22:1 (2007:03) TOC

February 28, 2007 at 7:06 pm | Posted in TOCs | Leave a comment


CPC Update
News from PPC
Call for Poster Session Proposals
Call for Informal Discussion/User Groups
Call for Proceedings Recorders
Call for Newsletter Reporters
Joyce Tenney
Conference Planning Committee
In Memoriam – Charles May
Conference Site Selection
Birth of a Conference Program
——Evaluation & Assessment
——Continuing Education
——Database & Directory
——Nominations & Elections
——Online Registration
—Charleston Conference 2006
——Serials Resource Management
——The TRANSFER Initiative

22:1 (2007:03)  PDF version


22:1 (2007:03) Volunteer for NASIG

February 28, 2007 at 3:22 pm | Posted in News | Leave a comment


It’s not too late!!

 Positions on committees, task forces, and other positions will be available
commencing after the 2007 annual conference in Louisville, Kentucky.

To volunteer, please complete a form available at:

22:1 (2007:03) Renew Your Membership!

February 28, 2007 at 1:48 pm | Posted in Uncategorized | Leave a comment


Remember to renew your NASIG membership.  It’s fast and easy!


Renew online or print the form out and mail with your payment to the address indicated.

22:1 (2007:03) Title Changes

February 28, 2007 at 1:34 pm | Posted in Title Changes | Leave a comment


[Note: Please report promotions, awards, new degrees, new positions, and other significant professional milestones.  You may submit items about yourself or other members to Susan Andrews (Susan_Andrews@tamu-commerce.edu). Contributions on behalf of fellow members will be cleared with the person mentioned in the news item before they are printed. Please include your e-mail address or phone number.] 

AMIRA AARON’s title change was in the December 2006 NASIG newsletter, but, unfortunately, we were unable to print her comments.  Amira, the new Director for Information Resources at Brandeis University Library, remarked about her new job “I am very excited about beginning this new position at Brandeis.  It will allow me to return to a library management role and to the technical services and collections activities which I have missed in my years working with library systems.  My areas of emphasis will be on patron access to resources as well as using resources more effectively in teaching and learning, as well as on the continued transition from print to electronic resources.  I look forward to working more closely with faculty and students and also with a combined IT/library staff.” 

Formerly Serials Librarian at the Ontario Legislative Library, Steve Andreacola is now their Supervisor, Commercial Acquisitions.  His contact information did not change. 

In September 2005, Marla Baden, the former Electronic Access/Serials Librarian at Indiana University-Purdue University Fort Wayne, became their Head, Technical Services.  About the new job she said “My position was created in a move to combine the separate units of government documents, serials, monographic cataloging, monographic acquisitions into one unit under one supervisor. Fortunately, I am still heavily involved in serials since I did not give up my old electronic access/serials duties. I have just inherited new areas for growth and exploration. It has been a busy time.”  Marla’s contact information was unchanged. 

At the University of New Hampshire, Christina Bellinger’s job title has changed from Head, Cataloging Unit to Head, Technical Services.  Christina made that change on July 1, 2005 after 14 years at the University in her previous position and as Serials Cataloger.  No changes, however, were made to her contact information. 

At Binghamton University Libraries, Abigail Bordeaux has changed jobs from Electronic Resources Librarian to Coordinator of Digital Library Initiatives.  She wanted her NASIG colleagues to know “I started July 1, 2006 in my new position. Digital Library Initiatives is a new department that is developing a digitization program for the Libraries, and that will ‘incubate’ other new technology initiatives.  There’s a paragraph available at: http://library.lib.binghamton.edu/librarylinks/fall06_digital.html that describes it more.  The change allows me to explore my interests in new web-based technologies while still keeping my hand in some aspects of ERM, such as providing technical support for e-resources and maintaining our OpenURL and metasearch tools.”  Abigail’s contact information is unchanged. 

PRIMA CASETTA let us know that “After eleven years as the Head of Serials at the Getty Research Institute, I decided to give up management and return to my first love, serials cataloging.  I started my new position as Senior Serials Cataloger, also at the Getty Research Institute, on September 25, 2006. I’m enjoying the hands-on work again very much.  What else does this change mean to me?  Fewer meetings!  My title has changed, but my contact information remains the same.” 

CHRISTIE DEGENER was promoted to Resources Management Services (RMS) Department Head effective January 1, 2007, replacing Marjory Waite, who retired after more than 25 years of service to the University of North Carolina at Chapel Hill Health Sciences Library.   In many ways Christie feels well prepared for her new jobs; she has held increasingly responsible positions at the Health Sciences Library since Sept. 1984 including Serials Librarian, Cataloging Services Coordinator, and, most recently, RMS Assistant Department Head.  On the other hand, Christie writes that “change is always difficult, and it is especially hard to change bosses after more than 22 years together.”  Christie will oversee a department of 17, including 3 more staff who plan to retire by the end of 2007(!), so an immediate focus will be devising and implementing a staffing/reorganization plan that addresses both the retirements and the ever changing workload.  Apart from her job title, Christie’s contact information remains the same. 

From the land down under Thomas Girke e-mailed “As part of a restructure of library services at Australia’s national research organization, Thomas Girke has been appointed CSIRO’s Manager of Information Support.  Tom now leads teams responsible for all acquisition of information resources (print and electronic), cataloguing and inter-library loans on behalf of clients located across the country.”  Tom was their Manager, Collection Resources Support.  His contact information was not changed. 

Old Dominion University’s Tonia Graves, 2000 NASIG student grant award winner, has become Electronic Resources & Serials Services Librarian, a change from being their Electronic Resources Cataloger.  About this change she wrote “I left the Cataloging Services Unit in October 2006 to supervise the newly formed Electronic Resources and Serials Services Unit (formerly the Serials Services Unit).  This reorganization was the result of a workflow analysis project conducted in 2005.  The staff and I are pleased with the change and look forward to the challenges and opportunities on our horizon.”  She can still be reached with her old contact information.    

