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Thursday, November 7


Finding Insights in ALMs for Research Evaluation
The use of Article-Level Metrics (ALMs) as an indicator of an article’s quality and impact has dramatically increased in the last year. Publishers continue to add ALMs to research articles and new organizations have been created to aggregate ALMs across multiple fields including usage, citations, and social media. Using ALMs, researchers, librarians, funders, and the general public are able to gain insight into research articles that are the most widely read and used. PLOS launched ALM Reports (http://almreports.plos.org/) which allow users to view ALMs for any set of PLOS articles and visualize the data results. This allows users to quickly explore and compare ALMs for a large number of articles by searching for papers published by researchers at their institutions, for papers funded by specific funding agencies, or by searching on generic terms within an article. The application can be used to access up-to-date information on research papers, to view data on the downstream impact of the research, and to measure evidence of wider engagement with the research. These insights provide a powerful way to evaluate impact of research across many articles in a single view.


Richard Cave

Director of IT and Computer Operations, PLOS
Richard oversees the I.T. Operations and Development teams at PLOS. When he joined PLOS in 2005, the I.T. department consisted of two web producers and a few decrepit servers. Fast forward to 2012 - the team now consists of almost twenty employees including developers, support technicians... Read More →

Thursday November 7, 2013 11:30am - 12:15pm
Calhoun Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403


Knowledge Unlatched, One Year On: Toward an Open and Networked Future for Academic Publishing
Specialist book length publications in the humanities and social sciences (including but not exclusively monographs) are experiencing a crisis. It is clear that the current publishing system is failing both the producers and users of scholarship and neglects many of the opportunities associated with networked culture.

This presentation provides an update on the development of Knowledge Unlatched (www.knowledgeunlatched.org), which aims to improve the efficiency of markets for scholarly books.

avatar for Judy Luther

Judy Luther

President, Informed Strategies

Thursday November 7, 2013 11:30am - 12:15pm
Cooper Room, Courtyard Marriott Historic District 125 Calhoun Street, Charleston, SC 29401


What Content… Where? The Art of Selecting Course Content: Tools, Permissions, Analysis, and Where Librarians Fit In
How do instructors choose which readings to assign for college level classes? The variety of materials and sources available to professors is mind-boggling. With research publication output increasing exponentially, where does one start a literature search and how does one filter out the noise? Are there helpful tools which enable collaboration with colleagues or facilitate recommendation by peers? Which formats are essential to today's academic workflow? Does the search start with a bookshelf or a database, with a search engine or a reference librarian? How does copyright status factor into the selection?
HighWire will moderate a panel discussion to consider how traditional course readers have changed. We'll ask professors to share their processes and go-to resources for the preparation and post-course analysis of class materials. We will also look under the hood of an online course materials platform to observe how students interact with assigned content, and how costs and delays may affect that behavior.
Librarians and others who work in the content delivery and consumption space, should bring their questions, issues, ideas and concerns and be prepared to gain valuable insight from the instructor perspective.


Joe Kelly

​Professor​, Department​ of English, ​Senator for the School of Humanities and Social Sciences, ​College of Charleston
avatar for franny lee

franny lee

GM and VP SIPX (Co-Founder), SIPX (ProQuest, Ex Libris)
Franny Lee is GM and VP ProQuest SIPX and leads the team.  Franny is dedicated to harnessing technology to make content, copyright and education more accessible and affordable. She is a frequent speaker and writer on the emerging issues at the intersection of campus needs, libraries... Read More →
avatar for Bill Matthews

Bill Matthews

Director of Business Development, HighWire | Stanford University
Bill Matthews is responsible for the business development activities at HighWire including marketing, sales, and strategic partnership. In this role, Bill brings a well balanced pedigree of business practices to HighWire consisting of a consultative communication style, customer-focus... Read More →
avatar for James ​Newhard

James ​Newhard

Professor and Chair of Classics, ​College of Charleston

Thursday November 7, 2013 11:30am - 12:15pm
Rutledge Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403


Measuring Research Impact on the Web

Beth Bernhardt (slides)
Iain Hrynaszkiewicz (slides)

