, have forced the Yale University Library system to increasingly operate, in the words of University Librarian Susan Gibbons, as “one library.”

      First, there was (and continues to be) the challenges posed by the proliferation of digital resources. In 10 years, the percentage of the collection...

    • Smart Pull for Remote Storage: How to Keep (Mostly) Everyone Happy When Making a Large Collection Move to Remote Storage
      (pp. 145-152)
      Tom Klingler

      In fall 2010 at Kent State University, the University president and Provost decided to build a Math Emporium, a 250-seat computer lab to deliver remedial math to about 3,500 students per year. Given students’ trouble with math throughout the curriculum and the need to improve retention, the Emporium became a University priority. For a variety of reasons, from the strategic to the geographic, a Math Emporium on the second floor of the library became a University priority, necessitating the move of the complete journal collection consisting of 253,000 volumes. This collection was housed on 5.2 linear miles of shelving on...

    • Ebb and Flow: A Selection to Access Workflow for Consortia PDA
      (pp. 153-157)
      Denise Pan, Yem Fong and Yumin Jiang

      This presentation offers a different perspective on PDA or Demand Driven Acquisitions (DDA) by focusing on behind-the-scenes procedures and a consortial perspective. The traditional workflow for delivering electronic resources to patrons starts with selection by collection development, followed by acquisitions, cataloging, and assessment. In contrast, PDA purchasing is dependent on discovery. This change requires reevaluation of the selection-to-access process. In a consortia environment, workflow complexities are increased further. Specifically, implementing PDA can be complicated by factors such as e-book aggregator subscriptions, multiple monograph vendors, varying and incongruent local practices, and constraints on available staffing, cataloging expertise, budgets, and other details....

    • Wasted Words?: Current Trends in Collection Development Policies: Part 1
      (pp. 158-170)
      Matt Torrence, Audrey Powers and Megan Sheffield

      The major goals and elements of this survey, as well as the resulting data, stem from previous research by this group of authors. The initial work was presented at the 2011 Charleston Conference and appears in the proceedings as “Something’s Gotta Give: Is There a Future for the Collection Development Policy?” With this effort, the focus was the examination of the environment and landscape of collection development/management, with special attention to the primary questions mentioned in the abstract. Following a thorough review of the literature and various best practices, the time arrived to collect original data on these topics. Following...

    • Wasted Words? Current Trends in Collection Development Policies: Part 2
      (pp. 171-172)
      Maureen James, Donna Rose, Carol I. Macheak and John R. Warrick

      The Ottenheimer Library at the University of Arkansas at Little Rock (UALR) is one academic library that is rewriting and revising its collection development policy. Important factors in the decision to resurrect its policy include: restructuring of the acquisitions and collection development departments, the decentralization of selection responsibilities, and recommendations emerging from strategic planning discussions and projects. The existing document, written 14 years ago, did not address guidelines for collecting electronic resources or for collecting in subject areas. At that time, the library selected few electronic resources and the University catered primarily to undergraduates. Changes in the university’s mission and...

    • Not Your Mother’s PDA: The Transition from PDA Pilot to Full Acquisitions Integration
      (pp. 173-184)
      Bruce Fyfe, Erin Gallagher, Nicole Nolan, Harriet Rykse, Nazi Torabi and Yves Vanier

      Patron Driven Acquisition (PDA) is a familiar concept, and many institutions are using PDA as part of their collection development practices. Western Libraries’ PDA program is unique for several reasons:

      Western is using an e-book PDA-preferred collection development process for every subject area supported by our libraries;

      Western Libraries and Ingram Content Group collaborated to transform existing approval plan profiles to act as PDA-preferred profiles for all electronic books;

      Ingram loads Western holdings weekly to avoid duplication of PDA content;

      PDA Records are loaded into the catalogue weekly; and

      Invoices are received and paid weekly, rather than by deposit account....

    • Shared Journals: Save Space, Improve Access with the Maryland Shared Distributed Journal Collections Project
      (pp. 185-190)
      Barbara J. Snead

      Providing adequate storage space for growing collections is a perennial challenge for all types of libraries, but especially for academic libraries which often try to preserve materials in perpetuity. The advent of online journal publishing and its rapid proliferation in recent decades suggest a ready solution to the journal storage challenges of college and university libraries. Despite the alluring promise of converting existing journal collections to electronic format, most academic libraries are not positioned to take this route in the short term. Lack of availability of online surrogates for less mainstream titles is one factor, but budget constraints pose the...