Changing from Technical Services Librarian to Collection Development Librarian at Kenyon College is Karen Greever.  No changes were made to her contact information. 

Cleveland Public Library’s Gloria Guzi is no longer Serials Librarian/Supervisor.  She is now their Acquisitions Librarian – Serials.  She commented “It is not a new job, simply a new classification for the job I’ve always done.  It clarifies the fact that most of the Serials work I do is Acquisitions oriented–order, receipt, renewal, price negotiations, licensing, serials module control, but not any heavy duty bibliographical control.  Other than copy cataloging, all bib work is done by the Catalog Department.  The change came as a result of a system-wide classification study.  A lot of jobs at CPL have new titles.”  Gloria’s contact information did not change.    

In September 2006, Loyola/Notre Dame Library reorganized and renamed some departments.  Because of those changes, Nancy Hanks’ job title changed from Head of Technical Services to Head of Collection Management Services.  Contact information remained the same. 

Another change at the University of New Hampshire was Barry Hennessey’s change from Head of Technical Services to Acquisitions & Serials Librarian.  His comment about this change was “I actually changed positions in July 2005. I’m trying to think of some plausible account of events, but it’s the kind of story best recounted among friends over dinner, after a few (OK, quite a few) glasses of wine. But after one round of NASIG and Charleston, I have to say it’s the best career choice I have EVER made. A challenging area, peopled by some of the most exciting individuals I’ve ever met—and I include not only the librarians, but the publishers and vendors in that group.”  No changes were made to his contact information.

Formerly the Serials Librarian in the Copyright Acquisitions Division of the Library of Congress, Mykie Howard is very happy trade in the hustle and bustle, traffic, and long commutes of Washington, DC, to return home to the beautiful Bluegrass horse country of Kentucky to be the Serials Librarian at Morehead State University.  Her contact info is below:           

Morehead State University
Camden-Carroll Library
150 University Drive
Morehead, Kentucky 40351
Phone: (606) 783-5116
Fax: (606) 783-5037
E-mail: my.howard@moreheadstate.edu 

KARA HYDE is very much enjoying her new job as Cataloger at Serials Solutions, where she was previously Data Acquisition Specialist.  Her contact information remains the same. 

Michael Kaplan, Ex Libris, Inc.’s former Director of Product Management, is now their Director, Digital Products Technical Support.  No changes were made to Michael’s contact information.  

Since February 2006, Rafal Kasprowski has been the University of Houston Libraries’ Electronic Resources Coordinator.  His major responsibilities are “Coordinate electronic resources department with one full-time paraprofessional under my supervision; Revise licenses for e-resource purchases, negotiate terms with providers to meet institutional requirements; Responsible for implementing e-resource management tools to improve user access to e-resources (e.g. OpenURL link resolver so far, and an e-resource management system hopefully soon down the road); Participate in acquisition decisions as member of the Collection Management Committee.”  Previously, he was their Assistant Electronic Resources Librarian.  Rafal’s contact information remains the same.   

Formerly the Head of Acquisitions at the University of Miami, LEE KRIEGER is now their Collection Development Special Projects Librarian.  Lee’s contact information was not changed. 

Carol MacAdam has moved from her long-time home in Princeton, New Jersey, to her new home in Greenbelt, Maryland.  Carol says that this move was instigated by her need to be near her family.  That family is daughter Sian and son-in-law Zaven and granddaughter Ani Sophia (two years old in early December 2006) and daughter Cara.  Carol has bought a home in the historic Greenbelt Cooperative community (Eleanor Roosevelt had a lot to do with establishing this community).  At JSTOR meetings in and near DC in early December Carol received a warm professional welcome from her library colleagues in the area.  Thank you all.  Carol will continue to work for JSTOR (eight years and counting) though in a modified position from the Associate Directorship that had increased in responsibility over the years.  Carol’s new title is Library Relations Outreach Coordinator reflecting her sole focus on outreach efforts, and no longer entailing supervisory or managerial duties.  (Can you see her smiling?)  Carol will be a bi-monthly presence in JSTOR’s New York office and plans to attend the NASIG conference this year for the first time in several.  “I look forward to seeing you all in Louisville.”  Carol’s new home address is:  

21H Ridge Road
Greenbelt, Maryland 20770
Phone: (301) 474-0606.   

JONATHAN DAVID MAKEPEACE, formerly at the University of Windsor, recently became serials manager at the Canada Institute for Scientific and Technical Information, part of the National Research Council Canada in Ottawa.  He has been founding coordinator of the NACO Canada funnel project for the last year and a half and is presently looking for other members of the Beta Phi Mu honour society in Canada’s capital region to found a chapter there: http://cisti-icist.nrc-cnrc.gc.ca/.  Jonathan’s previous position was Bibliographic Services Librarian.  His new contact information is:  Canada Institute for Scientific and Technical Information (CISTI)            
Institut canadien de l’information scientifique et technique (ICIST)
1200, ch. Montréal Road, édifice | Bldg. M-55, pièce | Room 188
Ottawa Ontario  K1A 0R6  Canada
Phone | Tél.: (613) 949-8094
Fax | Téléc.: (613) 952-8245
E-mail | Courriel: jonathan.makepeace@nrc-cnrc.gc.ca 

Jonathan David Makepeace, autrefois de l’Université de Windsor, a été nommé gestionnaire des périodiques à l’Institut canadien de l’information scientifique et technique, un organe du Conseil national de recherches Canada à Ottawa.  Il est coordinateur fondateur d’une adhésion collective des bibliothèques canadiennes au NACO depuis un an et demi et il est présentement à la chasse aux autres membres de la société d’honneur Beta Phi Mu dans la région de la capitale du Canada pour y fonder un chapitre.

