Terry Metz Curriculum Vitae

1297 Pinehurst Avenue (401) 529-0366 Saint Paul, Minnesota 55116-2216 [email protected]

• An experienced library and information technology leader who has built a record of accomplishment. • Strong administrative and organizational development qualifications for library operations as well as instructional technology. • Significant experience in information service-oriented planning, process improvement, and strategic alignment—as well as developing staff and grooming new leaders working in these activities. • Highly regarded for unifying services for organizational effectiveness as well as efficiency. • A thoughtful planner, communicator, stakeholder-oriented leader, and consultant.

I. Current Employment

Employer: Hamline University, St. Paul, MN

Position: University Librarian

Employment Dates: July 2014–

Provide leadership for Hamline University's Bush Memorial Library, Law Library, and University Archives as the initial leader of a newly consolidated library system. Responsible for planning, budgeting, and coordinating all library operations, including 27 staff employees and an approximately $1.5 million annual operating budget. Library assets include library collections of +500,000 print volumes, several thousand electronic resources, and shared governance of technology services provide by Cooperating Libraries in Consortium (CLIC).

Report to Provost. Hold faculty status and membership on Deans' Council. Collaborate actively with faculty and administrators in the College of Liberal Arts, School of Law, School of Business, and School of Education to strengthen academic programs and promote the university's strategic direction. Serve as a representative to the Budget Advisory, Benefits Advisory, and Campus Planning Committees.

Achievement Highlights: Leading library program planning effort, including re-imagining the Bush Library as an academic field house. Communicating and aligning this vision as a pillar of Hamline's forthcoming capital campaign. Preparing for closure of Law Library as an outcome of the pending merger of the Hamline University School of Law and William Mitchell College of Law to create a new entity: Mitchell | Hamline School of Law.

II. Previous Employment

Employer: Washington and Lee University, Lexington, VA

Position: University Librarian and Professor

Employment Dates: September 2011–June 2013

Provided leadership for W&L’s James G. Leyburn Library and Robert L. Telford Science Library. Responsible for planning, budgeting, and coordinating all library operations, including 30 staff and an approximately $1.5 million annual operating budget. Library assets included library collections of +700,000 print volumes, several thousand electronic resources, and the university’s special collections and archives. Technology assets included an Innovative Interfaces integrated library system.

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Reported to Provost. Held faculty status. Collaborated actively with W&L’s Law Library, University Collections, Lee Chapel Museum, University Office of Development, and Friends of the Library organization.

Achievement Highlights: Oversaw collection shifting and withdrawal of some 7,000 volumes to prepare conversion of one of three science library floors to an Integrative Quantitative (IQ) Center. Raised profile of Special Collections and Archives unit by hiring new leader, remodeling some spaces, and significantly augmenting technical capabilities of that unit. Established a Digital Services & Strategies (DSS) unit within the library organization while simultaneously downsizing some traditional technical services operations. Reinvigorated and revalidated efficacy of the Friends of the Library (FOL) group and its contributions to library development. Launched Research & Instruction Services (RSS) unit within the library. Oversaw recruitment of three professional positions.

Employer: US Naval War College, Newport, RI

Position: Library Director and Professor

Employment Dates: September 2009–July 2011

Provided leadership for the college’s Henry E. Eccles Library and the Naval Historical Collection (NHC). Responsible for planning, budgeting, and coordinating all library operations, including 30 staff and an approximately $.5 million annual collections budget. Library assets included library collections of +350,000 print volumes, several thousand electronic resources, a Classified Library (security clearance required), and the NHC (archives and special collections). Technology assets included a SirsiDynix integrated library system.

Reported to Provost. Served as member of Provost’s Senior Staff. Held faculty status and rank. Chaired and/or served on several committees addressing library and technology services across the college, including Digital Asset Management Task Force. Served as supervisor for newly recruited writing center staff. Collaborated with NWC Foundation staff for providing grant stewardship and with NWC Museum on document digitization planning.

Achievement Highlights: Initiated library’s participation in NWC’s exploration of digital asset management practices and techniques. Assisted with recruiting a Chief Technology Officer and began discussions for relocating some IT staff and operations within the library’s physical space and integrating some IT service offerings with those of the library. Lobbied library and IT directors from peer institutions (Naval Postgraduate School, other war colleges, service academies, etc.) to confer more frequently and to begin exploring joint projects with aim of increasing services collectively while controlling costs. Initiated planning effort to remodel library’s physical spaces.

Employer: Wheaton College, Norton, MA

Position: Vice President for Library and Information Services

Employment Dates: January 2005–July 2009

Provided leadership for the college’s Library and Information Services (LIS) Division, both in support of the college’s academic mission and in its management and operations. Responsible for planning, budgeting, and coordinating all library and IT operations, including 62 staff, +200 student employees, and an approximately $3.5 million annual operating budget. LIS assets included library collections of +350,000 print volumes, several thousand electronic resources, and college archives and special collections. Technology assets included data network, +1,200 personal computers, SunGard SCT Banner as primary administrative computing system, and various other smaller, specialized systems such as Blackboard for course management, Resource25 for space and event scheduling, and White Whale web content management.

Reported to President. Served as college officer and as member of President’s Cabinet. Held faculty status. Chaired and/or served on several committees addressing library and technology services across the college, including the Library, Technology, and Learning Committee (LTLC) and the Administrative Computing Committee (ATC). Collaborated with Corporate and Foundation Relations staff for submitting several grant applications and providing grant stewardship.

Achievement Highlights: Created LIS organization, consolidated budgets, realigned and retooled staff after being hired to integrate library and technology units into a single administrative organization. Successfully lobbied Wheaton senior administration and library staff to join Rhode Island Higher Education Library Information Network (HELIN), including migrating library’s bibliographic data operations and services to HELIN’s union catalog. Initiated library’s campus-wide digital asset management planning process. Oversaw launching of campus-wide records retention policy review and

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program plan. Assisted with courting donors to fund ubiquitous wireless network access across campus; oversaw this project when funding became available. Invited to present and consult regionally and nationally on the topic of integrating library/IT services. Oversaw recruitment of about a dozen professional library/IT positions.

Employer: Wheaton College, Norton, MA

Position: College Librarian and Associate Vice President for Technology and Information Services

Employment Dates: August 2001–December 2004

Responsibilities nearly identical to those above except: library and technology units were spread across two college divisions and position reported to Provost with informal reporting relationships to the Vice President for Finance and Operations (CFO) and the President. Hired to integrate library and technology units into a single administrative organization.

Employer: , Gould Library, Northfield, MN

Position: Head of Information Technology

Employment Dates: August 2000–June 2001

Provided direction and leadership for college library’s newly formed Information Technology Department. Responsible for planning, budgeting, and coordinating all library IT operations, including +80 desktop systems and associated peripherals, software applications, network connectivity, online resources, Innovative Interfaces automated system, library’s web presence, and library IT education initiatives. Served as library’s liaison to Information Technology Services (ITS). Recommended annual budget (approx. $350,000) for library IT services and equipment to College Librarian. Instructed librarians, faculty, students, and staff in effective use of networked information tools and products. Collaborated with other librarians in developing library’s Andrew W. Mellon Foundation grant program for information literacy. Chaired library’s Web Development Committee and co-chaired library’s Staff Development Committee. Supervised departmental staff of three and served in reference desk rotation.

Employer: Carleton College, Northfield, MN

Position: Interim Director of Administrative Computing

Employment Dates: November 1998–July 2000

Provided direction and leadership for Administrative Computing Services, which now is a subunit of Information Technology Services (ITS). Responsible for planning, budgeting, and coordinating all information technology operations serving the college’s administrative units, including Admissions, Dean of Students, Business Office, Human Resources, Financial Aid, External Relations, Dean of the College, and the Registrar, among others. Coordinated all administrative computing Y2K preparation efforts. Key ACS assets included Datatel Colleague, BSR Advance, Hyland OnBase, Sequitur enrollment system, multiple Novell servers, +400 desktop systems and associated peripherals, an ACS departmental staff of 13, and an annual operating budget of $750,000. Recruited three professional IT staff.

Employer: Carleton College, Gould Library, Northfield, MN

Position: Interim College Librarian

Employment Dates: January–July 1998

In addition to those duties listed under my position as Associate Librarian, Loan Services and Instruction, provided direction and leadership for a staff of 25 (with 8 librarians), including recruitment of three librarians. Oversaw all library operations, including a collection exceeding 600,000 volumes, 1,500 serials titles, a large number of electronic resources, and an annual materials budget of $1.4 million. Prepared budget and space planning reports for Library Faculty Committee and Dean for Budget & Planning. Prepared policy documents and statistical analyses for library staff.

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Employer: Carleton College, Gould Library, Northfield, MN

Position: Associate Librarian, Loan Services and Instruction

Employment Dates: September 1996–October 1998

In addition to those instruction, web site, and reference duties listed under my position as Associate Librarian, Systems Support and Instruction, managed and set policy for Loan Services Department (circulation and reserve) of four support staff and 80 student employees. Responsibilities included setting departmental budget, goals, and objectives as well as monitoring, reviewing, and improving operations as necessary. Prepared policy manuals, statistical analyses, and operation planning reports. Served as library liaison to faculty in humanities division.

Employer: Carleton College, Gould Library, Northfield, MN

Position: Associate Librarian, Systems Support and Instruction

Employment Dates: April 1992–August 1996

Developed and maintained expertise for delivering electronic information services, including local integrated library system and Internet resources. Spearheaded selection, procurement, migration, and expansion of the Innovative Interfaces automated system; served as primary system manager and library automation vendor contact. Served as library’s liaison to Academic Computing & Networking Services, which today is a subunit of Information Technology Services (ITS). Recommended annual budget for library computer services and equipment to College Librarian. Instructed librarians, faculty, students, and staff in effective use of networked information tools and products, including basic hardware and software support within the library. Collaborated with other librarians to expand library instruction programs. Established and managed library’s web site and web server. Served 25 percent of time in reference desk rotation, including evening and weekend duty.

Employer: Cooperating Libraries in Consortium (CLIC), St. Paul, MN

Position: Consortium Manager

Employment Dates: October 1986–March 1992

Provided direction and leadership as chief officer for nonprofit consortium of seven private liberal arts college libraries and one private reference library in Minneapolis/St. Paul. Established new consortium headquarters and central computing site at . Conducted corporate business of consortium with $300,000 annual budget and $1.2 million grant stewardship. Managed operation of CLIC’s first union online catalog and circulation system. Served as primary liaison to automation vendors (Carlyle Systems & Dynix). Managed twice-daily courier delivery service among 15 metro-area campus libraries and post offices. Hired, trained, and directed staff of four and managed activities of consortium office. Served as executive secretary and ex-officio member of consortium Board of Directors. Served as ex- officio member of all (approximately 15) consortium committees and coordinated efforts of these committees with staffs of member libraries.

