ER&L 2018 has ended

13th Annual Conference | March 4-7, 2018 | Austin, Texas & Online


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2. Collection Development & Assessment [clear filter]
Sunday, March 4

1:00pm CST

W01: Video without Fear: What You Must Know
Collecting audiovisual content can be intimidating. There are so many decisions to be made: will you acquire physical, or streaming formats? What licensing model works best for your library? How will your patrons access the content? What must you know about copyright, exemptions, fair use, and DRM? How can you make the most impact while working within your budget?

In this workshop you will learn how you can apply what you already know about e-resources acquisitions to audiovisual collecting. The instructors will highlight best practices for making collection decisions for audiovisual content, focusing on models for purchase or licensing and budget optimization when acquiring these resources for your users. The instructors will cover:

  • Copyright considerations (and how they affect acquisition decisions)
  • Collection development policies that respect financial and institutional priorities
  • Licensing and purchase options for physical and digital formats
  • Technological considerations including hosting content, accessibility challenges (on-off campus, multiple browsers/devices), and streaming platform features
  • Assessment techniques for evaluating audiovisual resources in terms of hard costs (dollars) as well as soft (time)
  • The future of audiovisual collections, including challenges that arise when new audiovisual content is not available for institutional purchase or licensing.

During this workshop, you will have multiple opportunities to apply your new knowledge in practical situations. Participants will analyze common copyright scenarios, begin to draft a collection development policy, review sample license agreements, and compare reporting features of common platforms. Time for discussion and questions will be built in to each segment.

This workshops will be available to in-person attendees only and requires an additional ticket. It will not be available via the Online Conference. 


Laura Jenemann

Communication, Media & Film Librarian, Boston University
avatar for Sarah McCleskey

Sarah McCleskey

Head of Resource & Collection Services, Hofstra University
My units get things to people in ways that are efficient. Whether it's circulation, document delivery, resource sharing, DVDs, streaming licensing ... we deliver content to users using well-honed workflows and secret library magic. We maintain the integrity of our print collection... Read More →

Sunday March 4, 2018 1:00pm - 5:00pm CST
Room 202
Monday, March 5

10:45am CST

S003: The Elephant: Feeling Our Way in the Business of Academic Books
The rise of ebooks, and other factors, have utterly changed the environment, in what was once a stable world, for anyone involved in the buying or selling of academic books.  In this session an academic librarian, a university press publisher, and a vendor/aggregator will discuss their own particular dynamics. 

avatar for Bob Nardini

Bob Nardini

VP Library Services, ProQuest
Bob Nardini is Vice President, Library Services, at ProQuest Books. He worked in both public and academic libraries prior to 1985, when he took a job in the academic bookselling industry, where he has been ever since. Bob joined ProQuest in 2015 with the acquisition of Coutts. Bob... Read More →

Carey Newman

Director, Baylor University Press
Baylor University Press
avatar for Darby Orcutt

Darby Orcutt

Assistant Head, Collections & Research Strategy, NC State University Libraries
I am a librarian, teacher, researcher, and leader deeply interested and involved in interdisciplinary and computational research, the future of higher ed, and cultural aspects of digital transformation.Assistant Head, Collections & Research Strategy, NC State University LibrariesFaculty... Read More →

Monday March 5, 2018 10:45am - 11:30am CST
Salon 5
  2. Collection Development & Assessment

10:45am CST

S008: Merging and Meshing Data in Collections: Finding Measures to Demonstrate an Academic Library’s Positive Value
This presentation will cover a major cost-per-use project completed at The University of Alabama Libraries and will discuss the challenges of managing such a large project. Included points are data silos, data integrity, differing spend factors and differing usage metrics.