Still at Villanova University, Susan Markley is now Resource Management Team Leader.  She was their Head of Periodicals Department.  In spite of the time-consuming nature of her new job, Susan managed to let us know, “This past summer, the library at Villanova University completed a major staff re-organization, introducing a completely new administrative structure. Among the changes, Acquisitions, Cataloging, Periodicals, and Electronic Resources were merged into one Team under my leadership. This was quite a challenge since I previously only managed Periodicals and had only limited involvement with the traditional Tech Services area.  Merging four previously independent departments, with their own managers, staff, and workflow procedures also presented unique challenges. In addition, there was a new directive from the Library Director on spending and a newly designed ledger to account for that spending. As one of the seven Team Leaders in the library, I now sit on a newly created Management Policy Group that works with the Director on organizational policies and initiatives related to staffing, administration, facilities, and operational and strategic planning. Luckily, I love my new work and the variety of opportunities it has given to me, but my work day has definitely increased into the night hours.”  Fortunately, at least Susan’s contact information is unchanged.   

JOHN MATTHEWS had a change in title only, not job duties.  He is now Catalog Librarian at Washington State University, a title change from Serials & Electronic Resources Cataloger.  No changes were made to his contact information.  ALLISON MAYS of Millsaps College was their Acquisitions/Serials Librarian, but is now Coordinator of Acquisitions & Cataloging.  She wrote about her title change “Yes, my job title changed in January 2006, due to a re-organization at our library. I oversee both the Acquisitions and Cataloging departments, but the biggest change is that I now handle the electronic resources. I’m responsible for renewing them, and handling the site licenses.”  Allison’s contact information has not changed. 

2006 NASIG Student Grant Award winner Sarah E. Morris has moved from being an MLIS student to being a full-fledged librarian at the Illinois College of Optometry.  She was happy to share with her NASIG colleagues that “I started at ICO on May 16, 2006–the week after I got home from NASIG last year.  You are welcome to put my address & number in the newsletter.  In terms of what my job entails, I index every journal that comes in and take care of all things serial, from overseeing check-in & the student workers who re-shelve and pull issues for ILL to online access and getting SFX off the ground and running.  I was pleasantly surprised to find out how much I enjoy navigating the mess that access to our online journals is.  I am very much looking forward to Louisville and hope I can learn more tips of the trade from my fellow serialists.”  Her official job title is now Serials/Indexing Librarian and she may now be reached at: 

Phone: (312) 949-7151
Fax: (312) 949-7337
E-mail: sarah.e.morris@gmail.com 

On April 1, 2006, DONNA PACKER became Head of Technical Services, previously Head of Acquisitions/Serials Services, at Western Washington University Libraries.  About her title change she e-mailed “We now have an integrated acquisitions/serials/documents processing/cataloging unit with a single department head.  Our goal is to create seamless processing from acquisition (in any format, from any source) right through to cataloging and public access to our materials.  We are investing in far more cross training across the various specialties within our unit’s responsibilities, hoping to create a truly flexible staff able to work in a variety of metadata environments.”  Donna also mentioned, for those considering a title change of their own, that her school will very soon be recruiting for a metadata/catalog librarian.  Donna may be reached using her old contact information. 

LORRAINE PERROTTA of Huntington Library changed titles from Acquisitions Librarian to Head of Technical Services.  Her contact information was not changed. 

ANDREE RATHEMACHER is currently Head, Serials Unit at the University of Rhode Island Library, where he was the Serials Librarian/Bibliographer, Business.  His contact information remained the same. 

2002 Fritz Schwartz Serials Education Scholarship winner, Angela Riggio has changed jobs from Head, E-Resources Cataloging and Metadata Section to Head, Digital Collection Management at the University of California Los Angeles.  She e-mailed about her new job “Digital Collections Services is a new unit in the UCLA Library which is designed to lead, plan, and deliver digital collections services for the selection, acquisition, licensing, access, and ongoing management of digital collections for the UCLA community. My position primarily assists the Director of the unit with the development of policies and procedures for the management of electronic resources; with intellectual property issues, including licensing, copyright review, and open access; with supporting the coordination of library scholarly communication efforts, projects and programs. I am also responsible for helping to lead and oversee the ongoing development of metadata initiatives regarding digital resource management, copyright, and licensing within the UCLA Library.”  Her previous contact information is still correct. 

LUCIEN R. ROSSIGNOL, who works in what is probably one of the more fascinating places to work, the Smithsonian Institution Libraries, was their Head, Acquisition Services and is now the Head, History and Culture Department.  About his job change he wrote “The change in jobs means that I am now in charge of the unit responsible for acquiring all books, serials, and e-resources for the Smithsonian Institution Libraries and that I now have supervisory responsibility for five museum libraries.  In essence, I’ve moved from the Technical Services side of the house to the Reader Services side, from behind the scenes to front line.  Ironically, I am now head of the library where I started as a library technician 33 years ago – all with the Smithsonian Institution Libraries.  One of life’s more pleasant ironies, accompanied by a much broader perspective.”  Lu can now be reached at: 

Smithsonian Institution Libraries
Room 5016, NMAH, MRC 630
PO Box 37012
Washington, DC  20013-7012
Phone: (202) 633-2067
Fax: (202) 357-4256E-mail: rossignoll@si.edu 

At the Texas Tech University Libraries, Jayne A. Sappington wrote “I have changed positions from Head of Bibliographic Services to Systems Librarian because I was looking for something new and exciting to do in my career.  In my new position as Systems Administration Librarian I manage our library’s integrated library system.  My years of experience as a cataloger and manager help me to better understand how the system works and what the staff needs from the system.   My experience with serials has also helped me understand how serials information was entered which in turn helps me be able to retrieve the information to send to vendors.”  Only Jayne’s phone has changed and is now: 

Phone: (806) 742-2238 ext. 234 

Bob Schatz, former Director of New Business Development at Coutts Library Services, is now their Director of US Sales.  About this title change he remarked “I became Director of US Sales at Coutts in late 2005. My focus has been to grow the US Sales team in order to manage the opportunities Coutts is facing as a result of our growing presence in the US market. Last spring, with the support of the company, I moved back to Portland, which is where I’ve lived most of my life and where my wife and I have family (including our daughter, Julia). As has been the case during the rest of my career, my work involves an ever-active combination of e-mails, conference calls, Webex sessions and more than a few airline rides. With recent company events, the job remains challenging and exciting.”  Bob may now be reached at: 

