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Over one hundred presentations from the 37th annual Charleston Library Conference (held November 6–10, 2017) are included in this annual proceedings volume. Major themes of the meeting included data visualization, analysis and assessment of collections and library users, demand-driven acquisition, the future of print collections, and open access publishing. While the Charleston meeting remains a core one for acquisitions librarians in dialog with publishers and vendors, the breadth of coverage of this volume reflects the fact that this conference continues to be one of the major venues for leaders in the publishing and library communities to shape strategy and prepare for the future. Almost 2,000 delegates attended the 2017 meeting, ranging from the staff of small public library systems to the CEOs of major corporations. This fully indexed, copyedited volume provides a rich source for the latest evidence-based research and lessons from practice in a range of information science fields. The contributors are leaders in the library, publishing, and vendor communities.



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Published 15 November 2018
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EAN13 9781941269350
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What’s Past Is Prologue
Charleston Conference Proceedings 2017
Edited by Katina P. Strauch, Beth R. Bernhardt, Leah H. Hinds, and Lars Meyer
Compilation Copyright 2018 Against the Grain Press, LLC.
Individual contributions are copyright of their respective authors.
Cataloging-in-Publication Data on file at the Library of Congress.
Paperback ISBN: 978-1-94126-933-6 ePub ISBN: 978-1-94126-935-0 ePDF ISBN: 978-1-94126-934-3
An electronic version of the proceedings is available athttp://docs.lib.purdue.edu/charleston/
Preface and Acknowledgments Introduction Plenary Sessions 21st Century Academic Library: The Promise, the Plan, a Response Loretta Parham, Atlanta University Center Robert W. Woodruff Library The Future of Print in Open Stacks: A Proposal Jim O’Donnell, Arizona State University Technology and Platforms: What’s on the Horizon Georgios Papadopoulos, Atypon Bringing Your Physical Books to Digital Learners via the Open Library Project Brewster Kahle, Internet Archive All the Robots Are Coming! The Promise and the Peril of AI Ian Mulvaney, SAGE Peter Brantley, University of California, Davis Ruth Pickering, Yewno Elizabeth Caley, Chan Zuckerberg Initiative
The Long Arm of the Law Ruth Okediji, Harvard University Jeremiah Smith, Jr., Harvard University Bill Hannay, Schiff Hardin, LLP Publication Ethics, Today’s Challenges: Navigating and Combating Questionable Practices Barbara Epstein, University of Pittsburgh Jenny Lunn, American Geophysical Union Duncan MacRae, Wolters Kluwer Jayne Marks, Wolters Kluwer A Simpler Path to Public Access Compliance Howard Ratner, CHORUS David Crotty, Oxford University Press Jack Maness, University of Denver Judith Russell, University of Florida All About Predatory Publishing: Need for Librarians and Publishers to Better Inform Authors Brigitte Burris, University of Pennsylvania Julia Gelfand, University of California, Irvine Lisa Macklin, Emory University John Scherer, University of North Carolina Press Yes, the Library Can Help You With That Too Michelle Valiani, Yewno Lisa Janicke Hinchliffe, University of Illinois at Urbana-Champaign
Michael Levine-Clark, University of Denver Jim O’Donnell, Arizona State University Long Arm of the Law: Google and ReDigi Presentation by Bill Hannay, Schiff Hardin LLP Preprints, Institutional Repositories, and the Version of Record Judy Luther, Informed Strategies Ivy Anderson, California Digital Library Monica Bradford, Science John Inglis, bioRxiv
Budget/Fundraising/Allocation Formulas Developing a Weighted Collection Development Allocation Formula Jeff Bailey, Arkansas State University Linda Creibaum, Arkansas State University Star Holloway, Arkansas State University