Employer: Hamline University, Bush Library, St. Paul, MN

Position: Assistant Circulation/Collection Management Librarian

Employment Dates: 1984–1986

Under direction of department head, assisted with management of all circulation functions. Hired, trained, and supervised staff of 40 student workers as well as part-time reference staff. Served in reference desk rotation and as liaison for bibliographic instruction program. Coordinated weeding, mending, and replacement of library materials. Managed binding of periodicals and indexes. Planned and monitored physical arrangement of library resources.

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Employer: Hamline University, Bush Library, St. Paul, MN

Position: Reference/Collection Management Librarian

Employment Dates: August–December 1983

Filled sabbatical vacancy. Served in reference desk rotation and bibliographic instruction program. Coordinated selection of new materials for acquisition. Assisted in hiring and training of part-time reference staff.

Employer: Hamline University, Bush Library, St. Paul, MN

Position: Evening Supervisor

Employment Dates: September 1981–July 1983 (part-time)

Provided reference service evenings and weekends and supervised student staff assigned to these shifts. Responsible for library security during these shifts. Some bibliographic instruction, vertical file, and collection development responsibilities.

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III. Professional, Post-Secondary Education, and Other Certifications

M.A., Library Science, The University of Minnesota, Minneapolis, MN, June 1985. GPA: 3.85/4.0 Thesis: An Examination of Weeding Methods for Academic Libraries Based on Recorded Use of Library Materials with an Application on a Small Liberal Arts College Collection. University of Minnesota Hutchinson Scholarship recipient, July 1981.

B.A., geography and business administration, Gustavus Adolphus College, St. Peter, MN, June 1980. Magna Cum Laude. GPA: 3.87/4.0

Frye Leadership Institute Fellow 2000—Selected in a competitive application process to participate in the inaugural offering of this intensive, two-week residential program hosted by Emory University. Sponsored by the Council on Library and Information Resources (CLIR), EDUCAUSE, and Emory University. (4–16 Jun 00; Atlanta, GA). Received Andrew W. Mellon Foundation scholarship to attend this institute, February 2000.

College Library Directors Mentor Program, 2001–2002—Selected in a competitive application process to participate in the 10th annual offering of this program. The program is designed to foster a mentoring relationship between an experienced library director and a first-year library director with the goal of enhancing leadership capabilities among new library directors. The program also included a three-day seminar held in association with the American Library Association’s Annual Midwinter Conference. Sponsored by the College Libraries Section (CLS) of the Association of College & Research Libraries (ACRL). (15–18 Jan 02; New Orleans, LA)

Myers-Briggs Type Indicator® Certification—Successfully completed certification training to administer and interpret the Myers-Briggs Type Indicator® (MBTI®) assessment tool. Sponsored by the U.S. Naval War College’s College of Operational & Strategic Leadership (COSL) (26–30 July 11; Newport, RI)

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IV. Professional Memberships and Activities

• American Library Association (ALA), 1986– — Association of College & Research Libraries (ACRL), 1986– . College Libraries Section . Instruction Section . National Information Literacy Initiative Planning Group (which eventually founded the ACRL Institute for Information Literacy), 1998 . REAL Advisory Board, 2008-2009

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— Library Leadership & Management Association (LLAMA), 1989– . Fundraising & Financial Development Section . Library Organization & Management Section . Human Resources Section . Measurement, Assessment, and Evaluation Section . Systems & Services Section

— Library & Information Technology Association (LITA), 1989– — Association for Library Collections & Technical Services (ALCTS), 1992–1993

• Special Libraries Association (SLA), 2009–2011 — Military Libraries Division (MLD), 2009–2011

• Minnesota Library Association (MLA), 1986–2001 — Academic & Research Library Division, 1986–2001 — Reference & Adult Services Section, 1986–1988 — Library Management Round Table, 1986–2001 — Library Technology Round Table, 1993–2001 — MLA Library Management Round Table Steering Committee, 1987–1988 — ARLD Member-at-Large State Officer, 1989

• Minnesota Oberlin Group — Managing Electronic Information Subgroup, 1994–1997

• Carleton College Committees and Activities — Library Automation Committee, 1992–1994 — Mellon Foundation Technology Grant Committee, 1992–1993 — Judicial Hearing Board, 1994–1996 — Human Resources Management Development Workshop Series, 1995–2001 — Exempt Staff Forum Steering Committee, 1997–2001 — Web Working Group, 1998–2000 — College Council Exempt Staff Representative, 1998–2000 — Technology Management Group, 1999–2000 — Work Place Advisor, 2000–2001

• University of St. Thomas Graduate School of Business — Center for Business Excellence Adjunct Faculty, 1995–2000

• Wheaton College Committees and Activities — Administrative Technology Committee, 2001–2009 — Library, Technology, and Learning Committee, 2001–2009 — Reaccreditation Steering Committee, 2007–2009 — Technology Steering Committee, 2001–2004 — Safe Zone Ally Training, 2008

• Oberlin Group — Wheaton College representative, 2001–2009 — Washington and Lee University representative, 2011–2013

• EDUCAUSE — Wheaton College institutional representative, 2001–2009 — Constituent Group Memberships: . Change Leadership . Chief Information Officers . Library/IT Partnerships

— EDUCAUSE 2004 annual conference program committee, 2003–2004 — Naval War College participating representative, 2010–2011 — Washington and Lee University participating representative, 2011–2013

• Northeast Regional Computing Program (NERCOMP)

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— Board Member-at-Large Trustee, 2001–2003

• Council on Library and Information Resources (CLIR) — Chief Information Officer representative, 2002–2009

• Coalition for Networked Information (CNI) — National Institute for Technology and Liberal Education (NITLE) representative for Mid-Atlantic and New England (MANE), 2002–3; 2004; 2007

• Consortium of Liberal Arts Colleges (CLAC) — Wheaton College representative, 2005–2009

• Higher Education Library Information Network (HELIN) — Wheaton College representative on HELIN Board of Directors, 2005–2009 — HELIN Board of Directors Executive Committee, 2008–2009 — HELIN Treasurer, 2008–2009

• Virginia Independent College and University Library Association (VICULA) — Washington and Lee University representative, 2011–2013 — VICULA Information Officer, 2011–2013

• Washington and Lee University — Washington and Lee University faculty first-year student advisor, August 2012–2013

• Virginia Libraries Association (VLA), October 2012–2013

• Hamline University — Budget Advisory Committee, October 2014-May 2016 — Benefits Advisory Committee, October 2014-September 2016; chair, October 2015-Septemer 2016 — Campus Planning Committee, April 2015- — Higher Learning Commission Criterion 2 Subcommittee, April 2016- ; co-chair — Academic Technology Advisory Subcommittee, March 2017-

• Cooperating Libraries in Consortium (CLIC) — Hamline University representative on CLIC Board of Directors, July 2014- — CLIC Board of Directors Membership Committee, July 2014- — CLIC Board of Directors Executive Committee, July 2015- — CLIC Treasurer, July 2015-June 2016 — CLIC Vice President, July 2016-June 2017 — CLIC President, July 2017-

• Minitex — Minitex Policy Advisory Council private college representative, July 2015- ; vice chair, July 2016-December 2016; chair, January 2017-

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V. Publications

“Greater Than the Sum of Its Parts: The Integrated IT/Library Organization,” co-authored with Chris Ferguson and Gene Spencer in EDUCAUSE Review, vol 39, no 3, May/June 2004, pp. 38–47. http://www.educause.edu/ero/article/greater- sum-its-parts-integrated-itlibrary-organization

“Field House of the Mind,” Wheaton Quarterly, Winter 2004, pp. 18–21. www.wheatoncollege.edu/quarterly/Q2004Winter

“Finding the Third Space: On Leadership Issues Related to the Integration of Library and Computing,” co-authored with Chris Ferguson in Leadership, Higher Education, and the Information Age: A New Era for Information Technology and Libraries edited by Barbara Dewey, Dean of Libraries and Professor at the University of Tennessee, and Carrie

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Regenstein, Associate CIO/Director, Division of Information Technology, University of Wisconsin-Madison, New York, NY: Neal-Schuman, c2003.

“Wanted: Library Leaders for a Discontinuous Future,” Library Issues, vol 21, no 3, January 2001, pp. 1–6.

“Cultivating Relationships with Information Technology Departments,” Minnesota Library Association Newsletter, vol 26, no 6, November/December 1999, pp. 1, 3.

“Academic Libraries and Computing Centers: The Case for Collaboration,” Moveable Type, vol 6, no 2, Spring, 1999, pp. 7. libmedia.willamette.edu/xmlui/handle/10177/315

“Student Employees Enhance Internet Expertise for a Liberal Arts College Library,” in The Internet Initiative: Libraries Providing Internet Services and How They Plan, Pay, and Manage, Edward J. Valauskas and Nancy R. John, eds., Chicago, IL : American Library Association, c1995.

As the Carleton library’s first webmaster, designed and authored the majority of content on the library’s web site from 1994–1998. http://www.library.carleton.edu

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VI. Invited Consultations, Presentations, Seminars, and Workshops

2015

Invited Consultancy: Library Program Document Review—College of St. Benedict/St. John’s University (CSB/SJU) Library Director, Kathy Parker, engaged me to examine the CSB/SJU libraries’ draft library program review document. Offered recommendations for revising and improving this document before it was submitted to the CSB/SJU senior administrations. Requested by College of St. Benedict/St. John’s University. (St. Joseph/Collegeville, MN)

Invited Consultancy: Library Program Review—North Central College (NCC) Library Director, John Small, engaged me to perform a program review of the Oesterle Library, Archives, and Instructional Media operations. Conducted site visit. My assignments were twofold: (1) to gain a clear impression of unit operations and capabilities, and (2) to provide the NCC administration with feedback, especially recommendations for improvements. Requested by North Central College. (6 Mar 15; Naperville, IL)

2014

Examining IT and Library Service Convergence—Invited to present webinar on this topic as an offering in NITLE’s Shared Academics seminar series. Sponsored by NITLE. (18 Mar 14)

2013

Schenectady County Community College (SCCC) Faculty Institute—Invited to collaborate with two other presenters to offer a three-hour workshop for SCCC faculty entitled, Maximizing 21st Century Teaching and Learning beyond the Classroom With Technology. Presentation offered perspectives on trends for both learning from a distance and online learning. We then engaged the faculty in two hands-on exercises to help them gain awareness of best-practice planning and execution of online learning. Hosted by SCCC. (18 Jan 13; Schenectady, NY)

2012

Annual VIVA (Virtual Library of Virginia) Users’ Group Meeting—Participated on a four-member panel entitled, Exceptions to Every Rule: Managing the Ongoing Migration to E-Books and Streaming Media. Panel members offered their experiences and impressions of the impact of e-books on the future of libraries. Represented smaller private institutional libraries. This panel was a component of the Virtual Library of Virginia (VIVA) annual user’s group meeting held during the Virginia Library Association (VLA) 2012 annual conference. Hosted by VIVA and VLA. (25 Oct 12; Williamsburg, VA)

