<<

c/o Katina Strauch Post Office Box 799 Sullivan’s Island, SC 29482

MLA, SLA, BOOK EXPO issue TM

volume 30, number 2 APRIL 2018

ISSN: 1043-2094 “Linking Publishers, Vendors and ” Vendor Partnerships by Maggie Farrell (Dean of , University of Nevada Las Vegas) and Barbara Kawecki (Director of Customer Retention, Western U.S. GOBI Library Solutions from EBSCO) and Rick Branham (Vice President Initiatives, SirsiDynix)

e are pleased to present the featured to provide tools and techniques to improve of depth in which it might be a casual, informal articles on vendor partnerships. This the relationship recognizing the shared goals, relationship to a deep, connected partnership. Wstory began many years ago when the motivational differences, and problem solving There are certain characteristics that are evident three of us, likely over drinks, mulled about the methods. Most recently, we have been interest- when the relationship moves from a purchaser sometimes contentious relationship between ed in transforming a vendor-client arrangement to a partnership. In this issue, we will explore vendors and librarians. The relationship can to form a more engaged relationship in which those characteristics as well as provide some be defined as “frenemies” in which librarians the vendor and are acting as partners. ideas on how to form partnerships. Tips and tolerate working with vendors as a necessary Approaching a vendor as a partner, rather than a strategies will be presented that will facilitate evil in order to purchase services and content. supplier, may positively influence the librarian any relationship between a vendor and librari- We turned that conversation into a panel for a perspective in seeking solutions and applica- an. Regardless of the type of relationships one regional conference, then a national confer- tions that solve problems. A partnership has the has with a vendor, it is important to remember ence, and continued to follow the topic through potential to develop new applications, create that ultimately, librarianship is composed of various job and geographical changes becom- different processes, strengthen communication, a variety of organizations, individuals, com- ing true friends in the pro- and contribute to librar- panies, stakeholders, and policy makers who cess. Our goal has been ianship benefitting are working to provide access to the world’s to open the dialogues other libraries. But information in order to create new knowledge. between vendors and not all relationships The better we collaboratively work, the closer librarians to facilitate can be partnerships we are to achieving that vision. a more productive re- and partnerships can lationship. We want have varying degrees What To Look For In This Issue: Experimental Imagination...... 38 If Rumors Were Horses Alabama Story, ALA, and Intellectual Freedom: The Hidden Secret...... 45 t has been a challenging spring so far! We had a malware attack #DeleteFacebook [?]...... 48 on the Against the Grain website and I have learned more about this process than I needed to know! Whew! It all seems to Write It Down...... 50 I The Care and Feeding of Local Data be fixed now but please let us know if you encounter problems. in a ILS Migration...... 53 Speaking of which, a wonderful group has been and is work- ing on reconfiguring the against-the-grain.com website. John Surely, You Can’t Be Serious: When Lavender has been doing surveys of our subscribers, Pat Sab- Library Folk Go Game...... 58 osik has been drawing flowcharts and making great suggestions, Interviews Matt Branton, Tom Gilson and Leah Hinds have been making Gary Marchionini...... 35 comments and suggestions. Our webmaster, Joshua Dickard has rolled up his sleeves to combat the malware and is now working Profiles Encouraged on the site redo. We hope to roll a “beta” version out soon if the People, Library and Company malware stays away! Wasn’t print easier? (But not nearly as Profiles...... 74 much fun, I admit.) Plus more...... See inside Shown above is my name- I was so sad to miss the this year not that sake granddaughter Katina I have ever gone there and it’s difficult for me to get around these Walser. She’s very smart and days, BUT I wish I could have been there to see the awesome, bilingual. This picture was unbelievable, wonderful Sara Miller McCune receive The taken on her fifth birthday! continued on page 6 1043-2094(201804)30:2;1-N IGIGlobal Celebrating 30 Years of Scholarly