    • A Delightful Challenge: 330 Days, $410,000 for Books, and No Staff Added
      (pp. 191-193)
      Kathleen Sullivan

      As a result of receiving $410,000 from the Maricopa Library District to purchase, receive, catalog, process, and pay for approximately 20,000 replacement library books within a 9 month period, the Phoenix Public Library (Library) needed to quickly identify a process to increase yearly purchases by 7% without the addition of staff.

      With only two Collection Development librarians available to order the replacements and no added Technical Services staff to catalog and process these materials, staff looked for other ways to accomplish targeted, community-based material purchases in a fraction of the time usually allotted to such a large project.

      In the...

    • TRLN Oxford University Press Consortial E-Books Pilot
      (pp. 194-197)
      Ann-Marie Breaux, Annette Day, Aisha Harvey, Rebecca Seger and Luke Swindler

      TRLN has a long history of cooperative collection development policies going back several decades that distribute subject and language responsibilities among member libraries to minimize overlap and maximize breadth of coverage.

      TRLN sees this project within the larger mosaic of a hierarchical e-books strategy that begins by spending the time and effort to develop deep partnerships with major content providers.

      Full gestation actually goes back a few years earlier when OUP and the University of North Carolina at Chapel Hill (UNC) University Library began conversations on what libraries needed publishers to do for them to move from print to e-books...

  7. End Users
    • Collaborating to Analyze E-Journal Use Data: A Discussion of Cross-Institutional Cost-Per-Use Analysis Projects within the UNC System
      (pp. 199-202)
      Virginia Bacon and Patrick L. Carr

      The transition from print to e-resource collections has created unprecedented potential for libraries to collaborate in the collation and analysis of use data. In this presentation we will consider how libraries can harness this potential to better understand and enhance return on investment (ROI) for their e-journal subscriptions. Specifically, we will discuss two projects within the University of North Carolina (UNC) system in which the system libraries shared data to make cross-institutional analyses of expenditures, use, and cost-per-use (CPU). The first project, initiated in early 2011, centered on the analysis of e-resource CPU data shared among four UNC libraries. The...

    • The Truth Is Out: How Students REALLY Search
      (pp. 203-208)
      Beth S. Bloom and Marta M. Deyrup

      In their presentation, Beth Bloom and Dr. Marta Deyrup, two librarians from Seton Hall University, a mid-sized, Catholic university located 14 miles west of New York City, discuss the results of a two-year study of students’ online research behaviors, funded by Google.

      Observation of our students’ search strategies, most of which were developed in middle and high school, provided most of the motivation for our grant. Having had little research experience with print resources, our students had developed their research habits using Internet search engines, primarily Google, and carried these habits over into their college years. Their online research behavior...

    • Striving for Uniqueness: Data-Driven Database Deselection
      (pp. 209-215)
      Jeremy M. Brown and Geoffrey P. Timms

      As libraries endure an ongoing crisis of available funds to meet inflating electronic content costs, the hatchet is kept ever close at hand to dispatch the perceived least important e-resources to help balance the budget. One school of thought is to eliminate index/abstract databases to preserve full-text periodical content. Another is to continue to maintain a balance between discovery and access. At Mercer University Libraries, we recognize this now familiar challenge of finding areas in which to trim the fat. We are forced to look ever closer at our subscriptions to prioritize our patrons’ needs, maintain budgetary equilibrium, and remain...

    • Everything That’s Wrong with E-Book Statistics: A Comparison of E-Book Packages
      (pp. 216-220)
      Karin Byström

      Digital e-book collections are an important part of a modern academic library collection, and it is important to analyze the use. However, there are many difficulties regarding the usage statistics, for example, analyzing, comparing, and gathering (Cox, 2008).

      Each year libraries gather usage statistics from publishers and vendors, but it’s difficult to do something relevant with it. Libraries want to use usage statistics in the renewal process. They want to establish value for money by comparing the number of downloads and price per download.

      Usage statistics for e-books is much more complicated than e-journal statistics, and that brings great implications...

