About NASIG

Les Hawkins, Library of Congress

Over the past two years, CONSER has been developing documentation and "bridge" training material as RDA cataloging policies and best practices evolve. By June 2013, post RDA implementation guidelines from the PCC should be in place and ready for practical implementation.

The workshop will provide basic instructions for RDA serials cataloging based on the most up to date PCC and CONSER RDA decisions and practices. The presenters will incorporate in-class, hands-on exercises to engage participants in active learning.  Prior to the workshop, attendees will be expected to complete prerequisite self study training modules on FRBR Fundamental Concepts and the RDA Toolkit.  Also prior to the workshop attendees may participate in an online follow-up session on the prerequisite materials to complement the in-class training component.

This workshop is aimed at experienced AACR2 catalogers making the transition to RDA.

Les Hawkins

Les Hawkins, Library of Congress

Over the past two years, CONSER has been developing documentation and "bridge" training material as RDA cataloging policies and best practices evolve. By June 2013, post RDA implementation guidelines from the PCC should be in place and ready for practical implementation.

The workshop will provide basic instructions for RDA serials cataloging based on the most up to date PCC and CONSER RDA decisions and practices. The presenters will incorporate in-class, hands-on exercises to engage participants in active learning.  Prior to the workshop, attendees will be expected to complete prerequisite self study training modules on FRBR Fundamental Concepts and the RDA Toolkit.  Also prior to the workshop attendees may participate in an online follow-up session on the prerequisite materials to complement the in-class training component.

This workshop is aimed at experienced AACR2 catalogers making the transition to RDA.

Les Hawkins

Timothy S. Deliyannides, University of Pittsburgh

Academic libraries are increasingly investing in new efforts to support their research and teaching faculty in the activities they care about most.  Learn why becoming a publisher can help meet the most fundamental needs of your research community and at the same time can help transform today's inflationary cost model for serials.  We will explore not only why to become a publisher but exactly how to achieve it, step by step, including careful selection of publishing partners, choosing the right platform for manuscript submission and editorial workflow management,  one-time processes to launch a new journal, conducting peer reviews, maintaining academic quality, and measuring impact.  We'll also cover the broader range of publishing activities where libraries can have an impact, including open access monographs, general institutional repositories and subject-based author self-archiving repositories.  We will close with a review of tools, services, and communities of support to nurture the new library publishing venture.

Timothy S. Deliyannides

Lauren Collister

Timothy S. Deliyannides, University of Pittsburgh

Academic libraries are increasingly investing in new efforts to support their research and teaching faculty in the activities they care about most. Learn why becoming a publisher can help meet the most fundamental needs of your research community and at the same time can help transform today’s inflationary cost model for serials. We will explore not only why to become a publisher but exactly how to achieve it, step by step, including careful selection of publishing partners, choosing the right platform for manuscript submission and editorial workflow management,  one-time processes to launch a new journal, conducting peer reviews, maintaining academic quality, and measuring impact. We’ll also cover the broader range of publishing activities where libraries can have an impact, including open access monographs, general institutional repositories and subject-based author self-archiving repositories. We will close with a review of tools, services, and communities of support to nurture the new library publishing venture.

Timothy S. Deliyannides

Lauren Collister

Kevin Smith, Duke University

Copyright presentations often focus on “the rules” without sufficient attention to practical decision-making.  Yet because application of the law so often depends on specific facts and circumstances, this approach can leave a big gap for actual library practice.  This workshop will focus on situations and how to make specific decisions; discussion of the rules and principles of copyright law will, it is hoped, emerge from those applications.  Although common situations will be discussed in order to provide a comprehensive look at copyright decision making, participants are encourage to bring real-life problems for the group to consider and discuss.

Kevin Smith

Bryan Alexander, National Institute for Technology in Liberal Education (NITLE)

How is the mobile revolution transforming libraries? What will library services and librarians look like in the age of a ubiquitously networked civilization? We begin by surveying what changes have already hit: an expanded device universe, the ebook renaissance, the growth of new media ecosystems, nearly-always-on user access, and the initial switch from 'library as place' to 'place as library'. Next we assess how mobility has impacted academia, from teaching to research and student life. Then we explore scenarios of the future, based on an analysis of current trends. Scenarios include: Post-Residential Academe; Open World; Silo World; Alt.Residential.

