v32#3 And They Were There-Reports of Meetings — 39th Annual Charleston Conference

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Column Editors:  Ramune K. Kubilius  (Galter Health Sciences Library & Learning Center, Northwestern University Feinberg School of Medicine) 

and Sever Bordeianu  (Head, Print Resources Section, University Libraries, MSC05 3020, 1 University of New Mexico, Albuquerque, NM  87131-0001;  Phone: 505-277-2645;  Fax: 505-277-9813) 

Issues in Book and Serial Acquisition, “The Time has Come … to Talk of Many Things!” Charleston Gaillard Center, Francis Marion Hotel, Embassy Suites Historic Downtown, and Courtyard Marriott Historic District — Charleston, SC, November 4-8, 2019

Charleston Conference Reports compiled by:  Ramune K. Kubilius  (Galter Health Sciences Library & Learning Center, Northwestern University Feinberg School of Medicine) 

Column Editor’s Note:  Thanks to all of the Charleston Conference attendees who agreed to write short reports highlighting sessions they attended at the 2019 Charleston Conference.  Attempts were made to provide a broad coverage of sessions, but there are always more sessions than there are reporters.  Some presenters posted their slides and handouts in the online conference schedule.  Please visit the conference site, http://www.charlestonlibraryconference.com/, and link to selected videos, interviews, as well as to blog reports written by Charleston Conference blogger, Donald Hawkins.  The 2019 Charleston Conference Proceedings will be published in 2020, in partnership with Purdue University Presshttp://www.thepress.purdue.edu/series/charleston.

Even if not noted with the reports, Videos of most sessions as well as other video offerings like the “Views from the Penthouse Suite” interviews are being posted to the Charleston Conference YouTube Channel as they are completed, and are sorted into playlists by date for ease of navigation.

In this issue of ATG you will find the third installment of 2019 conference reports.  The first two installments can be found in ATG v.32#1, February 2020, and v.32#2, April 2020We will continue to publish all of the reports received in upcoming print issues throughout the year. — RKK

LIVELY DISCUSSIONS
WEDNESDAY, NOVEMBER 6, 2019

I Don’t Want to Go Among Mad People: Adventures in Establishing Good Communication Between Subject Librarians and Technical Service Departments in a Large Academic Library — Presented by Jennifer Mezick (University of Tennessee), Elyssa Gould (University of Tennessee) — https://sched.co/UZRN

Reported by Chris Vidas  (Clemson University) 

The fun and provocative session title suggested that an engaging and informative session would follow, and the presenters did not disappoint.  Gould and Mezick tackled several serious issues surrounding communication between library departments, but they incorporated a refreshing amount of humor into the discussion.  They used polling software to collect and display responses from the audience members in real-time.  It was reassuring to learn that many libraries are encountering similar problems, and it was beneficial to hear the perspectives of the presenters as well as those in attendance.  This approach made it clear that librarians within distinct units often make assumptions or have false impressions about the work and the roles of colleagues within other units.  The discussions that occurred during the question and answer portion provided some valuable insight, but throughout their presentation, Gould and Mezick highlighted a few key concepts to help overcome feelings of separation between siloed departments.  Training goes a long way toward learning more about the work that colleagues perform to help eradicate negative or flawed attitudes.  Any opportunity to meet with colleagues will further strengthen relationships between units and enhance collaborative endeavors.  Lastly, it is important to recognize that most library units are equally busy, and delays in workflows can often be traced to issues occurring outside the library.  Communication issues are not limited to large academic libraries, so the guidance offered by the presenters should prove to be beneficial for any libraries that are attempting to address these difficulties.

(The session’s slides and a handout can be found in Sched.)