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Sign up at www.igi-global.com/newsletters facebook.com/igiglobal twitter.com/igiglobal linkedin.com/company/IGIGlobal Against The Grain Against the Grain (ISSN: 1043-2094) (USPS: 012-618), TABLE OF CONTENTS Copyright 2017 by the name Against the Grain, LLC is pub- lished six times a year in February, April, June, September, v.30 #2 April 2018 © Katina Strauch November, and December/January by Against the Grain, LLC. Business and Editorial Offices: PO Box 799, 1712 Thompson Ave., Sullivan’s Island, SC 29482. Accounting ISSUES, NEWS, & GOINGS ON and Circulation Offices: same. Call (843-509-2848) to subscribe. Periodicals postage is paid at Charleston, SC. Rumors...... 1 Letters to the Editor...... 6 POSTMASTER: Send address changes to Against the From Your Editor...... 6 Deadlines...... 6 Grain, LLC, PO Box 799, Sullivan’s Island, SC 29482. Editor: Katina Strauch (College of Charleston) FEATURES Associate Editors: Vendor Library Partnerships Cris Ferguson (Murray State) Guest Editors, Maggie Farrell, Barbara Kawecki, and Rick Branham Tom Gilson (College of Charleston) John Riley (Consultant) Vendor Library Partnerships...... 1 Consortial Partnerships with Research Editors: by Maggie Farrell, Barbara Kawecki and Libraries and Vendors...... 26 Judy Luther (Informed Strategies) Rick Branham — The goal of these authors by George Machovec — Since the advent Assistants to the Editor: is to open the dialogues between vendors of ejournals, eBooks, and other e-resources Ileana Strauch and librarians to facilitate a more productive on the Web, library consortia have played an Toni Nix (Just Right Group, LLC) relationship. increasingly important role in aggregating Editor At Large: group deals and acting as an agent on behalf of Dennis Brunning (Arizona State University) Transforming Library Vendor Relations: Turning Relationships into libraries. This has introduced another player Contributing Editors: in the complex world of licensing with both Glenda Alvin (Tennessee State University) Partnerships...... 14 benefits and challenges. Rick Anderson (University of Utah) by Barbara Kawecki — The scholarly Sever Bordeianu (U. of New Mexico) Pajama Party: Using Technology for Todd Carpenter (NISO) communication/library/ ecosystem Eleanor Cook (East Carolina University) today, is one where we all depend upon each Remote Partner Collaboration...... 28 Anne Doherty (Choice) other for success. by Rick Branham — An excellent look at Ruth Fischer (SCS / OCLC) Library-Vendor Partnerships — three types of collaborative applications – Michelle Flinchbaugh (U. of MD Baltimore County) conferencing, document collaboration, and Joyce Dixon-Fyle (DePauw University) An Overview of Our Symbiotic prototyping. Laura Gasaway (Retired, UNC, Chapel Hill) Relationships...... 16 Regina Gong (Lansing Community College) Breaking up is Hard to Do — Ending Michael Gruenberg (Gruenberg Consulting, LLC) by J. Michael Thompson and Carol Seiler — Chuck Hamaker (UNC, Charlotte) Partnerships have grown from basic approval a Partnership...... 31 William M. Hannay (Schiff, Hardin & Waite) plans to online development communities in a by Maggie Farrell — A partnership may end Mark Herring (Winthrop University) relatively short period of time. due to a variety of reasons – the project is Bob Holley (Retired, Wayne State University) completed, personnel change within partner Donna Jacobs (MUSC) Converse-ations: Seeing the Ramune Kubilius (Northwestern University) organizations that may shift the priorities, or Myer Kutz (Myer Kutz Associates, Inc.) Relationship from the Flip Side...... 19 changes in needs occur requiring different Tom Leonhardt by Ashley Fast Bailey, Laurel Sammonds solutions or partners. Rick Lugg (SCS / OCLC) Crawford, Jeffrey Daniels, Claire Eichman, Op Ed...... 32 Jack Montgomery (Western Kentucky University) Allyson Rodriguez, and Patrick Roth — Bob Nardini (ProQuest) Recently, a group of librarians and vendors Epistemology — Vision, Values and Making Jim O’Donnell (Arizona State University) interviewed each other to get insights into what It Work by T. Scott Plutchak — Creating the Ann Okerson (Center for Research Libraries) changes we want to see requires dealing with Rita Ricketts (Blackwell’s) it’s like on the “flip side.” Jared Seay (College of Charleston) the realities of economics, the varying values Lindsay Wertman (IGI Global) The Myth of the Tough Negotiator.... 22 and incentives of a diverse set of participants, by Georgie Donovan — Georgie thinks it is ATG Proofreader: and a willingness to confront the messy chal- Rebecca (College of Charleston) hard to make the case that a tougher, more lenges of developing strategy. adversarial stance during negotiation leads Graphics: Back Talk...... 78 to a better outcome. Bowles & Carver, Old English Cuts & Illustrations. Can we Build the Offline Internet? by Ann Grafton, More Silhouettes. Ehmcke, Graphic Trade The Care and Feeding of Symbols By German Designers. Grafton, Ready-to-Use Okerson — For many of the people on the Old-Fashioned Illustrations. The Chap Book Style. Partnerships...... 24 planet, it’s a netless world. This is about the Production & Ad Sales: by Maggie Farrell — The relationship be- amazing initiatives that are being taken to Toni Nix, Just Right Group, LLC., P.O. Box 412, tween librarians and vendors is different from remedy the situation. Cottageville, SC 29435, phone: 843-835-8604 most customer relationships. fax: 843-835-5892 Advertising information: Toni Nix, phone: 843-835-8604, fax: 843-835-5892 ATG INTERVIEWS & PROFILES Gary Marchionini...... 35 Profiles Encouraged...... 74 Publisher: A. Bruce Strauch Dean, School of Information and Library In this issue we have more people, company, Send correspondence, press releases, etc., to: Science, University of NC, Chapel Hill and library profiles for your inquiring minds. Katina Strauch, Editor, Against the Grain, LLC, Post Office Box 799, Sullivan’s Island, SC 29482. phone: 843-723-3536, : 843-509-2848. REVIEWS Against the Grain is indexed in Library Literature, LISA, Booklover...... 38 Collecting to the Core...... 40 Ingenta, and The Informed Librarian. Experimental Imagination by Donna Jacobs — Great Plains Literature of Place by Melissa Authors’ opinions are to be regarded as their own. All A look into Camilo Jose Cela’s novel Boxwood. S. Jones — Monographic works that are essen- rights reserved. Printed in the United States of America. tial to the academic library within a particular This issue was produced on an iMac using Microsoft Word, Wryly Noted...... 39 discipline. and Adobe CS6 Premium software under Books About Books by John Riley — Inside Mac OS X Mountain Lion. Against the Grain is copyright ©2018 Roman Libraries: Book Collections and Their by Katina Strauch Management in Antiquity by George W. Houston. 4 Against the Grain / April 2018 MLA, SLA, BOOK EXPO Issue LEGAL ISSUES “Linking Edited by Bruce Strauch and Jack Montgomery Publishers, Vendors Cases of Note — Copyright...... 42 Questions and Answers...... 44 and Librarians” Constructive Trust by Bruce Strauch — This Copyright Column by Laura N. Gasaway one’s about barbies and bratzs. Mattel, Inc. v. — Many relevant questions and answers in- MGA Entertainment, Inc. cluding one about a recent dispute involving a photograph used in a political campaign. PUBLISHING Uncommon ... Bet You Missed It...... 10 Little Red Herrings...... 48 Against the Grain is your key to by Bruce Strauch — What do dolls and Wallis #DeleteFacebook [?] by Mark Y. Herring — the latest news about libraries, and Edward Simpson have in common? Read Shouldn’t we have known better? publishers, book jobbers, and about it here! And They Were There...... 60 subscription agents. ATG is a unique Random Ramblings...... 45 Reports of Meetings — In this issue we have collection of reports on the issues, Alabama Story, ALA, and Intellectual Free- the second batch of reports from the 2017 literature, and people that impact dom: The Hidden Secret by Bob Holley — Charleston Conference by Ramune Kubilius the world of books, journals, and Bob urges us to go see The Rabbit’s Wedding and her fabulous team of reporters. electronic information. for many reasons. Read on. Don’s Conference Notes...... 68 Unconventional ... The Scholarly Publishing Scene...... 47 Information Transformation: Open. Global. ATG is published six times a year, The RR Hawkins Prize by Myer Kutz — Collaborative: NFAIS’s 60th Anniversary in February, April, June, September, What a fascinating column. I had never heard Meeting by Donald T. Hawkins — This also November, and December/January. of the Hawkins Prize and its many recipients. includes information on the Miles Conrad A six-issue subscription is available Read about them all especially Bloomsbury’s Lecture. for only $55 U.S. ($65 Canada, $95 Arcadian Library Online. foreign, payable in U.S. dollars), making it an uncommonly good buy BOOKSELLING AND VENDING for all that it covers. Make checks Stop, Look, Listen...... 49 Let’s Get Technical...... 53 payable to Against the Grain, LLC Academic Content for Generation Y: Vid- The Care and Feeding of Local Data in a and mail to: eos in Scholarly Publishing by Dr. Sven ILS Migration by Stacey Marien and Alayne Against the Grain Fund — Sven points to a startup called Latest Mundt — This is about merging records from c/o Katina Strauch Thinking. Have you heard of it? several institutions in the same catalog. Lots Post Office Box 799 Both Sides Now: Vendors and of issues! Sullivan’s Island, SC 29482 *Wire transfers are available, email Librarians...... 50 Biz of Acq / The Biz of Digital...... 54 for details, Write It Down by Michael Gruenberg — Is The Disappearance of however, credit cards are the preferred the evergreen provision in a contract a good and the Emergence of the E- and the Digital alternative to checks ($25 fee applies). idea? by Michelle Flinchbaugh — Michelle is ex- cited to be starting a new column focusing on Optimizing Library Services...... 51 digital scholarship. Let’s help her out! International Students and Academic Libraries: Identifying Themes in the Liter- Being Earnest with Collections...... 56 ature from 2001 to the Present by Barbara Improving Access to Electronic Collections Blummer and Jeffrey M. Kenton — This Through Enhanced Staffing by Lori Dug- focuses on librarians’ efforts to support inter- gan, Caitlin Lamb and Ruth Light — This national students in academic institutions as outlines practical applications that may help reflected in the literature. Electronic resources units with requests for new staffing and return on investment. TECHNOLOGY AND STANDARDS Considering Games and Gamification Library Analytics: Shaping the in Libraries & Associated Entities.... 58 Future...... 66 Surely, You Can’t Be Serious: When Li- SAGE Publishing in the Age of Data by Kris- brary Folk Go Game by Jared Alexander ten Tepfer — SAGE has dedicated a team to Seay — Jared returns, after a lengthy hiatus, curating and meaningful data in a visual report to tell us about “part game, part theater, part called the CVR, the Customer Value Report. team-building” in the world of games and gamification. ETC. Charleston Conference 2018...... 8 Charleston Comings and Goings...... 73 Issues in Book and Serial Acquisition — News and Announcements for the Charles- Call for Papers, Ideas, Conference Themes, ton Library Conference by Leah H. Hinds Panels, Debates, Diatribes, Speakers, Poster — Charleston Conference 2018. Preconfer- Sessions, Preconferences, etc. Our 2018 theme ences/Seminars: Monday and Tuesday, Nov. is included here as well. 5-6. Vendor Showcase: Tuesday, Nov. 6. Main Conference: Wednesday-Friday, Nov. 7-9. N ame ______Address ______City State Zip ______Company Phone ______Email ______Against the Grain / April 2018 5 From Your (frustrated) Editor:

