Preconferences are workshops and seminars that are held on the day prior to the start of the main conference.  These sessions require an additional registration and fee. You can register for preconferences at the same time you register for the Conference. If you’ve already registered and you wish to add a preconference, please email Sharna Williams at  Please note that the refund deadline for preconferences is the same as it is for conference registration, October 1, and that there is a $35 processing fee for all refunds.

For the 2015 Conference, preconference sessions will be held on Wednesday, November 4. Morning sessions will run from 9:00 am – 12:00 pm, and afternoon sessions from 1:00 pm – 4:00 pm.  All day sessions will use both of those timeslots with an hour break for lunch.




ALL DAY SESSION (9:00 am – 4:00 pm)

Citation Analysis: How and Why

Registration Cost: $150

Speaker: Karen Kohn, Collection Development Manager, Arcadia University

Analyzing citations from publications or coursework can help librarians measure how well they are meeting patrons’ needs, educate subject liaisons about the behaviors of their user groups, and reveal information needs that the library is not meeting. This hands-on workshop will combine technical instruction in using MS Access for data collection with a collaborative discussion of how citation data can meet participants’ goals. In addition to creating a blank Access database customized to their own goals, participants will review sample data from the presenter’s institution and discuss what it means for the library.

In the morning, we will create a collective list of possible goals, which will guide the design of the Access database. In the afternoon, we will do calculations using the presenter’s data. This step involves querying the database and exporting the results to Excel. We will also discuss possible interpretations of the findings. No experience with database design is needed, as the workshop leader will walk attendees through the steps of designing a relational database. Some knowledge of Excel is expected, though not necessarily experience with formulas. Handouts will be provided so participants can continue to build their citation databases after returning home.

NOTE: Participants will be required to bring their own laptops.

MORNING SESSIONS (9:00 am – 12:00 pm)

1. Assessment and Academic Library Value

Registration Cost: $110

Speakers: Organized and moderated by Cris Ferguson (Director of Technical Services, Murray State University); Adam Murray (Dean of Libraries & Educational Technologies, James Madison University); Ashley Ireland (Director of User and Instruction Services, Murray State); Carrie Donovan (Assistant Dean for Research & Instruction Services, Ferris State University); John Watts (Undergraduate Learning Librarian, University of Nevada Las Vegas)

This panel workshop features academic librarians with expertise in assessment and demonstrating value/impact on items of institutional importance. Consisting of representation from a mid-sized regional comprehensive university, doctoral institutions, and a large-scale regional comprehensive, discussion items for this preconference will include ALA’s Assessment in Action program, methods of assessing student learning, and demonstrating library value to university administration. Participants in this hands on workshop session will learn techniques for creating assessment programs at their own institutions, as well as practical advice on setting up and monitoring such a program.

2. Defining a Discovery Role for Your Library: An Ithaka S+R Workshop on Evidence-Based Decision-Making

Registration Cost: $250 (Discounted rate of $125 available for Ithaka S+R Survey Participants)

Speaker: Roger Schonfeld, Ithaka S+R

Discovery is a core library activity that has changed dramatically in recent years. Search has moved well beyond the library catalog and A&I services to include not only consumer offerings and index-based discovery services. And traditional techniques for maintaining current awareness of the research literature are giving way to a variety of personalized anticipatory services.  It is a good moment for libraries to take stock of accomplishments and to ensure that wise investments are being made in support of a realistic vision for the library’s changing role, as Roger Schonfeld argued in a recent Ithaka S+R issue brief.

In this workshop, Roger will help academic and research librarians grapple with how to make strong decisions about the library’s role in support of discovery at their institutions.

Topics will include:

* Using evidence to grapple with how the library’s discovery role is changing

* Developing organizational structures and decision-making frameworks for making effective decisions about the library’s vision for its discovery role

* How to balance collaborations and vendor contributions against the need to have a solution that works best for your institution

Participants will benefit from this workshop by improving their ability to incorporate evidence into decision-making processes about the library’s role in discovery.