Coutts Library Services
1823 Maryland Avenue, Box 1000           
Niagara Falls, NY  14302
Phone: (215) 884-0259
E-mail: everbob@yahoo.com 

Stephanie Schmitt wrote “I started my new job on December 17, 2006. I left the Yale Law Library after about five and a half years of service to begin a new life living overseas. I have a diverse staff and am looking forward to several collaborative and consortial projects in the Gulf region. We are always looking for good librarians here so I encourage any NASIG members who are interested in working overseas to contact me and I’d be happy to talk about life and work outside of North America.”  Stephanie is now Supervisor, Technical Services at the Library and Learning Resource Centre of the Zayed University in Dubai, the United Arab Emirates.  She was Yale Law Library’s Librarian for Serials Services.  She can be reached at: 

Library and Learning Resource Centre
Zayed University
P.O. Box 19282
Dubai, UAE
Phone: 971 4 402-1154 [voicemail]
Fax: 971 4 402-1006
E-mail: stephanie.schmitt@zu.ac.ae [business]
E-mail: step.schmitt@gmail.com [personal] 

Allison Sleeman “retired from the University of Virginia in late July 2007, after 20 years of service there.  Previously she had worked at five other educational institutions including eleven years at Penn State.  Allison has been an active member of NASIG since 1993, gave a presentation at Duke in 1995, and served on the Program Planning Committee for four conferences and the Conference Planning Committee for the William and Mary Conference.  She is currently working part-time (approximately 15 hours per week) as a wage employee cataloging miniature books in the Special Collections Library at the University of Virginia.  She is taking water exercise classes several times a week at a local athletic club, and has taken several mini classes at the Jefferson Institute of Lifelong Learning.  She and her husband, John, also a retired librarian, have three cats.  She is enjoying her retirement.”  Allison was Serials Cataloging Coordinator before retiring.  Her contact information is available in the NASIG directory. 

Now Colorado State University’s Coordinator, Collections and Contracts, Patricia Smith was their Coordinator, Acquisitions Services.  No changes were made to her contact information. 

From March 2006 Andrew Stancliffe is no longer the University of California, Los Angeles’ Head, Acquisitions Department.  He e-mailed “At UCLA, we decided to separate the acquisitions processes for electronic resources from print acquisitions processes.  Within our new Digital Collections Services unit, we’ve combined licensing review and negotiation, acquisitions of electronic resources, maintenance of our local ERMS, support for selectors, and copyright/intellectual property rights issues in one unit.  I am now in this new unit as the Digital Acquisitions Coordinator, and I handle licensing and oversee ordering and payment of new electronic-only resources, as well as serving as the liaison to the California Digital Library.  Germaine Wadeborn is now Head of our Print Acquisitions operation.”  With no other changes to his contact information, Andy’s phone is now: 

Phone: (310) 267-2682       

JEFF SUNDQUIST, who was UC Shared Print Librarian/JSTOR Archive Manager at the University of California, Los Angeles, has returned to being a student.  About this change he e-mailed “Basically, I was a professional Librarian at UCLA for a two year project after my MLIS, and now I am at UC Berkeley as a PhD student in Scandinavian Studies (I hold a subject masters in this area).  So, even though I won’t be a librarian for the next few years while I finish my coursework and work on my dissertation, I do intend to keep aware of my profession, and maintain my memberships in ALA and of course NASIG (which is awesome).  His current e-mail is: 

E-mail: jquist@berkeley.edu 

JOYCE TENNEY, previously Serials Librarian at the University of Maryland, Baltimore County, is now Head of Serials and Acquisitions.  Her contact information did not change. 

At Ryerson University, Dana Beth Thomas has changed from being Serials Librarian to being Digital Support Librarian.  Dana’s contact information remained the same. 

Former Head, Catalog Department at the University of Missouri-Rolla, Margaret Trish is now Assistant Director, Technical Services.  Her contact information did not change. 

Previously the University of Michigan’s Head, Serials Acquisitions, Judy Wilhelme is now their Head, Electronic Acquisitions and Licensing.  No changes were made to her contact information. 

At Duke Medical Center, Judy Woodburn has changed from being to Head, Journals Department to being Assistant Director, Journal Services.  Her contact information remains the same.

22:1 (2007:03) Other Serials News: TRANSFER Initiative

February 27, 2007 at 7:13 pm | Posted in Other Serials and E-Resources News | Leave a comment


Reported by Nancy Beals 

Presenters:  Nancy Buckley, International Journal Sales Director, Blackwell Publishing; Jill Taylor-Roe, Head of Liaison and Academic Services, Newcastle University Library.

TRANSFER is a project that is creating standards to address the challenges of the movement of journals between publishers. Nancy Buckley (nancy.buckley@oxon.blackwellpublishing.com) is the chair.  TRANSFER, which was initiated earlier this year, is in the early stages of the project and there is a great deal of work still to be done. The aims, scopes and guidelines for transferring and receiving between publishers are available at the website. They have created a working group and an advisory board which includes many people from the industry such as librarians, publishers and agents. 

The movement of titles between publishers has created a lack of clarity, mainly in the area of print to electronic. Currently, it is not clear who is responsible for customer satisfaction. TRANSFER is creating a code of conduct or good practice guidelines so that movement causes minimal disruption. Communication, which is the largest issue, needs to be addressed so that this process can be easier. There are also legacy and archive, licensing and pricing issues.  

Many problems and frustrations lie in the changing of publisher arrangements for society journals.  Societies move to commercial publishers generally because of revenues, editorial policy and pricing, economies of scale, usage data, web presence, and for other reasons.  They want to promote their societies, include more content, and take advantage of the commercial publisher’s abilities with PR and innovation. 