ere we are better late than never! We is with Gary Marchionini, Dean of the School into Biz of Digital and Being Earnest is have encountered all sorts of problems of Information and at the about attempts to improve access to electron- Hwith our computer — malware and University of North Carolina at Chapel Hill. ic collections. Library Analytics is about all that. Sorry for the delay. But we have a We are seeing movement and contrast in curating data, and we have a new column spectacular issue guest edited by Maggie Far- the profession as people balance the traditional by the multi-focused Jared Seay on games rell, Barbara Kawecki, and Rick Branham. with the new and innovative. Our book review and gamification in libraries. Mark Herring It’s about Vendor Library Partnerships and section includes collecting to the core, books talks about Facebook, Myer Kutz fills us in includes articles about transforming about books and Nobel prize standouts. on the latest PROSE awards, and Don Haw- relationships, an overview of the Several of our book reviewers are kins reports on NFAIS’s 60th Anniversary relationship, seeing the relationship changing and we will have a new meeting and the Miles Conrad Memorial from “the flip side,” tough negoti- crop coming in June and September. Lecture. We aslo have more reports from ations, consortial partnerships and Bruce Strauch and Lolly Gasaway the 2017 Charleston Conference, and Leah much more. Our op ed is by Scott have done their usual legal columns. Hinds has provided some insights to the 2018 Plutchak (creating change that we Optimizing library services and Charleston Conference. want?) which also serves as the let’s get technical delineate real Well I just got an email from our webmaster first appearance of his new regular issues for practicing professionals, Joshua Dickard who says that the website is column titled “Epistemology,” Sven Fund is interested in aca- all fixed and ready to roll! Fitting for spring, back talk is by Ann Okerson (the demic content for Generation Y yes? offline Internet) and our interview (videos), Biz of Acq has morphed Happy Spring! Yr. Ed.

Letters to the Editor Rumors from page 1 Send letters to , phone or fax 843-723-3536, or snail mail: Against the Grain, Post Office Box 799, Sullivan’s Island, SC 29482. You can also send London Book Fair Lifetime Achievement a letter to the editor from the ATG Homepage at http://www.against-the-grain.com. Award April 10, 2018. Sara Miller McCune, Founder and Executive Chairman of SAGE Publishing is a visionary publisher, philan- thropist, and entrepreneur. She oversaw the Dear Editor: growth of SAGE from a start-up to one of the What’s up with the website? I keep posting like I always do but the posts do not appear! largest independent publishing companies in The site is also loading very slowly when it loads at all and I’m afraid users the world. For over 50 years, she has led the might be having the same experience. publishing industry in business, through her tireless support for social science research We need to get these articles out to the audience as soon as possible. and through her passion for philanthropy. What am I doing wrong? Please advise. Thanks in advance for any The indefatigable Lyman Newlin introduced help you can give me! Sara and her mother to me in the Mills House Sincerely, Hotel in the early 1980s when the Charleston Carol Apollo-Kennedy (Social Media Consultant, Conference was just a gleam in Charleston’s Against the Grain) eye! Sara was never too busy to encourage us at the Charleston Conference and Against the Grain. She suggested the layout of the first Ed note: We are so sorry about all this hoopla about the ATG website! We have been page of Rumors and she wrote the very first down off and on for a few weeks. We were visited by some sort of malware and it has been publisher profile. She also gave a subscrip- very difficult to straighten it out. Our extreme thanks to Joshua Dickard, our webmaster as tion to ATG as a present to one of her young well as Leah Hinds and Matt Branton. Onward and thanks for understanding!. — Yr. Ed. acquaintances. She is never too busy for her colleagues. www.sagepublishing.com AGAINST THE GRAIN DEADLINES More from the London Book Fair — Brill Publishers have won The Academic and VOLUME 30 — 2018-2019 Professional Publisher Award at the London Book Fair International Excellence Awards 2018 Events Issue Ad Reservation Camera-Ready 2018. The award ceremony took place on ALA Annual June 2018 04/05/18 04/26/18 Wednesday 10 April 2018 and was accepted by Brill’s Sales Director for EMEA and South Reference Publishing September 2018 06/14/18 07/05/18 Asia, Linda Empringham. The awards are Charleston Conference November 2018 08/16/18 09/06/18 organized annually since 2014, in partnership with the UK Publishers Association (PA), and ALA Midwinter Dec. 2018-Jan. 2019 11/08/18 11/26/18 celebrate excellence in seventeen categories, FOR MORE INFORMATION CONTACT including international publishing, book- selling, academic and scholarly publishing, Toni Nix ; Phone: 843-835-8604; Fax: 843-835-5892; children’s publishing, literary translation and USPS Address: P.O. Box 412, Cottageville, SC 29435; FedEx/UPS ship to: 398 Crab digital innovation. In each award category, Apple Lane, Ridgeville, SC 29472. the judging panel consists of experts in that continued on page 8 6 Against the Grain / April 2018 Cutting-Edge Digital Resources BROUGHT TO YOU BY TAYLOR & FRANCIS GROUP

