Professional Development

Charleston Conference 2015 (Lauren)

Tuesday, November 10, 2015 4:03 pm

Contents: Alma from Ex Libris, take care in using downloads as a measure part 2, EPUB 3, NISO ODI (do we need to tweak Summon?), DPLA working on e-books, the Charlotte Initiative, Overdrive, ORCID, and the rising cost of e-book short-term loans with a DDA program part 2

My focus was networking to hear nitty gritty details from the field and to follow-up on items from last year! Charleston is a very good conference for informative chats in hallways. I learned about a number of retirements!

Alma – was the library service platform that I heard mentioned frequently again, but often in the context of post-migration this year. I asked anyone I met using Alma to tell me about their headaches. Members of the Orbis-Cascade consortium – early adopters of Alma – who spoke of undeveloped or underdeveloped aspects of the system. I would expect that in the case of early adopters. Other librarians who have come on board more recently spoke of issues of the type that can come with any system change and at least one reported that things are better now compared to the experiences of early adopters. Thank goodness for those who go before us! I also heard that Alma has had some downtime, something we know that OCLC’s WMS experienced to the point that CEO Skip Pritchard recently blast-emailed an apology. I’m beginning to wonder if that is a problem with these newer library service platforms. I sure hope that by the time we’re seriously looking at a new system, downtime is a thing of the past!

Carol Tenopir – Slides are online now from last year’s “To Boldly Go Beyond Downloads” (or download the text version from here). Last year Tenopir reported from research with focus groups and interviews that downloads were on the decline and “be careful about using it as a measure.” The interesting follow-up this year (and I had to sit on the floor in an over-full room) was that as faculty responded in the survey or interviews, they realized that sharing PDFs might be illegal, but they are focused on the goal of furthering their research, so they will do it anyway and they think of themselves as just “little fish.” Sharing the article instead of downloading at the source reduces the download count statistics, adding to why the publishers and librarians cannot totally rely upon these measures.

EPUB 3 is citable, is good for helping those with visual challenges, and could be pervasive if people would embrace it. I found a webpage that seems to cover much of what was said: The speakers in this session recommended training first year students to know how to download EPUB instead of PDF and to help faculty see the advantages. I’m mindful of the Betamax vs. VHS situation and how differently HD DVD vs. Blu-ray played out more recently, so the crystal ball seems a bit murky on this one.

I heard IEEE, Sage, and Gale report on participation in NISO Open Discovery Initiative (ODI). I was thunderstruck when I heard the speaker for IEEE say that the process helped them realize that 3000 of 6000 standards had not been submitted for indexing and that they’ve been able to rectify that. Gale’s speaker said that the internal audit helped them to think about what is next. An action item for libraries is to ask publishers if they have conformance statements. These publishers also learned that the configuration that a library implements in a discovery service can inhibit discovery and Gale is developing widgets for optimization. Guides should be posted to the NISO website in 2016.

Who knew DPLA is working on e-books? I didn’t! October Ivins, working with the Charlotte Initiative, was excited to learn about this. Our very own NC Home Grown eBooks (Bill Kane and I talked with Tim Rogers as he was shaping that project) was covered at this session by Jill Morris, formerly of NC LIVE (now at Pennsylvania Academic Library Consortium, Inc.).

Overdrive has long focused on e-books for public libraries. The model is based on check-outs, meaning one user at a time, unless you buy multiple copies. Now Overdrive is moving into the academic market and they have developed some classroom set discounts and offer simultaneous use.

I heard a librarian from Texas talking about Elsevier’s Pure to manage the institution’s research and she said they realized they needed a campuswide implementation of ORCID, which provides numerical unique identification of researchers.

While there was talk about the death of the short-term loan (STL), there was also talk about changes to the pricing model for it. I’m sure other attendees from ZSR will mention e-book short term loans since many of us were at one session dedicated to the topic. For background on the problem, I’ll refer you again to my post from last year.






Derrik’s ALA roundup

Wednesday, July 9, 2014 4:43 pm

I’ve sorted my 2014 ALA Annual Conference experience into 3 categories–Committee work, Vendor chats, and Sessions.