Collection Development You May Own It … But Can They Find It? A Panel Discussion: Part 3 of Panel Presentation: Collection-Level Cooperative Cataloging Jeff Siemon, Anderson University Showcasing E-Book Platform Features Shaun R. Bennett, North Carolina State University Xiaoyan Song, North Carolina State University Danica M. Lewis, North Carolina State University The Print Book Purging Predicament: Qualitative Techniques for a Balanced Collection Allan Scherlen, Appalachian State University Alex D. McAllister, Appalachian State University Is the Past Really Prologue? The Effect of a University’s Consolidation on its JSTOR Subscription Melissa E. Johnson, Augusta University Kate Kosturski, JSTOR/Artstor/Portico One Root, Many Trees: Reviving Collections Practices Kevin Farley, Virginia Commonwealth University Libraries Emily Davis Winthrop, Virginia Commonwealth University Libraries Ibironke Lawal, Virginia Commonwealth University Patricia Sobczak, Virginia Commonwealth University Libraries Books On Demand: A New(er) Look for Print Monographs Acquisitions Paolo P. Gujilde, National Louis University Cara Huwieler, ProQuest Debra Skinner, Georgia Southern University Are E-Book Packages Overwhelming and Redefining Your Collection? Rhonda R. Glazier, University of Colorado, Colorado Springs Matthew J. Jabaily, University of Colorado, Colorad o Springs Lynn E. Gates, University of Colorado, Colorado Springs Is it Really “Not Applicable?” Zoom In to Understand E-Book Accessibility
Xiaoyan Song, North Carolina State University Danica Lewis, North Carolina State University Critical Business Collections: Examining Key Issues Using a Social Justice Lens Heather A. Howard, Purdue University Katharine V. Macy, Indiana University Purdue University Indianapolis Corey Seeman, University of Michigan Alyson S. Vaaler, Texas A&M University Beyond Cost Per Use: Exploring Multivariable E-Resource Assessment Courtney McAllister, The Citadel O Brave New Print Collection, That Has Such Data Science Books In It! Heidi Tebbe, North Carolina State University at Raleigh Mira Waller, North Carolina State University at Raleigh EBA in Practice: Facilitating Evidence-Driven E-Book Programs in Both Consortium and Individual Library Settings John Abresch, University of South Florida Laura Pascual, University of South Florida Andrea Langhurst Eickholt, Eastern Washington University Technology Lending: Just Like Any Other Collection, Sort Of Bobby Hollandsworth, Clemson University Comparing DDA E-Book Program Variances of Eight Large Academic Libraries Kay Downey, Kent State University Yin Zhang, Kent State University Assessing Large E-Book Collections: Is the Past a Roadmap for Developing Collections of the Future? Stacy J. Baggett, Shenandoah University Andrew Kulp, Shenandoah University What’s Past Is Possible: Opportunities and Perspectives for Library Alumni Resources Jo-Anne Hogan, ProQuest Corey Seeman, University of Michigan–Ann Arbor The Digital Monograph and Primary Source Databases: Agenda Toward a Unified Conversation James Kessenides, Yale University Library
Analytics Taking the Long View: A Case Study of E-Book Usage at a Comprehensive Research University Edward F. Lener, Virginia Tech Mitch Moulton, Springer Nature “Money Doesn’t Grow on Trees”: Using a Data-Driven Review Process to Add New Resources With No Budget Increases Priya Shenoy, Drake University Laura Krossner, Drake University Teri Koch, Drake University Where Are We? Providing Information for the Clinical Enterprise (17th Health Sciences Lively Lunch)
Ramune K. Kubilius, Northwestern University Jean Gudenas, Medical University of South Carolina Laura Schimming, Mount Sinai School of Medicine Jonathan Shank, Northwestern University Vida Vaughn, University of Louisville Neal Nixon, University of Louisville Statistical Analysis, Data Visualization, and Business Intelligence Tools for Electronic Resources In Academic Libraries Cheng Cheng, SUNY Oneonta Tracy J. Gilmore, Virginia Tech Colleen Lougen, SUNY New Paltz Connie Stovall, Virginia Tech Prologue to Perfectly Parsing Proxy Patterns Jeremy M. Brown, Mercer University Libraries Gretchen M. Smith, Mercer University Libraries Reviewing A&Is and Aggregators in a Large Research Library Collection Holly Inglis, University of Toronto Weijing Yuan, University of Toronto Cristina Sewerin, University of Toronto
