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Innovation Session [clear filter]
Saturday, November 9


An Alternative Mechanism for the Delivery of Scholarly Journal Articles: ReadCube Access at the University of Utah
Traditional collection management of serials through site licenses and subscriptions is increasingly unsustainable due to rising costs and steady or falling library budgets. The ensuing gaps in access have led to widespread illicit file sharing, resulting in the disintermediation of libraries and the devaluing of publishers. It has therefore become essential to explore alternatives for the delivery of journal literature. We report on the exploration of a new mechanism for the provision of scholarly articles using patron driven acquisition. During the 2012-2013 academic year, the University of Utah Marriott Library, ReadCube, and Nature Publishing Group collaborated on the development and testing of ReadCube Access, an article delivery service designed to allow researchers to immediately access individual articles at a cost lower than traditional interlibrary loan, pay per view or document delivery.

The goal of this session is to explore the economics of collection management from the perspective of supplying needed scholarly articles, and discuss how new technologies like ReadCube Access and patron driven acquisition can support that aim. The session will involve a frank discussion of the effects of and attitudes toward illicit file sharing, from which the audience will learn about the scale of file sharing and how it affects the perceived value and therefore funding of libraries. An interactive workshop on cost per use assessment for various acquisition mechanisms will elucidate how the economics of acquisition mechanisms change with demand and under which conditions patron driven acquisition will save libraries money while increasing patron engagement and satisfaction.

avatar for Mark England

Mark England

Head, Collection Management, University of Utah Marriott Library
Mark England is currently the Head of Collection Management at the University of Utah J. Willard Marriott Library. He studied engineering at the University of Minnesota and North Dakota State University and earned his MLS at Brigham Young University. He has worked in academic libraries... Read More →
avatar for Phill Jones

Phill Jones

Vice President for Business Development, Labtiva, Inc

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


Head in the Clouds: 100% PDA and No Approval Plan. How We Up-Ended Collection Development and Acquisitions.
 In 2012 Bucknell University eliminated its approval plan and moved to a 'single-stream' entirely patron-driven model for monographs, print and electronic. With this move, acquisitions have dropped by more than a 1/3. Past years had us on average acquiring 12,000 titles and on average discarding 6,000 through our ongoing weeding initiatives, never used after 10+ years on our shelves. Statistics showed that in the first year in our collection less than 20% of what we acquired through our ever more sophisticated approval plans was ever circulated. And the numbers plummeted in subsequent years. We asked ourselves, are we crazy? Can we really continue this way, especially when there are unmet information resource needs on campus? And why are we still borrowing so much, can’t we ever figure out a way to wed our collection development strategy to our borrowing strategy?

Known as 'Get It', and just one ‘click’ for our users on any WorldCAT record, and their requests are funneled through a single gateway, and buy/borrow decisions can be made and routed immediately. With this change we have been able to reallocate a 1/3 of our monographs budget to meet other acquisitions needs. We have seen our usage rate soar to 80%. And most importantly, our users’ love it.

Attendees will hear how we did it, why cloud services like OCLC Worldshare are essential, how it is working and why we believe this is a very likely future for most libraries. We hope there will be lively discussion about what this means for the future of collection development and as well how one begins conversations like this with faculty and other stakeholders. Let’s debate why buying things ‘just in case’ just cannot be justified anymore and more so, how this might actually help evolve rather than hurt scholarly publishing in the long term.


Jennifer Clarke

Director, Collection Development and Access Services, Bucknell University
Jennifer Clarke has worked in many leadership positions at the Bertrand Library since March 1989. She's currently the Director for Collection Development and Access Services, which at Bucknell entails leadership for Acquisitions, Cataloging, Circulation, Collection Development, E-Resource... Read More →

Carrie Rampp

Director of Library Services & Instructional Technology, Bucknell University

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


Holdings Verification, Monitoring and Collecting Statistics – How Can Libraries Overcome These Issues

Circulation services are fundamental, immemorial responsibilities of a librarian. Lending, monitoring, and collecting statistics on the use of library materials are paramount in collection management. As scholarly resources migrate from print to digital, librarians cede more and more of their circulation responsibilities to publishers. The conventional source of e‐resource usage data is the web server. Librarians, having no access to the publishers’ web servers, are dependent upon each publisher to provide them with their own usage. While most publishers provide some form of usage reporting, it is estimated that as many as 30% do not. For those that do, the interoperability of what is provided varies considerably despite the prevalence of COUNTER.