Prior to the event, we will ask all registrants to complete a worksheet enabling us to maximize the value of our time working together in person.

3. Developing a Weighted Collection Development Allocation Formula

Registration Cost: $110

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

This practical workshop is geared 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 more equitably to each subject area.

Bailey and Creibaum will address the process of creating a weighted allocation formula similar to the one used at Arkansas State University and will introduce attendees to the skills and resources used in managing their own Excel spreadsheet-based allocation formula.

The use of weights applied to each factor is a central feature of this formula. Factors can 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 “lite” version of the Excel formula during the session.

The presenters will demonstrate how the basic formula can be modified to utilize the criteria relevant to each institution. Real-time examples will be used to show how seemingly small changes in the formula can produce major changes in results.

4. Resources for Everyone: Challenges and Opportunities in Producing Learning Resources for Users of All Abilities

Registration Cost: $110

Primary Speaker/Organizer: Katya Pereyaslavska, Visiting Program Officer, ARL / Accessibility Librarian, Scholars Portal/ OCUL; Charlotte Innerd, Head, Collection Development and Acquisitions, Wilfrid Laurier University Library; Kathryn Cornell Webster, Wake Forest University; Margaret Camp, Director of Disability Services, ADA Coordinator, Division of Student Affairs, University of South Carolina Upstate; Binky Lush, Manager, Discovery, Access and Web Services, Penn State University; John Greer, University of Montana

Licensing, marketing, access to digital scholarship, end users, innovation – these are terms which are inextricably linked to the world of the 21st century research libraries. Understanding diverse user experiences and developing new ideas and transparent approaches in serving these users brings new dimensions to the world of libraries. The following session is comprised of multiple speakers who are able to offer attendees a unique kaleidoscope glimpse into the diverse world of library users with print disabilities, incorporating technology demonstrations, a review of national and international legislative guidelines, and user input. This session will also offer the opportunity for the audience to raise valuable questions in a free-form forum style format, engaging with speakers and library patrons to tackle valuable topics of digital and print format accessibility and opportunities for libraries and publishers to grow in this area.

5. E-Resources Management

Registration Cost: $110

Speakers: Buzzy Basch, Basch Associates; Rick Burke, SCELC; Eleanor Cook, East Carolina University; Tina Feick, Harrassowitz; Charles Hammer, Director of Digital Planning & Strategy, Wiley; Doris Helfer, CSUN Oviatt Library; Martha Whittaker, American Society for Microbiology; Dan Tonkery, Content Strategy.

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, and we are told cut our materials budget?

Upgrade your experience and learn some approaches from your colleagues. Session will focus on set up, access, technology, delivery, and organizational constraints.

6. Streaming Video in the Academy

Registration Cost: $110

Speakers: Audrey Powers, Associate Librarian, Librarian for College of the Arts, University of South Florida; Christine Fischer, Head of Acquisition, University of North Carolina at Greensboro; Lindsay Barnett, Acquisitions and Electronic Resources Manager, College of Charleston; Howard Burton, CEO, Ideas Roadshow

Collection development and selection, technical services and workflows, pedagogy and assessment

As more and more academic libraries are offering streaming video for the development of online courses and use in course management systems, this pre-conference will provide an overview of the implementation, integration and use of streaming video in the academic library collection.  Key issues and best practices will be addressed. This pre-conference is intended for librarians who would like to learn more about setting up a streaming service, selection, technical services, workflows, and the use of streaming video.


1. Deep Dive into KBART

Registration Cost: $110

Speakers: Marlene van Ballegooie, Metadata Librarian,University of Toronto Libraries; Benjamin Johnson, ProQuest; Sheri Meares, EBSCO Information Services; Nettie Lagace, NISO; Noah Levin, Springer; Gary Pollack, Cengage Learning; Julie Zhu, IEEE; Kristen Wilson, North Carolina State University Libraries

Calling all content providers!  Do you want create KBART compliant metadata files, but don’t know where to begin?  Are you looking to upgrade your metadata from the KBART Phase I to the new KBART Phase II requirements? If you answered ‘yes’ to either of these questions, then this workshop is for you.