Megan Oakleaf, Syracuse University

Serials comprise the heart of many academic and special library collections, but like libraries in general, their value can be overlooked. Both librarians and vendors share the challenge of defining, demonstrating, and communicating the impact of serials collections. What difference does access to serials make in users' lives? What data do we have that provides evidence of that impact? What data do we need to further demonstrate the value of serials? And how do we communicate the value and impact of serials to users? Join us for a presentation and Q&A session designed to inspire your own ideas for articulating the value of serials in academic and special libraries.

Siva Vaidhyanath, University of Virginia

While the benefits of the scientific and information communities making a bold step toward facilitating Big Data research in the natural and technical sciences are clear, the "human sciences" offer a unique opportunity to fuse the study of the law, policy, and ethics surrounding the collection, preservation, indexing, analysis, and dissemination of data sets. Questions about privacy and intellectual policy implications of Big Data research are complicated and demand input and deliberation among many different types of scholars. Even more interesting, Big Data offers us an opportunity to examine the very nature of knowledge both historically and instrumentally. As universities, foundations, and federal agencies increase funding opportunities for Big Data research, each initiative should be bound to a research project examining the cultural, intellectual, and societal implications of such work.

Victoria Wright, Taylor & Francis

Christine K. Dulaney, Pence Law Library, American University

Kari Schmidt, American University

In order to improve patron access to the library's collection of electronic resources, upgrade staff competencies for working with electronic resources, and enhance workflow efficiencies, both the Technical Services Department of American University’s Pence Law Library and the Information Delivery Services division at American University’s Bender Library implemented reorganizations.  These two libraries, however, chose different organizational models.  The law library redefined itself through a distributed model using existing staff.  In contrast, the Bender Library formed a centralized Electronic Resource Management Unit to better manage access to and discovery of the electronic resource collection. The presenters will examine the successes and challenges of revising workflows, reassigning tasks, and redistributing print-based work to address the growing needs of electronic collections and diminished volume of print materials in both a centralized and distributed model.  This program also provides an overview of project management techniques and how these techniques were implemented and supplemented in order to evolve the skills of the staff at both libraries. The program will also provide an overview of how a new vision and new goals were crafted; how workflows were reviewed and revised; and how jobs were rewritten and reassigned. In addition, the presenters will address shared challenges with current workflows and organizational structures. The intended audience is librarians in smaller to mid-sized libraries who do not have a librarian or department dedicated to electronic resources but who need to tackle electronic resources workflows and evolve staff's print-based skills to accommodate the needs of electronic resources.

Candice Kail, Columbia University Libraries

Colleen Major, Columbia University Libraries

Columbia University Libraries provides access to electronic resources through a number of interfaces provided through third parties that often do allow some level of library control over content, appearance, and functionality. In our e-resources and web services areas, we have deeply explored options and approaches to discoverability and design in an effort to improve our e-resource interfaces and enhance access to e-books, e-journals, articles, and more. This exploration of the relationship between e-resources and our virtual library environment became the focus of a working group eighteen months ago. The E-Resources Interface Working Group was established to help determine what content to expose and what services to implements, make decisions regarding the look and feel of e-resources interfaces, recommend policies effecting e-resources interfaces, coordinate the scheduling of significant changes to interfaces, and to communicate to staff about changes. The group is comprised of selectors from various disciplines, e-resources librarians, and the web services librarian, so the responsibilities of the group's participants are quite varied. We have encountered a range of collaboration challenges, including: members attempting to fit outside projects into their already existing workflows; determining how to motivate a working group to take on tasks outside of their normal job responsibilities; how to delineate between the responsibilities that are part of already-existing roles and job responsibilities but overlap with some of the decision-making in the working group's charge; and the challenge of designing by committee (usability suffers). Some of the issues we have explored range from ranking resources within large licensed databases to how to handle an ever-changing device landscape. We have explored how to design services for mobile and touchscreen devices, both within the committee and externally as part of our own responsibilities. We have been working on integrating our e-resource discovery tools more seamlessly into our library catalog to enhance our users' experience and increase consistency among our discovery interfaces. Having tackled several large projects, we are currently determining what the future of our approach to discoverability and design will be!