Up & Comers Reimagining Print Materials in a Health Science Context: Creating and Marketing a Wellness Collection Margaret Ansell, University of Florida Ariel Pomputius, University of Florida Introduction to Electronic Resource Acquisition Linda Creibaum, Arkansas State University Star Holloway, Arkansas State University
Level Up: Transitioning to a New Library Sara E. Duff, University of Central Florida Laying Down the Whack-A-Mole Mallet: One Inexperienced ERM Team’s Story About Adopting the Agile Philosophy to Manage Electronic Resources Geraldine Rinna, Western Michigan University If We Had a Prologue: Lessons From a System Migration Jodi Shepherd, California State University, Chico Laura Krier, Sonoma State University
Library Services
Managing ETDs: The Good, the Bad, and the Ugly Dan Tam Do, University of Vermont Laura Gewissler, University of Vermont Disability Inclusion and Library Collections: Initiatives for Greater Access for All Elizabeth German, Texas A&M University Eric Hartnett, Texas A&M University Starting a Streaming Video Program on a Limited Budget
Cara M. Barker, Western Carolina University Whitney P. Jordan, Western Carolina University Jessica H. Zellers, Western Carolina University “Mr. Watson–Come Here–I Want to See You”: Upgrading Your Tech Support Communications J. Michael Thompson, EBSCO Information Services Carol Seiler, EBSCO Information Services What’s Past Is … Still Messing With Our Workflows Jacqueline Whyte Appleby, Ontario Council of University Libraries Landing the Job: Tips and Tricks to Prepare Students for the Job Hunt Nora B. Wood, University of South Florida Libraries Heather Howard, Purdue University Libraries Lauren Reiter, Penn State University Libraries
End Users/Use Statistics COUNTER Code of Practice Release 5: Consistency, Clarity, Simplification and Continuous Maintenance Oliver Pesch, EBSCO Information Services Lorraine Estelle, COUNTER and EBSCO Information Services
Management/Leadership Navigating by the Stars: Library Leadership Lessons Erin Gallagher, Reed College Jonathon H. Harwell, Rollins College Mellissa J. Hinton, Long Island University Annie M. Bélanger, Grand Valley State University Hosting a Library Vendor Week: A Better Way to Manage Site Visits? Edward F. Lener, Virginia Tech Carola Blackwood, De Gruyter Reimagining Research Services as Part of Major Academic Library Renovations or Other Changes: A Tale of Two Research Departments (University of Central Florida and Florida Gulf Coast University) Barbara G. Tierney, University of Central Florida Linda Colding, Florida Gulf Coast University Professional Development in Libraries: One Size Does Not Fit All Patricia D. Sobczak, Virginia Commonwealth University Kathy Bradshaw, Virginia Commonwealth University
Honoring Past Practices While Increasing Collection Budget Flexibility: Designing and Communicating a New Budget Model Ginger Williams, Texas State University Scott Pope, Texas State University Library Marketing: From Passion to Practice Jill S. Heinze, University of Virginia History Has Its Eyes on You: Lighthouses and Libraries Weathering Storms of Change Corey Seeman, University of Michigan
The Road to Effective Leadership Shin Freedman, Framingham State University Jim Freedman, Independent Consultant
Scholarly Communication Nothing is Linear About Open Access Initiatives: Promoting OA at a New Research Institution Jennifer King Matthews, Rowan University Christine Davidian, Rowan University ResearchGate vs. the Institutional Repository: Competition or Complement? Julia A. Lovett, University of Rhode Island Andrée J. Rathemacher, University of Rhode Island How Difficult Can It Be? Creating an Integrated Network Among Library Stakeholders to Promote Electronic Access Denise M. Branch, Virginia Commonwealth University Anne-Marie H. Viola, SAGE Publishing Jamie Gieseck-Ashworth, EBSCO Information Services Benjamin C. Johnson, Ex Libris The Scholarly Workflow in the Digital Age: What Do We Know? What Should We Do? Steven Weiland, Michigan State University First Aid for Student Cost: Helping Nursing Faculty Move Away From Textbook Purchase Requirements Lea A. Leininger, University of North Carolina at Greensboro Open Access: Getting on the Same Page: What if IR managers and OA Policy Administrators Could Have Everything They Desire From Publishers? Don G. Dove, Paloma & Associates