How do you measure the impact of research? Do you know Impact Factor from ImpactStory; or F1000Prime score from Altmetric score? Understanding the how research impact is measured is very important for funders, institutions and individuals. Traditional metrics have focused on citations of papers and journals but there is growing realisation – highlighted in 2013 by the San Francisco Declaration on Research Assessment (DORA) – that the Impact Factor is inappropriate for assessing individual papers, institutions, and individual researchers. The internet has given us a wealth of new data on how much published papers (and other products of research) are read, reused and revered by the authors’ peers.  Alternative (“alt”) metrics can measure how many times a paper is downloaded, tweeted, or shared on social media; how many bloggers have written about it; how many readers a paper has on social reference managers such as Mendeley. These interactions are possible to track, aggregate and measure and, to some extent, be understood. And F1000Prime aims to provide context to altmetrics with human-readable comments along with numerical article scores.

Altmetrics tools can be used by librarians to assess the impact of institutions’ research and to give a better indication, than the Impact Factor alone, of which journals are publishing the best research. With the rise of remote digital access to libraries, librarians should embrace altmetrics as an educational service to researchers who may now rarely need to visit the library in person, as well as for research assessment. This session will also discuss limitations and benefits of Impact Factors and alternative metrics and how some of the most important research impacts are currently immeasurable.  Using a case study from a librarian "in the trenches," the value of altmetrics tools for universities and funding agencies will also be considered.

avatar for Iain Hrynaszkiewicz

Iain Hrynaszkiewicz

Outreach Director, Faculty of 1000
Iain Hrynaszkiewicz (otherwise known as Iain H) joined Faculty of 1000 in 2013 as Outreach Director, where he leads initiatives to engage with and educate users of F1000’s services for life scientists and clinicians. This includes external communications, product development and... Read More →

Thursday November 7, 2013 3:15pm - 4:00pm
Calhoun Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403


Modeling a Shared National Cross Digital Repository
The White House directive on public access to federally funded research and data has generated unprecedented interest in building a system of cross-institutional digital repositories. Provosts and presidents recognizing the importance of participating in something like a SHared Access Research Ecosystem (SHARE) are turning to their library directors for answers. This session will present, the Digital Commons Network, as possible model of federated yet independent repositories. We will show that already, with only 280 universities and colleges participating, a cross-institutional repository is achievable and to good effect. Come explore how this networked approach might be generalized to incorporate a range of repository platforms to create a National Cross Digital Repository.

avatar for Jean-Gabriel Bankier

Jean-Gabriel Bankier

Managing Director, Digital Commons, bepress | Elsevier
IR success metrics and bench marking Faculty profiles Author readership dashboards

Thursday November 7, 2013 3:15pm - 4:00pm
Gold Ballroom, Francis Marion Hotel 387 King Street, Charleston, SC 29403
Friday, November 8


Investing in Open Access, Innovating in Open Science – the NPG and UC Perspectives
This session will use the negotiations between the University of California and Nature Publishing Group as a springboard to look at the changes taking place in scholarly communication in the last decade.  The well-publicized dispute between UC and NPG in 2010 was one inflection point among many in the evolution of approaches to scholarly communication on the part of both libraries and publishers.  A review of NPG’s evolution over the past ten years will in part serve as an update to Annette Thomas’ keynote presentation at last year’s Charleston conference by describing NPG’s efforts to explore questions of impact, value, access and reuse, open access (OA), social tools and text and data mining, culminating with the recent investment in Frontiers Media, a community-driven, open-access publisher with novel approaches to peer review and networking. The University of California has similarly long been engaged in driving change in scholarly communication, including the development of its eScholarship publishing and repository platform, tools for data management and curation, efforts to leverage licensing relationships with publishers to effect transformation, and perhaps most importantly, the passionate engagement of its faculty in fostering new modes of scholarly publishing and access, culminating in the recent adoption of a systemwide faculty open access policy. Topics will include: measures of impact; the relevance of green and gold OA policies and experiences of introducing ‘hybrid’ OA options; Creative Commons licensing and CC-BY uptake; data management and curation; and licensing and services for text and data mining including linked data. The session will also provide insights into how both libraries and publishers are creating future opportunities for science and scientists and contributing to open scholarship. The objective of the session is to illustrate how all of these players are responding to new dynamics in scholarly publishing, with a goal of sustainability on the one hand, and innovation on the other. Audience participation will be encouraged throughout, with a full and frank discussion about the realities of library-publisher relations. Led by David Hoole and Ivy Anderson, who have worked at their respective organizations throughout this transformative decade.  