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NDAATGL1804 Against the Grain March Ad.indd 1 05/03/2018 10:20 2018 Charleston Conference — 38th Annual Issues in Book and Serial Acquisition Call For Papers, Ideas, Conference Themes, Panels, Debates, Diatribes, Speakers, Poster Sessions, Preconferences, etc. ... 2018 Theme — “Oh, Wind, if Winter comes, can Spring be far behind?” Preconferences — Monday & Tuesday, November 5-6, 2018 Vendor Showcase — Tuesday, November 6, 2018 Main Conference — Wednesday-Friday, November 7-9, 2018 Charleston Gaillard Center, Francis Marion Hotel, Courtyard Marriott Historic District, Embassy Suites Historic Downtown, Charleston, South Carolina

f you are interested in leading a discussion, acting as a moderator, coordinating a lively lunch, or would like to make sure we discuss a particular topic, please let us know. The Charleston Conference prides itself on creativity, innovation, flexibility, and informality. IIf there is something you are interested in doing, please try it out on us. We’ll probably love it... The Conference Directors for the 2018 Charleston Conference include — Beth Bernhardt, Principal Director (UNC-Greensboro) , Glenda Alvin (Tennessee State University) , Adam Chesler (AIP) , Cris Ferguson (Murray State University) , Rachel Fleming (University of Tennessee at Chatanooga) ,Joyce Dixon-Fyle (DePauw University Libraries) , Erin Gallagher (Reed College) , Tom Gilson (Against the Grain) , Chuck Hamaker (UNC-Charlotte) , Bobby Hollandsworth (Clemson University) , Tony Horava (University of Ottawa) , Albert Joy (Retired) , Ramune Kubilius (Northwestern Health Sciences Library) , Erin Luckett (Readex) , Jack Montgomery (Western Kentucky University) , David Myers (DMedia Associates) , Ann Okerson (Center for Research Libraries) , Audrey Powers (UFS Tampa Library) , Heather Staines (Hypothes.is) , Anthony Watkinson (Consultant) , Meg White (Rittenhouse) , Katina Strauch (College of Charleston) , or www.charlestonlibraryconference.com. Send ideas by July 13, 2018 to any of the Conference Directors listed above. The Call for Papers form will open on April 16, 2018 at http://www.charlestonlibraryconference.com/participate/call-for-papers/. Or send ideas to: Katina Strauch, P.O. Box 799, Sullivan’s Island, SC 29482 • 843-509-2848 (cell) • www.charlestonlibraryconference.com www.charlestonlibraryconference.com

Rumors Herman agreed and we have been friends ever his master of library and information science since! Herman is now chief executive of Brill degree at the University of South Carolina from page 6 in the Hague where he has been since 2004. and holds a master of music degree from the Another great Brill friend is Stephen Dane University of Georgia. sector. “A key component of the great Dutch who has been president of Brill USA in Boston Rittenhouse Book Distributors, Inc. tradition of scholarly publishing for well over for over ten years. I look forward to meeting has integrated the 2018 Edition of Doody’s three centuries, Brill have shown a tremen- Linda Empringham! What an industry! Core Titles (DCT) across Rittenhouse.com dous capacity for innovation in recent years, www.brill.com/ and R2Library.com. The essential collection launching interesting and perhaps unexpected development data is now available for free programs in publishing as well as University of Colorado at Boulder Pro- to Rittenhouse Partners. DCT is released developing significantly the digital possibilities vost Russell Moore has named the awesome annually ahead of the MLA annual meeting. of their traditional outputs. With annual rates Robert H. McDonald as dean of University of publication close to 1,400 new books and Libraries. McDonald, who currently serves Rittenhouse.com 284 journals and offices in three continents, as associate dean for research and technology The Acquisitions Institute at Timberline Brill are a significant force in global publish- strategies and librarian at Indiana University, Lodge Planning Committee is grieved to ing, and remind the wider scholarly publishing will assume the post on Aug. 1, 2018. “I want report that Scott Alan Smith passed away on community of the continued importance of the to welcome Robert to CU Boulder,” said March 12, 2018. The Institute is a unique and commercial sector in the dissemination of the Moore. “He will bring new ideas and sensibil- amazing conference and the venue is awesome! arts and social sciences — something all too ities to the vital work in research, information Scott was a great emcee! Scott was a long time often overlooked.” My Brill story happened storage, dissemination and archiving done by representative at various times for a number of back probably before many of you were born. our outstanding network of libraries. I look vendors, including Blackwell North America Dick Rowe, the President of Faxon (an early forward to his working with our exceptionally and Blackwell’s. He served for several years competitor to Ebsco, Readmore, Turner, talented University Libraries faculty and staff as director for the Langlois (Oregon) Public and many others) asked me to set up a Faxon in creating new ways for our campus commu- Library and later as a volunteer at public institute during ALA. He wanted Herman nity to succeed.” His research interests include libraries near his Columbia Gorge home in Pabbruwe to be the main speaker. I don’t technology management and integration of Mosier, Oregon. He was a founding member remember what Herman’s title was exactly lean and agile frameworks, data preservation, of the planning committees for the Feather when I called him on an antiquated telephone. learning ecosystems, data cyberinfrastructure River Institute and the Acquisitions Institute I was nervous but I forged on, and the charming and big data analytics. McDonald earned continued on page 10 8 Against the Grain / April 2018 J. WALTER THOMPSON ADVERTISING AMERICA

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at Timberline Lodge and his work contributed significantly to advances in library acquisitions ke a closer look at.... and the development of our community of Ta practice. He was a masterful storyteller and a convivial and attentive host at the Institutes. He will be missed by family, friends, and colleagues. The Acquisitions Institute will continue into the future and the Planning The CHARLESTON REPORT Committee is developing a remembrance for Scott at this year’s institute. We hope Business Insights into the Library Market that friends and colleagues will share their memories of Scott on our website at http:// acquisitionsinstitute.org/2018/03/29/remem- You Need The Charleston Report... bering-scott-alan-smith/. if you are a publisher, vendor, product developer, merchandiser, kicked off IUG consultant or wholesaler who is interested in improving 2018, the 26th Innovative Users Group (IUG) Conference held in Orlando, FL. For and/or expanding your position in the U.S. library market. four days, 650 library professionals from ten countries around the world will gather to par- 00 ticipate in more than 100 sessions presented Subscribe today at our discounted rate of only $75. by colleagues and Innovative staff. Mark Strang, IUG chair and manager, Library Infor- mation Technology Services for University Li- The Charleston Company braries, Bowling Green State University will 6180 East Warren Avenue, Denver, CO 80222 begin the conference with opening remarks. R. David Lankes, director of the University Phone: 303-282-9706 • Fax: 303-282-9743 of South Carolina’s School of Library and Information Science, will deliver the keynote continued on page 34 Bet You Missed It Press Clippings — In the News — Carefully Selected by Your Crack Staff of News Sleuths Column Editor: Bruce Strauch (The Citadel, Emeritus)