2011

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Invited Consultancy: Library/IT Strategic Planning—St. (SLU) President, William Fox, engaged Gene Spencer Consulting to perform a review of information technology and libraries at SLU. Mr. Spencer requested my assistance with this effort. Conducted site visit. My assignments were twofold: (1) to gain a clearer impression of library and technology services at SLU, to learn how these two units were organized and how their respective staffs were involved with providing services, and to sense the units’ atmosphere and work environment at a time of leadership transition for both units; and (2) to provide the university’s senior leadership with feedback and recommendations to aid them in making near-term library/IT leadership transition decisions as well as longer-term decisions about the direction for library/IT services and resources at SLU. Requested by St. Lawrence University. (21–23 Sept 11; Canton, NY)

2010

PAJE Team Visit—Served as member of PAJE (Process for Accreditation of Joint Education) team visit to National War College, a component of National Defense University (NDU). Participated as an observer (i.e., understudy) for the team member assigned to evaluate Standard Seven: Provide Institutional Resources to Support Educational Process. This standard encompasses library, financial, technological, and physical plant resources. My involvement as an observer qualifies me to evaluate Standard Seven for future PAJE visits at other military education institutions. Hosted by National War College. (25–30 July 10; Washington, DC)

2008

Future of the Library—(2008 EDUCAUSE preconference) Served as one of three presenters for this half-day seminar. The seminar reviewed the fluid landscape of the changing world of libraries, IT, and higher education. Attendees collectively identified challenges, proposed solutions, and charted strategic directions. (28 Oct 08; Orlando, FL)

2008 NITLE Summit—Participated on four-person panel describing experiences using the NITLE Technology Futures Market (TFM) social software tool for technology forecasting. Sponsored by NITLE. (5 Apr 08; San Francisco, CA)

REAL Advisory Board—At the invitation of the ACRL Board of Directors, served as a select member of a five-person advisory board to help ACRL launch a new product (REAL), a quarterly subscription service providing research reports on topics and issues of interest to library deans and directors in all types of libraries. Our charge was to generate ideas for the first two years’ worth of reports (8 topics) that would be of interest to the potential subscriber base. Sponsored by ACRL. (28 Feb 08; Chicago, IL)

2007

2007 Seminars on Academic Computing (SAC)—Invited to appear on a two-person panel on the topic of managing the inherent differences in IT and library staff in support of the Directors Leadership Seminar track. Sponsored by EDUCAUSE. (4–9 Aug 07; Snowmass, CO)

Consultation: Colby-Sawyer College—Conducted site visit to assess the Information Resource (IR) unit at Colby-Sawyer College (CSC). My assignments were twofold: (1) to gain a clearer impression of library and technology services at CSC, to learn how IR was organized and how its staff was involved with providing services, and to sense the unit’s atmosphere and work environment at a time of IR leadership transition; and (2) to provide the college’s senior leadership with feedback and recommendations to aid them in making near-term IR leadership transition decisions as well as longer-term decisions about the direction for library/IT services and resources at CSC. Requested by Colby-Sawyer College. (27–28 Apr 07; New London, NH)

Creating Value Through Collaboration: 2007 NITLE Liaisons Summit Meeting—Served as co-panelist for both opening and closing keynote sessions on topic of collaboration among NITLE institutions. Represented Wheaton at this gathering of liaisons for NITLE member institutions. Liaisons shared successes and challenges, and explored new ways of collaborating within and across institutions. The new NITLE organizational structure was discussed. Sponsored and hosted by NITLE. (4–6 May 07; St. Paul, MN)

2007 III Academic Library Directors Symposium—Served as co-panelist and presented on topic of “Using the III System at Small Colleges to Leverage Successful Connections with ‘Millennial’ Students.” The overall theme of the symposium was “Architecting the Future.” Sponsored by Innovative Interfaces, Inc. (13–14 Mar 07; Berkeley, CA)

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Forum on New Modes of Information Delivery in Higher Education—Invited to offer feedback to representatives from three professional organizations surrounding the tension between existing and emerging technologies and how they will affect the relationship between academic institutions and providers of course materials. Hosted by EDUCAUSE, ACRL, and NACS. (5–6 Mar 07; Denver, CO)

Transformation of the College Library Workshops—Presented on topic of collaboration between librarians and information technologists. Emphasized how such collaboration is critically important to information literacy programs and offered examples for securing this collaboration, including “merged organizations” that administer library and technology services as a single administrative unit. This series of workshops was designed to strengthen the contribution of libraries to teaching and learning. The workshops focused on dramatic changes now occurring in college libraries and were intended to help small and mid-sized colleges and universities deal successfully with those changes. Co-sponsored by CIC and NITLE. (1–3 Feb 07; Savannah, GA, and 1–3 Mar 07; Portland, OR)

2006

MISO Survey Results Panel—Represented Wheaton and participated on a four-person panel to discuss results of a 2006 Measuring Information Services Outcomes (MISO) survey conducted under the auspices of the CLIR CIOs. Sponsored by the CLIR CIOs and EDUCAUSE. (8 Oct 06; Dallas, TX)

Mentor for 2006-2007 College Library Directors Mentor Program—This program seeks to enhance leadership capabilities of new college library directors and to help them meet the challenges involved in directing libraries in small colleges. The program fosters a mentoring relationship with an experienced library director. First-year directors gain access to someone who will listen to their problems and questions and provide feedback and possible solutions. Mentors are experienced college library directors willing to serve as good “listeners” and helpers. Paired with Dan Speidel, Library Director at Rivier College. Sponsored by the College Libraries Section of ACRL.

2005

Consultation: Allegheny College—Invited to present and consult on the topic of library/IT service integration at smaller colleges. Sponsored by Allegheny College. (11–12 Aug 05; Meadville, PA)

2005 Seminars on Academic Computing (SAC)—Invited to appear on a two-person panel describing experiences of IT management succession planning for the Directors Leadership Seminar track. Sponsored by EDUCAUSE. (August 7–10 August 05; Snowmass, CO)

CLIR Scholarly Communication Institute 3—Invited to participate and present on one of four teams employing digital technology for teaching and scholarly communication in the humanities. Specifically represented TEI use at a small liberal arts college. Sponsored by the Council on Library and Information Resources and the University of Virginia Libraries. (17– 19 July 05; Charlottesville, VA)

Frye Leadership Institute 2005 Presenter—Panel describing experiences of re-entry into the workplace after completing this institute. Sponsored by the Council on Library and Information Resources, EDUCAUSE, and Emory University. (16 June 05; Atlanta, GA)

AMICAL 2005—Invited to present on the topic of how to plan and organize an academic library consortium and to facilitate several topical planning groups. Sponsored by Lebanese American University, American University of Beirut, and the Andrew W. Mellon Foundation. (1–3 June 05; Beirut, Lebanon)

College Library Directors Mentor Program Seminar, 2004-2005 Panelist—Panel describing experiences of the first year of serving as a college library director. This panel was a component of the College Library Directors Mentor Program, 2004–2005. Sponsored by the College Libraries Section of ACRL. (14 Jan 05; Boston, MA)

2004

Frye Leadership Institute 2004 Presenter—Panel describing experiences of re-entry into the workplace after completing this institute. Sponsored by the Council on Library and Information Resources, EDUCAUSE, and Emory University. (17 June 04; Atlanta, GA)

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New England Chapter of ACRL Annual Conference—Presented on the topic of library/IT integration within the scope of “Defining the Library’s Role in the Changing Academic Organization.” Sponsored by ACRL/NEC. (23 Apr 04; Bryant College, Smithfield, RI)

2003

NERCOMP 2003 Leadership Special Interest Group—Technology leaders from the Frye Leadership Institute class of 2000 shared experiences in pioneering new techniques and strategies for leadership. Presented “Transcending Tribes Within Library/IT Units (and Beyond).” Sponsored by NERCOMP and the Frye Leadership Institute. (3 July 03; Wellesley, MA)

Frye Leadership Institute 2003 Presenter—Panel describing experiences of re-entry into the workplace after completing this institute. Sponsored by the Council on Library and Information Resources, EDUCAUSE, and Emory University. (12 June 03; Atlanta, GA)

Directing the College Library: Leadership Alternatives for University & Community College Librarians—Panel describing the attraction of being a college library director and of participating in the College Library Directors Mentor Program. Sponsored by CLS/ACRL. (12 Apr 03; Charlotte, NC)

Activities prior to 2003 are listed on my vitae web site: https://sites.google.com/site/metzterry/ home/professional_information

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VII. Conferences, Seminars, and Workshops Attended

2017

2017 Minitex Interlibrary Loan Conference—The 26th offering of this annual conference explored issues and trends in how libraries collaborate by sharing collections. Attended sessions on how librarians and library staff can use insights from Disney Institute best practices to understand how to enhance the experience of library patrons; future plans for OCLC resource sharing technology; ideas for creating a more seamless experience for library users by working towards smart fulfillment via a unified user interface and account for all library services, including interlibrary loan; and what statistics are telling us about trends in patron behaviors and library usage during turbulent times. Sponsored by Minitex. (17 May 17; St. Paul, MN)

At the Helm – Leading Transformation: ACRL 2017 Conference—Attended sessions combining the language of the eye with the language of the mind to enhance understanding of complex data; building powerful partnerships across campus; significant changes in higher education and how they will influence the trends defining the future of academic libraries; the future of academic library value creation, demonstration, and communication; creating a 21st century teaching and learning environment; pressing trends, challenges, and technology for academic libraries; bolstering the library’s role through repository, publishing, and faculty research services; using altemetrics to transform collection development decisions; managing cooperative relationships; the future of academic libraries; navigating new directions for library liaisons; board game collections in academic libraries; and multiple poster and technology sessions. Sponsored by ACRL. (22-25 Mar 17; Baltimore, MD)

2017 Library Technology Conference—The conference provided an opportunity for library professionals to discuss changing technologies that are affecting how users interact with libraries and to see how libraries are using technology to create new and better ways to manage their resources. Attended sessions on supporting data use in undergraduate student research; library website redesign; overcoming barriers to effective use of digital texts; improving library staff communication, knowledge-sharing, and engagement with common platforms; creating impactful library tutorials; experiences of an emerging technologies librarian; and explore Google’s new Google App G Suite. Hosted by Macalester College. (15–16 Mar 17; St. Paul, MN)

Winter Faculty Development Day—This day focused on developing action plans for improving student success in the classroom. Attendees explored methods tailored to specific fields or disciplines, including previous classroom experiences, teaching styles, and ideas for developing innovative assignments and pedagogical approaches. Sponsored by the Hamline University Center for Teaching and Learning. (27 Jan 17; St. Paul, MN)

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2016

Copyright: What Every Faculty Member Needs to Know—Attendees learned how to make informed decisions about copyright and open-course materials in their classrooms and online course sites. Presenters provided guidelines and effective approaches to integrating library resources seamlessly into online course sites via the Stanford Intellectual Property Exchange (SIPX). Sponsored by the Hamline University Center for Teaching and Learning as session of Fall Faculty Development Day. (31 Aug 16; St. Paul, MN)