avatar for Ivy Anderson

Ivy Anderson

Associate Executive Director, California Digital Library
Ivy Anderson is the Associate Executive Director and Director of Collection Development at the California Digital Library (CDL), where she oversees a broad range of shared collections activities on behalf of the ten campuses of the University of California system. Before coming to... Read More →

David Hoole

Director of Content Licensing, Nature Publishing Group

Friday November 8, 2013 11:30am - 12:15pm
Colonial Ballroom, Embassy Suites Historic District 337 Meeting St, Charleston, SC 29403


Copyright in the Digital Era: The HathiTrust and Georgia State University Cases
This presentation will cover two of the leading cases on copyright in the digital era. We'll look closely at the implications of lawsuits in the HathiTrust and Georgia State University cases. In both of these cases the defendants prevailed at the District Court and both have been appealed. These cases focus on how libraries may use copyrighted works under fair use.


Jack Bernard

Associate General Counsel, University of Michigan

Friday November 8, 2013 2:15pm - 3:00pm
Carolina Ballroom, Francis Marion Hotel 387 King Street, Charleston, SC 29403


Opportunities and Challenges of Data Publication: A Case from Purdue
Beginning in 2011, there have been several policy changes directly affecting the management, preservation, and accessibility of publically-funded research and resulting research data in the United States. In January 18, 2011 the National Science Foundation (NSF) required data management plans to be submitted with all grant proposals. On February 22, 2013, the Office of Science and Technology Policy of the President of the United States extended a similar requirement to all federal agencies who have a research and development budget of more than $100 million. These requirements illustrate the need for further coordination and management of data as scholarship and traditional scholarship in integrated publishing solutions.

The case study presented in this concurrent session will illustrate an early initiative at Purdue University to integrate discrete data publications with traditional scholarly publications through leveraging new and existing repository platforms and services. Examination of the case study will involve a discussion of workflow integration between Purdue’s data repository, the Purdue University Research Repository (PURR), its traditional press, the Purdue University Press (PUP), and the institutional repository, Purdue e-Pubs.

Attendees can expect to participate in a discussion on the opportunities and issues they may face when addressing the national dialogue on providing open access to datasets, as well as meeting federal and funder requirements, while reducing national and global research redundancy. Plenty of time will be allotted for questions and further discussion.

avatar for Courtney E. Matthews

Courtney E. Matthews

Ditigal Data Repository Specialist, Purdue University
Courtney is the Digital Data Repository Specialist for the Purdue University Research Repository (PURR). He manages the day-to-day activities of PURR and advocates for the necessary role of librarians in the research data life-cycle spanning data management planning, research project... Read More →
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Mr David Scherer

Scholarly Communications and Research Curation Consultant, Carnegie Mellon University
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Lisa Zilinski

Data Specialist and Assistant Professor of Library Science, Purdue University
Lisa Zilinski is a Data Specialist and Assistant Professor of Library Science in the Purdue Libraries at Purdue University. Lisa works with the Libraries’ faculty and staff to identify data literacy opportunities, develop learning plans and tools for data education, and investigates... Read More →

Friday November 8, 2013 2:15pm - 3:00pm
Gold Ballroom, Francis Marion Hotel 387 King Street, Charleston, SC 29403


Subject Librarian Initiative at the University of Central Florida Libraries: Collaboration Amongst Scholarly Communication, Research & Information Services, and Acquisitions & Collections Development
At the University of Central Florida Libraries, the Scholarly Communication Division, the Research & Information Services Department and the Acquisitions & Collection Development Department are collaborating to create and support a Subject Librarian initiative that focuses on increased outreach to faculty and students and proactive promotion of scholarly communication initiatives to the university community. Since January 2013 these three units have worked together to emphasize the importance of Librarians becoming more fully integrated in the university infrastructure through increased Subject Liaison roles. This collaboration has involved realigning/reassigning librarian subject assignments, including librarians from all units in the Scholarly Communication Advisory Group, and creating a new Web presence for librarians which links their instruction and collection development assignments http://library.ucf.edu/SubjectLibrarians/

The new emphasis on Subject Librarians working to profile their assigned academic departments and faculty and to map the curriculum for their assigned academic programs is leading to better informed collection development, more refined curriculum integrated instruction and a greater understanding and appreciation of Scholarly Communication/Open Access issues as they apply to the various disciplines.