Technology and Trends Report on Data Review and Communication During Florida Academic Libraries’ Catalog Migration Christine Dunleavy, University of South Florida St. Petersburg Innovations in Discovery Systems: User Studies and the Bento Approach William H. Mischo, University of Illinois at Urbana -Champaign Michael A. Norman, University of Illinois at Urbana -Champaign Mary C. Schlembach, University of Illinois at Urban a-Champaign
Preface and Acknowledgments
“What’s Past Is Prologue” was the theme of the 2017 Charleston Conference which took place in Charleston, South Carolina, on Monday, November 6 through Friday, November 10, 2017, with over 1,800 participants. The far-ranging, diverse program, which focuses on the purchase and lease of information of all types and in all available formats, is curated by an able team of Charleston Conference directors headed by Beth Bernhardt, Lars Meyer, and Leah Hinds, who have worked long and hard to compile this volume. Thanks are due to Leah, Beth, and Lars, and to all the Charleston Conference directors who helped in assuring timely and professionally peer-reviewed submissions. Thanks are also due to the Purdue University Press team: Katherine Purple, Editorial, Design, and Production Strategic Manager; Bryan Shaffer, Sales and Marketing Strategic Manager; Nina Collins, Scholarly Publishing Specialist; Liza Hagerman, Assistant Production Editor; and many others behind the scenes. Last but not least, many thanks to all the authors and presenters of the amazing group of papers in this volume!
In 2017, the Charleston Conference included twelve preconferences covering strategic decision making, an acquisitions bootcamp, the future of the academic book, understanding the library market, legal issues in libraries, developing a collection development allocation formula, e-resource management, sharing and discovery, publisher and library cooperation, negotiating with vendors, user perspectives, and practices for past trends and future predictions. There was also a symposium focused on the Charlotte Initiative funded by the Mellon Foundation.
Plenary and Neapolitan sessions; several hundred concurrent sessions; and lively lunch discussions, PechaKucha-like shotgun “shorts,” and poster sessions spiced up the offerings. The popular Neapolitan format continues into future conferences, allowing three plenary-level speakers to present in large rooms during the same time slot. Several important topics in 2017 included: publication ethics, evaluating user metrics, preprints, IRs and the version of record, public access compliance, open access monographs, and unlocking your classic books for new generations. The conference directors also continued Charleston Premiers, moving them to Thursday morning. Trey Shelton from the University of Florida ran the Premiers which were refereed and allowed companies to make 5-minute presentations about new and emerging products.
The Charleston Conference has a plethora of additional offerings, including Juried Product Development Forums for publishers or vendors who want to get feedback from librarians about new or emerging products, Dine Around dinners on Thursday night at some of Charleston’s well-known restaurants, a Gala Reception on Thursday evening at the Charleston Aquarium, the Vicky Speck ABC-CLIO Leadership Award, and the Cynthia Graham Hurd Memorial Scholarship Award.
Since the Gaillard Center opening in 2015, the Conference has been able to schedule the use of the performance hall, ballrooms, and salons. The Gaillard can accommodate larger groups than our other venues, and provided a more formal feel to the Conference than in the past. The Conference continues to schedule sessions in the Francis Marion Hotel and the Marriot Courtyard as well as the Embassy Suites.
The 2017 lead keynote presentation (“21st Century Academic Library: The Promise, the Plan, a Response”) was given by the vivacious Loretta Parham of the Atlanta University Center at the Robert W. Woodruff Library. For the next brief plenary, Jim O’Donnell of Arizona State University updated his proposal of “The Future of Print in Open Stacks.” We were then treated to technologist Georgios Papadopolous’s discussion of “Technology and Platforms: What’s on the Horizon.”