Spring Faculty Development Day—This event was facilitated by Peter Doolittle, a nationally recognized educational psychologist, scholar of higher education teaching and learning, and a TED conference contributor. This day focused on using active and inclusive pedagogies to cultivate deep and flexible student learning, and included several interactive workshops. Sponsored by the Hamline University Center for Teaching and Learning. (26 May 16; St. Paul, MN)

2016 Minitex Interlibrary Loan Conference—The 25th offering of this annual conference explored issues and trends in how libraries collaborate by sharing collections. Attended sessions on the Pew Research Center's latest findings about how people think about libraries and where they see libraries going; trends and technologies in the future of interlibrary loan; ebooks; digital preservation; and blending innovation, risk, and experimentation. Sponsored by Minitex. (10 May 16; St. Paul, MN)

2016 Library Technology Conference—The conference provides an opportunity for library professionals to discuss changing technologies that are affecting how users interact with libraries and to see how libraries are using technology to create new and better ways to manage their resources. Attended sessions on bias in search services, assessing ebook collections, flipped information literacy instruction, online experience quality assurance, top ten Google Apps tool tips, network privacy and confidentiality, educating library staff about library and campus technologies, design thinking for libraries, and building strong negotiating skills. Hosted by Macalester College. (16–17 Mar 16; St. Paul, MN)

2015

Sharing Library and IT Services at Your Institution—This conference explored the topic of determining whether integrating library and IT services is the right choice for your institution. Attendees explored the complex design, implementation, and communication realities of converging these services. Hosted by Academic Impressions. (18–20 Nov 15; St. Louis, MO)

2015 LITA Annual Forum—Attended sessions on digital governance within the organization; library cybersecurity; integrating open access resources into library collections; data designed for discovery; linked data and good intensions; recruiting, retaining, and developing library IT staff; assessing technology priorities in small academic libraries; girls and technology; building the library of the future; developing better discovery layers; achieving organizational buy-in for knowledge management; life outside the technology echo chamber, and multiple poster sessions. Hosted by LITA. (13–15 Nov 15; Minneapolis, MN)

2015 EDUCAUSE Annual Conference—Attended sessions transforming an organization incrementally; preview of 2016 EDUCAUSE top ten IT issues and strategic technologies; e-texts; online learning excellence; results of 2015 campus computing survey; digital natives arrive at college; brilliant technologies changing our work; earning trust to get stuff done; 21st-century professional development; looking ahead to 2026: trends in technology and education; future of campus-based higher education; online pedagogy and design; technology at small colleges; the power of design as a change agent; and multiple poster sessions. Hosted by EDUCAUSE. (27–30 Oct 15; Indianapolis, IN)

Fall Faculty Development Day—Attended sessions on using Google Hangouts and WebEX to conduct online meetings, support flipped instruction, and increase real-time interaction in online courses; creating a syllabus that enhances learning; using case studies for developing students’ critical thinking and problem solving abilities; and using information/data to create a visual representation of ways in which higher education can be most valuable to our students. Sponsored by the Hamline University Center for Teaching and Learning. (2 September 15; St. Paul, MN)

Hamline University Leadership Training Series: Compensation—Workshop examined compensation fundamentals, including myths and realities. (20 Oct 15; St. Paul, MN) The Termination Process—Workshop focused on best practices for planning and carrying out termination actions. (9 Oct 15; St. Paul, MN) Performance Management and Courageous Conversations—Workshop examined methods and techniques for coaching poorly performing employees to improve their productivity and effectiveness. (6 Oct 15; St. Paul, MN) Creating a Strong Culture and Team—Workshop focused on fundamentals of positive psychology and its relationship to leadership style effectiveness. (14 Sept 15; St. Paul, MN)

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The Hiring Process—Workshop reviewed best practice principles for successful hiring, including the current and evolving practices used at Hamline University. (25 Aug 15; St. Paul, MN) Leadership 101—Workshop focused on the role and principles of leadership, as well as a framework for following five components of this series. (Aug 19 15; St. Paul, MN) Sponsored by Hamline University Human Resources.

Spring Faculty Development Day—The day focused on flipping the classroom. Attended sessions on using technology to support learning outside of the classroom; activities to support learning inside the classroom; and structuring teaching assistant and apprentice teaching experiences. Sponsored by the Hamline University Center for Teaching and Learning. (28 May 15; St. Paul, MN)

Creating Sustainable Community: ACRL 2015 Conference—Attended sessions on supporting multiculturalism in academic libraries; library study spaces in support of learning; co-locating student academic support services in the library to promote student success; reviewing ACRL’s framework for information literacy; new roles for academic librarians; the inspirational power of “gut churn”—the sensation of taking risks; demand-driven acquisitions; embracing radical change in academic libraries; ACRL’s framework for information literacy and its impact on student learning; exploring the student e-book experience; student feedback on library learning spaces; successful strategies for shaping print collections through weeding; Internet neutrality and open access; and multiple poster and technology sessions. Sponsored by ACRL. (25-29 Mar 15; Portland, OR)

2015 Library Technology Conference—The conference provides an opportunity for library professionals to discuss the changing technologies that are affecting how users interact with libraries and to see how libraries are using technology to create new and better ways to manage their resources. Attended sessions on being a user entered library, blending the roles of instructional technologists and librarians, publisher and librarian viewpoints on ebooks, library analytics data collection, librarians in the second machine age, library discovery tools vs. Google, interpreting copyright law more liberally, and rethinking and revising library learning spaces. Hosted by Macalester College. (18–19 Mar 15; St. Paul, MN)

Active Learning Workshop—Workshop focused incorporating active learning techniques into the classroom. Session was held in newly remodeled technology enhanced classroom. Attendees learned how to use some of this new technology as well as which teaching delivery strategies and learning styles best complement this type of space. Sponsored by the Hamline University Center for Teaching and Learning. (5 Feb 15; St. Paul, MN)

Winter Faculty Development Day—The day focused on leveraging the Hamline undergraduate curriculum. Attended sessions on activities, assignments, and assessment for supporting student reflection; sorting learning outcomes by building categories and themes; and using student work to inform teaching. Sponsored by the Hamline University Center for Teaching and Learning. (30 Jan 15; St. Paul, MN)

2014

Make Your Marketing More Effective—Focusing on academic libraries, this workshop reviewed what true marketing is, including tools, strategies, and steps in the process. Attendees participated in a 5-step exercise to develop marketing plans for their own libraries. There were three areas of concentration: segmenting customers into target markets and crafting specific messages to reach them most effectively, merchandising to upgrade space and increase circulation, and getting attention on Facebook. Sponsored by CLIC. (30 Oct 14; St. Paul, MN)

Copyright and Fair Use: What Do faculty Need to Know?—This workshop reviewed the basics of copyright with a practical focus on understanding how faculty can share copyright protected materials in both physical and online courses. Emphasized an understanding Fair Use, and how non-profit educators can find a balance between promoting arts and sciences and respecting the scholarly community. Attendees were given practical tools and discussed real life scenarios. Sponsored by the Hamline University Center for Teaching and Learning and Hamline Libraries. (16 Oct 14; St. Paul, MN)

Fall Faculty Development Day—Attended sessions on introduction to Digital Commons, Hamline’s open access institutional repository; principles, practice, and spaces for active learning; using rubrics for grading and assessment; and Hamline libraries vision. Sponsored by the Hamline University Center for Teaching and Learning. (27 Aug 14; St. Paul, MN)

2013

2013 NITLE Summit—Represented W&L at this annual meeting where a small group of senior leaders from NITLE Network campuses, non-profit organizations, business, government, and foundations worked together to identify emerging trends in higher education with potential for inter-institutional collaboration. This year’s Summit was

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organized around the theme of “Strategic Collaborations: Shaping the Future of Liberal Education.” The framework for this year’s discussion was a report—based on a survey of the NITLE Network community—on the perspectives and priorities held by liberal arts campus leaders and practitioners on emerging trends in higher education. In examining these perspectives and priorities, participants focused on the intersection of emerging trends, strategic decision-making, and inter-institutional collaboration, and wrestled with the nuances of specific strategies for advancing liberal education. Sponsored by NITLE. (15 Apr 13; Atlanta, GA)

Imagine, Innovate, Inspire: ACRL 2013 Conference—Attended sessions using a photo study to reveal how students use library spaces; seating sweeps: an innovative research method to learn about how our patrons use the library; the location-less library: examining the value of the library building; taming the beast: dealing with a multiplicity of e-books; to e- or not to e-: understanding the student perspective in the move to e-textbooks; using environmental scanning for evidence-based planning; the ERIAL project: findings, ideas and tools to advance your library; becoming catalysts in exceptional research and learning: the intersections of information literacy and scholarly communication; informational tour of IUPUI campus library study space renovations; reviewing results of 2012 ITHAKA S+R faculty survey; the art of problem discovery; taking user-centered design farther: student participation in library design from concept to blueprint; the flipped classroom in the library: integrating formal and informal learning spaces; and multiple poster and technology sessions. Sponsored by ACRL. (10–13 Apr 13; Indianapolis, IN)

2012

Washington and Lee Winter Academy 2012—Attended sessions on flipping the classroom version 1.1, finding funding, using cloud technology for collaboration, the W&L performance development plan (PDP), developing learning spaces, undergraduate faculty promotion and tenure, and future trends for liberal arts colleges. Sponsored by W&L. (10–13 Dec 12; Lexington, VA)

2012 EDUCAUSE Annual Conference—Attended sessions on IT as a core academic experience; library and IT partnerships; the Kuali OLE: deep library collaboration and the release of a community-sourced library management system; digital scholarship at liberal arts colleges; beyond e-books: right-sized mobile content for learning anywhere; the Digital Preservation Network; disruptive innovation: current trends and future directions; blueprint for change in an era of rapid reinvention; the self-aware leader; grow leaders in your own organization; Frye Leadership Institute reunion; Coalition for Networked Information (CNI) update; moving your library to the cloud; top ten IT issues in higher education; JSTOR’s big data challenge: mining log files to improve services to users; discovery in a digital world; and multiple poster sessions. Hosted by EDUCAUSE. (6–9 Nov 12; Denver, CO)

Oberlin Group Library Directors Annual Meeting—Represented W&L and attended sessions of interest to Oberlin Group library directors. Hosted by Vassar and Bard Colleges. (18–20 Oct 12; Poughkeepsie, NY)

Organizational Development Coaching—Received six 2-hour professional coaching sessions tailored to the organizational developments needs of W&L university library employees from Ken Redick, Professional Certified Coach. Sessions spanned from September through November 2012.