The Liaison Librarians assigned to Research & Info Services and Acquisitions & Collection Development serve side-by-side on the Scholarly Communications Advisory Group, participate side-by-side in Collection Development and Reference Services meetings, and work side-by-side at the Research & Information Services Desk. They also participate together in Scholarly Communication workshops, Reference Services retreats, and Collection Development training. Join Michael Arthur and Barbara Tierney as they present a power point illustrating the above collaboration along with sample documents and web pages that highlight the new initiative. Attendees will come away with strategies for successful scholarly communication collaboration amongst disparate units in an academic library.

avatar for Michael Arthur

Michael Arthur

Head of Acquisitions and Collection Development, University of Central Florida
Michael Arthur is Head of Acquisitions & Collection Services at the University of Central Florida. Michael received his Bachelor of Science in Sport Marketing & Management in 1991, and his Master of Library Science in 1999, from Indiana University in Bloomington. He received his Master... Read More →
avatar for Barbara Tierney

Barbara Tierney

Head of Research & Information Services, University of Central Florida Libraries
Barbara is Head of Research and Information Services for the University of Central Florida Libraries (2013 to the present). She formerly served as the Head of Research and Information Services for the University of North Carolina, Charlotte (2011-2012). Barbara was an Invited... Read More →

Friday November 8, 2013 2:15pm - 3:00pm
Room 120, Addlestone Library 205 Calhoun Street, Charleston, SC 29401


Support When It Counts - Library Roles in Public Access to Federally-Funded Research
In November 2012, the National Institutes of Health (NIH) said it would begin enforcing its earlier April 2008 public access mandate to NIH-funded research by delaying processing of investigators’ grants. In response, the NCSU Libraries offered to assist the university’s sponsored research office in supporting NC State researchers who had publications stemming from NIH funding and had not achieved compliance. Since the 2008 NIH mandate, over 1000 articles based on NIH-funding have been published by NC State across research areas including veterinary medicine, life sciences, physical sciences, social sciences, engineering, textiles, design, math and statistics. Many were published in journals which did not automatically deposit papers to meet NIH requirements. Although familiar with biomedical literature, author agreements and open access, we did not fully grasp the complex web of investigator, author, publisher, institution and funder relations involved in this mandate until we were deeply engaged in the process and gained access to the compliance monitoring data.

In this presentation, we will discuss the costs and benefits of library support for authors needing to attain compliance with an eye toward how this support may be scaled up if other federal funding agencies follow suit. We will share practical strategies for supporting compliance efforts for individual researchers and at the campus-wide level, as well as training newly-funded researchers to facilitate future compliance. Attendees will learn about leveraging existing relationships with publishers to help their researchers, strategies for getting involved in compliance support, and share insights on how to skill-up and scale-up when engaging in this part of the research process.

avatar for Will Cross

Will Cross

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

Department Head, Collections & Research Strategy, North Carolina State University Libraries
Hilary Davis is Department Head, Collections & Research Strategy at the North Carolina State University Libraries in Raleigh, NC. Her primary role is to provide leadership and direction in the Libraries’ overall collection development strategies, and play a leading role in the Libraries... Read More →

Friday November 8, 2013 2:15pm - 3:00pm
Cypress Ballroom South, Courtyard Marriott Historic District 125 Calhoun Street, Charleston, SC 29401


Libraries and their Role in Open Access: Challenges and Opportunities
The open access movement gains momentum with an increasing number of institutions and funders adopting open access mandates for their funded research. Consequently, an increasing amount of material becomes freely available, either from institutional repositories or from traditional or newly established journals. Libraries can play a dual role in supporting this movement: Firstly, they can provide services supporting the deposit of research output in their institutional repositories, including support for making it widely discoverable via indexes such as Google Scholar and library discovery systems. Secondly, libraries can make open access materials discoverable by their patrons through such indexes, thus expanding their collection to include materials that they would not necessarily license.