Alice Daugherty

Coordinator of Acquisitions & Electronic Resources, The University of Alabama

Monday March 5, 2018 10:45am - 11:30am CST
Room 105

1:15pm CST

S012: Flex your budget! Empowered decision-making, managerial control, and agile leadership in local- and network-level collection management
Collection decisions run the organizational gamut from selection of a monograph to management of a multi-million-dollar budget. In this talk, Brigitte Burris (Penn) and Boaz Nadav-Manes (Brown) will candidly share examples of their challenges, solutions, and vision on how to successfully manage collections at the local and the network levels._x000D_

avatar for Boaz Nadav-Manes

Boaz Nadav-Manes

Associate University Librarian for Access Services and Collection Management, Brown University
Boaz Nadav-Manes is the Associate University Librarian for Access Services and Collection Management at Brown University Library. In this role, he oversees the allocation and expenditure of the Libraries' collections budget, and the ongoing management of services and staff that advance... Read More →
avatar for Brigitte Weinsteiger

Brigitte Weinsteiger

AUL, Collections & Scholarly Communications, University of Pennsylvania

Monday March 5, 2018 1:15pm - 2:00pm CST
Salon 5
  2. Collection Development & Assessment

3:00pm CST

S020: Do we know what we are paying for? Assessment of use of electronic resources
Academic libraries are being required more and more to provide accountability of their e-resources spending. This session will highlight unique ways to assess use data from Elsevier, Springer, and Wiley as well as a smaller package like Safari. It also will feature how libraries are leveraging new tools to inform decisions—ensuring the library receives a good return on investment—by extracting and analyzing e-resource usage statistics.

avatar for John McCullough

John McCullough

Senior Product Manager, OCLC
John has worked in library automation for nearly 20 years. He was serving as Vice President of Product Management at Innovative Interfaces when he moved to OCLC to work on next-generation offerings like WorldCat Discovery and WMS. John has his MLIS from the University of Western Ontario... Read More →
avatar for Jan Sung

Jan Sung

Science Librarian, University of Hawaii at Manoa

Monday March 5, 2018 3:00pm - 3:45pm CST
Salon 4

3:00pm CST

S023: Sharing Operational Information for Data-Driven Decision-Making with Custom Reports and Dashboards
Almost everyone working in the library can benefit from exposure to data about how the library operates. But not everyone can create custom reports to understand trends and patterns. This session discusses the design and implementation of analytics dashboards, and the types of data required for decision-making in academic libraries.

avatar for Katy Aronoff

Katy Aronoff

Director of Solutions Architecture, Ex Libris
Katy Aronoff is director of solutions architecture for Ex Libris, running the pre-sales team for North America and conducting product demonstrations and workshops at libraries across the United States, Canada, and Latin America for Ex Libris. Prior to joining Ex Libris, she worked... Read More →

Nick Schockmel

Library Specialist, University of Washington Libraries

Monday March 5, 2018 3:00pm - 3:45pm CST
Room 301
Tuesday, March 6

9:15am CST

S038: Managing the Collective Collection: Tools and Strategies for Collaborative Collection Management
The Colorado Alliance of Research Libraries has developed strategies and tools to help member libraries manage their legacy print collections responsibly. We will share specific strategies to help libraries responsibly downsize print collections, demonstrate a locally developed tool for comparing collections, and discuss a range of potential use cases.

avatar for Michael Levine-Clark

Michael Levine-Clark

Dean, University of Denver Libraries
avatar for George Machovec

George Machovec

Executive Director, Colorado Alliance of Research Libraries and Managing Editor, ccAdvisor, Colorado Alliance of Research Libraries
I am the executive director of the Colorado Alliance of Research Libraries. My expertise revolves around library consortia, shared print programs, union catalogs and e-resource licensing. I am the managing editor of The Charleston Advisor/ccAdvisor.