Washington and Lee Fall Academy 2012—Attended sessions on flipping the classroom version 1.0, research in the writing program, registrar refresher, introduction to W&L classroom technology systems, and new faculty advisor training. Sponsored by W&L. (20–31 Aug 12; Lexington, VA)

2012 VICULA Spring Meeting—Represented W&L at 2012 VICULA spring meeting. Sponsored by VICULA and hosted by Randolph College. (1 June 12; Lynchburg, VA)

Washington and Lee Manager and Training Development Series: Change Management—Workshop focused on change management as stress management for individuals and groups. Demonstrated that change needs careful oversight with an emphasis on communication. Reviewed core change management theories, and translated them into a skills- based approach. Sponsored by W&L. (8 May 12; Lexington, VA) Managing Powerful Emotions at Work—Workshop focused on how work related stressors can lead to powerful emotions. Attendees learned about how the brain processes thoughts, feelings, and behaviors, better ways of managing these aspects of functioning, and new concepts that challenge old ways of thinking about stress, feelings, and behaviors. Specific tips on regulating emotion successfully were shared. Sponsored by W&L. (30 Apr 12; Lexington, VA) Employee Engagement: Motivation through Relationship—Workshop introduced the art and practice of feedforward feedback as well as stressing the keys to establishing communicating teams on the basis of relationship, engagement, and participation. Sponsored by W&L. (4 Apr 12; Lexington, VA) Coaching Skills for Supervisors—Attendees heard how the most effective leaders now rely on the power of coaching to lead their teams to success. Attendees learned not only how to coach underperformers, inspiring them to become strong contributors, but also ‘stars’, ensuring retention and sustainability for your organization. Sponsored by W&L. (15 Mar 12;

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Lexington, VA) Effectively Addressing and Documenting Employee Performance between PDP Reviews—Workshop helped managers should the importance of effective and appropriate performance documentation. This session walked attendees through the documentation process, underscoring the need for fair and equitable treatment of employees and good communication skills of the manager. Sponsored by W&L. (1 Mar 12; Lexington, VA) Creating and Developing Goals—Workshop for managers focusing on how to develop goals to support operational needs. Attendees learned to formulate goals, create a plan, put into action, monitor, and get results. Sponsored by W&L. (17 Jan 12; Lexington, VA)

Copyright and Faculty Rights Webinar: Faculty Use of Copyright/Faculty Ownership of Copyright (2 parts)— Attendees were introduced to the challenges and solutions of applying copyright law in classrooms, research, and scholarly publications. Sponsored by the W&L University Library, Law Library, the Williams School, and Office of the Provost. (2, 9 Mar 12; Lexington, VA)

Copyright and Fair Use Webinar: Best Practice in Higher Education—This webinar focused particularly on library and electronic reserves and educational media. Sponsored by W&L University Counsel. (23 Feb 12; Lexington, VA)

AMA Manager Webinar: Difficult Performance Reviews: How to Turn Painful Conversations into Positive Results—Attendees were introduced to tips and tactics for: preparing your employee for the conversation; overcoming review challenges related to poor performance; identifying nonverbal clues that can reveal hidden thoughts; delivering corrective feedback that inspires, motivates, and gets results; creating verbal and written records to protect your organization from legal liability; and directing the conversation so that your employee leaves with a sense of fairness and commitment. Sponsored by W&L. (24 Jan 12; Lexington, VA)

Tips and Tricks for the iPad: A session for NEW iPad Users—Attendees were shown 20 basic tips and tricks for using the Apple iPad efficiently and effectively. Sponsored by W&L Academic Computing. (13 Jan 12; Lexington, VA)

Washington and Lee Staff Development Week 2012: How to Have Difficulty Conversations—Workshop designed to avoid the pattern of dread and have productive difficult conversations with more successful outcomes. Sponsored by W&L. (5 Jan 12; Lexington, VA)

2011

Washington and Lee Winter Academy 2011—Attended sessions on basic and intermediate Sakai functionality, Microsoft OneNote, technology available for loan from the library, presentation poster production, iPad basics, undergraduate faculty promotion and tenure, and iMovie. Sponsored by W&L. (12–15 Dec 11; Lexington, VA)

2011 EDUCAUSE Annual Conference—Attended sessions on how winning ideas spread; Kuali Open Library Environment (OLE); integrating online gaming in information literacy instruction; using the cloud to archive and preserve the digital scholarly record: experiences from the DuraCloud Pilot; e-books, mobile technologies, and seamless service integration: three emerging models of mobile device access to academic library resources; iPad implications for higher education; access to data tomorrow means good data management today; innovation as an imperative; privacy in an era of social media; leading the changing workplace; we'll never have that much money again, so what can we do about it?; as learning goes mobile; forging strategic library/IT alliances in times of change; library and IT partnerships; cloud computing and mobility; changing the central IT business model; IT from both sides of the executive table; and multiple poster sessions. Hosted by EDUCAUSE. (18–21 Oct 11; Philadelphia, PA)

2011 Oberlin Group Library Directors Annual Meeting—Represented W&L and attended sessions of interest to Oberlin Group library directors. Hosted by Agnes Scott, Morehouse, and Spelman Colleges. (6–8 Oct 11; Atlanta, GA)

Washington and Lee Fall Academy—Attended sessions on flipping the classroom, benefits of library research for in the writing program, registrar refresher for first-year student faculty advisors, introduction to W&L classroom technology, and training for new first-year student faculty advisors. Sponsored by W&L. (20–24 & 27-31 Aug 11; Lexington, VA)

A Declaration of Independence: ACRL 2011 National Conference—Attended sessions on the insanity of ROI and a need for new qualitative measurements of academic library success; towards demonstrating value—measuring the contributions of library collections to university research and teaching goals; new metrics of engagement of academic libraries; supporting the research needs of campus executive officers; the budgetary importance of building relationships; 13 issues of next-generation librarians; automating a digital special collections workflow through iterative development; issues in academic library leadership development, the value of academic libraries—a comprehensive review and report; millennial librarians; assessment and accreditation; building relationships between the library and information technology units; a creative design process for library space planning; Do faculty know why students seek librarian

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assistance?; librarian 2.0; why small academic libraries should bother with scholarly communication initiatives; transforming library spaces into new learning environments; the rights of readers and the threat of the Kindle; strategies for demonstrating the library’s impact in a new world of assessment; the state of academic libraries in 2011; print vs. electronic resources—collection development with limited resources; user attitudes toward e-books; rethinking the copyright wars and the role of the academic library; humanizing and digitizing must both be advanced; Are born-digital materials in special collections really special?; and various poster sessions. Sponsored by ACRL. (30 Mar–2 Apr 11; Philadelphia, PA)

Solving the Puzzle: 2011 HELIN Annual Conference—Attended sessions on the information professional in the 21st century; digital innovations in the Harvard University Library Lab; and the Internet’s potential to build connection and collaboration across barriers of language, nationality, and culture. Sponsored by HELIN and hosted by Bryant University. (13 Jan 11; Smithfield, RI)

2010

MECC Distance Learning Coordinating Committee (DLCC), Defense Academic Information Technology Consortium (DAITC), and Educational Technology Working Group (ETWG) Combined Conference—Members of these three groups convened to discuss topics of common interest. Attended sessions on educational technology vision(s); strengths and weakness of various learning management systems (LMS); emerging e-reader devices (including Apple iPads); social media; Google Apps in academia and government; Apple computer products in the Department of Defense; and military security issues for Apple computer products. Hosted by US Naval War College. (14–16 Sept 10; Newport, RI)

MECC Library Working Group Planning Meeting—The Military Education Coordination Council (MECC) is an advisory body to the Director, Joint Staff, on education issues. The purpose of the MECC is to address key educational issues of interest to the joint military education community, to promote cooperation and collaboration among the MECC member institutions, and to coordinate joint military education initiatives. Represented NWC at these planning sessions of military academic and research library directors. Hosted by National Defense University (NDU): (22–23 July 10; Washington, DC)

2010 ALA Midwinter Conference—Attended various discussion group meetings on library technology and new, emerging information technologies. Also examined many library technology vendors’ exhibits and explored new library technological tools. Sponsored by ALA. (14–18 Jan 10; Boston, MA)

Measuring Success Through Collaboration: 2010 HELIN Annual Conference—Attended sessions on how digital media design; web information infrastructure design; and the demise of privacy in a digital world. Sponsored by HELIN and hosted by Bryant University. (13 Jan 10; Smithfield, RI)

2009

Toward New Horizons: 2009 Military Libraries Workshop—Attended sessions on Navy/Marine Corps libraries; service report for Air Force libraries; new generations of discovery, interfaces, and automation systems for library technology; planning to make military libraries more “green”; service report for Navy libraries; the potential for virtual worlds (such as Second Life) for use in military libraries; service report for Army libraries; technology security challenges (and opportunities); service report for Defense Technical Information Center (DTIC); creative library outreach; transitions from library 2.0 to library 3.0; service report from the Federal Libraries and Information Center Committee (FLICC); service report from Marine Corps libraries; improving workplace communication; the future of information communication “tribes”; building perceived value of military libraries; and using social networking to market military libraries. Sponsored by Military Libraries Division (MLD) of Special Libraries Association (SLA). (7–10 Dec 09; Nashville, TN)

Group of 17—Represented Wheaton at New England/Mid-Atlantic Liberal Arts College library directors annual meeting. Hosted by . (28–29 May 09; Northampton, MA)

CLIR CIOs—Represented Wheaton at CLIR Chief Information Officers spring 2009 planning meeting. Sponsored by CLIR. (31 March 09; Philadelphia, PA)

2009 NITLE Summit—Conference was designed for liberal arts college leaders to engage in high-level, peer-to-peer sharing with colleagues from other participating colleges, sharing information about the strategic responses and successful tactical approaches they have pursued and are pursuing to strengthen their learning missions with digital technology. Attended sessions on social software and the liberal arts college; distinguishing “core” from “context” in providing information services at liberal arts colleges; envisioning and planning trans-institutional work in the age of the

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Internet “cloud”; campus planning for software-as-a-service (SAAS), managed services, and other aspects of moving enterprise infrastructure towards cloud computing; managing digital resources in times of fiscal austerity; and multiple poster sessions. Sponsored by NITLE. (29–30 March 09; Philadelphia, PA)

Pushing the Edge–Explore, Engage, Extend: ACRL Fourteenth National Conference—Attended sessions on moral courage: ethics; 2009 ACRL trends for academic libraries; the liberal arts scholarly repository; Twitter for libraries: best practices and advanced uses of micro-blogs; digital libraries need digital organizations: identifying, defining and creating new academic library management structures; designing effective communication strategies for information organizations; where have all the librarians gone?...the academic library workforce of today and tomorrow; planning where you want to be in your career; the university president in challenging economic times; the right tool for the job: picking the best method for information literacy assessment; editing monologues, interviews and recorded events to create compelling narrative; and multiple poster and technology sessions. Sponsored by ACRL. (12–15 Mar 09; Seattle, WA)