    • Positively Perplexing E-Books: Digital Natives’ Perceptions of Electronic Information Resources
      (pp. 221-238)
      Tara T. Cataldo and Amy G. Buhler

      The first e-book proudly raised its head in 1971 with Project Gutenberg (Galbraith, 2011). For libraries, their proliferation began in 1998 with the launch of NetLibrary. But it wasn’t until the later 2000s that the big explosion began. Growth in the public libraries was faster, but the academic world was soon catching up. One difference that developed in academic libraries was the number of platforms e-books were available through. For example, the authors’ county public library offers e-book access through three different platforms. In comparison, their university has, to date, 32 platforms that provide e-book access and are aware of...

    • Positive Feedback: Using Interlibrary Loan Transaction Log Data to Inform Collection Development: Part 1
      (pp. 239-242)
      Teresa Negrucci

      In spring 2012, the Associate Librarian for Access Services and Collection Management at Brown University Library requested an analysis of user and bibliographic data for faculty requests in the BorrowDirect and ILLiad systems, to provide some insight on possible gaps in the library’s monographic collection from the faculty perspective. BorrowDirect is the interlibrary borrowing service offered by nine of the ivy university libraries: Brown, Columbia, Cornell, Dartmouth, Princeton, the University of Pennsylvania, Yale, Harvard, and MIT (MIT Libraries, 2012). ILLiad is the OCLC resource sharing management system employed by more than 10,000 libraries (OCLC, 2012).

      The Head of Circulation and...

    • Positive Feedback: Using Interlibrary Loan Data to Enhance Collections and Collection Development Practices: Part 2
      (pp. 243-246)
      Forrest Link

      One of the more underappreciated benefits of the integrated library systems used by most academic libraries today is their ability to maintain usage data. These data (including purchasing records, circulation transactions, and interlibrary loan requests) can offer sometimes startling insights into how well—or poorly—a library’s collection is meeting user needs. Additionally, sharing these data among work groups can have an impact upon future collection decisions by providing selectors with actual user feedback.

      This study of The College of New Jersey (TCNJ) Library, conducted with the help and guidance of Cathy Weng, Head of Cataloging, and Yuji Tosaka, Cataloging/Metadata...

    • Discover EDS: Tales of Implementation and Use
      (pp. 247-264)
      Audrey Powers, Lily Todorinova, Shannon E. Fox, Athena Hoeppner, Mary Page, Rafal Kasprowski, Elizabeth Kocevar-Weidinger, Alyssa Koclanes, Virginia Polley and Robb Waltner

      University of Central Florida (UCF) Libraries’ experience with EDS reveals some of the complexities of implementing a discovery service. First, EDS uses questionnaires to gather input from the library to customize the pre-harvested EDS index. This index is the core of web-scale discovery. It incorporates metadata from the subscription database, open-access sources, e-journals, and e-books. Exactly which resources are incorporated is based on several factors:

      The licenses between the discovery service and the content/database vendor;

      The library’s subscribed and owned content;

      Selections made by the library during implementation.

      The first two factors can be investigated during the discovery service selection...

    • Measuring and Applying Data about Users in the Seton Hall Library
      (pp. 265-269)
      Rachel Volentine, Lisa M. Rose-Wiles and Carol Tenopir

      Academic libraries are faced with difficult economic times and university budget cuts, and their value to the university’s wider goals and mission is increasingly questioned. The Value, Outcome, and Return on Investment of Academic Libraries project (Lib-Value) is a 3-year study funded by the Institute of Museum and Library Services (IMLS). Part of the project seeks to measure the value of the library’s provision of access to scholarly materials by examining scholarly reading patterns and comparing use patterns of the library-provided materials with the use of scholarly materials accessed from other sources. Measuring the use and outcomes of scholarly reading...

  8. Management/Administration
    • Social Research Collaboration: Libraries Need Not Apply?
      (pp. 271-273)
      Jan Reichelt, Christopher Erdmann and Jose Luis Andrade

      Reichelt began by describing the origins of Mendeley and how its original goal was to increase productivity and collaboration for researchers. Mendeley came about through the endeavors of two PhD students looking for a way to organize hundreds of PDFs stored on their desktops. What they created was a product that extracts the essential metadata and full text from the PDF, lets researchers organize and annotate papers, share and discuss their research in groups, and aggregates everything in the cloud. As of today there are over 2 million users worldwide, with a database of over 300 million crowd-sourced articles and...