Marlene van Ballegooie, University of Toronto Libraries

Juliya Borie, University of Toronto Libraries

As resources have become ever more complicated in a digital world, it is evident that cataloging practices and the metadata standards we use to guide these practices are becoming more constrained. Nowhere is this more apparent than with the cataloging of serial publications.  For librarians, serial publications have been a constant challenge due to issues such as the multiple version problem, frequent changes in title or issuing body and complex publication histories. For users, serial publications are challenging due to the fact that a boundary has been established in the library profession where serial publications are described by librarians while the articles contained within those publications are handled by indexing and abstracting services. Although web-scale discovery systems have attempted to bridge the gap by providing a single point of discovery, user access is far from seamless. Recent changes within the library community can have a significant impact on serials cataloging and may help improve information retrieval for the end user. The Functional Requirements for Bibliographic Records (FRBR) holds great promise for alleviating some of the problems related to serials cataloging. While FRBR provides a useful mechanism for re-examining many of the problems with serials cataloging, the principles of Linked Data may further transform the way in which resources and the relationships between them are captured and presented to our users.  By taking description out of our current record constraints, serials librarians will better be able to express how a particular journal has changed over time and the relationships between multiple versions of the same publication. The Linked Data model also opens up many opportunities for the provision of value-added content to bibliographic descriptions.  Shifting description to a Linked Data model may not only help to alleviate many of the issues related to serials cataloging, it can also help users better understand and use bibliographic data effectively.

Laurie Kaplan, Serials Solutions

Liane Taylor, Texas State University-San Marcos

This program will first review standard model licenses we have available in the field, including models such as LicensingModels.org and LibLicense, plus institution-specific licenses available online (permission will be obtained). The licenses similarities and differences will be compared, and strengths and weaknesses will be highlighted. Next, the program will review steps and best practices for creating a License Template at your institution, with standard language that you can use in negotiation for your licenses. The last segment will be interactive, gathering feedback from attendees about where our model licenses have gaps, including what formats or kinds of purchases require new language that has not yet been standardized (such as ebooks and streaming media), and gather suggestions for developing these as a community for the future, creating a new model license that we all can draw from.

Phill Jones, Labtiva, Inc.

Mark England, University of Utah

The combined influence of rapidly changing technology and the economic downturn has forced librarians and publishers to reassess their respective roles in the delivery of information. Many are realizing that the costs of traditional collection management through journal subscriptions and particularly the 'Big Deal' are not only burdensome but unsustainable. The result of these forces will likely be continuing diversification in access models, with institutions acquiring content through subscriptions, aggregators, demand driven acquisition, document delivery, and repositories. Increased complexity in business models and the high cost of information, will bring increasing need for careful evaluation and analysis of financial efficiencies. The obvious place for such analysis to occur is in the Library. Demand Driven Acquisition offers inherent cost savings for libraries, as the library only pays for the content that is read. In this session, we will describe a trial of a demand driven service, designed by the technology company Labtiva, and executed in partnership between the University of Utah and Nature publishing Group. The goals of the project are to provide instantaneous access to content for patrons, while providing the means for just-in-time delivery, at a reduced cost per usage.

Katherine Hill, North Carolina State University

Kristen Wilson, North Carolina State University

While knowledgebases have become essential tools for electronic resources management, little research has been done about how practitioners have integrated them into their everyday workflows. Inspired by a partnership with the GOKb project, which aims to build an open source knowledgebase, librarians at North Carolina State University set out to investigate the practical requirements, areas of improvement, and desired enhancements that librarians have for their knowledgebases. During this program, the presenters will describe the results of a survey about knowledgebase use sent to electronic resources managers across the country. The survey results will be supplemented by individual points of view gathered from in-depth interviews with selected respondents.The program will conclude with a look at how the findings of the investigation can be applied to the GOKb project. At the end of the session, the attendee should walk away with an understanding of trends in knowledgebase management, areas where the greatest improvement is needed, and ideas for enhancing knowledgebase functionality in an open source setting.

Bob Persing, University of Pennsylvania

In the 1980s and 1990s, ILS software took the next step forward in serial checkin: fully-predictive checkin systems, that told you exactly what you were going to receive when. The idea was that checkin would take only seconds per issue, and the software would do almost all the work for you. Predictive data would be shared universally, eliminating duplicative work at each library. Standards work and new MARC tags would facilitate data interchange. In the 2010s, the next generation of ILSes is emerging, and predictive checkin isn't being included in most of them. What happened to dim the promise of prediction? What sort of systems are being developed to replace it?