Editor’s Note: Hey, are y’all reading this? If you know of an article that should be called to Against the Grain’s attention ... send an email to . We’re listening! — KS

URBANE JAY MCINERNEY ON A AESTHETICS OF BOOK SHELVING FAMOUS WINE BOOK by Bruce Strauch (The Citadel, Emeritus) by Bruce Strauch (The Citadel, Emeritus) Book spines in or out? Who knew there was a clash of opinions? Small, independent publisher North Point Press didn’t last long, Some decorators like spines in as they have multiple colors and don’t but it championed literary cult writers James Salter, Beryl Markham, match the rest of the room’s décor. Plus you can create a sculptural and Evan S. Connell. And thirty years ago, it published wine importer effect by putting some vertical, some horizontal. Kermit Lynch’s Adventures on the Wine Route. Still wildly popular It does present a practical problem in selecting a book. And those with wine lovers, it is now published by Farrar, Straus and Giroux. who like to peruse books in other people’s homes draw a big blank. Lynch was a Berkeley hippy writing for the Berkeley Barb when he Duke professor Henry Petroski says there is no right way. And took an interest in wine and opened a small shop. French imports were he’s written a book on the subject. limited to the Grandes Marques from Bordeaux when Lynch set out on a travelogue adventure through little celebrated regions. Before the 16th century, there were no printed titles on spines. And Medieval chained libraries had the pages out so He discovered unknown wines like Hermitage and the chains wouldn’t tangle — as one can see on Côte Rôtie and railed against homogenization of taste Game of Thrones. by corporate winemakers. Urging the French to respect their traditions, he calls Bordeaux “a land of façades.” If you’re picky about design, you can go to BooksbytheFoot.com and buy fifty feet of a color. He owns a house in the Bandol and continues to update his Baedeker. Piedmont: “In truffle season there is no Which in fact was the custom in wealthy home more delicious place. Look for old bottles of Barolo — libraries of the Gilded Age. the quality is quite high.” See — Khadeeja Safdar, “The Great Book- See — Jay McInerney, “Kermit’s Leap,” Town & shelf Debate,” The Wall Street Journal, Jan. 29, Country, March, 2018, p. 86. 2018, p.A1.

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Built on the Johns Hopkins University campus LONDON’S MOST BOOKISH QUARTER FAMOUS COMICS by Bruce Strauch (The Citadel, Emeritus) by Bruce Strauch (The Citadel, Emeritus) A tour of the sights in Bloomsbury, London leads to Persephone Michael Tisserand, Krazy: George Herriman, a Life in Black and Books, founded in 1998, specializing in “lost” or out-of-print books, White (2016) (African-American artist launched by William Randolph primarily by female interwar writers. 59 Lamb’s Conduit St., perse- Hearst. Oddly high-brow, attracting attention from lit crits, his language phonebooks.co.uk. compared to Joyce.); (2) Brian Walker, The Comics: The Complete See — Kate Maxwell, “Bloomsbury, Revisited,” The Wall Street Collection (2011) (Son of Mort Walker, creator of “Hi and Lois” and Journal, Dec. 30-31, 2017, p. D5. “Beetle Bailey.”); (3) David Michaelis, Schulz and Peanuts (2007) (The highly personal comic by a man often melancholy.); (4) Scott McCloud, Understanding Comics (1993) (The theory of comics written and drawn as a comic strip.); (5) Lucien Musset, The Bayeux Tapestry (2002) (Yes, it’s the Bayeux Tapestry. But it relates Hastings as in a LET’S READ ABOUT GARDENS IN FICTION comic strip. Hal Foster of “Prince Valiant” cited it as a forerunner of by Bruce Strauch (The Citadel, Emeritus) the comics of today.) Charlotte Brontë, Villette (1853); (2) Giles Waterfield, The Long See — Cullen Murphy, “Five Best,” The Wall Street Journal, Afternoon (2000); (3) L.P. Hartley, The Go-Between (1953); (4) Gi- Feb. 10-11, 2018, p.C10. (Murphy is the author of Cartoon County: orgio Bassani, The Garden of the Finzi-Continis (1962) (a celebrated My Father and His Friends in the Golden Age of Make-Believe. It’s movie in the ’70s. Wealthy Italian Jews isolated from the world by both about his youth in Greenwich, Connecticut when every comic artist in fascists and middle-class Jews who resent their land ownership); (5) America lived there. Truly fascinating. No faxes, so they had to travel Elizabeth Bowen, Look At All Those Roses (1941). to NYC to show their work to The New Yorker et al. And Murphy drew “Prince Valiant” for 25 years.) See — Lucy Hughes-Hallett, “Five Best,” The Wall Street Jour- nal, Jan. 6-7, 2018, p.C10. (Hughes-Hallett is the author of the novel Peculiar Ground.) DOLL WARS by Bruce Strauch (The Citadel, Emeritus) Ruth Handler and her husband founded Mattel in 1945. While AH, THE BRITISH UPPER CRUST. traveling Europe with her children Barbie and Ken (YES! Those were SETTLE IN FOR THE READ. their names), Ruth spotted a racy German doll Lilli. With Lilli as a by Bruce Strauch (The Citadel, Emeritus) model, in 1959 she created “Barbie, Teen Age Fashion Model.” Mary S. Lovell, The Riviera Set (2017) (Yes, the old “sunny place The doll was actually designed by Jack Ryan, “world’s greatest for shady people” featuring the ones who passed through the Château swinger.” Ryan was married five times. Zsa Zsa Gabor divorced de l’Horizon.); (2) Ed. by Miles Jebb, The Diaries of Cynthia Gladwyn him saying she was unable to bear the fur-lined sex dungeon in his (1995) (wife of diplomat Gladwyn Jeb); (3) Ed. by Michael Block, Bel-Air mansion. Wallis and Edward: Letters 1931-1937 (1986) (“[S]ometimes excruci- Lilli sued Mattel; Mattel settled. Ryan sued Mattel; Mattel ating” intimate letters of David and Wallis as preserved by her French settled. Ryan had a stroke and then shot himself in the head. lawyer Suzanne Blum.); (4) Robert Harris, Selling Hitler (1986) (The Hitler diary hoax that made a fool of historian Hugh Trevor-Roper.); By the 1990s, Mattel was making a billion dollars annually from (5) Ed. by Duff Hart-Davis, King’s Counsellor: The Diaries of Sir Alan Barbie. Then came MGA’s dolls and their sales rapidly hit a Lascelles (2006) (Yes, you saw him in “The Crown” desperately striving billion a year as Barbie plummeted. to retain tradition. Who knew he kept waspish diaries?) See the current “Cases of Note” for the Mattel v. MGA litigation. See — Andrew Morton, “Five Best,” The Wall Street Journal, The New Yorker has an exhaustive article on Barbie, intellectual March 24-25, 2018, p.C10. property law and the sociology of how Barbie, icon of post-war decades came to be derided as pornography and harmful to girls. Alex Kozinski, the presiding judge in Mattel v. MGA strongly be- lieved few things are actually original. Everyone builds on someone else’s work. Which is to say he didn’t think so many works should be BRIT MYSTERY CLASSICS tied up in copyright protection because it stifles competition. by Bruce Strauch (The Citadel, Emeritus) In 2004 Kozinski was rated No. 1 male Superhottie of the federal No one does it better. Settle in for the read. judiciary by legal-gossip blog Underneath Their Robes. He had a Josephine Tey, Miss Pym Disposes (1946) (Set in an elite girls’ website with porn on it, most notably some nude women on all fours physical education college.); (2) Margery Allingham, The Fashion painted as cows. in Shrouds (1938) (High-born detective Albert Campion’s sister in the The Washington Post reported allegations of sexual harassment by couture biz.); (3) Dorothy L. Sayers, Have His Carcase (1932) (Book 2 at least fifteen women. Kozinski resigned from the bench. in the trilogy of Lord Peter Wimsey courting Harriet Vane.); (4) Agatha See — Jill Lepore, “Valley of the Dolls,” The New Yorker, Jan. Christie, The Hollow (1946) (Hercule Poirot); (5) P. D. James, Devices 22, 2018, p.64. and Desires (1989) (Serial killer who whistles hymns. The church is a theme that runs through her books.). Future Dates for Charleston Conferences See — Laura Thompson, “Five Best,” The Wall Street Journal, March 2018 Conference 21-Apr. 1, 2018, p.C10. (Thompson Preconferences Nov. 5-6 — Vendor Showcase Nov. 6 — Main Conference Nov. 7-10 has a new book, Agatha Christie: A 2019 Conference Mysterious Life.) Preconferences Nov. 4-5 — Vendor Showcase Nov. 5 — Main Conference Nov. 6-9 2020 Conference Preconferences Nov. 2-3 — Vendor Showcase Nov. 3 — Main Conference Nov. 4-7