This session will describe the experience of the University Libraries of Liège in Belgium and Harvard. University of Liège chose a top-down approach and made it compulsory for researchers to deposit their output in the institutional repository—ORBi. To support this mandate, the library offers services that help researchers deposit and disseminate their publications. Both libraries—Liège and Harvard—enable their students and faculty to discover open access content beyond their library’s acquired collection via their library discovery system.

The session will also address challenges that arise from indexing open access publications and how index providers and libraries can deal with such publications, especially with articles that are deposited in different institutional repositories or published in so-called hybrid journals that contain a mix of open access and subscription articles.

Finally, we will discuss with the audience how they see libraries’ role evolving in this area, what challenges they are currently facing, and the solutions and opportunities they have found.

avatar for Laura Morse

Laura Morse

Director, Library Systems, Harvard University

François Renaville

Systems Librarian, University of Liège Library
François Renaville been working as a systems librarian at the University of Liège Library since 2007 where he works on Aleph, SFX and Primo. He is also involved in Open Access projects (like ORBi) within the University of Liège since 2006. He has also been working for three y... Read More →

Christine Stohn

Director of Product Management, Ex Libris
Christine Stohn is director of product management for discovery and delivery at Ex Libris. Christine has over 25 years of experience in the library and information industry, having worked on the content and data side before joining Ex Libris in 2001. In her current role Christine... Read More →

Friday November 8, 2013 3:15pm - 4:00pm
Citadel Green Room, Embassy Suites Historic District 337 Meeting St, Charleston, SC 29403


Open Access Publishing Funds in Action: The Experience at Three Libraries
As journal publishing moves from a subscription-based model to an author-pays model, many universities and libraries are establishing funds to pay authors' article publishing charges. This session will provide examples of open access funds at three different kinds of institutions—a major research university, a health science university, and a comprehensive university. Attendees will gain an understanding of why these funds were established and how they are supported, promoted, and managed. Each panelist will present a case study describing the structure, performance, reception, and long-term sustainability of his or her institution's open access fund.

avatar for Robin Champieux

Robin Champieux

Librarian, Oregon Health & Science University
I am the Research Engagement & Open Science Librarian at Oregon Health and Science University in Portland Oregon. In that capacity, I work to understand the everyday practices and goals of biomedical researchers and students in order to advance the uptake of open scientific workflows... Read More →

Margaret Moore

Director of Planning, University of North Carolina-Chapel Hill, Health Science Library
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Doug Way

Head of Collections and Scholarly Communications, Grand Valley State University
Doug Way is the Head of Collections and Scholarly Communications at Grand Valley State University, where he previously held positions as Head of Liberal Arts Programs and as Government Documents Librarian. Doug has written and spoken extensively on the use of academic library collections... Read More →

Friday November 8, 2013 3:15pm - 4:00pm
Gold Ballroom, Francis Marion Hotel 387 King Street, Charleston, SC 29403


Publarians and Lublishers: Role Bending in the New Scholarly Communications Ecosystem
It has been said that the work of publishers and librarians will merge over time until we are all publarians and lublishers. Do we still envision a shared future? As new publishing programs within libraries and experimental publisher-library collaborations continue to challenge us to move outside of our comfort zones, are we learning from each other? What are some practical, down-to-earth ways that we can take advantage of each other’s expertise? How can we produce and market scholarly content in a more integrated way to meet the needs of scholars in a digital-information ecosystem, without duplicating effort on separate tracks? How might we address sustainability through combined, hybrid business models? In this session, some experienced experimenters and role benders in the world of the humanities will share lessons learned and attempt to chart a way forward to a shared future.


Anne Kenney

University Librarian, Cornell University
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Nancy Maron

President, BlueSky to BluePrint, LLC
Independent consultant, researcher and strategist, helping publishers and leaders of digital initiatives develop strong business plans and sound funding models.
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Sylvia Miller

Senior Program Manager, Consortium of Humanities Centers and Institutes, Duke University
avatar for Charles Watkinson

Charles Watkinson

Director, Purdue University Press and Head of Purdue Libraries' Scholarly Publishing Services, Purdue University

Friday November 8, 2013 3:15pm - 4:00pm
Colonial Ballroom, Francis Marion Hotel 387 King Street, Charleston, SC 29403