    • Serials Workflow Changes: Transitioning from Print to Digital Subscriptions
      (pp. 274-277)
      Netta Cox

      For years, libraries have purchased duplicate formats in the form of print and electronic resources. With declining library budgets, popularity of electronic journals, and higher electronic-based full-text publishing, some academic libraries have decided to answer budget issues, and satisfy users by purchasing more electronic-based serial collections and less print serial titles. Consequently, Technical Service departments have had to make changes to staff workflows.

      The first section of this paper discusses the impact of budgets on academic libraries and the acquisition of print serials. The second section looks at the appeal and benefits of electronic resources among users. The last section...

    • Great Expectations: New Organizational Models for Overworked Liaisons Based on the UNCG Libraries Liaison Collections Responsibilities Task Force
      (pp. 278-291)
      Steve M. Cramer, Beth R. Bernhardt, Mike A. Crumpton, Amy L. Harris and Nancy B. Ryckman

      The UNCG Libraries have a “liaisons do it all” approach, in which each liaison handles collection management, teaching, outreach, promotion of scholarly communication issues and options, etc., for his/her academic departments. So we hope every liaison is very interested—and very good—at all those activities.

      But the list of activities only gets longer: the emphasis on scholarly communication, assessment of teaching, ROI analysis of collections spending, creating online research workshops for distance education classes, and embedding in every live learning community are all relatively new. As liaison responsibilities continue to grow, will a liaison have time to do it...

    • Lights, Camera, Information Literacy: Collaborating to Create Multimedia Materials for Library Instruction
      (pp. 292-295)
      Michael Stöpel, Sally Murray, Jackie Ricords and Shiva Darbandi

      Literati by Credo is an information literacy platform that integrates faculty and student outreach, multimedia instruction, and assessment tools and resource discovery led by reference content.

      The American University of Paris—a 50-year-old liberal arts institution committed to creating responsible global citizens with well-structured faculty-librarian collaborations and a curriculum designed to foster strong critical thinking skills and promote information literacy.

      Many academic librarians find themselves charged with the creation of engaging and interactive multimedia learning materials that promote information literacy in the classroom and beyond. A recent survey shows that the most common types of learning materials created by academic...

    • Making the Most of Your Data: Embedding Business Intelligence into Daily Operations
      (pp. 296-298)
      Jimmy S. Ghaphery and Susan M. Stearns

      Virginia Commonwealth University Libraries has been adopting a number of analytic strategies to demonstrate value, measure success, and inform decisions. This includes three primary initiatives: dashboarding of key metrics; analytics of user interfaces; and adoption of Alma, Ex Libris’ next-generation library services framework.

      Dashboarding initiatives have been two-fold: staff and public. For staff, we have consolidated access to key statistics onto core webpages. This simple project of collecting statistical access points reveals the wide variety of data and sources. From gate counts to service desk transactions to individual system statistics, it is both an impressive and overwhelming array of data...

    • Aeon Flux: Transforming with Technology
      (pp. 299-303)
      Miloche R. Kottman

      Special collection libraries must balance the need to make materials available for researchers against the responsibility of ensuring the security of the materials. The Association of College and Research Libraries Rare Books and Manuscripts Section (ACRL/RBMS) provides guidelines regarding security and theft in special collections. The guidelines recommend a variety of security measures including a closed stacks/non-circulating environment. Instead, special collection libraries should establish a secure reading room where patrons can be observed at all times to ensure proper use of the materials and to prevent theft. The guidelines also recommend that libraries retain permanent records of patron registration information...

    • Beyond Implementation: Making Your ERMS Work for You
      (pp. 304-310)
      Andrea Langhurst, Stacey Marien and Kari Schmidt

      The University of Notre Dame’s (ND) Hesburgh Libraries started a project to build the CORAL (Centralized Online Resources Acquisitions and Licensing) Electronic Resource Management (ERM) after evaluating existing ERM Systems versus local needs. The Licensing module was the first to be released as open-source software in 2010, and subsequent modules related to acquisitions of electronic resources (Resources Module), organization of vendor and account specific information (Organizations), and modules related to usage statistics and cancellations workflow have also been put into production at Notre Dame. In the almost 3 years since implementing CORAL-Licensing (CORAL-L), personnel involved in the acquisition and support...