Join members of the NISO KBART (Knowledge Bases and Related Tools) Standing Committee as they guide you through the ins and outs of the KBART Phase II Recommended Practice. Through classroom instruction and hands-on experience, the workshop will provide in-depth coverage of all KBART data elements, with special focus on many of the most frequently asked questions about the recommended practice. The session will also outline the steps in the KBART adoption process and highlight the benefits of endorsement. Participants will also gain insight into how the provision of standardized metadata can increase exposure of their electronic content, ensure smoother interoperability with knowledge base and link resolver vendors, and ultimately improve end user access. Don’t be afraid to take the plunge and see what KBART can do for you!

Target Audience: This workshop is targeted primarily at content providers and individuals responsible for supplying data to knowledgebases and link resolver vendors.  They are first step in the data supply chain; the KBART Recommended Practice is geared towards this group specifically.

2. Dismantling the Stumbling Blocks that Impede Researchers’ Access to E-Resources: An Ithaka S+R Workshop on Evidence-Based Decision-Making

Registration Cost: $250 (Discounted rate of $125 available for Ithaka S+R Survey Participants)

Speaker: Roger Schonfeld, Ithaka S+R

Academic and research libraries typically allocate the vast majority of their materials budgets to licensed e-resources. As usage has shifted toward these digital collections, researchers’ expectations for accessing them are being set not by improvements relative to the past but rather by reference to consumer internet services. Off-campus and mobile users face especially difficult challenges. Instead of the rich and seamless digital library for scholarship that they need, researchers today encounter archipelagos of content bridged by infrastructure that is insufficient and often outdated, as Roger Schonfeld argued in a recent Ithaka S+R issue brief.

In this workshop, Roger will help academic and research librarians consider steps they can take to improve access to licensed e-resources for their user communities.

Topics will include:

  • Using evidence to determine the extent of the problem among various user populations
  • Developing organizational structures and decision-making frameworks that recognize users’ changing workflows
  • Implementing acquisitions policies that foreground the importance of access
  • Providing infrastructure and systems that foreground the importance of access
  • How to balance collaborations and vendor contributions against the need to have a solution that works best for your institution

Participants will benefit from this workshop by improving their ability to identify and serve changing researcher expectations for access.

Prior to the event, we will ask all registrants to complete a worksheet enabling us to maximize the value of our time working together in person.

3. Driving your data:  Visualizing your usage data to show the value of the library

Registration Cost: $110

Speakers:  Alison Bradley, Head of Research and Information Services, UNC Charlotte Atkins Library; Liz Siler, Non-Serials Electronic Resources Librarian, UNC Charlotte, Atkins Library; Beth Martin, Head of Access Services and Assessment Coordinator, UNC Charlotte, Atkins Library

The first half of the preconference will feature a discussion of how to conduct a data audit to help librarians consider the variety of information they can collect—or already do—to comprehensively evaluate collections and services. Attendees will be encouraged to consider alternative data along with traditional vendor provided statistics, such as Google Analytics for website traffic, and/or circulation, instruction and other public services statistics. This will be followed by a discussion of how to identify campus priorities for assessment, with reflective activities to help align library goals to their institution’s mission and vision.

Following the break will be a demonstration and hands-on workshop featuring various visualization tools available to convert statistical data into visually compelling presentations.  All attendees who register in advance will be asked to bring a laptop, and will be learn to use a selection of visualization tools to create graphical representations of data, including freely available resources, commonly used productivity software (such as Excel), and specialized tools (such as Tableau). Attendees will be invited to bring samples of their own institutions’ data if they would like, but sample datasets of a variety of types of data will be provided as well.

NOTE: Participants will be required to bring their own laptops.

4. Negotiating with Vendors

Registration Cost: $110

Speakers: Buzzy Basch, Basch Associates; Michael Gruenberg, Gruenberg Consulting; Bruce Strauch, The Citadel; Ward Shaw, Independent Investor; Dan Tonkery, Content Strategy.

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.