Committee work

The ALCTS Standards Committee was formed last fall to promote member involvement in and education about the development of information standards. Part of my assignment on that committee is to act as liaison to the ALCTS Continuing Resources Section (CRS), which means I got to go to two sets of committee meetings for the price of one! Saturday morning I traveled to Paris (i.e. Paris Las Vegas) where CRS was holding its “all committees” meeting. I met with the CRS Standards Committee, Cataloging Committee, Committee on Holdings Information, and the CRS Executive Committee to discuss the division-level committee’s charge and the best way for me to liaise with CRS. Then Sunday afternoon at the ALCTS division-level “all committees” meeting, we discussed reports from the 5 sections of ALCTS. We are still trying to pin down the best ways to carry out our charge. We are looking for ways to foster collaboration between the sections, and trying to determine the best way to interact with external standards organizations.

Vendor chats

With all the committee meetings and sessions I needed to attend, I wasn’t sure I would have enough time in the vendor exhibit hall. As I look at my results, I’m still not sure how I packed all this in. I won’t give details here, but feel free to follow up with me if you want to know more about any of these.

I had some fairly long, productive discussions with
JSTOR – ebooks & DDA
YBP – DDA profile management (deletions) & more
NYTimes – academic site license
EBSCO – Usage Consolidation questions
Kanopy – DDA
ProQuest/EBL – STL pricing, e-books in Summon, Academic Complete & DDA, etc.

Lauren, Jeff, and I attended a ProQuest-sponsored discussion about DDA, with librarians and publishers participating. Basically, everybody is struggling to adapt.

I had shorter discussions with
Wiley – new article interface coming
Data-Planet – new Java-free interface for Statistical Datasets coming
CLCD – we’re trying to get their author-title catalog lookup to work
Project MUSE – e-books, DDA (which they aren’t doing), & evidence-based acquisition (which they’re working on)
Taylor & Francis – e-book STL pricing
ProQuest – brief Intota demo
McFarland – thanked them for participating in NC LIVE’s Home Grown e-books pilot
BrowZine – now has an iPhone app
and the New York Philharmonic Archives, a free resource I had been unaware of – do you know what they played at their first concert?

And several others, of course. I met some sales reps that I had previously only corresponded with by e-mail (Alexander Street, SAGE, Taylor & Francis, and Euromonitor). I even managed to find a few book signings with no lines!


Michael Levine Clark gave an e-book usage report, very similar to the one I attended at Midwinter last January. The basic (unanswered) question is “What constitutes meaningful use of an e-book?” (Or from a more practical standpoint, what type(s) of e-book use should we be measuring?) At one point, Clark suggested that an e-book being downloaded may be an indicator of significant use, but ZSR’s early data seemed to indicate that a download was usually an indicator of the user’s unfamiliarity with the platform. Answering an audience question about user preference, Clark said that if you ask users “Do you prefer print books or e-books?” most of them will select a preference, but if your questions are more nuanced-Which do you prefer for looking up a fact? Which do you prefer for immersive reading? If you could get an e-book immediately but had to wait 5 minutes for a print book, which would you prefer?-then no clear preference emerges, at least in the research he has done. Clark’s presentation slides are available at

In the CRS Standards Forum, presenter Aron Wolf, a ProQuest software developer, spoke about the NISO Recommended Practice called IOTA (“Improving OpenURL Through Analytics”). IOTA, released in 2013, came out of a 4-year research project to produce a standard way for link resolver vendors (think of the WFU Full Text Options button) to measure & describe how well their product works. Wolf, who was part of the working group for IOTA, said they concluded that there was not an objective, cross-vendor metric, so IOTA instead recommends a methodology for testing a link resolver against itself. At that point he either lost me in the technical details or else I understood it so well I didn’t think I needed to take any notes. One future possibility he suggested was that it may become possible for reports to check accuracy within a matter of hours, enabling link resolvers to respond much more quickly when publishers change linking formats.

The last session I attended at ALA was about “articles on demand,” also called pay-per-view (PPV), which is essentially DDA for journal articles. First, Beth Bernhardt from UNCG talked about their experience dropping PPV about 9 years ago in favor of “big deal” journal subscription bundles, and now having to reconsider PPV in light of ongoing budget cuts. Susanna Bossenga from Northeastern Illinois University explained her library’s on-demand article delivery, which they currently provide using the Copyright Clearance Center’s Get It Now service. Article requests are mediated and processed by their ILL department. Finally, Mark England from the University of Utah described their implementation of ReadCube Access. When authenticated users come across un-owned articles, ReadCube Access presents them with options to rent for 48 hours, download, or get a “cloud” copy (online reading only, with no time limit). The library pays, of course, with each access option costing a different amount–$4 to rent, $10 for the cloud option, or $25 for a downloadable PDF.