    • Changing Operations of Academic Libraries
      (pp. 311-319)
      Allen McKiel, Robert Murdoch and Jim Dooley

      Jim Dooley, Robert Murdoch, and I have been presenting on the changing library operations at the Charleston Conference in panel mode for the past 5 or 6 years. I have generally started the presentations and discussions with an overview of some of the changes in the technical, political, business, and legal aspects of the information sphere that have occurred over the year and that have bearing on library operations. This year I decided to scan the long view of the human information sphere for patterns that provide a framework for viewing the current changes. The scan lightly touches and thematically...

    • EWWW!: Electronic Resources in the Twenty-First Century
      (pp. 320-323)
      Andrea Ogier, Ladd Brown, Annette Bailey and Connie Stovall

      The idea of change as the only constant in the world is ancient;¹ yet we are always still somewhat surprised at the speed at which change takes hold of our comfortable routines. Initiating needed change in a modern library environment is like trying to hit a moving target that is tied to a running elephant with a Nerf gun—the target is moving at a great speed, the resources given to us may not be enough to accomplish the task, and, quite frankly, we’re not really sure we should even be shooting non-lethal foam darts at an endangered species.² The...

    • All Together Now: Using an Internal Google Site to Streamline Workflows
      (pp. 324-327)
      Christa E. Poparad

      Prior to 2011, Addlestone Library had three service desks on the first floor of the library: the Circulation Desk, the Reference Desk, and the Student Computing Support Desk. Checkouts and reserves were at one desk, research assistance was at another desk, and computing help was at a third desk. Depending on their needs, students would have to go to multiple service points for assistance. Additionally, it was challenging to staff three separate service points 98 hours per week. In the Fall 2011 semester, the library’s reference department teamed with information technology’s student computing support department to provide both research and...

    • Eliminate the Negative: Moving from Embarrassed to Prepared
      (pp. 328-332)
      Theresa Preuit Rhodes

      Mercer University enrolls more than 8,300 students in 11 colleges and schools spanning undergraduate liberal arts to doctorate-level degrees on campuses in Macon, Atlanta, and Savannah and at Regional Academic Centers across the state of Georgia. The College of Liberal Arts (CLA), the oldest academic unit, remains the cornerstone of the educational programs and is on the Macon campus that has served as Mercer’s home since 1871. One of Mercer’s core values states “as a community committed to intellectual and religious freedom, we seek to enrich the mind and spirit by promoting and facilitating an open and rigorous search for...

    • The Buck Stops Here: The Importance of ROI and How to Demonstrate Value in a Corporate Library Setting
      (pp. 333-337)
      Qinghua Xu, Marija Markovic and Christine M. Stamison

      Xu began by describing the Global Management Team in which she works. This team manages the entire collection lifecycle from collection development/content selection and budget planning, to contract negotiations and content delivery. The team manages numerous tasks, including those for e-books, e-journals, and databases. While some of the affiliate libraries order a limited number of print subscriptions, the majority of the collection is electronic. The Global Management Team also oversees the collection’s web presence, including the browseable journal and e-book title lists (A–Z lists on the library’s web site) and lists of journals organized by subject area that also...

    • Doing More with Less
      (pp. 338-341)
      Ryan O. Weir

      Budgeting in the academic library setting can be a very daunting task from year to year due to the complexities of the funding models, yearly percentage increases for continuations materials, budget cuts, and other unexpected issues that may result in budgetary issues. This paper will discuss the 2012 Charleston Conference Presentation entitled, Doing More with Less, presented by Ryan Weir, Assistant. Librarian at Indiana State University on November 9, 2012.

      Libraries can seek to increase one-time spending in many ways, some of which could result in a sustained increase in the budget. The strategies used at a specific individual library...

  9. Scholarly Communication
    • Playing the Odds: Pascal’s Wager and Decision Making in the Long Scholarly Conversation
      (pp. 343-348)
      Douglas M. Black

      In the academic library, we all know how difficult it’s become to keep up with increasingly rapid developments in information, and our current environment challenges our basic notions of what constitutes the human record (disclaimer: terminology here deliberately ignores the difference between “human record” and “scholarly record”). We feel increasingly like we’re doing a lot of betting, and I’m going to explore here the nature of that betting in the context of what we’ve traditionally thought of ourselves as doing. One way of understanding the problem is to consider ubiquity and transience.

      Here’s what we usually think of when we...

