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Innovation Session [clear filter]
Saturday, November 9


Electronic Resources Management: Functional Integration in Technical Services
Electronic resources management should be the primary focus of technical services units in the early 21st Century. Print should no longer be treated as the default format and the work of library staff must be reorganized and reintegrated with librarians and other professionals to reflect the growing importance of electronic resources in contemporary information services.

Within technical services, staff workflows can be organized to emphasize functional areas such as troubleshooting, collection analysis support and the systematic testing of technology that best support the contemporary library’s mission. More established workflows such as batch processing and copy cataloging can also be improved through better coordination with other workflows. Fitting the work of a new technical services system into the library’s wider mission requires good communication and flexibility regarding organizational structures. Workflows for some technical services functions must be carefully integrated horizontally or vertically into the workflows of other units in a systematic way that fosters cooperation and accountability while avoiding confusion regarding roles and responsibilities.

This presentation will include the following content:
1) An argument for the reorganization of technical services,
2) General description of functional areas of electronic resources management with basic workflows,
3) Diagrams showing vertical and/or horizontal integration between technical services units and other library personnel relevant to specific functional areas, and
4) Suggestions for improving communication and decision making.

Hopefully, the presentation of this model and consideration of new roles for technical services will inspire attendees to develop their own ideas, experiment, and find ways to improve service.


George Stachokas

Head of Resource Services, Purdue University West Lafayette

Saturday November 9, 2013 11:15am - 11:45am
Laurens Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403


Online Research Management Tools – Is This the Next Battlefield of the War Against Library Disintermediation?
It started with Google Scholar, and other free services such as Wikipedia. Over the past several years, libraries have found themselves challenged by their users going directly to un-vetted internet solutions rather than utilizing the library’s carefully selected products and materials. Now, the category of traditional bibliographic management products has been changing into the emerging category of research document management complete with its plethora of free and subscription-based offerings mostly available without the library’s consent or supervision. While this natural evolution is at first blush great for users as it ushers in a set of great, new web-based technologies that will enhance the research toolkit for students and staff alike, what does this mean for the library’s role as educator around topics such as copyright, creating correct bibliographies, and more? Is this a problem or an opportunity?

This session will examine these changing trends and offer multiple perspectives hoping to enable libraries to avoid being disintermediated from another key piece of the research process. This session will also present lessons learned and explore insights into how technology solutions can provide libraries with the institutional support they need in order to adapt to the changing workflows of researchers.

avatar for Eric Van Gorden

Eric Van Gorden

Senior Product Manager, ProQuest
avatar for Margaret Smith

Margaret Smith

Librarian for Physical Sciences, New York University Libraries

Saturday November 9, 2013 11:15am - 11:45am
Colonial Ballroom, Embassy Suites Historic District 337 Meeting St, Charleston, SC 29403


Tools, People and Processes: Managing Change Holistically
Have you ever wondered why some adoptions of a particular technology go well and others don't? If the technology is a constant, what are the variables that lead to success or failure, and how can you stack the deck in your favor? Join Rene Erlandson, Director, Virtual Services, at the University of Nebraska Omaha’s Criss Library and Rob Ross, OCLC Director of Implementation Programs, to learn how to manage the human aspects of change that a system migration brings.

University Nebraska Omaha recently migrated from a traditional integrated library system to OCLC’s WorldShare Management Services. During this session, we will discuss the process of engaging staff members in the change process, assessing the technology's impact on roles and workflows, as well as the process of restructuring staff to maximize the benefits of the new technology.

Additionally, this session will highlight lessons library staff learned migrating from a legacy system that had been in place for 20+ years. This is the session to attend if you are considering a technological adoption and want to lay the groundwork for success!

avatar for Rene Erlandson

Rene Erlandson

Director, Virtual Services, The University of Nebraska Omaha’s Criss Library
University of Nebraska Omaha
avatar for Rob Ross

Rob Ross

Director, Implementation Programs, OCLC, Inc.

Saturday November 9, 2013 11:15am - 11:45am
Rutledge Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403


Publishers and Libraries: Sharing Metadata Between Communities
Come and hear about an experimental collaboration between the Harvard Library Metadata Management team and a small group of academic and literary publishers to pilot the use of an experimental, open source, web-based Author Questionnaire tool that captures, prior to publication of new works, author-supplied metadata about Author names and identity. The data outputs of the tool are structured to support the business needs of both publishers and libraries, including publishers’ marketing needs and libraries’ interest in supporting discovery, identification and differentiation of authors and their works in library catalogs. The system will funnel appropriate metadata to each community for its uses, will be secure and easy to use by authors, will be brandable by publishers for seamless integration with publishers’ other websites, and will improve discoverability of an author by leveraging author-supplied information that will enrich library catalogs for readers and researchers early in the publication cycle for a new work.

The project will focus on building a system that meets the needs of publishers and libraries so that incentives for adoption by the larger community are high. As a step toward transforming how libraries work with partner communities, this project will move the library toward working in a linked data environment where Author identifiers will uniquely identify content creators. The project will seek intersections wherever possible with ORCID, ISNI or other current initiatives involved in establishing Author unique identifiers. An immediate project goal is to improve efficiency in existing publisher and library workflows, freeing up staff resources in both communities, while also looking toward the future by forging relationships that will serve us in developing next-generation linked data systems to support and promote discovery of authors’ works.

avatar for Michelle Durocher

Michelle Durocher

Head, Metadata Management, Harvard Library, Harvard University

Saturday November 9, 2013 12:00pm - 12:30pm
Rutledge Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403