Tuesday March 6, 2018 9:15am - 10:00am CST
Salon 3

9:30am CST

S046-02: So Many Tools: an Overview of Electronic Resource Assessment Tools at Columbia University Libraries
This presentation will highlight locally developed assessment tools that can be adopted and expanded upon at other institutions. Tools highlighted will include a vendor report card that grades resource performance, an auto populated Google renewal Calendar, and locally developed Vendor Assessment Reports. Presenters will speak briefly on vendor analysis tools.

avatar for Amanda Bielskas

Amanda Bielskas

Head, Collection Management, SESSL, Columbia University
Amanda Bielskas is the Head of Collection Managment for Science, Engineering & Social Science Libraries at Columbia University and has been at Columbia since 2007. She earned her M.L.S. at Long Island University, has a B.A. in Environmental Geology from SUNY Plattsburgh, and has... Read More →
avatar for Colleen Major

Colleen Major

Head of Electronic Resources Management, Columbia University
Colleen Major is Head of Electronic Resources Management: Operations & Analysis for Columbia University Libraries, where her work focuses on the electronic resource life cycle.

Tuesday March 6, 2018 9:30am - 9:45am CST
Room 105

10:45am CST

S055-01: Old-school Selection; New-school environments: Examining usage patterns between librarian-selected print and e-books over time and system changes
We all know ebook usage seems to be rising, and print falling, but can specific causes be found in the data? The presenters examined 2011-2017 usage on librarian-selected print and e-book titles and track usage trends, tying them to changes in the systems and collections environments.

avatar for Vanessa French

Vanessa French

Collections Strategy Librarian, Butler University Libraries
avatar for Josh Petrusa

Josh Petrusa

Assoc. Dean for Collections & Digital Services, Butler University

Tuesday March 6, 2018 10:45am - 11:00am CST
Room 105

10:45am CST

S048: New Competencies in Reporting & Analytics
Do you build reports for your library or department? You may have the basics down, but what comes next? Come hear one library, experienced in advanced reporting and analytics, share tips, tricks, and best practices. They’ll discuss experiences with community-based reporting and benchmark analytics to better understand their own activities.

avatar for Jessie Ransom

Jessie Ransom

Teaching & Learning Product Specialist, Ex Libris
Jessie Ransom joined Ex Libris in early 2015 after spending 6 years working as a reference librarian in her home state of Colorado. In her current role as the Teaching and Learning Product Specialist she works with Leganto, the Ex Libris course materials solution, and also with North... Read More →
avatar for Margaret Briand Wolfe

Margaret Briand Wolfe

Systems Librarian, Boston College
Boston College was a development partner with Ex Libris for Alma and was the first institution to go live with Alma in July 2012. As a systems librarian at Boston College my primary responsibility is Alma. I also work in Alma Analytics and with the Alma APIs. Feel free to ask me anything... Read More →

Tuesday March 6, 2018 10:45am - 11:30am CST
Salon 3

10:45am CST

S050: Getting Started with Usage Statistics
Usage statistics are one of the areas that many ERLs engage with on a daily basis. Before you can figure out how to use usage stats to inform purchasing and other decisions, you need to know how and where to find them! This session is aimed at the beginning librarian who is wondering how, where and why to get usage statistics.

avatar for Whitney Bates-Gomez

Whitney Bates-Gomez

Electronic and Continuing Resources Librarian, Georgia State University

Tuesday March 6, 2018 10:45am - 11:30am CST
Salon 5
  2. Collection Development & Assessment

11:00am CST

S055-02: Triple Play with JSTOR Books: Lessons from a Hybrid DDA/EBA Project with Local and Consortial Elements
Offering fixed costs and other advantages over demand-driven projects, evidence-based models of acquisition have surged in popularity among academic libraries. This presentation traces a large, popular, and expensive single-campus implementation of JSTOR Books DDA on its journey to a tripartite hybrid successor involving new EBA (local) and DDA (consortium) elements. 

avatar for Harold Colson

Harold Colson

eBooks Strategist, US History Librarian, International Relations Librarian, Social Sciences Collection Strategist, UC San Diego
Harold has been a selector and subject liaison at UCSD since 1988. He holds degrees from Wake Forest University and Indiana University. Cannot resist these conversation starters: Rolling Stones, craft beer, college football, genealogy, Route 66, Moomins.