There are implications for publishers, intermediaries, and libraries when a journal moves to a different publisher.  Publishers have to merge data with existing systems and be able to interpret it.  There are platform, format and content changes, and issues with links and backfile ownership.  For intermediaries, every title that moves to another publisher can create 10-15 subscription transactions in their systems.  So far, there have been over 5000 title changes this year.  It is easy to see how this can become a difficult situation.  Timing is an important issue for librarians, who need to know well in advance for budgeting purposes.  They need to retain appropriate access, to be able to collect usage data (preferable COUNTER compliant), and to experience no access problems.  Transfers need to be timely and there needs to be an easily accessible source of data on transfers.  TRANSFER is looking into the idea of a central repository to store journal transfer information. 

TRANSFER is currently in collaboration with the STM Association and the Association of Learned and Professional Society Publishers, and is a project of the United Kingdom Serials Group. 

22:1 (2007:03) Other Serials News: Charleston Preconference: Serials Resource Management

February 27, 2007 at 6:50 pm | Posted in Other Serials and E-Resources News | Leave a comment


Reported by Fran Rosen 

Presenters: N. Bernard “Buzzy” Basch, Basch Subscriptions, Inc.; Tim Bucknall, University of North Carolina, Greensboro; Rick Burke, Statewide California Electronic Library Consortium (SCELC); Julie Gammon, University of Akron; Chuck Hamaker, University of North Carolina, Charlotte: Jim Mouw, University of Chicago; Rollo Turner, Association of  Subscription Agents; Susan Zappen, Skidmore College 

On Wednesday, November 8, I attended an afternoon preconference on Serials Resource Management at the XXVI Charleston Conference.  Participants had a chance to hear about and discuss many different issues in serials. 

The preconference was moderated by N. Bernard “Buzzy” Basch of Basch Subscriptions, Inc.  Buzzy set the tone for the discussion, and helped pull the different ideas together.  Speakers included Susan Kappen, Associate College Librarian for Collections, Skidmore College; Julie Gammon, Head of Acquisitions, University of Akron; Tim Bucknall, Assistant Director for Information Technologies and Electronic Resources, University of North Carolina – Greensboro; Rick Burke, Executive Director of the Statewide California Electronic Library Consortium (SCELC); Rollo Turner, Secretary General of the Association of Subscription Agents and Intermediaries; and Chuck Hamaker, Associate University Librarian for Collections & Technical Services, University of North Carolina – Charlotte.   

Susan Kappen talked about journals at Skidmore College.  She said they cancelled 25% of their journal budget in 2004, have gotten decent budget increases every year, and are still overspent for 2006.  They are spending almost 80% of their budget on serials, and they pay 18% more for 885 print journals than they spend for access to 35,000 electronic ones.  They could cancel some print and rely on ILL, but they need to maintain the subscriptions that are tied to the curriculum.  She said it is clear that there will never be enough money for journals, so we need to look for solutions other than just finding more money.  Working with faculty to make sure they retain copyright, setting up digital repositories, and supporting open access are some things that we can do. 

Julie Gammon told us about the University of Akron.  She said that OhioLink gives them a great advantage.  They are spending more of their serials money through OhioLink and less with subscription agents.  She wondered if libraries are still trying to spread out our subscription dollars, to avoid being completely dependent on one subscription agent.  She also talked about change and how they are re-training library assistants to deal with new tasks. 

Tim Bucknall talked about giving our users what they need, when and where they need it.  He is able to track journal use for institutions using Journal Finder, the link resolver that was written at UNC-Greensboro.  In every institution free and open access journals are either the most used or second most used category of journals.  Tim looked at institutions around the country to see if they include free and open access journals in their catalog or link resolver.  He found that these titles are probably not in a library’s catalog, and may or may not be in the link resolver.  The easiest titles to add to a link resolver are the DOAJ titles, but these aren’t necessarily the most often used titles – for UNC-Greensboro, only 1 of the top 30 most often used free/OA titles was in DOAJ.  The most used title was the local newspaper.  He stressed that we need to work harder to find these titles and to make them available to our patrons.  Tim talked about some of the ways we can get people the information they want, when and where they need it, such as Google Scholar, COinS, Blackboard and other course management systems, context-sensitive linking, and bookmarklets. 

Rick Burke talked about how SCELC coordinates consortial purchasing for over 90 California libraries.  He showed us the database SCELC uses to track journal packages, license terms, and which members subscribe to which resources.  SCELC is involved in a joint project with Serials Solutions to develop an ERMS for the consortium, and he showed us that too. They are trying to coordinate purchasing and to help with cooperative collection development. 

Rollo Turner talked about ASA and what it does around the world.  They work on detecting and preventing fraud; for example, in some places, personal subscriptions are purchased and then re-sold to libraries.  They are also working on basic standards covering how to treat journal contracts.  They look at price increases.  He said this year prices went up 9%, but there is huge variation within each publisher’s list.  (Elsevier really did have an average price increase of 5%.)  He talked about the role of subscription agents; both large and small ones can offer processing help with electronic journals.  He stressed that subscription agents can provide many different services, including negotiating with publishers on behalf of consortia.  He said he did a survey and determined that approximately 15% of electronic subscriptions break down at renewal.  The problem is mostly with publishers, but this is a very difficult service area.  He also talked about claims.  Subscription agents spend a lot of time and money on claims processing.  He thinks it would be useful to have a dispatch database, which libraries can use to determine if issues have been mailed out yet; if not, the library could wait to submit a claim. The last speaker was Chuck Hamaker.  He started by expressing his irritation when a patron uses Google to access library-subscribed resources and then thinks she is getting it free through Google.  He asked why people don’t understand about IP recognition, and answered that 76% of downloads from journal publishers indexed on Google are PDFs.  There is no co-branding when they access the PDF, and nothing that says this came from a library.  (JSTOR is the exception.)  He called this an absolute failure of identification.  He proposes that there be a page that comes up before the PDF with the library’s name.  He pointed to a related issue, that they are seeing a drop in the number of searches in some databases but this is not correlated with a drop in the number of downloads.  This means patrons are finding library content using Google Scholar or other methods, and are not relying as much on the bibliographic databases that we purchase access to.  Users are starting their searches outside the library environment, and are losing understanding of how they found the item.  He also discussed funding.  University priorities are retention and graduation rates, which mean it is harder to get consistent budget increases for the library; instead of increases to base, his library is getting recurring one-time allocations.  Electronic journal price increases have been controlled, but they are still 2-3 times the inflation rate.  We need solutions, but OA and IR are difficult concepts to get across to administration and faculty.