12 Against the Grain / April 2018

Transforming Library Vendor Relations: Turning Relationships into Partnerships by Barbara Kawecki (Director of Customer Retention, Western U.S. GOBI Library Solutions from EBSCO)

Why Partnerships and “Partnering” Matter Secondly, while Yankee Book Peddler’s founder John Secor always upheld the you might be an vision that “partnering” was a critical strategy for success in our rapidly expert on your li- changing environment. What that meant was that, as a company, we brary, vendors have had to take moving beyond the traditional “arm’s length” library-vendor a much broader view of and directions in our market. As an relationship pretty seriously. Collaboration with both our library cus- example, in the normal course of the year, a vendor representative tomers and with our publishers and later with our aggregator partners may get to visit all shapes and sizes of academic libraries in a large, was key to our survival. In a 1998 Against the Grain article, Secor multi-state territory. You might say it gives them a 35,000 foot view envisioned our library/vendor supply chain as a circle: given how often they may be on a plane, but what this also provides for that representative is an opportunity to have their finger on the In the middle are libraries. Around the edges are those orga- pulse of what is happening with library budgets, workflows and new nizations that develop, produce, and deliver the products and directions in that region. Vendors can be a great source of information services that libraries buy; publishers; book and periodical on what might be happening in terms of initiatives, jobs, consortia ac- vendors; bibliographic utilities; system providers; etc. The tivities, and various cutting-edge projects. Your vendor representative library is closest to its customers and sees the services being may be able to put you in touch with or network you into exactly the used. It also has a sense of the evolving customer expectations. person you need to talk to about a project or problem that you may The organizations around the edges are closer to the horizon and be trying to solve. clearly see innovative ways to deliver information. And while we will always, I think, be more independent than interdependent, Partnerships with libraries, publishers and other vendors like OCLC we must learn to collaborate. (Secor, p. 72.) or eBook aggregators in our sector are more important than ever before. As a vendor tries to bring a new product or service to market, not under- The scholarly communication/library/publishing ecosystem today, is standing the needs of your customers can be both costly and sometimes one where we all depend upon each other for success. As Carlson states fatal so input along the way is critical to the success of that process. “it is vital that libraries and vendors recognize our mutual dependency” Partnering with libraries for customer-driven development allows us (Carlson, p.8.). This mutual dependency provides many opportunities to help you better meet your patrons’ needs and ultimately makes us a for libraries and for library vendors to partner together to design products better supplier, and partner to our libraries. and services that enrich our market, take advantage of new advances in technology and to provide industry-wide acquisition practices that Elements of Effective Partnerships ultimately meet our patrons’ or the end user’s needs. Sometimes a library approaches us as a vendor with an idea for For vendors to provide the most valuable products and services to a project and sometimes we approach them based on what we know libraries, they must have a thorough understanding of the issues and about their interests and workflows. At the end of the day, it is critical problems that libraries face today. While direct communication is crit- that there be a shared vision and common goals in working together. ical, vendors also need to employ staff who have been on the front lines We may be developing a product or service and need confirmation (or in the back rooms) in libraries, whether that be at the , that we are moving in the right direction, so we may ask libraries as a or Acquisitions or as a Systems Librarian. to be part of an ad hoc focus group or to participate in a conference Having experienced librarians on staff, who are able to engage in the call to discuss the pain points of a certain workflow. One of my col- complex conversations required today, allows a vendor critical insight leagues calls these “pop-up groups” where we might gather a group of into the very market that we are trying to serve. librarians together to look at a particular project. Longer term, many Between EBSCO Information Services and GOBI Library Solu- vendors use advisory boards to drive and shape the direction of their tions from EBSCO (formerly YBP Library Services/Yankee Book development. These tend to be much longer-term commitments for Peddler) we currently employ over 225 librarians in a variety of roles librarians and since these boards are privy to information that may from sales to product management to collection development to train- not be public yet, the advisory board members may be asked to sign a ing. Employing librarians gives vendors an edge as they have inside non-disclosure agreement (NDA) prior to accepting the appointment. knowledge and understanding of the current initiatives, challenges and Partnering with a vendor is also an opportunity to be on the cutting environment that libraries operate in today. This allows a vendor to be a edge of new products and services and sometimes there are financial much more valuable partner to our libraries because of this background incentives for being a development partner or beta library. It is also and expertise. In essence, vendors that employ librarians can talk the an opportunity to shape a product or service in a way that really fits or talk because they have been on both sides of the table. enhances your library’s workflow. When entering into these partner- ships, it is important to understand that vendors are for-profit entities. Why Partnering Makes Sense for They need to make money to be able to maintain and reinvest in their Libraries and for Vendors business and in order to fund new development for future library prod- Why would partnering with a vendor make sense for a library? One ucts and services. reason is economies of scale…vendors can develop software, products and services faster, cheaper and more efficiently than a library could Benefits of Collaboration on its own. Nowhere is this more apparent than in the Integrated Li- A successful partnership provides mutual benefits for both the library brary System (ILS) or Library Services Platform (LSP) sector of our and the vendor. The library benefits from the expertise, resources and industry. When I began my career as a librarian, there were lots of economies of scale that a vendor can offer, while the vendor benefits from libraries, primarily large ARLs or consortia who had developed their the perspective and workflow knowledge that the library can provide. own home-grown ILS systems, highly customized and built just for As with any collaboration, library/vendor partnerships certainly their workflow. Those systems are almost unheard of today. What benefit from having things in writing. This allows both parties to iden- many of these libraries discovered was that the staff to support and tify common goals, clarify roles within the partnership and to outline maintain these systems was too expensive and it was ultimately more responsibilities and expectations. In the case of projects, it may also cost effective to purchase a turn-key system than to try and build and allow an outline of deadlines, implementation dates and benchmarks. maintain one on your own. continued on page 15 14 Against the Grain / April 2018 Help Your Students Cite Any Source and Master MLA Style