That summarizes my conference, and may help explain why I still feel jet-lagged a week later. Speaking of jets, my flight home left Las Vegas 10 minutes before a National Weather Service Excessive Heat Warning went into effect. I must say that if the heat over the weekend wasn’t “excessive” (Monday’s high was 111°), I’m really glad I got out when I did.


ALA TechSource webinar on eBooks in Libraries, 2013

Thursday, February 28, 2013 2:42 pm

On February 14th and 21st I attended a two-part webinar on e-books in libraries. The webinar was sponsored by ALA TechSource, and was presented by Sue Polanka, author of the blog No Shelf Required and of two books by the same name.

Part 1 of the webinar was primarily about different types of e-books and different purchase models. Part 2 was about e-reader lending programs, and was mainly targeted toward public libraries. As you might guess, both parts covered ground that we’ve already pretty well covered at ZSR. But I was able to pick up a few tidbits of knowledge that I’ll share here.

Polanka cited a Library Journal survey that found that about 92% of academic libraries provide some sort of access to e-books. I think that was intended to show the growth and prevalence of e-books, but it made me wonder about the remaining 8% (schools to avoid, perhaps?).

She talked about the advantages and disadvantages of buying e-books (1) directly from publishers, (2) from aggregators [think EBL or ebrary], and (3) from wholesalers [e.g. YBP], as well as hosting your own e-books locally (requires enormous IT and infrastructure resources). Polanka also brought up self-publishing, in which individual authors use a proprietary software service to publish their own books, and wondered aloud: How do we discover, review, purchase, and access these e-books?

My favorite insight from part 1 was Polanka’s Rule #1 of buying e-books: “You are not just buying content, you’re buying content inside a container.” In other words, collection decisions must also take the user experience into account. The container might include DRM, specific software or interface, or a specific vendor relationship. The content you want to purchase will often determine the business model, vendor, or license.

Part 2 of the webinar was about lending e-readers, and seem to be mainly aimed at public libraries-types of devices, how to set up a lending program, etc. [*yawn* been there, done that]

One caution Polanka discussed was new to me. She cautioned against lending out e-readers that are not “fully accessible.” This means that a blind individual must be able to access the same content as the sighted, with reasonable ease of use. Polanka described a presentation she attended in which a blind audience member demonstrated with a Nook. The audience member was able to push the power button, but that was all; she didn’t even have a way to tell if the device had actually powered on. According to Polanka, Apple devices (iPad, iPhone, etc.) are fully accessible, as is the Kindle 3; the Kindle Fire, Kindle DX, Nook, and Sony e-readers (among others) are not. (I found it ironic, however, that throughout the presentation, Polanka continued to use the Kindle and Nook among her examples of lending programs.) She also gave three examples of libraries that have been sued (and lost) over this. Yipe!