Library Collections: Creatively Adjusting Budgets to Invest in Open Content and Research Infrastructure — Presented by Julia Gelfand (University of California, Irvine), Roger C. Schonfeld (Ithaka S+R), Tom Hickerson (University of Calgary), Barbara Dewey (Penn State University) — https://sched.co/UXst

Reported by Susannah Benedetti  (University of North Carolina Wilmington) 

Academic researchers’ needs are changing rapidly, moving beyond library collections and services to expertise with new tools to mine, access, and create new forms of data through curation, analytics and visualization, digitization, metadata, rights management and dissemination, and collaborative spaces.  How can libraries meet these needs?  Collection budgets are being tapped as the definition of “a library resources” evolves, but funds are also needed for skills training, positions, equipment, and spaces.  Sources include personnel budgets, campus budgets, grants, development funds, and advancement campaigns.  However, if libraries remain in big deals and pay the same publishers through different channels, are they exacting real change towards opening up research content?  Is a more intentional strategy to leave the big deals and redeploy funds straight to new tools and support for university presses and campus publishers to provide OER and OA services?  Libraries also face reorganization to shift value from access to knowledge creation.  Librarians have concerns, not able to see their professional role “on the other side.”  New roles will not replace traditional tenets, but they will grow and afford libraries the opportunity to support unmet faculty research needs and expand libraries’ value in an age of increasingly open content and infrastructures.

Print Collections as Battleground? Replacing Conflict with Conversations in the Use of Library Spaces — Presented by Sarah Tudesco (Yale University Library), Brad Warren (University of Cincinnati), Boaz Nadav-Manes (Lehigh University), Michael Meth (Florida State University) — https://sched.co/UZR8

Note in Sched:  Georgie Donovan, Associate Dean, Collections and Content Services, William and Mary, also contributed to this session but was unable to attend and present in person.

Reported by Jeanne Cross  (University of North Carolina Wilmington) 

Each of the presenters described projects involving weeding or moving print collections as a result of proven space needs in their libraries.  The session focused on pushback and communication problems encountered during the projects and steps that were taken to resolve conflict.  Fifteen minutes were saved at the end of the presentations for a lively question and answer section.

Themes of feeling under attack were discussed.  Despite due diligence, some imagine disasters occurring, taking projects that were not supposed to be a big deal into unexpected areas.  A seemingly small project can morph in the minds of others into a symbol reflecting larger campus problems.  Misunderstandings and the spread of misinformation can be frustrating, but time, patience, and dialog are keys to smoothing the way for successful change.  

Specific recommendations came out of these experiences.  Engage your communities as early as possible.  Keep messaging simple.  Consider external politics as well as internal politics.  Finally, find allies and create many opportunities for conversation and communication.

Questions after the presentation included discussion of communication and events around library collections and questions about long-term strategies for print collections.  The Future of Print project at Arizona State University https://lib.asu.edu/futureprint was referenced.

The Scholarly Kitchen Live-Chat With the Chefs Presented by Lynnee Argabright (University of North Carolina at Chapel Hill), Todd Carpenter (National Information Standards Organization (NISO)), Melanie Dolechek (moderator, Society for Scholarly Publishing (SSP)), Joe Esposito (Clarke & Esposito), Gwen Evans (OhioLINK), Jasmin Lange (Brill), Judy Luther (Informed Strategies LLC) — https://sched.co/UZRc

Reported by Ramune K. Kubilius  (Northwestern University, Galter Health Sciences Library & Learning Center) 

The session, moderated by Dolechak, featured a scripted questions and interactive discussion with a number of the “Chefs” who write regularly for The Scholarly Kitchen blog of the Society for Scholarly Publishing (SSP).  In one round, Carpenter talked about the interactive digital ecosystem, transformed by the research data landscape.  Increasing numbers of repositories (research data sets, etc.).  Publishers don’t serve their community if they limit to journal articles.  Per Lange, disciplinary distances sometimes mean that bells and whistles desired in one discipline are not needed in another (for example, humanities projects may not fit into a box or platform).  New research questions generate new tools: fund and invest in collaboration and open science.  Argabright, a library school student and guest blogger, already attended the SSP conference as a guest and was now in Charleston.  She shared that library schools emphasize system analysis and user experience.  Products should be useful and productive to stakeholders; vendors should collaborate, not overlap.  Per Esposito, tools that tie into content are mostly commercial, though some independent consortia develop some.  Per Evans, format, not discipline is the driver.  In her consortium (OhioLink), supercomputers are in play and they require security experts.  Luther talked about next content forms, and later-about scenarios seen in Retraction Watch, e.g., a society that took three years to retract a publication.  Discussion time was lively: about scholarly communication (with no global systems) and scholarly communities (with loosely connected networks).  Comments with future debate potential: Skepticism about new roles for librarians (Evans comment); Open Access: Is it the “Jonestown” of libraries?  (Esposito comment);  does OA go against library self-interest?  Never dull, the session with the chefs is a welcome (now annual?) addition to the Charleston Conference menu.

