Nathan and Marlene Addlestone Library, College of Charleston

Nathan and Marlene Addlestone Library, College of Charleston

Preconferences are workshops and seminars that range from a half day to a full day in length, and will be held on the Monday and Tuesday prior to the start of the main conference.  These sessions require an additional registration and fee, and are included on the main conference registration form. These are intended to be in-depth learning sessions that will offer a deeper, more thorough look at topics related to collection development and acquisitions.

Preconference registration will be available on the main conference registration page when it opens on June 5.

Preliminary List of 2017 Preconferences

Monday, November 6
9:00 am – 4:00 pm
Acquisitions Bootcamp

Speakers: Rebecca Vargha, Head, UNC  Information and Library Science Library; Megan Kilb, E-Resources Librarian, UNC Chapel Hill

Description: Offered as part of a joint project with UNC Chapel Hill School of Information and Library Science. This seminar will offer an intensive boot camp on acquisitions from three different perspectives: public services, technical services, and the vendor side.  The major emphasis is on the nuts and bolts of the acquisitions process from selecting materials especially e-books and acquisitions workflows to assessing collections and articulating the return on investment to the parent organization (academic/special/public libraries).  Using an interactive hands-on approach, with case studies, small group discussion, and best practices attendees will gain pragmatic knowledge they can apply in their home institutions. This class is ideally suited for librarians new to selection and acquisitions workflows.


  • Collection Management Overview
  • Budgeting
  • Assessing User Needs / Selecting Materials
  • Acquisitions Workflows
  • Negotiation Strategies & Legal Issues
  • Assessment of Collections
  • Print Materials / E-Resources
  • Marketing / Outreach

Monday, November 6
1:00 – 4:00 pm
Redesign Your Budget for the Digital Age: Applying the Power of Faceted Classification to Acquisitions

Speakers: Maria Savova, Director of Information Resources and Systems at Claremont Colleges Library; Jason Price, PhD, Director of Licensing Operations, SCELC Library Consortium

Description: Effective collection management and funding advocacy require that academic library materials budgets reflect the complexity of their underlying acquisitions.

In order to maintain and grow support for collections funding, libraries need to be able to: exercise sound fiscal control, clearly communicate how funds are being spent, and show the impact of inflation on future purchasing power.

In the digital era, traditional two-dimensional budget structures are no longer adequate. Instead, libraries need an expanded multi-dimensional structure that accounts for four critical aspects of acquisitions – material type, material format, acquisition mode, and discipline. This structure, created and implemented at the Claremont Colleges Library in 2012, provides transparency and visibility, supports long-term planning and ongoing spending control, and facilitates reporting and advocacy. In the five years since, it has evolved with the changing needs of the organization and the acquisitions environment, proving its adaptability and resilience.

This workshop will introduce new ways of thinking about budgeting for academic library acquisitions, control and monitoring of expenditures, and advocating for collection dollars. Participants will dig into the fundamentals of the faceted budget structure used at CCL, engage in practical exercises in reassigning existing expenditures from their own budget to the new facets, transform their own traditional budgets into the new structure, generate and analyze expenditure reports, and plan future allocations based on real expenditure data.

Monday, November 6
1:00 – 4:00 pm
The Future of the Academic Book: Strengthening the Research Ecosystem

Speakers: Charlotte Maiorana, Senior Books Editor, Emerald Publishing; Panel consisting of fellow publisher representatives TBA; Open Access books program representative TBA; Published book author(s) TBA; Librarian in book acquisitions or with experience cataloguing, promoting, or advising on the publication of OA books.

Description: It’s a truly fascinating time to be working in academia. Changes in the scholarly information chain are coming hard and fast, often prompted and necessitated by external drivers such as the funding bodies’ open access mandates, squeezed library budgets and reduced print sales, and the importance of demonstrating impact of research.

Publishers have responded by launching new book formats, such as short-form, and new ways of measuring book usage. New players have entered the fray with innovative business models and ways of working. Authors face challenges of their own: demonstrating and achieving true impact with research; how to truly achieve the elusive goal of interdisciplinarity; how to safeguard academic freedom; and how to satisfy the demands of regulatory requirements. Librarians are struggling to absorb it all, adapt their systems, communicate to their users, and re-imagine their place in the scholarly community.

This session will bring together diverse stakeholders in the research ecosystem for scholarly books—including a commercial publisher, university press, open access program, faculty author and academic librarian—creating a forum for lively discussion and sharing of ideas, knowledge and perspectives on collaboration, transparency, business models, skills, technology, siloes, sustainability and neglected fields in the book market.   We will follow a loosely structured format emphasizing the informal exchange of ideas between participants, including breakout groups to be run concurrently around key themes of interdisciplinarity, impact and innovation.