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Transforming Library Vendor ... from page 14 Author Bio Barbara Kawecki, Director of Customer Retention, is responsible for the man- One of the benefits of collaboration for agement and growth of GOBI Library Solutions from EBSCO business throughout a library is the agility with which vendors the western U.S. Barbara has more than 25 years of experience selling information can move. Generally, once something is products and services into the academic library market. She has served at GOBI Li- on a vendor’s development schedule, they brary Solutions as Senior Digital Content Sales Manager in the Western U.S. from can move forward pretty quickly, building 2010 to 2013 and prior to that worked as a Senior Collection Development Manager in functionality that meets the needs of their the same territory from 2006 to 2010. She also had a previous position with Yankee development partners. Book Peddler, serving as a Territory Sales Manager from 1990 to 1992 and in between Building a Partnership she spent 13 years working as an Academic Sales Representative and Account Services Manager at EBSCO. Barbara’s professional experience includes working as the Law Once a library and a vendor have committed Librarian at the El Paso County in Colorado Springs and as both an to building a partnership, it is critical to docu- Acquisitions/Collection Development Librarian and Reference/Circulation Librarian at ment the scope of the relationship or project. Colorado College, also in Colorado Springs. Barbara earned her B.A. in history from As an academic bookseller, one of the best Alfred University in New York, and her M.L.I.S. from the University of Denver. examples of this kind of documentation is the GOBI Memorandum of Agreement (MOA) which is, in essence, a profiling document that we develop with a library to outline all of the various components of an approval or working closely with their faculty. The devel- Ending a Partnership notification plan. “At its core, the approval opment of the profile is a collaboration between Why do partnerships end? Sometimes a plan is also a man-made process rooted in the library and the vendor that requires much project is completed or just reaches its log- communication between vendors and librarians initial communication and should be updated ical conclusion, but other times both parties on the one end and faculty and librarians on the as collecting strategies evolve. realize that problems are insurmountable and other end, and everyone is expected to deliver Documentation also allows both the library they need to part ways. Again, it is critical their expertise in this process so that the right and the vendor to clarify roles and expectations to understand that we operate in a very small books end up in the right libraries” (Roncevic, within the scope of the project, with implemen- ecosystem. Don’t burn bridges. Ending a p.7.). The result is a complex and precise set of tation timelines and benchmarks built into the partnership should be as professional and instructions that tell the story of that library’s process. Frank and honest communication only graceful as possible. Documenting the con- collection development goals. The profile itself serve to make the project more successful for clusion of a partnership is just as important becomes a living, breathing documentation of both parties. This documentation can be shared so that all stakeholders can learn from the the collection development strategy of each with all stakeholders and can be reviewed and process. Keep the door open for future con- library and of each selector, who in turn are revised as circumstances dictate. continued on page 16

Against the Grain / April 2018 15 Library-Vendor Partnerships — An Overview of Our Symbiotic Relationships by J. Michael Thompson (Assistant Director for Library Collection Services, Baylor University) and Carol Seiler (Account Services Manager, EBSCO Information Services)

he and vendors estab- As electronic resources became the pre- To develop and adjust services like patron lishing mutually beneficial partnerships ferred method of content delivery, approv- driven acquisitions, it is very advantageous for Tlikely extends to the beginning of printed al-style plans evolved into patron driven libraries and vendors to find ways to develop word. Over the centuries, libraries have pri- acquisitions models in which patron usage partnerships that allow for communication in marily relied on booksellers to provide printed determines purchases. Under these models, li- an open and honest, yet confidential, manner. content to expand their collections. Vendors braries pay for titles when a patron “triggers” a One such well-established and highly success- and libraries still have this collection building purchase by accessing the content. The result is ful informational partnership configuration is relationship, but the digital age has allowed a that libraries can provide just-in-time access to the library advisory board. An advisory board proliferation of partnership avenues that were useful content instead of building just-in-case is a group of librarians recruited by the vendor not available in the past. Typically, viable part- collections that might never see any circulation. to provide reviews and recommendations on nerships are those that provide mutual benefits Again, some librarians had concerns that li- the company’s current and future products that are likely to exceed costs incurred and brary collections would suffer and costs would and services. Members of the boards agree risks taken. This article will touch on various spiral out of control. In some instances, librar- to refrain from outside discussion of the items partnerships that have formed between libraries ies did end up very quickly running through all discussed. Advisory boards can be formed and vendors and the benefits that result. the money budgeted for the plan. As a result, around specific products or online platforms, Arguably, the modern era of library/vendor libraries and vendors worked together to tweak or they can be more generally applied to the partnerships was ushered in by the advent of the plans in ways that decreased the likelihood overall business of the vendor. Obviously, the approval plan in the early 1960s. Using of over spending. They increased the threshold the benefit to the vendor is obtaining valuable approval plans, vendors could identify and for purchase triggers, more closely selected ideas and feedback from their customers. The ship desirable books as they were published the titles available through the plan, allowed participating librarians have the advantage of by matching the content of the book with libraries to review titles before purchasing, directly influencing the products and services computer-based subject profiles that had and introduced short-term loans for a prede- that will be offered in the future. been previously established with the library. termined number of initial triggering events. Beta testing relationships go beyond the Approval plans seem passé compared to the These measures were very successful at advisory board’s informational model by patron driven, just-in-time access arrange- cutting cost, maybe too successful. Publishers having libraries collaboratively involved in ments that many libraries employ today, but and vendors felt that the rates being assessed the development of new vendor products and the introduction of this type of partnership was for short-term loans were cutting into revenues services. These arrangements are typically radical for its time. Many librarians posited more than was healthy for their finances. As a initiated by a vendor who is developing a that the approval plans would negatively im- result, many participating publishers decided product, for instance a new online platform. pact library collections and ultimately harm to raise the loan rates, institute embargos on The vendor will provide the library with in- the profession. new titles (typically 12-18 months before formation and access to the product for “real Fortunately, library collections and librar- available for short-term loan), or completely world” testing. The library spends time using ianship fared well with the acceptance and disallow short-term loans. With these changes the nascent product and providing feedback expansion of approval plans. The benefits to some librarians felt that they had been duped regarding which aspects are working and de- libraries of this arrangement included increased by publishers, while publishers felt that they sirable, and which features should be altered, delivery speed and decreased operating costs. were making necessary adjustments to stay in revamped, or scrapped entirely. Libraries can The plans also benefited book suppliers who business. There are still some hard feelings also provide enhancement suggestions for received a more predictable income stream on both sides of this issue, but the larger point missing functionality that could add to the based upon the somewhat static profiles. In is that vendors were willing to work with li- usability of the product. this case, the benefits outweighed the costs. brarians on new purchasing models that, like The process of beta testing requires time Once the model was proven, anxiety regard- the book approval plans that proceeded them, and effort on the part of both parties, but ing the health of both the collections and the changed the method and means of collection the end-results can be products and services profession abated. development going forward. that are more useful upon release. Because product development in a competitive envi- ronment involves issues of financial outlay and , it is customary that Routledge. Co-published as (2006) Journal a formal contractual agreement is created for Transforming Library Vendor ... of Library Administration 44 (3/4). the protection and direction of both parties. from page 15 Secor, John R. (1998). “Inside Pandora’s With the amount of time invested and money Box — Partnering: A Powerful “What to Do” at stake, it is always advisable to delineate versations and engagements. We all under- Management Tool or Just Another Fad?” the exact roles and responsibilities for all stand that our evolving market includes the Against the Grain 10 (1), Article 28. DOI: participants. No one wants to invest a large introduction of new and innovative business https://doi.org/10.7771/2380-176X.3307 amount of time and effort only to experience models and we are all actively evaluating Roncevic, M. (2017). “The Approval Plan: later disappointment stemming from differing trends for viability and new opportunities. A Sorting Hat That Discovers the Right Books expectations. In addition to the benefits of an We are all in this together. for the Right Libraries.” No Shelf Required. improved vendor product, the agreement will April 12, 2017. http://www.noshelfrequired. often stipulate the financial benefits (i.e., price References com/the-approval-plan-a-sorting-hat-that- breaks upon product release) realized by the Carlson, D. and Brooks, S. (2006). Li- discovers-the-right-books-for-the-right-li- library as a result of their efforts. brary/Vendor Relationships. New York: braries/ continued on page 18