22:1 (2007:03) Profiles: CPC

February 27, 2007 at 4:13 pm | Posted in Conference Planning, Profiles | Leave a comment


Maggie Rioux, Profiles Editor 

If someone were to ask you what the most important thing is that NASIG does, it’s highly probable that you’d answer, “Well, the annual conference, of course.” (Unless you think NASIG is a networking node for folks who love corn flakes, but if that’s the case, you should take a closer look at the S in our name.) For most of us, the annual get-together in May or June is a highlight of our professional year and one of the things we appreciate most about the organization. But … this conference doesn’t happen magically by itself. It takes a lot of people, working really hard for pretty much the whole year preceding it, to make it happen.  

There are actually two committees involved in bringing the conference to fruition. The Program Planning Committee is in charge of arranging inspiring vision session speakers, sorting out the more practical tactics sessions and organizing the various sessions where NASIG members can discuss the whichness of what. The Conference Planning Committee is in charge of everything else. You know, minor stuff like where do we sleep, where and what do we eat, where do we have all those sessions that PPC has put together, what do we do to have fun when we’ve had enough inspiration for the day, how do we get to all those places, and most of all, do we have enough coffee ordered in to keep us going (a notorious NASIG need). 

If you’ve been a member for more than a couple of years, you’ll know that the way a NASIG conference plays out has changed over the years and the CPC structure and function have evolved to accommodate this. Although the number of attendees has remained at between 600 and 700 for most of its history, the venue changed drastically beginning in 2003. Prior to this, NASIG conferences were held on college campuses with most of us “camping out” in dorm rooms which ranged over the years from Spartan to wicked cool. Our last dorm experience was at the College of William and Mary in 2002. For 2003, Portland State University in Oregon was the host institution, but they didn’t have any dormitory rooms we could use; however there were several hotels nearby their downtown Portland location. So we did a hybrid conference as an experiment – staying in hotels and meeting mostly on the campus. It worked well and beginning with the 2004 conference in Milwaukee we went to an all-hotel conference. It’s opened up new locations for us (for example, the University of Louisville could never have hosted a 600-attendee conference on their campus) and has forever changed the way that CPC does its work. Also, even though I enjoyed the dorms, I must admit that I like the hotel-based conference too – I have my very own bathroom, my very own big soft bed, and since we’re all staying in the same place once again (the wimps among us had long ago fled the dorms for hotels), I once again get to see everyone over breakfast.  

One thing that has changed for the CPC is the way they’re chosen. Back in the campus-based days, the CPC had to do most of the detail work of planning and organizing things. This meant that they had to be physically present at the conference site in order to oversee a lot of the planning and deal with about a gazillion different people. So the easiest way to appoint a CPC was first to find a chair (easy to do since (s)he had probably volunteered the campus in the first place) and then have him/her dragoon as many warm bodies as possible (preferably NASIG members or at least serialists) who lived/worked within about 25 miles of the site. Now, the NASIG Site Selection Committee tends to choose a site first and then recruit CPC co-chairs from the area chosen. The CPC also gets to work with a hotel event planner, a city visitors’ bureau contact and other commercial entities rather than, at most, a college events coordinator. Instead of “being volunteered,” most committee members actually volunteer themselves by filling out the regular NASIG volunteer form. They may even live quite a distance away from the conference site. Although most of this year’s CPC members are from within a hundred miles or so of Louisville, the committee also includes Kat McGrath from Vancouver, British Columbia, and Steve Kelley from Winston-Salem, North Carolina. Steve is in charge of A-V arrangements and has been able to work via email and phone with an A-V provider who services the Galt House Hotel. And, thanks to the wonders of conference calling, both Kat and Steve have been able to “attend” committee meetings (of course conference calling does have its drawbacks – it seems there was one meeting where the university suffered a campus-wide power outage, causing all the virtual attendees to miss the meeting). 

A good deal of what CPC does hasn’t changed. They still have to make arrangements for social events, Sunday tours, transportation to off-site (campus or hotel) events, make sure the hotel (or campus) has enough meeting rooms set aside, arrange meals, etc.  Having local folks on the committee really helps with the social events since they know what visitors want to see and also what visitors would want to see if they knew it existed. In Louisville, the first category includes Churchill Downs, while I’m told the second category includes a dinner cruise on the Ohio River. Committee members are also working on a dine-around evening (by sampling the cuisine?) and making sure we’ll all have breakfast and lunch. It’s hard putting together all the innumerable details, especially since a lot of the decisions have to be referred to the Executive Board, which has its own ideas about how things should be done (always has, always will). It’s also a little scary signing big contracts for lots of money and hoping everything goes well. And then there’s the interesting task of picking an “official airline” for the conference. Co-chair Tyler Goldberg says that they thought of picking UPS, about the only air transportation company for which Louisville is a major hub, but then they didn’t think many NASIGers would be interested in shipping themselves to the conference in cartons. 

If all this sounds daunting, it is, but the feedback I’ve gotten from committee members for this profile tells me that while it’s a lot of work, they wouldn’t have missed it for the world.  Deberah England in particular said she has most enjoyed meeting and getting to know the other committee members and also learning a lot about the heart of Louisville. Deberah also mentioned the drive to meetings in Louisville as being beautiful, especially the stretch from Covington on down the Ohio River. 