Beverly Geckle, Middle Tennessee State University

Suzanne Mangrum, Middle Tennessee State University

Galadriel Chilton, University of Connecticut

Joelle Thomas, University of Connecticut

LibX is an open source browser extension (project site: http://www.libx.org/) that pushes access to a library’s e-resources and services out to users wherever they are on the Internet (e.g. Amazon, Wikipedia, etc.). Once installed in Firefox or Chrome, LibX appears as a button in the upper-right corner of a user's browser window (http://screencast.com/t/BNuItuTGhWd) and its functionality includes: a search box for library resources, links to library services, dynamic links back to targeted library holdings’ information for citations and books found on freely web sites, and a “reload current page with EZ Proxy” option for easy off-campus authentication. In Fall 2012, University of Connecticut (UConn) Libraries unveiled their instance of LibX along with homegrown user guides and instructional materials as well as targeted marketing and promotion efforts such as ad campaigns, short promotional videos, flash drives, and a "How Has LibX Helped You" contest. For the contest, people were invited to submit a 100 word statement about how LibX helped them. The goal is to promote LibX, but also gain insight on how LibX is being used and what features users of LibX found most helpful. This presentation will describe the successes and challenges of UConn's LibX implementation and promotion, as well as an analysis LibX usage as self-reported by users.

Emma Lawson, Langara College

Roën Janyk, Okanagan College

As the amount of content created and acquired in electronic format continues to increase, establishing the knowledge and skills necessary for the job is essential for electronic resources librarians. New librarians are entering this emerging field, but are they well equipped to perform the duties of an electronic resources librarian? Two librarians share their experiences transitioning from the world of library school to applied work experience as electronic resources librarians. What gaps arose in their knowledge, and what training could have been useful? Using NASIG's Core Competencies for Electronic Resources Librarians as a guide, the presenters will discuss what they learned in library school, what they learned on the job, and how library schools and organizations can better prepare e-resources librarians for the future.

Carol Ann Borchert, University of South Florida

Julie Fielding, University of South Florida

Librarians and faculty members now have the opportunity, through open access publishing, to work together to make faculty-produced scholarly content available to the entire academic community, not just to those scholars or institutions privileged enough to afford it. The University of South Florida Libraries have been working with bepress’ Digital Commons platform to create a substantial institutional repository that includes open access journals, conference proceedings, and data sets, among other materials. Publication of open access journals at USF officially began in 2008 with the launch of Numeracy from the National Numeracy Network. Library staff members are currently involved in a variety of activities, including negotiating memorandum of understandings, loading backfiles, registering DOIs with CrossRef, designing layout, doing final publication steps, and assisting with technical issues. In 2011, our institutional repository, Scholar Commons @ USF, went live, allowing the library to pull fragmented collections previously hosted on other platforms into a single system with improved discoverability. This session will discuss some of these efforts, what is involved, how we have retrained existing and new staff, and plans for future directions.

Leigh Mihlrad, NIH Library

Benjamin Hope, NIH Library

Terrie Wheeler, NIH Library

The NIH Library faced drastic budget cuts for 2013. Looking at cuts amounting to 20% of our collections budget – or about $2 million—we had to quickly identify these potential cancellations. In July 2012, staff members began the process, which primarily focused on our journals. Five factors were identified as crucial to our decision—cost per use, cost, impact factor, whether the title was indexed in the National Library of Medicine’s PubMed database, and customer feedback. While we did not yet know the exact reduction amount, we wanted to be prepared for a variety of scenarios. The first step involved gathering 2011 usage and cost of all journals. We then identified those with the highest cost/use, and put those into a user survey, which was sent to selected NIH researchers. We scored all five factors on a 1-5 scale, based on numerical groupings. The 6,000+ journals were then prioritized into monetary categories ($250,000-$500,000, etc.) that could be used depending upon our reduction needs. Much of the data (subscription vs. package titles, package name, impact factor) was manually calculated and added. Analysis is still ongoing. Challenges have included: reconciling missing or inconsistent data (usage figures, publisher names); staff shortages; adhering to a tight timeline; deciding how to handle joint purchases made with other libraries, and encountering difficult to “split up” journal packages. After this work is done, we hope to have a much better understanding of the use and user importance of our journals, a better knowledge of when packages are more appropriate than individual subscriptions, and the best negotiation methods to use with publishers.