Tuesday, November 7
9:00 am – 12:00 pm
Electronic Resources Management

Speakers: Buzzy Basch, Basch Associates; Others TBA

Description: Libraries and librarians are being pressured to work smarter and more efficiently. How does one manage the library’s resources when we are adding new faculty, new courses, increasing numbers of students, users are shifting to e-resources, and we are told cut our materials budget? What are other institutions and publishers doing to help you?

Upgrade your experience by learning some approaches from a panel of three publishers and four librarians, and by sharing your experiences at this interactive session. We will focus on set up, access, technology, delivery, and organizational constraints. What works and what doesn’t work?

Tuesday, November 7
9:00 am – 12:00 pm
Developing a Weighted Collection Development Allocation Formula

Speakers: Jeff Bailey, Library Director, Arkansas State University; Linda Creibaum, Acquisitions and Serials Librarian, Arkansas State University; Star Holloway, Serials Access Librarian, Arkansas State University

Description: This practical workshop is geared primarily toward librarians who are looking for ways to optimize their limited collection development budgets and/or are revisiting their allocation procedures with an eye toward distributing funds to their various academic disciplines or departments in a more equitable and justifiable way.

Bailey, Creibaum, and Holloway will address the process of creating a weighted allocation formula similar to the one used for over 15 years at Arkansas State University. The presenters will introduce attendees to the skills and resources needed to manage their own Excel spreadsheet-based allocation formula.

The use of weights applied to each factor is a central feature of this formula. Potential factors may include the number of degrees awarded in each program, departmental semester credit hour production, the number of faculty in each department, and the average cost of resources in each discipline, among others.

Participants who bring their tablets or laptops will be able to download and work with a fully functioning simplified version of the Excel formula during the session.

The presenters will discuss various reasons an allocation formula might need to be changed and demonstrate how their basic formula can be modified to utilize the criteria relevant to other institutions. Real-time examples will be used to show how seemingly small changes in the formula can produce major changes in results.

Tuesday, November 7
9:00 am – 12:00 pm
Practical Measures: Combatting “Fake News” through Scholarly Integrity, Digital Literacy, and Workflow Tools

Speakers: Heather Staines, Director of Partnerships; Jay Flynn, Wiley; Steve Fallon, Walter de Gruyter, Director of Communications; Anne Doherty, Project Editor, Resources for College Libraries, ACRL | CHOICE; Elizabeth Winter, Georgia Tech, Collection Acquisitions & Management; Anamika Megwalu, Science and Engineering Librarian, San Jose State University.

Description: Offered in collaboration with the Society for Scholarly Publishing (SSP). Between stories of Russian hackers, twitter bots, reproducibility failure, and fake editorial boards, those who make their way in the scholarly communications and research ecosystems may at times feel that their efforts cannot make a difference in the larger scheme of things. However, there are many initiatives underway to counter the feeling that all hope is lost.

Join publishers, librarians, scholars, and peer reviewers to explore how reputation, education, and inspiration can combine to create more informed students, researchers, and readers. Universities across the nation are, with the help of their library professionals, setting up programs and trainings to promote web and digital literacy as integral parts of education. Publishers are promoting more transparency in peer review, data submission, and reproducibility requirements, with outreach efforts to create informed authors. Societies and research institutions are putting a renewed emphasis upon fact-checking, credible sources, and publication ethics. There are new tools available to help implement these new initiatives.

Tuesday, November 7
9:00 am – 12:00 pm
Sharing and Discovery ‘Without good Metadata, what is the cost to society? What discoveries are we missing?’

Speakers: Clare Dean, Community Outreach Manager, Metadata 2020; Patricia Cruse, Crossref; Eva Mendez, Associate Professor. LIS Department, Deputy Vice President for Strategy and Digital Education, Universidad Carlos III de Madrid; Others TBD

Description: Everyone in the scholarly communications community has a vested interest in enhancing and improving shared metadata in order to make scholarly content even more discoverable.

Enriched metadata is fundamental to the improvement of publication and dataset linkage, and ultimately, to effective discovery. A group of organizations from all over the world have come together to rally the community around this critical issue in scholarly communications: sharing richer metadata.  Metadata 2020 is a community effort to jointly advance the quality of Metadata in scholarly works for the benefit of researchers, funders, publishers, service providers, and librarians.

This panel discussion and workshop provides insight into the current challenges with improving metadata and opportunities that improvements present. Speakers outline some of these opportunities, demonstrate the uses of rich metadata, discuss some of the current limitations, and suggest ways that different communities within scholarly communications can commit to improving metadata. Representatives from research faculty, libraries, publishers, service providers, funders, and new initiatives present their perspectives, and engage attendees in a larger discussion about how we might better work together and improve communication to improve metadata in a way that will be most useful to the community.

Working together we can build on existing efforts to make research more discoverable.

Tuesday, November 7
1:00 – 4:00 pm
Negotiating with Vendors

Speakers: Buzzy Basch, Basch Associates; Bruce Strauch, The Citadel; Ward Shaw, Independent Investor; Others TBA.