One thing that might help future committees in their work is more continuity between successive conference-years. Unlike most other NASIG committees, CPC is a one-year appointment instead of a two-year one. The logic behind this is that this committee does as much work in its single year as your average (albeit hard-working) NASIG group does in two. Also, in the past, when committee membership was closely tied to conference site, it would have been difficult for someone to work on, e.g., a conference in San Antonio and then stay on the committee to plan the next year’s conference in Williamsburg, Virginia. The Board has attempted to work around this by encouraging past CPCs to produce a very complete committee handbook and also by having as many of the incoming CPC members as possible attend the current year’s conference and shadow their counterparts around during the event in order to get an idea of what needs to be done. Now that we’re doing things differently, the Board has begun re-appointing some past CPC folks to the committee (like Kat McGrath who was CPC chair for the 1994 conference at the University of British Columbia). Also, the Board tries to find consultant-members and Board liaisons with CPC experience (Joyce Tenney, Consultant to this year’s CPC was co-chair for the 2002 conference and has also served as a consultant and Board Liaison in past years). However, the Board might want to consider asking members of this year’s CPC if any of them would be willing to serve on next year’s committee as well. I’d wait until a good month after the conference to ask them though – let them have a little time for recovery. 

So, your CPC continues hard at work. If I can borrow an analogy from a committee member who said that bringing a conference to fruition is somewhat like giving birth, the committee is currently in hard labor. I fully expect we’ll all experience the birth of a wonderful, healthy, beautiful conference in just a few months. I certainly am looking forward to enjoying the fruits of all the hard work these folks have put in over the past year. Oh – one last thing – Deberah England says that one important thing she’s learned is the correct way to pronounce Louisville and she promises to teach it to all of you too.

22:1 (2007:03) Profiles: Joyce Tenney

February 27, 2007 at 3:56 pm | Posted in Profiles | 1 Comment


Maggie Rioux, Profiles Editor 

I may well have met Joyce Tenney for the first time at NASIG’s 1992 conference at the University of Illinois/Chicago (my first NASIG) since she’s one of the few remaining “everytimers” who have attended all twenty-one conferences. However, the first time I remember meeting her was in the fall of 2000 in the course of a site-selection visit to the University of Maryland at College Park. Joyce was determined to get a NASIG conference in the area and since her own institution, University of Maryland Baltimore County, didn’t have the facilities to take us on, she had proposed the sister institution. Fran Wilkinson and I, a two-person Executive Board Site Selection Committee, made the campus visit in company with Joyce. College Park didn’t work out, but after some more recruiting and gentle arm-twisting on Joyce’s part and another site visit by Fran and me, we ended up holding the 2002 conference (our last completely campus-based conference) at the College of William and Mary, about 200 miles from UMBC. Joyce served very successfully as CPC co-chair for that conference with Stephen Clark[1] although I think she practically moved to Williamsburg the last month or so.

 Joyce Tenney
Joyce (far right), Greg (center rear), co-chair Stephen Clark (far left), and
other CPC members demonstrate a typical warm NASIG
welcome to the
2002 Williamsburg conference.

This tendency to stick with something is typical of Joyce. She’s been at her current institution of employment since she was an undergraduate there, has hung on to her spousal unit for a lot of years (more on him later) and has been a member of, and active in, NASIG since its beginnings in 1986. Let’s start with the first item – University of Maryland Baltimore County. Joyce was born and officially grew up in Maryland, although she spent lots of time in West Virginia as a child. When the time came for college her high school Latin teacher recommended UMBC (Joyce was interested in classical studies), they were willing to give her a scholarship and she could live at home and commute (frugality is one of her long-time assets). She worked in the library as a student assistant and after graduation she quickly got a full-time job as a technical assistant. A year later she started on her MLS at University of Maryland College Park, going to school nights while continuing to work. Her tech. assistant job involved check-in of standing orders and when the Serials Librarian left, she moved into that job as Acting Serials Librarian. Graduate degree in hand, she became Serials Librarian for real and never looked back. As of last May, she moved up to Head of Serials and Acquisitions. 

As to NASIG, Joyce heard about the newly-forming organization through a mailing list she signed up for after attending a serials conference in Crystal City, Virginia. She attended that first conference at Bryn Mawr College in June of 1986 and never looked back from that either. She’s attended every single NASIG conference since then with the upcoming Louisville conference making number twenty-two. No more than ten other people can make that same claim. And she’s been active too – Chair of the Bylaws Committee in 1993-94, Chair of Regional Councils and Membership in 1996-97 and member of the Nominations & Elections Committee in 1998-2000. Of course we can’t forget that second fulltime job she had for a year or so as co-chair of CPC for the Williamsburg Conference. She was so good at that job that we elected her to the NASIG Executive Board as a Member-At-Large in 2002 and then to the office of Secretary in 2005. In the course of all this, Joyce has also willingly shared her hard-earned conference planning expertise as Board Liaison and/or Consultant to several CPCs, including the one currently planning our Louisville Conference, for which she is a consultant.     

Back to that spousal unit … Joyce is somewhat unique in that her husband, Greg Roepke is also committed to NASIG and has also attended all twenty-one, going on twenty-two, conferences and that doesn’t count the many Board meetings and other events to which he has willingly accompanied her. Personally, I can’t even get my spouse to attend one library conference, let alone twenty-two.[2]  Greg is also a Maryland native and has both undergraduate and graduate degrees from theUniversity of Maryland, but he’s not in any way, shape or form a serialist (except by marriage). Greg’s field of endeavor is public safety. He worked for twenty-five years in the U/Maryland system including a number of years as Associate Director of Public Safety at U/Maryland Baltimore County. Joyce tells me that they actually met in the parking lot in front of his police station at UMBC. She refuses details, but I am absolutely positive it doesn’t involve his arresting her. Greg attended that first NASIG conference at Bryn Mawr with Joyce because it was part of their vacation (makes it tax-deductible, don’t ya know), discovered he liked the social events and the people (serialists really are fun folks), and also enjoyed spending the days exploring the host campuses and cities. He’s been coming to NASIG conferences ever since.[3] Just like Joyce, Greg has also done more for NASIG than just attend conferences. When Joyce was co-chair of CPC for the 2002 conference, Greg was made an honorary member of the committee and also “CEO of NASIG Ground-Air Transportation.” He organized all the shuttles between the airports and the William and Mary campus. After Joyce was elected to the Board in 2005 and she was appointed Board Liaison to your Newsletter Editorial Board, we unanimously declared Greg to be honorary liaison. I didn’t ask Joyce what he’s doing for the Louisville CPC to which she is Board Liaison, nor did I inquire as to his duties as Secretarial Spousal Unit, but you can bet that he’s helping out. Actually, Greg now has more time to spend on NASIG since he’s retired from UMBC and loving it. His domestic duties involve cooking and spoiling the dogs on a daily basis. 