Creative Intersections, Wise Collaborations, and Sustainable Technology: 2009 NERCOMP Annual Conference— Attended sessions on EDUCAUSE Current Issues Survey…where do we go from here?; open-source administration; cloud computing: possibilities and practice; developing institutional analytics that draw data from the college’s operations dashboard and industry databases; controlling expectations and setting priorities; how challenges in higher education IT form a crossroads of opportunity; bridging the gap: creating communication conduits between faculty and IT; today’s clash of cultures on campuses and the role IT needs to play; organization and politics in higher education: success strategies for IT professionals; Moodle: collaborative development across the region or country; online course evaluation: if you build It, some will come; and multiple poster sessions. Sponsored by NERCOMP. (9–11 Mar 09; Providence, RI)

Managing Time, Priorities, and Ourselves—(2009 NERCOMP preconference) This seminar explored how, as IT professionals, the same technologies we promote can challenge our ability to “get things done.” Being plugged-in means we are accessible at the office and at home, blurring our boundaries; the flow of information is relentless, and with multiple communication channels, requests find us no matter what we are doing, all of which creates a fast-paced, reactive, interrupt-driven rhythm in our lives. Attendees learned about strategies and tools to help us manage ourselves, be productive, and enjoy our accomplishments. This session also included a broad overview of managing priorities, identifying barriers to effectiveness, and handling stress. Sponsored by NERCOMP. (9 Mar 09; Providence, RI)

Building a Blueprint: Net Gen Students, Web 2.0, and the Future of Learning—(2009 NERCOMP preconference) This seminar considered how today’s students, shaped by a lifetime of technological innovation, are increasingly different from the faculty who will teach them. The seminar examined how we could leverage today's technologies–from wikis and blogs to social networks and cyber infrastructure–to better serve their needs. Attendees explored the use of both the student voice and our own knowledge of learning and learning technologies to construct a blueprint of what the future might look like. Sponsored by NERCOMP. (9 Mar 09; Providence, RI)

Remembering the Past...Embracing the Future: 2009 HELIN Annual Conference—Celebrating 25 years of HELIN library cooperation. Attended sessions on the future in integrated library systems; Pew Internet & American Life Project; and libraries in an age of abundance. Sponsored by HELIN and hosted by Bryant University. (14 Jan 09; Smithfield, RI)

2008

Interaction, Ideas, Inspiration: 2008 EDUCAUSE Annual Conference—Attended sessions on the unique human brain: clues from neurology; leading the IT workforce in higher education; PGP whole disk encryption implementation; library/IT partnerships; top-ten “gotchas” for the new CIO; the 2008 Campus Computing Survey; IT metrics; Will the last one to leave turn out the lights?–Does IT really matter?; IT matters, but information resources matter more; the facts of life in the high-tech age; beyond the prototype–scaling a grassroots tablet PC pilot for large-scale campus integration; change leadership; Is IT really strategic for higher education?; the annual Gartner/EDUCAUSE update; process and politics: IT governance in higher education; and various poster sessions. Sponsored by EDUCAUSE. (29–31 Oct 08; Orlando, FL)

Oberlin Group/CLAC Joint Planning Meeting—This half-day meeting constituted the first ever joint meeting of representatives of both the Oberlin Group and CLAC organizations. Discussion focused on potential areas of collaboration within the information services areas of liberal arts colleges. Its goal was to develop “a written outcome of specific projects that the Oberlin Group and CLAC want to work on together.” (27 Oct 08; Orlando, FL)

MISO Symposium 2008—Evaluation and discussion of current longitudinal results of the Measuring Information Services Outcomes survey conducted under the auspices of the CLIR CIOs. Sponsored by the CLIR CIOs and EDUCAUSE. (27 Oct 08; Orlando, FL)

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2008 CLAC Annual Conference—Represented Wheaton and attended sessions on giving thanks to 20 years of Bill Gates: and what the future of IT will be without him; adventures with content management systems (CMS's); today’s IT leadership: it’s about the people & the organization; using a wiki as a project management tool; ECAR study on cyber infrastructure; strategic planning for learning spaces; and smart study spaces–a good fit for small residential colleges. Sponsored by CLAC and hosted by . (17–19 June 08; Schenectady, NY)

CLIR CIOs—Represented Wheaton at CLIR Chief Information Officers spring 2008 planning meeting. Sponsored by CLIR. (12 May & 14 Nov 08; Washington, DC)

Group of 17—Represented Wheaton at New England/Mid-Atlantic Liberal Arts College library directors annual meeting. Hosted by Wheaton College. (24–25 Apr 08; Norton, MA)

2008 NITLE Summit—Conference was designed to assist liberal arts college leaders in making strategic decisions about campus planning in the context of the challenges and opportunities that accompany technological change. Attended sessions on ’s Center for Teaching and Engaged Learning; technology forecasting with the NITLE Technology Futures Market; podcasting for the liberal arts campus; the crisis of significance and the future of education; planning for the millennial generation; the value of NITLE inter-institutional collaboration; and multiple poster sessions. Sponsored by NITLE. (4–6 Apr 08; San Francisco, CA)

Education and Technology in Service of the Networked Society: 2008 NERCOMP Annual Conference—Attended sessions on multiplatform computing in labs and classrooms: an analysis; from their viewpoint: college presidents; effectively communicating change: stop spamming your campus; developing and assessing a collaborative, computer- centric learning space; digital content for teaching and learning: an ITS/library collaborative at Yale University; tracking our progress, planning our future; agile project management; what NERCOMP innovators can learn from Hollywood; rethinking computer labs: transformation or obsolescence?; supporting digital humanities research: the collaborative approach; using wikis for collaborative group work; and multiple poster sessions. Sponsored by NERCOMP. (10–12 Mar 08; Providence, RI)

The Future of the Library (2008 NERCOMP preconference)—This session reviewed the fluid landscape of the changing world of libraries, IT, and higher education, and drew on the presenters’ experience of leading a merged information service organization. Topics included defining a new learning/teaching professional, reallocating staff, defining priorities, staffing institutional repositories, finding skilled cross-functional leaders, supporting data-rich scholarship, defining critical literacies for the new millennium, inserting library and technology staff into the curriculum in radical new ways, supporting community learning and learning outside of courses, matrix management organizations, cross-breeding research and social software, and thinking beyond the course management system. Sponsored by NERCOMP. (10 Mar 08; Providence, RI)

Libraries Above the Fold: 2008 HELIN Annual Conference—Attended sessions on “Library Future: Ripped from Tomorrow’s Headlines”; world digital libraries; and “The Web that Wasn’t.” Sponsored by HELIN and hosted by Bryant University. (8 Jan 08; Smithfield, RI)

2007

Information Futures - Aligning our Missions: 2007 EDUCAUSE Annual Conference—Attended sessions on individual qualities that make a leader great; visualizing the institutional value of information services; improving IT governance through formal change management; library/IT partnerships; the 2007 Campus Computing Survey; important lessons learned in a 40-year career in higher education management, leadership, and technology; effective pedagogical strategies for social bookmarking; the role of information technology in an age of access, affordability, and accountability; IT leadership and the role of the CIO; change leadership; higher education and web 2.0; evolving technologies and how to use them to reach their full potential; EDUCAUSE Core Data Service 2006 results; ten information security trends; and various poster sessions. Sponsored by EDUCAUSE. (22–26 Oct 07; Seattle, WA)

The End of the LMS? Web 2.0: Preparing for a New Focus in E-Learning—(2007 EDUCAUSE preconference) This half- day seminar provided a systematic means to evaluate Web 2.0 technologies such as blogs, wikis, newsfeeds, and friend-of- a-friend (FOAF) profiles to support their judicious adoption in higher education. The seminar offered strategies for quickly identifying key issues and clarifying ideas about an appropriate educational role for such technologies and how they might be suitably incorporated in institutional systems. (22 Oct 07; Seattle, WA)

Learning Technology in the Future: Connecting Today’s Innovations to Institutional Priorities and Challenges— (2007 EDUCAUSE preconference) This half-day seminar reviewed how the growth and evolution of learning technologies

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challenges institutions to keep pace with emerging pedagogies and learning environments while making them relevant to their core missions, goals, and challenges. The EDUCAUSE “grand challenges” initiative served as the session's backdrop for exploring some of higher education’s access, retention, affordability, and accountability issues. (22 Oct 07; Seattle, WA)

2007 Oberlin Group Library Directors Annual Meeting—Represented Wheaton and attended sessions of interest to Oberlin Group library directors. Hosted by Carleton, Gustavus Adolphus, Macalester, and St. Olaf Colleges, and College of St. Benedict/St. John’s University. (14–16 Oct 07; Northfield, MN)

2007 Seminars on Academic Computing (SAC)—Attended Directors Leadership Seminar track, including sessions on knowledge, freedom, and the purposes of learning; the disruptive nature of technology; the role of play and preparing for a changing student population; privacy and security in higher education: filling the policy vacuum; the confidentiality- collaboration conundrum; building capacity for successful IT/library collaboration; leading in the “converged” library/IT organization; and the institutional challenges of cyber infrastructure and e-research. Sponsored by EDUCAUSE. (4–9 Aug 07; Snowmass, CO)

2007 CLAC Annual Conference—Represented Wheaton and attended sessions on what should we do about Internet “cruft”?; strategies to counter the RIAA’s “spring offensive”; responding to the EDUCAUSE Grand Challenges initiative; identity management; a behind the scenes look at Second Life; outsourcing; and preparing your network for mixed media and VOIP. Sponsored by CLAC and hosted by . (12–14 June 07; Portland, OR)

Uncommon Commons—The terms “information commons” or “learning commons” are being used to describe a wave of integrated service environments cropping up in libraries. These collaborative learning spaces are a place where information seekers have ready access to services and resources. This workshop showcased examples of creative use of existing space, staff, and resources in the implementation of a “commons” environment. Models of smaller, informal, inexpensive common spaces in libraries and other information service environments were also highlighted. Sponsored by NERCOMP. (5 June 07; Norwood, MA)

Group of 17—Represented Wheaton at New England/Mid-Atlantic Liberal Arts College library directors annual meeting. Hosted by . (24–25 May 07; Middlebury, VT)

CLIR CIOs—Represented Wheaton at CLIR Chief Information Officers spring and fall 2007 planning meetings. Sponsored by CLIR. (14 May & 30 Nov 07; Washington, DC)

Creating Value Through Collaboration: 2007 NITLE Liaisons Summit Meeting—Represented Wheaton at this gathering of liaisons for NITLE member institutions. Liaisons shared successes and challenges, and explore new ways of collaborating within and across institutions. The new NITLE organizational structure was discussed. Sponsored and hosted by NITLE. (4–6 May 07; St. Paul, MN)

2007 CNI Spring Task Force Meeting—Represented Wheaton and all NITLE institutions. Attended sessions on digital technology in the humanities; student-centered space design; libraries’ role in collaboration; what faculty think of the changing environment; technology and change in academic libraries; and a strategy for academic libraries in the first quarter of the 21st century. Sponsored by CNI. (16–17 Apr 07; Phoenix, AZ)