    • Overview of the Altmetrics Landscape
      (pp. 349-356)
      Richard Cave

      The term “altmetrics” was coined by Jason Priem, a PhD candidate at the School of Information and Library Science at University of North Carolina-Chapel Hill. According to the Altmetrics Manifesto, altmetrics is “the creation and study of new metrics based on the Social Web for analyzing and, information scholarship” (,

      Altmetrics is data points that are generated more rapidly than traditional metrics, such as citations, so researchers do not have to wait years to show their worth. Altmetrics attempts to provide timely measures of an impact through the use of metrics from HTML views and downloads of scholarly articles,...

    • Open Access/Closed Coffers: Repositioning an Institutional Repository to Reflect Reality
      (pp. 357-360)
      Anna R. Craft

      The North Carolina Digital Online Collection of Knowledge and Scholarship¹ (NC DOCKS) project began in 2008 as a collaboration among the University of North Carolina at Greensboro (UNCG), Appalachian State University, East Carolina University, the University of North Carolina at Pembroke, and the University of North Carolina Wilmington. The group’s goal was to create an open access repository to showcase the scholarly output of the participating institutions. Since that time, the participant group has grown to include Western Carolina University and the North Carolina School of Science and Mathematics, and the shared database holds more than 8,000 items, including works...

    • Keeping the Momentum: Moving Ahead with Research Data Support
      (pp. 361-367)
      Hilary Davis, Steve Morris and Barrie Hayes

      From June 2011 to early 2012 the North Carolina State University Libraries (NCSU) and the UNC-Chapel Hill Libraries (UNC) took part in the ARL/DLF E-Science Institute to frame a strategic agenda for supporting research data management and its broader e-science needs at our respective universities. We each conducted an environmental scan, interviewed key researchers and administrators, and participated in capstone meetings with peer institutions.

      Our two institutions represent two strategies with varying degrees of divergence and convergence. Both institutions are particularly interested in exploring the long term possibilities of creating cultural shifts in research data stewardship by educating graduate students...

    • The Future of Serials in a Linked Data World
      (pp. 368-374)
      Laurie Kaplan

      A hot topic in today’s literature and at library and information science conferences is linked data. Everyone wants to be part of the linked data world, and it is referred to as a new concept. It may be a new concept to electronically link disparate content, but many of the principles of linked data have been applied by librarians for as long as there have been libraries, including the classification of data and making resources accessible to library patrons. In ancient Egypt around 300 B.C., the Library of Alexandria used a classification system for their papyrus scrolls and arranged them...

    • Journals and Supplementary Data
      (pp. 375-377)
      Betty Landesman

      Supplementary materials provide detailed results or primary data needed to understand or verify the work but which are outside the core article.

      They can include tables, figures, multimedia, and (increasingly) data.

      Some examples of instructions to authors include:

      Oxford Journals:

      Authors are encouraged to take advantage of the opportunity to submit Supplementary data whenever appropriate; for example, when the amount of material is too great to warrant inclusion in the main body of the paper, or when the material is in a format that cannot be represented in print (i.e., video clips or animated graphics) ... [Supporting material that has...

    • What Do Publishers Do?
      (pp. 378-385)
      Sylvia K. Miller

      Malcolm Margolin, owner of Heyday Books in Berkeley and my first publishing teacher, told his University of California continuing-education class back in 1984 about the concept of a “right book,” one in which the subject and purpose, the tone and writing style, the typeface and interior design, the trim size and type of paper, the cover design and binding—everything about the book—all fit together perfectly in a way that was simply, self-evidently,right. Nothing was jarring or distracting.

      The “right book” articulates the ideal that most book publishers still try to follow today, a process by which the...

    • Knowledge Unlatched: Toward an Open and Networked Future for Academic Publishing
      (pp. 386-391)
      Frances Pinter and Lucy Montgomery

      The focus of the Finch Review and the U.K. government’s response to it is how the existing system for publishing journal articles is failing scientific communities. Much less attention has been paid to shortcomings of current publishing approaches for the humanities and social sciences, or the growing discrepancies between possibilities of access and the realities of dissemination for scholarly books.

      Scholarly books have been at the heart of the production and dissemination of knowledge in the humanities and social sciences since the very earliest days of universities. The deep connections between books and scholarship are reflected in the ways in...