Speaking of dogs (i.e., short, hairy children who walk on all fours and don’t speak clearly)… Joyce and Greg have three children of the canine variety and they want you to know about them. All three are shelter dogs. Cody is a 13-year-old cocker spaniel, Buffy is an age-unknown but at least 10-year-old cocker mix and Sadie is an 8-year-old golden retriever. Since all are light-colored, visitors are advised not to wear black and especially not to fuss about dog hair (that’s why they call it fur-niture, right?). Also, don’t put anything on the floor that you don’t want eaten or gummed. Dogs rule![4]  The dogs do not, however, attend NASIG conferences. They help her with her NASIG responsibilities by sitting on her lap and providing blood-pressure-lowering services.  With Joyce’s talent for follow-through and all this help from both spousal unit and furry kids, I think we can be totally confident that NASIG secretarial responsibilities are in good hands. And speaking of follow-through, remember I said that I first recall meeting Joyce on a preliminary site visit for a potential conference at University of Maryland College Park? Well, just to bring things full circle, I asked her if there’s any chance of a Maryland- or Baltimore-based NASIG conference now that we’re doing things in hotels instead of on academic campuses. Even after several years, she hasn’t given up the idea. She’s still interested in bring NASIG to Baltimore and if the stars (and the bids) align properly, it just might happen a few years from now. That, I think, would be the final star in Joyce’s NASIG crown and maybe then the doggies could come to the conference too.

1. Joyce claims Stephen was the brains and patience of the event, but I think Joyce contributed a lot of brains and patience, too.

2. As a matter of fact, I know of only one other couple who attend NASIG conferences together – former NASIG President Steve Savage and his partner Tom Champagne, but they’re both serialists. They actually met at a NASIG Conference. For more details see my profile of Steve in the Sept. 2004 issue (19:3) of the Newsletter.

3. I asked Joyce if she had to attend Greg’s conferences in order to be fair about the whole thing. She said she’d gone to one and found the exhibits fascinating. Hmm, I wonder what public safety vendors give for trinkets.

4. Mikey, my 13-year-old bichon frise said I had to put that in. 

22:1 (2007:03) 22nd Conference 2007: Call for Newsletter Conference Reporters

February 27, 2007 at 1:32 pm | Posted in Conference, Newsletter | Leave a comment

Lillian DeBlois, Conference Editor 

NASIG regularly publishes reports on the annual conference in the September issue of the NASIG Newsletter. The Newsletter needs volunteer reporters to cover the conference events, including the pre-conferences, vision sessions, strategy and tactics sessions, workshops, informal discussion groups, and user groups. I am soliciting your help in covering the sessions at the 2007 conference in Louisville, Kentucky, for inclusion in the Newsletter. We would like to have all of the sessions covered. If you are planning to attend the conference and are interested in submitting a report on a session, please contact me directly (lillian_deblois@msn.com). 

Please indicate the session(s) that you would like to cover since I do not have access to your registration preferences. 

The following guidelines will apply: 

· The reporter’s name will appear in the byline as the author of the report. 

· The deadline for submitting a Newsletter conference report is July 1, 2007 (about 4 weeks after the conference) for inclusion in the September issue. 

· Reports are generally summaries of presentations and may vary somewhat in length, scope, and depth of coverage, at the reporters’ discretions; reports must be full prose (not outlines or written out notes) and preferably between 250-500 words. 

· The Newsletter Editorial Board reserves the right to edit reports to any degree, or not to publish any report it deems inappropriate or unsatisfactory. 

· Reporting for the Newsletter is not the same as recording for the Conference Proceedings; Newsletter reports are generally less substantial than articles in the Proceedings. 

· NASIG members, and especially the Newsletter Editorial Board, will be very appreciative and grateful for your report!

22:1 (2007:03) 22nd Conference 2007: Calling All Conference Recorders!

February 27, 2007 at 1:18 pm | Posted in Conference, Proceedings | Leave a comment

Gary Ives and Carol Anne Borchert, 2006 Proceedings Editors

NASIG is seeking conference recorders for the preconference, vision, strategy, and tactics sessions at the 2007 NASIG Annual Conference in Louisville, Kentucky. Recorders are asked to attend specific sessions, take notes and then synthesize the notes into a readable, comprehensive report of the session for the Conference Proceedings.  

In some cases, recorders may be asked to listen to recordings of a presentation and work with the speaker to create a report for publication in the Proceedings.  

Reporters will work under the general direction of the Proceedings editors.  

If you are a NASIG member with the ability to write clear, organized prose, and who is able to submit a report by Monday, July 2, 2007, please consider this opportunity to make a valuable contribution to the organization. 

To apply, submit a letter of application by e-mail to:  

Gary Ives
Email:  gives@lib-gw.tamu.edu
Phone: (979) 458-0726 

Include in your application your complete contact information (including your snail mail address, email, and phone number), sessions you plan to attend, and a writing sample.  Please include the writing sample as an attachment or as a link.  The writing sample can be on any topic; it does not have to be related to librarianship. The purpose of the writing sample is to illustrate your writing ability. Suggested samples include: reports on a process, event, or meeting; book reviews; excerpts from essays or academic papers. Do not include minutes of meetings. 

Deadline for Applications: Monday, April 2, 2007  

If you have questions, please contact the 2006 Proceedings editors: 

Gary Ives
Phone: (979) 458-0726
Email:  gives@lib-gw.tamu.edu 

Carol Ann Borchert
Phone:  (813) 974-3901
Email:  borchert@lib.usf.edu

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