Sailing into the Future - Charting Our Destiny: ACRL Thirteenth National Conference—Attended sessions on how students learn, faculty teach, and new technologies are developed and applied; the reference question: where has reference been? where is reference going?; collaborating to assess information literacy; creativity and film; e-book evolution; injecting instructional design and technology skills into academic library jobs; top ten assumptions for the future of academic libraries; the state-of-the-art library; developing and assessing information literacy in the Arab world; inside the academic administrator’s mind: what they really think about library value and support; technology and change in academic libraries; strategies for redesigning the website to reflect library transformation, higher education and national public policy; and various poster sessions. Sponsored by ACRL. (29 Mar–1 Apr 07; Baltimore, MD)

Connections, Collaborations, and Community: 2007 NERCOMP Annual Conference—Attended sessions on communication, collaboration, and transformation: building organic connections between the library and IT divisions at ; innovation: a 21st-century imperative; Integrating IT and library for a learning commons; understanding the business and financial side of IT; e-outcomes assessment project: technology linking assessment and learning; how will technology shape our future?; developing a shared vision for academic technology on your campus; universal access to human knowledge (or public access to digital materials); the Facebook phenomenon: what our students need to know; exploring the computational universe; balanced assessment: where are we? where are we going?; integration and support of tablet PCs into collaborative teaching environments; and multiple poster sessions. Sponsored by NERCOMP. (19–21 Mar 07; Worcester, MA)

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Applying Principles to Initiate and Advance Learning Spaces—(2007 NERCOMP preconference) Efforts to bring together space, technology, and pedagogy for learner success have sufficiently matured to reveal a set of principles for engaging in the process. Through presentations, activities, and discussion, participants explored how to apply these principles and determine a methodology for initiating, assessing, and advancing learning space design appropriate for their institutional context. Sponsored by NERCOMP. (19 Mar 07; Worcester, MA)

Project Portfolios: Managing Executive Attention and Decision-Making—(2007 NERCOMP preconference) As IT makes up a growing percentage of campus budgets, technology leaders are under increasing pressure to contain costs, align IT projects with institutional mission, and develop strategic management methods for oversight. This seminar provided a brief review of best practices in project management, including project portfolio management at the institutional level. It focused on methods to engage executives, define decision processes, and develop good practices for the selection and sponsorship of projects. Sponsored by NERCOMP. (19 Mar 07; Worcester, MA)

Forum on New Modes of Information Delivery in Higher Education—Invited to offer feedback to representatives from three professional organizations surrounding the tension between existing and emerging technologies and how they will affect the relationship between academic institutions and providers of course materials. Hosted by EDUCAUSE, ACRL, and NACS. (5–6 Mar 07; Denver, CO)

2007 III Academic Library Directors Symposium—Served as co-panelist and presented on topic of “Using the III System at Small Colleges to Leverage Successful Connections with ‘Millennial’ Students.” The overall theme of the symposium was “Architecting the Future”. Sponsored by Innovative Interfaces, Inc. (13–14 Mar 07; Berkeley, CA)

Transformation of the College Library Workshops—Invited to present on the topic of collaboration between librarians and information technologists. Emphasized how such collaboration is critically important to information literacy programs—and options for securing this collaboration, including merged organizations that administer library and technology services as a single administrative unit. This series of workshops was designed to strengthen the contribution of libraries to teaching and learning. The workshops focused on dramatic changes now occurring in college libraries and were intended to help small and mid-sized colleges and universities deal successfully with those changes. Co-sponsored by CIC and NITLE. (1–3 Feb 07; Savannah, GA, and 1–3 Mar 07; Portland, OR)

Project Management for Technology in Higher Education—This day-long workshop emphasized the components of a successful project: project charters, work breakdown structures, creation of project schedules, critical paths, role delineation, decision management structures, conflict resolution and communication. It also focused on forming the right teams around people with complementary skills and perspectives, as well as managing up, across and down in a matrix organization, and development of project portfolios for executive support. The workshop was designed to be participative and engaging around what works (and what doesn’t work) in higher education. Sponsored by NERCOMP. (19 Jan 07; Southbridge, MA)

Libraries and the Net Generation: 2007 HELIN Annual Conference—Attended sessions on how today’s trends will affect tomorrow’s libraries; Net Gen students, learning, and libraries; and liberal education and America’s promise. Sponsored by HELIN and hosted by Bryant University. (11 Jan 07; Smithfield, RI)

2006

The Benefits and Challenges of Self-Regulation: 2006 NEASC Annual Conference—Attended sessions on using mixed methods of research to enhance assessment; using assessment data to improve student retention; the costs of education at New England’s private liberal arts colleges: can institutions afford it?; assessment as viewed by a classicist/foundation president; and public disclosure and assuring the public trust. Sponsored by NEASC. (6–8 Dec 06; Boston, MA)

2006 Oberlin Group Library Directors Annual Meeting—Represented Wheaton and attended sessions of interest to Oberlin Group library directors. Hosted by Bates, Bowdoin, and Colby Colleges. (15–17 Oct 06; New Brunswick, MA)

Spurring Innovation and Marshalling Resources: 2006 EDUCAUSE Annual Conference—Attended sessions on uncovering the science in computer science: challenges for the 21st century; IT/library partnerships; policy and process for security of institutional data; library/IT partnership constituent group; career development for IT professionals; the EDUCAUSE “Grand Challenges” Initiative; two questions that promote in-depth course assessment; the acceleration of technology in the 21st century: the impact on education and society; 2006 annual Gartner-EDUCAUSE update: the new imperative for IT-strategy, assessment, and institutional change; change leadership constituent group; student persistence: using the CMS as an early warning and intervention system; pioneering new territory and technologies;

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Penntags: creating and using social bookmarking in a university library; how faculty like to learn–and what should be done about It; the tower of Google; and various poster sessions. Sponsored by EDUCAUSE. (9–12 Oct 06; Dallas, TX)

Do It Yourself Metrics: Developing Practical Metrics—(2006 EDUCAUSE preconference) Attended this day-long seminar addressing the benefits, challenges, dangers, and fears associated with metrics. Participants explored the metrics identification, development, and implementation process. This seminar was designed to help participants build metrics from the root question and was intended for anyone responsible for the collection, creation, reporting, and utilization of data, measures, information, and metrics. (9 Oct 06; Dallas, TX)

2006 CLAC Annual Conference—Attended sessions on the modern “Cybrary”; outsourcing IT services; disaster planning; chasing the 24 x 7 challenge...on a budget; building IT teamwork; Who stole my life? the challenge of being an executive CIO in times of change; facing change together: collaboration at the core; and IT: unstoppable forces and immovable objects. Sponsored by CLAC and hosted by . (13–15 June 06; Clinton, NY)

NERCOMP Presents: ECAR Academy—This two-day workshop was developed jointly by NERCOMP and ECAR and designed for persons holding positions as Assistant or Associate Director of IT, Director of Libraries, and Director of Research who are interested in exploring applications of research in everyday operations and how to exploit that knowledge to make or influence strategic decisions. Participants examined pressing issues facing higher education/IT today from a data-driven point of view–and learned how to interpret and use information strategically to inform leadership decisions and processes. Sponsored by NERCOMP and ECAR. (16–17 May 06; Dedham, MA)

CLIR CIOs—Represented Wheaton at CLIR Chief Information Officers spring 2006 meeting. Sponsored by CLIR and the Andrew W. Mellon Foundation. (15 May 06; Washington, DC)

Group of 17—Represented Wheaton at New England/Mid-Atlantic Liberal Arts College library directors annual meeting. Hosted by . (7–8 May 06; Lewiston, ME)

NITLE Eastern Liaisons Meeting—Represented Wheaton at this organizational and informational event. The new NITLE organizational structure was created, in part, by member institutions’ Presidents appointing liaisons for each campus. Held in conjunction with a NITLE Eastern Advisory Council meeting. Hosted by NITLE. (5 May 06; Windsor Locks, CT)

College Presidents’ and Provosts’ Strategic Planning Seminar—Attended this half-day workshop held in conjunction with The Conference at Kenyon: Integrating Library and Computing Services. Sponsored by CLIR and CIC, and hosted by . (16 March 06; Gambier, OH)

The Conference at Kenyon: Integrating Library and Computing Services—Represented Wheaton at this conference, which was based on the premise that "merged information services organizations create the best environment for fostering breakthrough scholarly activity. Producing breakthrough performance in a rapidly changing environment requires new ways of working. In addressing the evolution of teaching, learning, and research, merged information services organizations have a unique opportunity to engage faculty, staff, and students. These constituents do not distinguish between information content and knowledge tools or technology. Merging organizations, therefore, ‘lowers the thresholds’ for meeting constituent needs and ensuring their success, enabling breakthrough performances.” Attended sessions on presidents’ perspectives on library/IT services; faculty perspectives on library/IT services; every merger is unique: leadership makes the difference; how students learn; information services professional staff perspectives; and what have we learned? Sponsored by CLIR and CIC, and hosted by Kenyon College. (14–16 March 06; Gambier, OH)

2005

Copyright and Scholarly Communication in the Digital Age—This day-long workshop covered some of the challenges now being faced by digital distribution of copyrighted content, what is required to take advantage of the safe harbors available under the DMCA, how the TEACH Act has changed and benefited the academic community, and what the library and faculty support communities encounter with regard to copyright and licensing. This workshop also included a practical introduction to scholarly communication trends, controversies, and resources. Sponsored by NERCOMP and hosted by College of the Holy Cross. (6 Dec 05; Worcester, MA)

Transforming the Academy–Dreams and Reality: EDUCAUSE 2005 Annual Conference—Attended sessions on designs for learning to meet 21st century expectations; higher education and the knowledge economy; library/IT partnerships; strategic planning; technological dynamic stability in higher education; IT leadership development; change leadership; IT security incidence response planning; creating a change management system from scratch; building an

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online learning community for “blended” librarians; Sakai; what’s ethically right and wrong in cyberspace; and various poster sessions. Sponsored by EDUCAUSE. (18–21 Oct 05; Orlando, FL)

Developing a Culture of Assessment in Information Technology Services—(2005 EDUCAUSE preconference) This half-day seminar addressed topics of what a culture of assessment is, how it influences goals and work environments, how it leads to a new method of thinking and supporting services, and what you can do to get started with this methodology. (18 Oct 05; Orlando, FL)

Knowledge Management and Leadership: Do We Know What We Know?—(2005 EDUCAUSE preconference) This half-day seminar addressed questions such as: Are there better ways to organize people to more effectively share knowledge? Are there better ways to organize knowledge and information for easier retrieval and sharing? How can people better find the information they’re looking for? How can computers better find and use information with little human assistance? (18 Oct 05; Orlando, FL)

Oberlin Group Library Directors Annual Meeting—Represented Wheaton and attended sessions of interest to Oberlin Group library directors. Sponsored by Augustana, Beloit, Lake Forest, Grinnell, and Knox Colleges. (25–27 Sept 05; Lake Bluff, IL)