2007 ACRL Baltimore
2007 ALA Annual
2007 ALA Gaming Symposium
2007 ALA Midwinter
2007 ASERL New Age of Discovery
2007 Charleston Conference
2007 ECU Gaming Presentation
2007 ELUNA
2007 Evidence Based Librarianship
2007 Innovations in Instruction
2007 Kilgour Symposium
2007 LAUNC-CH Conference
2007 LITA National Forum
2007 NASIG Conference
2007 North Carolina Library Association
2007 North Carolina Serials Conference
2007 OCLC International ILLiad Conference
2007 Open Repositories
2007 SAA Chicago
2007 SAMM
2007 SOLINET NC User Group
2007 UNC TLT
2008 Leadership Institute for Academic Librarians
2008 ACRL Immersion
2008 ALA Annual
2008 ALA Midwinter
2008 ASIS&T
2008 First-Year Experience Conference
2008 Lilly Conference
2008 LITA
2008 NASIG Conference
2008 North Carolina Serials Conference
2008 ONIX for Serials Webinar
2008 Open Access Day
2008 SPARC Digital Repositories
2008 Tri-IT Meeting
2009 ACRL Seattle
2009 ALA Annual
2009 ALA Annual Chicago
2009 ALA Midwinter
2009 Big Read
2009 code4lib
2009 Educause
2009 Handheld Librarian
2009 LAUNC-CH Conference
2009 LAUNCH-CH Research Forum
2009 Lilly Conference
2009 LITA National Forum
2009 NASIG Conference
2009 NCLA Biennial Conference
2009 NISOForum
2009 OCLC International ILLiad Conference
2009 RBMS Charlottesville
2009 SCLA
2009 UNC TLT
2010 ALA Annual
2010 ALA Midwinter
2010 ATLA
2010 Code4Lib
2010 EDUCAUSE Southeast
2010 Handheld Librarian
2010 ILLiad Conference
2010 LAUNC-CH Research Forum
2010 LITA National Forum
2010 Metrolina
2010 NASIG Conference
2010 North Carolina Serials Conference
2010 RBMS
2010 Sakai Conference
2011 ACRL Philadelphia
2011 ALA Annual
2011 ALA Midwinter
2011 CurateCamp
2011 Illiad Conference
2012 SNCA Annual Conference
ACRL 2013
ACRL 2015
ACRL New England Chapter
ALA Annual
ALA Annual 2013
ALA Editions
ALA Midwinter
ALA Midwinter 2012
ALA Midwinter 2014
ALCTS Webinars for Preservation Week
ARL Assessment Seminar 2014
Audio streaming
authority control
Berkman Webinar
bibliographic control
Book Repair Workshops
Career Development for Women Leaders Program
Carolina Consortium
CASE Conference
Celebration: Entrepreneurial Conference
Charleston Conference
CIT Showcase
Coalition for Networked Information
Conference Planning
Copyright Conference
CurateGear 2013
CurateGear 2014
Designing Libraries II Conference
DigCCurr 2007
Digital Forsyth
Digital Humanities Symposium
Disaster Recovery
Discovery tools
Educause SE
Electronic Resources and Libraries
Embedded Librarians
Entrepreneurial Conference
ERM Systems
evidence based librarianship
Future of Libraries
Gaming in Libraries
Google Scholar
Handheld Librarian Online Conference
Hurricane Preparedness/Solinet 3-part Workshop
information design
information ethics
Information Literacy
Innovation in Instruction
Innovative Library Classroom Conference
Institute for Research Design in Librarianship
Journal reading group
LAMS Customer Service Workshop
Learning spaces
Library 2.0
Library Assessment Conference
Library of Congress
Lilly Conference
LITA National Forum
Mentoring Committee
Metrolina 2008
MOUG 2010
Music Library Assoc. 07
Music Library Assoc. 09
Music Library Assoc. 2010
Music Library Association
National Library of Medicine
NCCU Conference on Digital Libraries
NCLA Biennial Conference 2013
NCLA Biennial Conference 2015
NHPRC-Electronic Records Research Fellowships Symposium
North Carolina Serial Conference 2014
North Carolina Serials Conference
Offsite Storage Project
OLE Project
online catalogs
online course
Online Learning Summit
open access
Peabody Library Leadership Institute
Preservation Activities
Preserving Forsyth LSTA Grant
Professional Development Center
rare books
SAA Class New York
SAMM 2008
SAMM 2009
Scholarly Communication
Social Stratification in the Deep South
Social Stratification in the Deep South 2009
Society of American Archivists
Society of North Carolina Archivists
Southeast Music Library Association
Southeast Music Library Association 08
Southeast Music Library Association 09
SPARC webinar
subject headings
Sun Webinar Series
TALA Conference
Technical Services
ThinkTank Conference
UIPO Symposium
user studies
video-assisted learning
visual literacy
Web 2.0
WFU China Initiative
Women's History Symposium 2007
ZSR Library Leadership Retreat
November 2015
October 2015
September 2015
August 2015
July 2015
June 2015
May 2015
April 2015
March 2015
February 2015
January 2015
December 2014
November 2014
October 2014
August 2014
July 2014
June 2014
May 2014
April 2014
March 2014
February 2014
January 2014
December 2013
November 2013
October 2013
August 2013
July 2013
June 2013
May 2013
April 2013
March 2013
February 2013
January 2013
December 2012
November 2012
October 2012
September 2012
August 2012
July 2012
June 2012
May 2012
April 2012
March 2012
February 2012
January 2012
December 2011
November 2011
October 2011
September 2011
August 2011
July 2011
June 2011
May 2011
April 2011
March 2011
February 2011
January 2011
December 2010
November 2010
October 2010
September 2010
August 2010
July 2010
June 2010
May 2010
April 2010
March 2010
February 2010
January 2010
December 2009
November 2009
October 2009
September 2009
August 2009
July 2009
June 2009
May 2009
April 2009
March 2009
February 2009
January 2009
December 2008
November 2008
October 2008
August 2008
July 2008
June 2008
May 2008
April 2008
March 2008
February 2008
January 2008
November 2007
October 2007
September 2007
August 2007
July 2007
June 2007
May 2007
April 2007
March 2007
February 2007
January 2007

Powered by, protected by Akismet. Blog with