Tuesday March 6, 2018 11:00am - 11:15am CST
Room 105

11:15am CST

S055-03: Analyzing Cost Effectiveness of a Print and Ebook Collection Using GreenGlass and Publisher Data
Access to eresource collection analysis tools lead libraries to believe that they can quickly and easily analyze their collections - both print & electronic. This presentation looks at global assessment of book collections: how use is counted differently and whether print and electronic can be compared by employing ratios.

avatar for Tina E Chrzastowski

Tina E Chrzastowski

Head of Access & Delivery Services, Santa Clara University Library
avatar for Jessica Harris

Jessica Harris

Head of Electronic Resources & Serials, Santa Clara University Library

Tuesday March 6, 2018 11:15am - 11:30am CST
Room 105

1:00pm CST

S059: Comprehensive Database Assessment with a Small Staff
This session will review the steps taken to create the assessment protocol used and will include initial results.  The goal of this process is not cancellation, but a strong rationale for why we have each resource.  This comprehensive assessment was created and performed by < 5 people.

avatar for Courtney Fuson

Courtney Fuson

Asset Management Librarian, Belmont University
librarian. knitter, sewer, runner, crafter, baker, reader & occasional blogger. mostly Mama for now.

Tuesday March 6, 2018 1:00pm - 1:45pm CST
Room 202

2:00pm CST

S061: The JCAE DB: Journal Collection Analysis and Evaluation for Outreach and More!
We’ve created a tool to provide journal collection analysis reports which bring together data from any data source, including cost, usage, subjects, holdings, and both external and locally produced evaluative criteria. Learn how we use these reports for academic departmental outreach and to inform library liaison decision-making.

avatar for Nat Gustafson-Sundell

Nat Gustafson-Sundell

Collections Librarian, Minnesota State University, Mankato
My work is focused on collections and technical services, but I'm also an Art liaison with a particular interest in making stuff from appropriated images and text, and I have some background in Digital Humanities.Nat Gustafson-Sundell, MA, MLIS (any)Minnesota State University, Ma... Read More →
avatar for Evan Rusch

Evan Rusch

Reference Librarian, Minnesota State University, Mankato
Evan (he/him/his) is Reference and Instruction Librarian, and Associate Professor at Minnesota State University, Mankato

Tuesday March 6, 2018 2:00pm - 2:45pm CST
Salon 3

2:30pm CST

S068-03: Data Science Collecting in Print
Data science is an interdisciplinary field that crosses into several domains. This creates a collection development challenge for a field becoming increasingly important to academia and industry. Join us to learn how we used GOBI, websites, reading lists, and course syllabi to build a niche data science print collection.

avatar for Heidi Tebbe

Heidi Tebbe

Collections & Research Librarian for Engineering and Data Science, NC State University Libraries
Heidi Tebbe is the Collections & Research Librarian for Engineering and Data Science at North Carolina State University. She manages collections for subjects including engineering, computer science, physics, astronomy, and data science.
avatar for Mira Waller

Mira Waller

Department Head, Research Engagement, Libraries, North Carolina State University

Tuesday March 6, 2018 2:30pm - 2:45pm CST
Room 105

3:15pm CST

S077-01: (mis)Adventures in building a data dashboard : trying to use Alma and Tableau to create a cancellations dashboard
BC Libraries plans to build a dashboard to inform decision-making by tying together data from diverse sources.  As an initial step in this direction, a cancellation dashboard is under construction.  It intends to identify electronic resource candidates for cancellation in order to fund the cost of new subscriptions as needed.  


Amy Dittman

Head of Electronic Resources & Serials Acquisition & Management, Harvard University

Tuesday March 6, 2018 3:15pm - 3:30pm CST
Room 105

3:15pm CST

S071: A Very Bad Idea: Calculating ROI in Libraries
Libraries exist in a world where everyone and every thing is expected to show their respective worth. While it is tempting to follow this model for demonstrating value it is the first step towards a system where everything will have to have a demonstrated value.