2005 Seminars on Academic Computing (SAC)—Attended Directors Leadership Seminar track, the core program at SAC. Topics focused on multiple levels of leadership and decision making at institutions of higher education including directors and managers of computing, information, and communication services; executives; provosts; librarians; and faculty. Attended sessions on Open Courseware and the emerging global meta university, transforming the IT organization, creating and sustaining technical innovation, principles of distributed representation, and IT management succession planning. Sponsored by EDUCAUSE. (August 7–10 August 05; Snowmass, CO)

Currents and Convergence–Navigating the Rivers of Change: ACRL Twelfth National Conference—Attended sessions on the impact of new communication and information technologies on libraries’ physical existence as place; “better thinking” in dynamic information organizations, motivating employees in academic libraries in tough times; views of presidents and provosts of the library’s centrality to the academic enterprise; strategic directions for colleges and universities, expectations of millennial students for their library experience; students’ use of electronic information technologies; Googlelization, visualization, metasearch, mapping, and other disruptive technologies and their implications of revolutionary change for library user education and information literacy; redefining cataloging standards for the 21st century; fundraising for library buildings; ETS’s National Information and Communication (ICT) assessment initiatives; Google’s GoogleScholar and GooglePrint initiatives; research results on preparing students for diverse communities; and various poster sessions. Sponsored by ACRL. (7–10 Apr 05; Minneapolis, MN)

Group of 17—Represented Wheaton at New England/Mid-Atlantic Liberal Arts College library directors annual meeting. Hosted by (2–3 May 05; Poughkeepsie, NY)

2005 CNI Spring Task Force Meeting—Represented NITLE/MANE institutions. Attended sessions on research libraries and the Google digitization project; net generation students and libraries; the Fedora Project and small colleges; an OCLC system-wide view of library collections; Shibboleth and InCommon as tools for supporting resource sharing; digital archival repository projects at the California Digital Library; and collaboration in a 3D virtual learning environment. Sponsored by CNI. (4–5 Apr 05; Washington, DC)

CLIR CIOs—Represented Wheaton at CLIR Chief Information Officers spring 2005 meeting. Sponsored by CLIR and the Andrew W. Mellon Foundation. Hosted by Kenyon College. (9–11 March; Gambier, OH)

HELIN 2005 Annual Conference—Attended sessions on Maine’s statewide library system, marketing academic libraries, enhancing bibliographic records in library catalogs through FRBR, and the golden rules of customer service. Also attended annual HELIN business meeting. Sponsored by HELIN and hosted by Bryant College. (12 Jan 05; Smithfield, RI)

2004

IT Leadership: Now and the Future—This day-long workshop covered the results of a recent ECAR international study of the IT profession in higher education. Several higher education leaders, in a variety of roles, reacted to the results and explored IT leadership trends. Sponsored by NERCOMP and hosted by College of the Holy Cross. (9 Dec 04; Worcester, MA)

Voyage to Ithaka–Technology, Collaboration, and the Future of Liberal Arts Colleges: Second NITLE Conference— Delegates from NITLE institutions celebrated NITLE's achievements to date and deliberated about its future growth.

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Attended sessions on teaching, learning, and technology at high schools; where are NITLE institutions now and where are they going?; Open Source learning management tools; Classics collaboration across campuses; the NITLE search engine; Open Source partnerships; tools for collaboration; communication with new media; the connected future of NITLE; and facing the challenges real collaboration. Sponsored by NITLE. (7–9 Nov 04; Lisle, IL)

IT from a Higher Vantage Point: 2004 EDUCAUSE Annual Conference—Attended sessions on preparing for the IT revolution in higher education; the 2004 Campus Computing Survey; CIO dilemmas; EDUCAUSE Center for Applied Research (ECAR); helping presidents understand IT investments with benchmarking; status of the EDUCAUSE Core Data Service; Frye Leadership Institute update; evaluating two decades of ubiquitous computing at a liberal arts college; challenges of leadership and management; EDUCAUSE 2004 Program Planning Committee lunch meeting; change leadership constituent group meeting; students and information technology study findings from ECAR; opportunities and challenges of open-source software solutions for higher education; ECAR study findings on IT funding in higher education; being an effective mentor and mentee; and various poster sessions. Sponsored by EDUCAUSE. (18–22 Oct 04; Denver, CO)

Model Approaches to Policy Development—(2004 EDUCAUSE preconference) Understanding key elements of an effective policy development life cycle and its relevance to the parent institution’s policies. (18 Oct 04; Denver, CO)

Policy Writing Workshop for “Model Approaches to Policy Development” Participants—(2004 EDUCAUSE preconference) Hands-on policy writing examples based on the policy template from “Model Approaches to Policy Development.” (18 Oct 04; Denver, CO)

CLIR CIOs—Represented Wheaton at CLIR Chief Information Officers spring and fall 2004 planning meetings. Sponsored by CLIR and the Andrew W. Mellon Foundation. (25 May & 19 Nov 04; Washington, DC)

Group of 17—Represented Wheaton at New England/Mid-Atlantic Liberal Arts College library directors annual meeting. Hosted by Trinity College. (2–3 May 04; Hartford, CT)

IT Matters! Supporting the Educational Enterprise in Challenging Times: 2004 NERCOMP Annual Conference— Attended sessions on demystifying IT contracts; exploring the computational universe; Blackboard corporate update for content management and portal systems; birds-of-a-feather luncheon for small colleges; ten things to know about desktop replacement; designing an effective IT support web site; using Shibboleth, a web-based inter-institutional authorization architecture and software, to enable federated resource sharing; adapting your organization to future trends; progress report on how the Olin College of Engineering has implemented an IT infrastructure and set of services from scratch; and designing courses for copyright compliance. Sponsored by EDUCAUSE. (21–23 Mar 04; Worcester, MA)

Creating and Administrating Effective Campus Technology Policies—(2004 NERCOMP preconference) Overview of current challenges faced by those responsible for developing IT policies on their campuses. Through presentations and case studies, participants learned what rules to put in place to address these challenges, how to identify the best policy options amidst practical and legal necessities, where to go for examples of effective policy language and technology practices, and how to adapt those solutions to a particular campus. (21 Mar 04; Worcester, MA)

HELIN 2004 Annual Conference—Twentieth anniversary celebration and conference for Rhode Island’s Higher Education Library Information Network. Attended two keynote addresses on the topics of: (1) the role of libraries and technology in enabling new visions of curriculum and pedagogy, and (2) OhioLINK: its history, structure, membership, digital media center, and future direction. Also attended annual HELIN business meeting. Sponsored by HELIN and hosted by Bryant College. (7 Jan 04; Smithfield, RI)

2003

Balancing Opportunities, Expectations, and Resources: 2003 EDUCAUSE Annual Conference—Attended chief information officers constituent meeting; Frye Leadership Institute alumni session; future shifts in higher education, the 2003 Campus Computing Survey; status of the EDUCAUSE Core Data Service; the 2003 annual Gartner-EDUCAUSE update; findings from the EDUCAUSE ECAR study of IT leadership; Frye Leadership Institute update; panel session on peer-to- peer file sharing; EDUCAUSE 2004 Program Planning Committee lunch meeting; IT benchmarks, trends, and insights from the 2002–2003 COST Project Survey; customer-oriented approaches to IT decision making; and various poster sessions. Sponsored by EDUCAUSE. (4–7 Nov 03; Anaheim, CA)

PKAL/NITLE New Learning Spaces Workshop—Participated in 4-person delegation from Wheaton College at this first ever PKAL/NITLE joint workshop. Teams from about a dozen national liberal arts colleges considered how to design physical spaces on campus that accommodate information technologies in ways that served their particular institutional goals for student learning, both curricular and co-curricular. Some of the issues addressed at the workshop included:

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setting goals for student learning and translating those into spaces for student learning (how to link curricular and/or program planning to planning for physical spaces); ensuring that new spaces accommodate effective pedagogies and technologies most creatively; renovating spaces to serve identified goals within libraries, campus centers, classrooms, etc., especially existing spaces not designed with a vision of a collaborative community in mind; and how might pedagogy, learning environments, and technologies evolve, and how to prepare for and capture that future in the design of programs and spaces. Sponsored by PKAL, NITLE, and . (24–26 Oct 03; Greencastle, IN)

Oberlin Group Library Directors Annual Meeting—Represented Wheaton and attended sessions of interest to Oberlin Group library directors. Hosted by Earlham, DePauw, and Wabash Colleges. (16–18 Oct 03; Greencastle, IN)

Geographic Information Systems Workshop—This GIS workshop was hosted by and attended by faculty, technologists, and librarians from Colby, Connecticut, Sarah Lawrence, Trinity, Wheaton, and Williams Colleges. The one-day event was the second half of a collaboration between Connecticut and Wheaton that began June 24–25 with a workshop at Wheaton for 28 librarians and IT staff members from the same colleges. Sponsored by Connecticut College, Wheaton College, and CET. (4 Oct 03; New London, CT)

NERCOMP 2003 Leadership Special Interest Group—Technology leaders from the Frye Leadership Institute class of 2000 shared experiences in pioneering new techniques and strategies for leadership. Speakers included CIOs, library directors, instructional technologists, user support experts, and other senior managers. Sponsored by NERCOMP and the Frye Leadership Institute. (3 July 03; Wellesley, MA)

CLIR CIOs—Represented Wheaton at CLIR Chief Information Officers spring and fall 2003 planning meetings. Sponsored by CLIR and the Andrew W. Mellon Foundation. (3 May & 20 Nov 03; Washington, DC)

2003 CNI Spring Task Force Meeting—Represented NITLE/MANE institutions. Attended sessions on liberal arts college representation; what organizations can learn from online games and other social software; linking courseware to library resources using open URL standards; computer and network security and privacy; LibQUAL+ web-based survey; ARTstor status report; and redefining computer spaces in academic libraries. Sponsored by CNI. (15–16 Apr 03; Washington, DC)

Learning to Make a Difference: ACRL Eleventh National Conference—Attended sessions on socializing information; moving toward an entirely electronic journal collection in a university library; the culture of academic library development and fundraising; roundtable lunch on integration issues in combined library/IT organizations; librarians helping faculty address plagiarism; strategic library budget decision making; links between facility improvements and increased library usage; the library as place in the lives of African-Americans; taking stock and charting trends in scholarly communication; college library directorships as leadership alternatives for university and community college librarians; attributes for the next generation of library directors; and various poster sessions. Sponsored by ACRL. (10–13 Apr 03; Charlotte, NC)

Balancing the New, the Old, and the Unexpected: NERCOMP 2003 Annual Conference—Attended sessions on supporting IT with small staffs and big demands; technologies for a creative society; IT ‘show and tell’ reports; security, computer policy, and the law; course management system assessment methodology; ‘post-bubble’ reflections on education; NERCOMP institutional representative lunch meeting; merging library and IT services at a liberal arts college; high school graduates’ expectations of ubiquitous technology; and extending the uses of PowerPoint for teaching and learning. Sponsored by NERCOMP. (16–18 Mar 03; Worcester, MA)

Activities prior to 2003 are listed on my vitae web site: https://sites.google.com/site/metzterry/ home/professional_information

09/27/16

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