Description: The introduction of digital content created a new link in the information chain: the license. Almost every librarian responsible for arranging electronic access to information has had to review or negotiate not just prices but contractual terms, adding hours — sometimes frustrating hours at that — to the process of buying materials. But few have legal training, and most non-sales people haven’t spent a lot of time thinking about what underpins successful negotiations.

Negotiating with Vendors brings together librarians and vendors to help you prepare for these discussions. You’ll come away with a better understanding of what is involved in negotiating, why licenses matter, and how to use them to safeguard your rights and ensure that both party’s obligations are made clear. Some of the dizzying legalese will come into focus, and armed with fresh insights you’ll be able to approach license discussions with less anxiety and doubt.

Tuesday, November 7
1:00 – 4:00 pm
Fund your Dream: Business Strategy to Support your Innovative Initiative

Speakers: Nancy Maron, Founder, BlueSky to BluePrint; Kimberly Schmelzinger, Consultant

Description: You may have a newly-funded DH project,  an existing project you’d like to see grow, or an idea for something new. While getting grant funding is difficult enough, coming up with a strategy for driving strong usage and securing ongoing support can be even more challenging. Sometimes, taking a hard look at the basics is the right place to start.

A deeper understanding of who your audience(s) are, how to reach them, and which to prioritize is at the heart of any strong sustainability plan. This session will offer a brief introduction to some key activities you can use to more deeply understand what motivates your users, understand the place of your project in the broader landscape, and start to sharpen its value proposition.  Participants will be encouraged to explore different types of “audience”, including those who engage with the work directly and to key stakeholder groups.

The session will involve brief presentations, copious examples of successful projects and lessons learned, and will allow ample time for participants to immediately start to apply these ideas to their own work.

Tuesday, November 7
1:00 – 4:00 pm
Publishers are Not the Enemy. A practical workshop showing how publishers and libraries are cooperating with e-books for the benefit of both.

Speakers: John Lavender, Consultant, Lavender Consulting; Jackie Ricords, IGI Global,  Director of E-Resources; Others TBD

Description: With ever tightening budgets libraries are looking at how they can maintain their print collections by getting the best value, buying books that their users want, stimulating usage and looking for new ways the library can help in providing teaching materials. This workshop discusses three areas where cooperation between publishers and libraries can work to the benefit of both and has presentations from both parties.

  1. Evidence Based Acquisition (EBA) has become a popular new tool for libraries but how does it work in practice and what are the pitfalls. Librarians and publishers will detail programs they have worked on (including EBA for print books), what the issues were and how they were overcome.
  2. Textbooks have historically not been an area that libraries have embraced but with price pressure and technical developments how can a library be used as a source of course textbooks without destroying the publishers business model.
  3. Many libraries acquire large collections of e-books. Both libraries and publishers have an interest in getting the widest use of these collections, but what practical steps can we take to make sure the collections and updates can easily be included in a library’s system? How we can help the e-books get to the users who need them?

Everyone who attend this workshop, either librarian or publisher, should leave the session with practical ideas about how they can use what they have heard. Participants will leave with relevant handouts and will have the opportunity to be profiled in the Library Technology Innovation series.

Tuesday, November 7
1:00 – 4:00 pm
Prospecting User Perspectives and Practices for Past Trends and Future Predictions

Speakers: Lettie Y. Conrad, Publishing & Product Development Consultant; Lisa Janicke Hinchliffe, Professor, University of Illinois at Urbana-Champaign.

Description: Libraries and publishers alike are struggling to get an accurate read on what our information users are doing on our sites and how to make the most of our user research data and outcomes. It is common to do user surveys, snapshot analysis, etc. to develop insight into user perspectives and practices. These episodic assessments have great value in continuous improvement and evaluation of user experience and satisfaction. However, prospecting these episodic studies across time and place generates opportunity for even greater impact, particularly when contextualized by national or international trend analysis.

This preconference will present strategies and tools for identifying existing data, approaches for longitudinal and trend analysis, and planning for ongoing analysis in a continuous improvement framework. The session will draw on the work of the two facilitators as case studies of how such trend analysis can be approached within libraries and publishing houses. At the University of Illinois at Urbana-Champaign, a conceptual analysis of more than a decade of user surveys surfaced longitudinal trends across different survey instruments. And, “Headlines from the Discovery Files” (Learned Publishing, 2017), demonstrates a publisher application of qualitative coding to reveal larger contextual trends about information users.

Through these case studies and some coping practice exercises during the preconference, participants will be prepared to:

  • Identify local, national, and international episodic studies that are relevant to a particular topic of interest related to information users.
  • Design an analysis approach that integrates data across time and place.
  • Leverage findings to drive evidence-based decision making.
  • Elevate your organization’s data-driven strategies without significant expenditure.