Implementation of a SUSHI server is not trivial and many otherwise capable libraries have struggled to do so. For these reasons library staff can spend up to 6 weeks per year verifying holdings, performing link fault detection, collecting, consolidating, and analyzing usage statistics. The issues facing librarians for collecting accurate, verifiable and comprehensive usage data are varied. Utilizing a panel that includes an IT, collections, management  and consortia administration perspective; discuss issues for librarians that make collecting and evaluation of usage data a difficult task, and review potential solutions – either internally developed, being tested, or obtained via external suppliers.

Key areas  of discussion are pain points for librarians – holdings verification, gaps in types of materials monitored, appropriate link fault detection, and integration with system IT capabilities.

avatar for Michael Margotta

Michael Margotta

Head of Global Business Development, Maverick Publishing Specialists
"Michael is a Senior Maverick Associate and Head of Global Business development. In addition to providing consultation for publishing and e-distribution strategies, he is responsible for all Maverick business development operations and activities. With over 25 years senior management... Read More →

John McDonald

Associate Vice President and Chief Information Offices, Claremont University Consortium
avatar for Jason S. Price

Jason S. Price

Director of Licensing Services, SCELC
Jason S. Price is Director of Licensing Services at the SCELC Library Consortium. He earned a doctorate in plant evolutionary ecology from Indiana University Bloomington where he gained in depth experience as a graduate student researcher and teacher and capped it off with a Masters... Read More →
avatar for Linda Wobbe

Linda Wobbe

Head, Collection Management, Saint Mary's College of California
I'm passionate about transforming libraries to become as skilled in managing and providing access to electronic resources as we are in managing and providing access to print resources. I'm privileged to be working with college students as they embark on changing our world.

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


Janus-Faced Collection Ecology: De-selection & Preservation at St. Olaf College Libraries
Like most contemporary academic libraries, St. Olaf College’s Rolvaag Library is bursting at its proverbial seams, housing more than 100 years of collected materials. Like our peers, we’re actively working to invite other campus entities (the Writing Center, Student Support Services, Oral Communication) to share our workspaces, and create collaborative spaces for student learning and research. And like many peers, we underwent expansions in the 1960s and 1990s, but won’t see future space for housing collections.

The “simple” answer to these challenges: WEED (though every librarian knows these are infamous last words). Our collection of nearly 500,000 books had never been systematically weeded or assessed. Additionally, we’ve been the primary book repository for significant portion of the Norwegian-American immigrant community. And while the Rolvaag Library’s primary mission has been support of the College’s undergraduate curriculum, we share our campus with important partner libraries – the archives of the Norwegian-American Historical Association, and the College Archives – which over the years have had shifting relationships regarding the housing of materials. How then, would we effectively assess material in the general collection, identify criteria for both de-selection and preservation, and design and implement efficient workflows and positive outcomes, without creating a multi-faceted workflow-PR-and preservation nightmare?

We took our cues from Janus, the two-faced Roman god of beginnings and transitions. Looking to both the future and the past, we carried out an assessment of our collections and designed a nearly-automated de-selection program that neatly dovetails with aggressive efforts to identify, segregate and protect our heritage collections. This presentation will describe our two-pronged approach, including research, communication and buy-in from stakeholder groups; documentation and code creation; workflow and work assignments; and the significant outcomes we’ve achieved to date in the creation of physical spaces for our community, and the enhancement of our Special Collections. Handouts included!

avatar for Mary Barbosa-Jerez

Mary Barbosa-Jerez

Head of Strategy for Library Collections & Archives, St. Olaf College
Mary Barbosa-Jerez has served as the Head of Collection Development at St. Olaf College since September 2008. Her work includes oversight of the College’s Library collections, Special Collections and Digital Initiatives. Her professional interests include the positive introduction... Read More →

Saturday November 9, 2013 11:15am - 11:45am
Cypress Ballroom South, Courtyard Marriott Historic District 125 Calhoun Street, Charleston, SC 29401