Nicholas Wyant

Head, Social Sciences, Indiana University Bloomington

Tuesday March 6, 2018 3:15pm - 4:00pm CST
Salon 4

3:15pm CST

S072: Small Data Management: Master Data for Better Collection Analysis
While librarians often speak about data management for external data, little has been said about managing internal data in a systematic manner. Information about the need, along with tools and methodologies, for starting a small-scale data management program for internal collection analysis and assessment purposes will be discussed.

avatar for Jared Howland

Jared Howland

Collection Development Coordinator, Brigham Young University
Jared Howland has worked at the Brigham Young University library since 2003 and is currently the Collection Development Coordinator. Prior to that, he worked as the Collection Assessment Librarian, Head of Catalog Services, and Electronic Resources Librarian at BYU.

ERandL pptx

Tuesday March 6, 2018 3:15pm - 4:00pm CST
Salon 5
  2. Collection Development & Assessment

3:15pm CST

S075: Drilling Down – Assessing Digital Scholarship Options Available through Commercial Vendors
Ensuring the availability of rich digital content is a vital component of a library’s digital scholarship program. This session will explore the development of a rubric allowing libraries to evaluate the data mining potential within their current collections, as well as helping to inform the decision-making process for new acquisitions.

avatar for Joshua Been

Joshua Been

Director fo Data & Digital Scholarship, Baylor University
Provides academic support and outreach in the areas of text analysis, data visualizations, and geospatial research.
avatar for Jackie Bronicki

Jackie Bronicki

Assessment & Statistics, University of Houston
University of Houston

J. Michael Thompson

Director, Collection Dev. & Delivery Srvcs., Baylor University
avatar for Loretta Wallace

Loretta Wallace

Social Sciences Liaison Librarian for Business, University of Texas at Austin
Loretta Wallace is the Business Librarian for the University of Texas Libraries. She is the director of the Business Research Center and liaison to the McCombs School of Business. Most of her career as a research librarian has been within the corporate sector working in a variety... Read More →

Tuesday March 6, 2018 3:15pm - 4:00pm CST
Room 202

4:45pm CST

S081-03: EBA, DDA, ATO, Oh My! - Testing Different Acquisitions Models for the Best ROI
New acquisitions models are revolutionizing library purchasing, but are they also adding value to library collections? This presentation discusses one library’s experience with evidence-based, demand-driven, and access to own acquisitions models, including implementation, benefits and drawbacks, and how experimentation with the new models lowered costs and increased return on investment.

avatar for Kelly M. Singh

Kelly M. Singh

Head of Collection Management, Embry-Riddle Aeronautical University
Former academic public services librarian turned technical services librarian, handling acquisitions, e-resources, and licensing. My interests include data & open data trends, e-resource budgeting, and STEM resources.

Tuesday March 6, 2018 4:45pm - 5:00pm CST
Salon 5
  2. Collection Development & Assessment
Wednesday, March 7

8:30am CST

S094: Consortium Collection Development: A Multi-Format Approach
This panel will discuss how the Washington Research Library Consortium (WRLC) partnered with Oxford University Press and GOBI Library Solutions to address the WRLC’s goal of transitioning more resources from print to digital while minimizing duplication, meeting the collection development goals of individual libraries and supporting faculty and students’ needs.

avatar for Kristine Baker

Kristine Baker

VP Inside Sales & Consortia, GOBI Library Solutions from EBSCO
avatar for Gwendolyn Reece

Gwendolyn Reece

American University
Chair WRLC Steering Committee 2012-2017, Chair WRLC Shared Collections Vision Task Force
avatar for Rebecca Seger