A Springboard to OER Success: How One State’s Higher Education Agencies and Academic Libraries are Working in Tandem to Create Greater Awareness of the Value of OER — Presented by Jennifer L. Pate (University of North Alabama), Ron Leonard (Alabama Commission on Higher Education), Katherine Quinnell (Athens State University) — https://sched.co/UZQz

Reported by John Banionis  (Villanova University) 

In this interactive session, Pate and Quinnell explained how they worked with Leonard to secure grant funding supporting OER initiatives at their respective campuses during the 2018-2019 academic year.  At University of North Alabama, the grant funding was used to encourage faculty to adopt or create OERs for their Spring courses, and student satisfaction measurably increased with the OER used in the Spring compared to the traditional textbook used in the previous Fall.  Additionally, funding was used to sponsor OER presentations and workshops for faculty, including an ACRL Roadshow presentation from Will Cross of North Carolina State University (NCSU).  At Athens State University, the grant funding was spent on staff time supporting the creation of OERs based on freely available online medieval manuscripts as source material.  At both institutions, survey statistics, data on OER efforts, and projected student savings were used to justify additional funding requests from internal and external sources.  Attendees offered a lively exchange of questions and their own OER successes, including partnering with university presses, creating OER repositories, and using OER for tenure and promotion considerations.

The Time Has Come for eBooks, or Has It? — Presented by Gabrielle Wiersma (University of Colorado Boulder), Leigh Beauchamp (ProQuest) — https://sched.co/UZQt

Note:  Two student eBook users joined the panelists Sai Gunturu, an undergraduate at the University of Michigan Flint, and Emmie Mai, a graduate student at The Citadel.

Reported by Jennifer Fairall  (Siena College, Standish Library) 

The panelists discussed the past, present, and future of eBooks.  Although eBooks try to replicate their print equivalents, eBooks can vary quite a bit from the print version in pagination, fonts, conversion of footnotes to endnotes, platform, availability, licensing, compatibility, DRM, and other nuances that affect the content.  The student panelists shared perspectives on their own eBook versus print usage.  Generally, students prefer print for textbooks and leisure reading because they tend to focus and concentrate better.  They will use eBooks on their laptops or library desktop computers for research papers but tend not to download eBooks on mobile devices.  Students prefer not to sign up for individual platform accounts to take notes or use other eBook features like highlighting, not because of privacy concerns but because they are not sure how to get back to those notes, do not want another password to remember, and do not want more emails.  ProQuest collaborates with libraries and end-users to add or remove features to improve the platform.  Has the time come for eBooks?  It depends on what the book is being used for.  Print books and eBooks go hand in hand.

The Value of Video: Accessibility, Streaming, and the 21st Century Library — Presented by Kerri Goergen-Doll (Oregon State University), Chris Dappen (Kanopy), Ryan Wilkins (Kanopy) — https://sched.co/Uy8C

Note:  Shannon Spurlock, (Sales Director, Kanopy) spoke in place of Chris Dappen (Director of Customer Success, Kanopy).