Nuanced and Timely: Capturing Collections Feedback at Point of Use
While libraries are using increasingly sophisticated metrics to determine electronic resources’ usefulness, impact and cost effectiveness, much of this data reflects past usage. More nuanced information is still needed to guide collection managers’ decisions about which content to purchase, borrow or deselect. To fill this gap, librarians at OSU Libraries and Press and Ohio State University Libraries are testing the utility of a pop-up survey to gather patron feedback at their point of use. By building an open-source application that inserts a survey between a citation and the full-text, librarians are better positioned to capture users’ real-time reasons for selecting a given resource. Usage data can then be linked to qualitative information through questions such as whether the resource is being used for research or teaching; whether the user considers the journal core to their project; or even, if the resource is being used in class or with a student. Inspired by MINES for Libraries® this application was created to provide significantly more meaningful findings than usage alone. We will discuss how the application works, whether users respond to a pop-up survey as expected and other preliminary findings. With participants, we will foster a discussion about its usefulness to libraries.

avatar for Jane Nichols

Jane Nichols

Social Sciences & Humanities Librarian, Oregon State University Libraries & Press
Jane Nichols is a Social Sciences & Humanities Librarian at OSUL&P where she focuses on Digital Humanities initiatives and Collection Development.
avatar for Terry Reese

Terry Reese

Head of Digital Initiatives, The Ohio State University
Terry Reese, Head of Digital Initiatives at The Ohio State University Libraries, oversees the development and implementation of digital library services. Terry has been an active researcher and participant in the library development community since 1999, working on a wide range of... Read More →

Rick Stoddart

Assessment Librarian, Oregon State University Libraries & Press

Saturday November 9, 2013 11:15am - 11:45am
Ashley Room, Courtyard Marriott Historic District 125 Calhoun Street, Charleston, SC 29401


Does the OverDrive eBook and Audiobook Lending Service Fit within an Academic Environment?
While OverDrive has become a part of the public library landscape since it was introduced in 2002, for the academic world this downloadable ebook and audiobook service is still only available at a relatively small number of institutions. In August 2012 Cornell University Law Library implemented a one-year pilot of the service for the Cornell Law School community, and in October Cornell University Library decided to open the pilot up to the larger Cornell population and to expand the offerings from current popular fiction and non-fiction to language learning material, study guides, and career resources. Integrating OverDrive’s content and service into the current workflow of the library has presented many challenges and has had an impact across the system including technical services, IT, collection development, and user services. Looking at both the initial pilot in the Law School and the larger university-wide implementation this session will address the challenges of implementing seamless user access, negotiating new ways of selecting material, promoting the service, and supporting the user experience. We will also present usage data and user feedback developed to assess the viability of offering this service in the future.

avatar for Sarah How

Sarah How

European Studies Librarian, Cornell University Library

Maureen Morris

Research and Learning Services Librarian, Cornell University

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


There’s a Hole in my Bucket! Too Much Data? Never Enough! Cost Efficient Collections Acquisitions Decision Making through Data Analysis
Libraries are increasingly called upon to efficiently use collection dollars in creative ways. Content needs are ever increasing and with the growing range of format and delivery options, finding means to identify resources that provide unique or added value is essential. The objective of the session is to outline library data needs and vendor data provision goals. This session is a must for libraries seeking new solutions with their vendors to maximize value from large package offers.

Libraries regularly receive offers of sale or reduced pricing for the purchase of multi-title collections. Most often these packages are for online content that the library may already have in print. In an environment of multiple formats, ISBNs and/or ISSNs per title, variable titles, and alternate imprint or co-publishing, identifying the unique or duplicated holdings of library collections becomes a challenge.

The knowledgebases supporting booksellers, serials agents and discovery tool providers strive to do a good job of linking content available in different formats or on different platforms. Although these vendors provide alternate format, title, provider, imprint data on a title by title basis, none of the tools provide the Library customer with the ability to easily compare aggregate data held in the knowledgebase with data extracted from publishers title list.
We intend to conduct a poll of attendees to discover data needs, followed by a brief discussion of how this data is required to support collection acquisition decisions. Suggested solutions used by attendees will be welcomed.

Attendees will come away from the session with an understanding of the power and functional limitations of major leading edge tools available to help guide collection management and acquisitions decisions. We aim to provide practical examples of how to use the tools available to make wise spending decisions with collections funds.


Eva Gavaris

Collection Development Manager, Western Canada, YBP Library Services

Kat McGrath

Collections Librarian, University of British Columbia
avatar for Jaimie Miller

Jaimie Miller

Monograph Acquisitions Coordinator, University of British Columbia Library
Coordinating Monograph Acquisitions! Books. Ebooks. Discovery. Automation. ILS. Analysis. Workflows. Negotiation. Learning.

Saturday November 9, 2013 12:00pm - 12:30pm
Magnolia Room, Courtyard Marriott Historic District 125 Calhoun Street, Charleston, SC 29401