    • Understanding eScience: Reflections on a Houston Symposium
      (pp. 392-396)
      Joanne Romano, Allen Lopez and Maianh Phi

      In recent years, there has been much discussion about eScience and its implications for the library community. EScience has been defined as “a research methodology that is networked and data-driven. It describes the collaboration among computationally intensive science disciplines that create immense data sets that are captured, transported, stored, organized, accessed, mined, visualized, and interpreted in order to extract knowledge” (SoutteReview, 2010). A number of professional organizations, including the American Library Association (ALA), the Association of Research Libraries (ARL), and the American Society for Information Science & Technology (ASIS&T), are exploring the potential roles of libraries and librarians in eScience (Gold,...

    • Intellectual Property Policies in Academe: Issues and Concerns with Digital Scholarship
      (pp. 397-400)
      Sheri V. T. Ross

      Most colleges and universities have some manner of an intellectual property policy. There is a great deal of variation regarding the scope and formality of such policies, however. Regarding scope, policies range from only addressing the fair use of library materials to addressing both the use and creation of all types of intellectual property that might exist in an academic setting. Some academic organizations merely incorporate a few paragraphs regarding intellectual property in the employee handbook, whereas others have composed comprehensive policies that exist independently from other employment materials.

      Research institutions began paying attention to the generation of intellectual property...

    • Moving Technical Reports Forward
      (pp. 401-408)
      David Scherer, Roberto Sarmiento, Maliaca Oxnam and Charles Watkinson

      Technical reports have always posed problems for Libraries and Librarians. They are often bibliographically inconsistent, difficult to source, published to varying standards of quality, and are also large in number. Additionally, established workflows for acquiring and preserving technical reports in distributed repositories have been undermined by the transition from print to digital. Overall, the “grey literature” challenges librarians face have increased. The field of transportation is one example of a discipline where such challenges exist, but also where opportunities exist for libraries and librarians to assist researchers in the handling of technical reports, and their overall discoverability and dissemination. Since...

    • The Changing Landscape of Course Content: Electronic Textbooks and Electronic Coursepacks
      (pp. 409-412)
      Heidi M. Schroeder

      In early 2012, MSU began planning an eText pilot for the Fall 2012 semester. MSU’s Office of the Provost initiated and funded the eText pilot, with the administrative leadership of the Associate Provost for Academic Services and the Vice Provost for Libraries and Information Technology Services (who is also MSU’s Chief Information Officer). MSU’s decision to pursue a test of electronic textbooks stemmed largely from the growing momentum and experimentation of eTexts in higher education, particularly by universities from the Committee on Institutional Cooperation (CIC), and the desire to influence the evolving eText marketplace in a positive direction for students...

  10. Techie Issues
    • Facilitating Content Discovery and the Value of the Publisher Platform—An Overview
      (pp. 415-418)
      Rebecca S. Albitz

      Millions of dollars are spent every year to secure access to content for college and university students, faculty, and researchers. This money is thrown away, however, if the content licensed is not readily located or discovered. All librarians—from collection managers to reference librarians to catalogers—have as a core responsibility connecting users to content. Only the tools available and methodologies employed to do so have changed over the years. From the card catalog to discovery services—each tool offers benefits as well as poses challenges. This evolution in content discovery raises questions about the relative value of one means...

    • Discovery Systems: Analyzing the Gap Between Professors’ Expectations and Student Behavior
      (pp. 419-423)
      Craig Leonard Brians and Bruce Pencek

      This presentation is an update to one we made at last year’s Charleston Conference (Brians and Pencek, 2011). It is a report of a modest investigation into Virginia Tech’s implementation of the Summon discovery system. Unlike the bulk of the research (and certainly outreach and promotional information from discovery system vendors), our concern is with satisfaction of users one step removed from the actual student-searchers: their professors, who are more concerned with the efficacy of students completing research assignments than with students’ subjective reaction to a tool.

      Pedagogically, our concern has been to advance our students’ approach to information from...

    • Moving Toward Shibboleth Authentication: A Canadian Academic Library’s Perspective
      (pp. 424-427)
      Heather Cai

      Shibboleth was developed specifically to address the challenges of accessing online resources inside and outside of a user’s organization. More and more research and higher education institutions have adopted Shibboleth for its ability to control over an organization’s data and to protect the user’s privacy. It enhances user experience through its offering of Single Sign-On functionality, “where logging into one service automatically logs into all others.”¹ Figure 1 illustrates how the system works.² “Shibbolethis among the world’smost widelydeployedfederated identity solutions.”³ In Canada, the Canadian Access Federation (CAF) provides a trusted access management environment for Canadian research...