Reported by Kelly Singh  (Embry-Riddle Aeronautical University) 

Goergen-Doll, Spurlock, and Wilkins presented on the benefits and challenges of providing streaming video through the library.  While streaming video was merely a blip on the radar of libraries ten years ago, today many librarians find that demand of streaming content outpaces budgets.  Spurlock outlined research on streaming video, noting a 256% increase in demand for Kanopy content from 2016 to 2019.  Research additionally shows that video supports learning outcomes and learning memory.  Goergen-Doll reported that the successful streaming video collection at Oregon State University (OSU) mirrors these findings.  OSU relies on streaming video to support users on their large e-campus and finds that streaming video provides needed accessibility options and supports multiple learning modalities for all students.  Wilkins next shared an analysis of how users at OSU interact with streaming offerings, with statistics showing that users are watching videos that correspond to curricular offerings at OSU and enhance their educational canon.  Panelists concluded by discussing budgeting for streaming video.  Spurlock suggested partnering with others on campus, such as disability services, individual colleges, or faculty to provide streaming content.  Kanopy reported that they are exploring a price-capped program to keep streaming costs for libraries stable.

CONCURRENTS
WEDNESDAY, NOVEMBER 6, 2019

Begin at the Beginning: Revamping Collection Development Workflow — Presented by Jennifer Mezick (University of Tennessee), Elyssa Gould (University of Tennessee) — https://sched.co/UZSF

Reported by Alexis Linoski  (Georgia Institute of Technology) 

This session presented how the University of Tennessee restructured their collection development workflows to better meet the needs of the library.  Based on feedback from within the library and observed needs, a Collections Committee was established with the charge of reviewing new resources, large one-time or recurring resources and questionable resources.  The Committee has two co-chairs and representatives from the various subject areas.  Resources over $3,000 are reviewed by the committee, which also maintains a list of priorities, but available funds can affect what gets purchased, sometimes overriding the priority.

A standard process was established for requesting new resources (managed via a form), regular communications to the library were established (with a standard format) and a vendor information form was developed to be sent to vendors to request all needed information for trials and purchases.  

These forms and the communication template were uploaded to Sched and are well worth a look. 

“The Evolution of Ebook Collections: Learning Something New Every Day” – Presented by Jack Montgomery (Western Kentucky University Libraries), Glenda Alvin (Tennessee State University) — https://sched.co/UZRu

Reported by Ramune K. Kubilius  (Northwestern University, Galter Health Sciences Library & Learning Center) 

Veteran librarians Alvin and Montgomery highlighted eBook collection building and management strategies during university landscape changes (i.e., drops in budget, staffing, and/or enrollment), emphasizing the need to adapt, change, and evolve.  Alvin shared scenarios of “errands in the wilderness” and “down the river and through the valley,” as it became necessary to finesse internal business practice fund assignments for eBook expenditures, in order to satisfy single title purchase needs for curricular programs.  One lesson learned?  Optimally, have eBook licenses in place with vendors and platforms, even before it might become necessary to use them.

Montgomery began his presentation about the realities of operating in a tight fiscal environment with a corporate sector quote: “Companies that change may survive, but companies that transform thrive.”  eBook adoption, begun in 2002, was spurred as a way of finding better book expenditure value, and ventures evolved across platforms, collections, and DDA.  Not all library team members embraced the transition to eBooks, nor did some younger generation library users who still prefer print.  eBook collection building now is done using a team approach, with a default of “eBook preferred,” with plans for more expansion into DDA, as well as weeding of older eBook editions.  Other “search for tomorrow” plans: seek new models for usage analysis, and overall, continue to work towards a more responsive, fluid organization structure that is adaptable to future institutional changes. 

Piloting the Surge: Streaming Video and Academic Libraries — Presented by Anita Foster (The Ohio State University), Azungwe Kwembe (Chicago State University), Joanna Kolendo (Chicago State University), Charlene Snelling (Chicago State University) — https://sched.co/UZSd

Reported by Jeanne Cross  (University of North Carolina Wilmington) 

This session was broken into two parts.  The librarians from Chicago State University presented first, followed by the librarian from The Ohio State University Libraries

Kwembe, Kolendo, and Snelling described Kanopy’s DDA model, the process of acquisitioning a resource for the library at Chicago State University, and the promotion and marketing that was done for Kanopy by the library.  The library had a small fund for their initial trial of this resource, but they were pleased overall with the results.