Rebecca Belford, University at Buffalo

Tracey Snyder, Cornell University

Many libraries are implementing or developing web-scale discovery interfaces or other faceted browsing interfaces. There is exciting potential for new discovery interfaces to ease the difficulties users face when searching for music materials. However, the specialized discovery needs arising from unique characteristics of music materials are often overlooked. This session will examine how to meet the special demands for music discovery while improving access to materials that pose similar challenges, such as law, literature and religious studies, and video collections. The session will provide an overview of the topic, based on the Music Library Association’s Music Discovery Requirements document (http://committees.musiclibraryassoc.org/ETSC/MDR), explore aspects of music discovery as realized through specific interfaces, and discuss issues related to music discovery and non-MARC metadata and systems.

Todd Enoch, University of North Texas Libraries

In 2001, the University of North Texas Libraries developed their own Electronic Resource Management System (ERMS) to track their online resources and contracts. Over the past decade, the programming and upkeep for the homegrown system had become too much of a burden, and the decision was made to move to a vendor-supported ERMS. In the summer of 2012, UNT began the implementation of Innovative's ERM module. This presentation will cover the steps involved in that implementation, and the lessons learned on how best to prepare for a radical shift in workflows and procedures.

Anne McKee, Greater Western Library Alliance

Eve Grunberg, State Library of North Carolina

Nate Hosburgh, Montana State University-Bozeman

Leigh Ann DePope, Salisbury University

Brian Kern, Allegheny College

The faculty at Allegheny College are on the verge of adopting an open access policy.  The library has been influential in its creation and will be integral in its implementation.  The first part of this presentation will introduce the College’s open access policy.  It will discuss the faculty’s concerns and final decision making process.  The library’s role in the formation of this policy will be analyzed.  The second part of this presentation will focus on implementation, especially the library’s institutional repository (IR).  Allegheny’s IR is a ‘dual-purpose system’.  It includes content available to all users (e.g., digitized manuscripts) and content available only to Allegheny affiliated users (e.g., classified administrative documents).  This approach has been beneficial, affirming the importance of IRs to the campus and scholarly communications.  Such duality, however, may pose new obstacles for carrying out Allegheny’s open access policy.  Additional implementation issues will be considered. 

Clint Chamberlain, University of Texas at Arlington

Sarah Hartman-Caverly, Delaware County Community College

Elena Romaniuk, University of Victoria

Franny Lee, SIPX (Stanford Intellectual Property Exchange)

Wendy Robertson, University of Iowa

Joann Janosko, Indiana University of Pennsylvania

Charles Lyons, University at Buffalo

Paoshan Yue, University of Nevada, Reno

Filiberto F. Martinez-Arellano

National Autonomous University of Mexico. Humanities Research Coordination

One current policy of the National Autonomous University of Mexico UNAM is that all its academic products or publications would be in Open Access for all educational and research communities interested in them. Therefore, UNAM has developed the project “Toda la UNAM en línea” [All the UNAM Online]. Electronic journals play an important role in supporting the development of education and research in Mexico, then, diverse UNAM entities have developed initiatives related to the publication and dissemination of Open Access journals. Some of them are: “Portal de Revistas UNAM” [UNAM Journals Portal], SciELO (Scientific Electronic Library Online) Mexico, “Portal de Portales Latindex” [Portal of Portals Latindex], and Humanidex (Scientific Production in Humanities and Social Sciences), among others. The objective of this presentation is to show the main features of these initiatives and projects, and its usefulness to support research and education in Mexico and Latin America, particularly for the Humanities and Social Sciences.

Claire Dygert, Florida Virtual Campus

This program will explore the role of license agreements in the e-resource environment, and detail best practices for creating agreements that protect the rights of users and libraries. Following a discussion of the legal framework for licensing, the session leader will walk the attendees through a typical license agreement and discuss the issues that various sections and clauses may present, including those that might be encountered in a consortial vs. single institution environment. The “Florida Virtual Campus Guidelines for E-Resource Licensing”, developed in conjunction with an intellectual property specialist lawyer at the University of Florida, will serve as a backbone to this discussion. The session will close with some practicalities for reviewing and editing license agreements, creating schedules and addenda that cover additional terms and requirements not generally part of a standard agreement, and tips for successfully negotiating terms with vendors.

Alice Eng, University of North Florida