    • How to Build a Better Mousetrap: Developing an Easy, Functional ERM
      (pp. 428-430)
      Kelsey Brett, Jeannie Castro and Rachel Vacek

      The need for various stakeholders in the library to access licensing information is critical when certain departments are working with electronic resources. For example, liaison librarians receive calls from faculty wondering whether they can put certain items within a virtual learning environment; instruction librarians need to know how many simultaneous users are available for a specific resource, so they know how to plan instruction sessions; and interlibrary loan librarians and reserves staff are sometimes unclear as to whether an item can be lent or added to an e-reserves system. These questions could simply be answered by looking within the licensing...

    • The Functions of (Meta)Data: Lessons Learned with a Fedora Digital Repository
      (pp. 431-436)
      Jennifer M. Eustis

      The University of Connecticut Libraries, like many of its peer institutions, provide solutions for the institutional output of the university. Currently, these solutions are both vendor specific. The first is provided by bepress and called Digital Commons. Digital Commons is essentially the University of Connecticut Libraries’ institutional repository. The second vendor solution is ContentDM from OCLC. Used primarily for images, ContentDM is used in conjunction with other institutions throughout Connecticut for materials housed in archives and special collections. These platforms work and have been able to meet much of our digital initiative needs until recently.

      The recent change that prompted...

    • Freely Flowing: Openly Accessible Sources for Streaming Video
      (pp. 437-441)
      deg farrelly

      Changing methods of instructional delivery, especially course management systems and online instruction, are changing the way that video content is used and delivered in the academy. Increasingly, faculty and students are expecting that video materials be available in streaming format. While only one third of all academic libraries provide streaming video services (Primary Research Group, 2010), faculty anticipate using more video and cannot find quality/appropriate material for their instruction. In seeking the content they need, faculty are bypassing the library, using what they can find, where they can find it, (Kaufman and Mohan, 2009) with YouTube often the destination of...

    • Using Technology to Facilitate Technical Services Workflows
      (pp. 442-447)
      Kelli L. Getz and Jeannie Castro

      When embarking on projects between multiple departments, the University of Houston, like most libraries, has struggled with ways to share information in a meaningful, editable format that is accessible to all parties involved. The importance of increasing transparency when managing library communications between all parties involved, namely, Acquisitions, Collection Development, and Resource Discovery Systems, remains a challenge that tends to frustrate all the relevant stakeholders. Particularly, when attempting to plan whether or not changing a subscription from print or print + online format to an online only format, it will increase the return on investment (ROI) for the library. When...

    • Geek Out: Adding Coding Skills to Your Professional Repertoire
      (pp. 448-452)
      Bohyun Kim and Kathryn Harnish

      Learning how to program or code has recently become a kind of social phenomenon. For example, Code Year (, a free code-learning website by Codecademy, a company that aimed at teaching the public how to code early this year, attracted as many as 200,000 aspiring programmers within just several days after the site launch.² This inspired many professionals such as journalists and marketing and business professionals. Librarians at the American Library Association even formed an official interest group to follow the programming lessons of the Code Year website together.³

      Librarians’ strong interest in programming is no surprise, considering many librarians...

    • Exploring Concepts of “Collection” in the Digital World
      (pp. 453-459)
      Angharad Roberts

      This paper uses data collected as part of an ongoing doctoral research project to explore concepts of “collection” in a world increasingly characterized by the use of digital technology. The research project is described, and the term “social enterprise” is defined. Findings from interviews and surveys are discussed with a particular focus on definitions of collection and the impact of digital technology on library collections, as well as examining people’s perceptions of the relative importance of library collections and collection activities. These data are used as the basis for a revised collection development hierarchy, and practical examples of how this...

    • Automating Record Loading—An Implementation Story
      (pp. 460-466)
      Maribeth Manoff, Jim Shetler and Deb Thomas

      Efficiency, of course, is the easy answer—like most libraries, we are constantly challenged to do more. And like most academic libraries, we are moving away from buying print books title-by-title and into buying e-book collections. Every e-book package we buy comes with a record loading task, and every file of e-book collection records is different. Loading collection records requires staff to analyze and sometimes edit the file. We needed to automate our routine record loading so that we could move staff to the more complex task of loading records for collections. Automating routine loads meant that we wouldn’t have...

  11. Index
    (pp. 467-472)
  12. Back Matter
    (pp. 473-473)