Foster’s presentation, additionally titled From Trickle to Torrent, detailed three, 3-year pilots of streaming video packages.  Docuseek2, Kanopy DDA, and Swank were chosen for review.  Use of all packages started out slow the first year, increased in the second, and had taken off by the third year.  The task force evaluated the resources based on use, subject coverage, and satisfactory user experience.  In the end, they decided to continue to provide access to packages from all three vendors.

Discussion after the presentations focused on unsustainable costs of streaming videos and how to place limits and/or gain some control over budgets for what is clearly a high demand area.

State of the Academic Library: Results from the 2019 Academic Libraries Survey — Presented by Oren Beit-Arie (ExLibris), Dr. Dennis M. Swanson (University of North Carolina at Pembroke) — https://sched.co/UZSj

Notes:
 Shlomi Kringel (Corporate VP of Learning and Research Solutions, ExLibris) joined the panel as a speaker and Bob Banerjee (Director of Marketing, Ex Libris) served as moderator.  Oren Beit-Arie (Chief Strategy Officer with ProQuest) was originally scheduled but did not present in this session.

Reported by Roger Cross  (University of North Carolina at Pembroke) 

Banerjee introduced this session which reviewed the “Ex Libris Library Journal report,” a survey of 244 Academic Libraries, on the impact of academic libraries in educational institutions.  If based on annual budgets and campus awareness of the library’s role, the overview is negative because budgets have continued to decline, and the library’s role on campus and for research seems to have declined with it.

Swanson believes this trend will worsen as declining demographics will mean continued declining library budgets.  Enrollment will fall for the next few years and universities funded by tuition should prepare for worsening conditions.  In addition, Swanson noted, there has been a national trend in which administration and non-academic costs in Higher Education has increased while library funds have decreased. 

Kringel pointed out that when our users, faculty and students alike, do not understand where the resources they use originate, then they tend to devalue the library.  Thus, libraries need to publicize the value of the scholarly tools the library provides. The library has faded from view in the plethora of online resources. 

The report also that shows most librarians believe they can “justify budget increases by demonstrating increased value,” and much of the remaining part of the session was devoted to discussions of how to demonstrate value to universities;  this including course packs, affordable learning initiatives, Open Access, and even mission statements.

The survey results themselves are available for viewing at the following url:  https://page.exlibrisgroup.com/library-journal-report-download.

The Sun Shining in the Middle of the Night: How Moving Beyond IP Authentication Does Not Spoil the Fun, Ease, or Privacy of Accessing Library Resources — Presented by Andrew Nagy (EBSCO), Michelle Colquitt (Gwinnett Technical College Library) — https://sched.co/UZSC

Reported by John Banionis  (Villanova University) 

This session opened with Nagy providing an overview of OpenAthens, which instead of anonymous IP-based authentication leverages an identity-based SAML solution, allowing for usage data collection categorized by defined user groups.  Single Sign-On (SSO) adoption was the primary goal of the NISO working group RA21, now followed by the successor NISO working group called Seamless Access.  Colquitt discussed her experience in leading the transition to OpenAthens at Gwinnett Technical College as an initiative of the GALILEO consortium.  Preparations ran from August to December 2018, including a GALILEO Local Resources Integration, Alma integrations, and continuous communications to the user community, ultimately resulting in a smooth transition at the end of December.  OpenAthens has provided additional reporting functionality, though per GALILEO standards, only minimal user attributes were shared with vendors by default unless the additional data was to be used for local reporting customizations.  Colquitt’s successful experience with launching OpenAthens at Gwinnett Technical College also led her to a new position as Resource Management Librarian at Georgia Gwinnett College.

(The session’s slides can be found in Sched.)  

That’s all the reports we have room for in this issue.  Watch for more reports from the 2019 Charleston Conference in upcoming issues of Against the Grain.  Presentation material (PowerPoint slides, handouts) and taped session links from many of the 2019 sessions are available online.  Visit the Conference Website at www.charlestonlibraryconference.com. — KS

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