Rebecca Seger

Vice President, Institutional Participation and Strategic Partnerships, ITHAKA

Wednesday March 7, 2018 8:30am - 9:15am CST
Room 105

9:30am CST

S098: Navigating connections between acquiring, licensing, invoicing and collection assessment: a plan to survive big package deals, mini packages, and fund splits
Collection decisions depend on the representation of accurate detailed information.  This presentation will demonstrate our methods, including why and how we created a product Master list with product IDs and product codes for tracking and at-a-glance recognition. Package deals, mini packages, and fund splits will be discussed in detail.

avatar for Karen Gallacci

Karen Gallacci

Electronic Resources Librarian, Southern Illinois University Edwardsville
I have been Electronic Resources Librarian at SIUE since August 2016. We use Exlibris SFX link resolver through our consortium. I had 4 years previous experience with SFX at another academic institution. I attended ER&L last year for the first time and think it is a great con... Read More →

Wednesday March 7, 2018 9:30am - 10:15am CST
Salon 5
  2. Collection Development & Assessment

9:30am CST

S099: User-Centered Collection Development: Assessing Open Access Funding with Service Design Heuristics
Libraries are increasingly asked to fund open access (OA) initiatives. This often means repurposing traditional materials funds, and the decision-making process can lead to more questions than answers. This session will provide participants with the tools needed to approach OA funding decisions through library service design methodology.

avatar for Erin Gallagher

Erin Gallagher

Director of Collection Services, Reed College
Erin Gallagher is the Director of Collection Services at Reed College in lovely Portland, Oregon. Before that, she worked as the E-Resources & Serials Librarian at Rollins College in beautiful Orlando, Florida. Erin started her library career on the vendor side as a collection development... Read More →

Wednesday March 7, 2018 9:30am - 10:15am CST
Salon 6

9:30am CST

S103: Strength in Numbers: Leveraging global collaboration to standardize IR usage measurement and assessment
This session will discuss the IRUS-USA pilot project, a joint effort between JISC and DLF, which enables Institutional Repositories to share and compare usage data based on the COUNTER standard. The presentation will highlight the outcome of work to date and the opportunities for international coordination and cooperation.


Jo Lambert

Service Manager, JISC
Jo Lambert manages a number of services and projects at Jisc, a UK registered charity that champions the use of digital technologies in education and research. Current work includes managing UK shared analytics services such as the Journal Usage Statistics Portal (JUSP) and Institutional... Read More →
avatar for Santi Thompson

Santi Thompson

Assistant Dean of Research Services, University Libraries, University of Houston
Santi Thompson is the Assistant Dean of Research Services and the Eva Digital Research Endowed Library Professor at the University of Houston (UH) Libraries. In this role, he develops policies and workflows for the digital components of scholarly communications, including digital... Read More →

Wednesday March 7, 2018 9:30am - 10:15am CST
Room 106

1:00pm CST

W09: Visualizing Library Data with Tableau Public
A successful data visualization can tell a powerful story with numbers. In recent years many libraries have started to use the data visualization software Tableau to help analyze the library data we collect and to communicate library impact and values to the community: How many visitors we have per year? How much money we spend for an electronic journal and what is the usage? What is the circulation per capita for this branch library?

The workshop will begin with an introduction to the various types of data that all libraries work with: bibliographic records, statistics, survey data, etc.. The participants will learn about the characteristics of library data and methods that are most suitable for visualizing the library data. The participants will learn how to use Tableau Public, a free version of the Tableau software, to create interactive data visualization including basic chart types, thematic maps and data dashboards. Good data visualization comes from “clean” data. As such this workshop will have brief introductions to tools and procedures that can be apply to clean library data for visualization. The workshop will also introduce the participants to design principles for data visualization and different types of data visualization tools (free or commercial).

This workshops will be available to in-person attendees only and requires an additional ticket. It will not be available via the Online Conference. 


Esra Coskun

Collections Analysis and Planning Specialist, University of Illinois Urbana-Champaign
avatar for Jen-chien Yu

Jen-chien Yu

Director of Library Assessment, University of Illinois Urbana-Champaign

Wednesday March 7, 2018 1:00pm - 5:00pm CST
Room 106

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