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LEARN MORE spiedl.org Library-Vendor Partnerships ... from page 16 Author Bio J. Michael (Mike) Thompson, Assistant Director for Library Collections Services While advisory boards and beta testing at Baylor University, has served as an academic librarian for the last 18 years. After relationships are initiated by a vendor to help graduating with an MLS from the University of Texas, he began his professional career guide their product range, user groups are as the Copy Cataloging Manager at the University of Houston (UH) in 2000. In 2005, formed by librarians themselves around a he moved from Cataloging to Acquisitions at UH and was appointed to head the depart- specific provider’s products. Two well-known ment in September 2006. He began his current position at Baylor during the Spring user groups have formed around the library sys- Term of 2017. Mike has presented at the national, state, and local levels throughout tems provided by Innovative Interfaces (the his career. He has served on numerous state and national committees, interest groups, Innovative Users Group) and Ex Libris (Ex etc. He is currently serving as chair of TLA E-SMART and as a member of the LITA Libris Users of North America). Like advisory 2018 Program Planning Committee. boards, the members of user groups can influ- ence the enhancement of existing products and the development of new offerings. However, advisory boards have a much narrower focus means to automate email list administration. These systems were developed by partnered than user groups. Later generations of the program were utilized libraries who paid developers to create the User groups strive to form a community widely during the heyday of the electronic systems based upon their specifications. Once focused on serving the users of a product. As mailing list.) created, the code of the system was released a community, the group will foster communi- Currently, using to bring to the open web. An important expectation cation between members, serve as a clearing- people together has gained wide popularity of utilizing these systems is to share new house for information about the product, and across society, including among librarians and developments with the community of users serve as a mouthpiece to bring issues before vendors wanting to address library issues and and developers. the company itself. It is not unusual for sub- initiatives. In many cases, these partnerships In another instance, a group of academic groups to be formed to address specific items are informal and inclusive to any who wish to and resource libraries interested in the de- of interest regarding the product. Although participate. For instance, mashups and hack- velopment of tools for libraries much of the work typically happens online, athons have provided an outlet for partnerships decided to band together to form the Open user groups often have an annual meeting that to develop. These short-term groupings aid in Library Environment (OLE). In 2008, this draws members together to share information, fulfilling specific needs. Librarians and others group began working on an open source library formulate proposals, and similar activities set aside a period of time to work together system called Kuali OLE which was released in related to the product. to resolve issues or develop new products/ 2014. In 2016, the OLE group decided to shift Although the user group is formed and processes. Often, these groups disband after their efforts toward working with the FOLIO populated by librarians, a mutually beneficial achieving their agreed upon goal or project. Community to create a new open source library relationship exists as the group is used as an Vendors are also utilizing online forums to services platform. information conduit between the library and crowdsource product develop and information The FOLIO initiative builds upon the the vendor. Again, vendors will benefit from distribution. For instance, Ex Libris hosts direction championed by the OLE group. the input provided by the group regarding an online Developer Network which serves However, FOLIO is differentiated from earlier their products and services. The librarians can as a center for customers (i.e., librarians) and open source efforts because it was launched collectively suggest improvement to current internal developers to submit and retrieve code with the aid of corporate support through a products and advocate for future services. The that enhances API functionality. The network multimillion-dollar contribution from EBSCO librarians also benefit from the knowledge and is also used to exchange information and advice Information Services. Although EBSCO is experience of fellow members. about Ex Libris products. Allowing libraries providing significant funding support for the The utilization of crowdsourced solutions is to directly interact with data in the system project, their ultimate goal is not a proprietary another form of partnerships. Crowdsourcing through customizable API functionality and system that they own and control. Rather, the involves a community of creators and users share the solutions with others is tremendously goal of FOLIO is similar to that of OLE, to joining together to develop new solutions beneficial to the entire community. partner with libraries and developers to create and/or improve existing ones. An early form While the Developer Network is an ef- an open source, multi-tenant library system of crowdsourcing occurred with the advent of fective example of crowdsourcing, it does that permits the introduction of externally-de- electronic mailing and distribution lists, often not represent a shared responsibility for the veloped modules and applications to enhance referred to as listservs. Listservs gained in pop- development of the overall system. There are and customize functionality via APIs. ularity with the spread of email communication other groups that are striving to create entire EBSCO is not the only commercial in the 1990s. Subscribers to the listserv could systems through crowdsourcing in an open vendor supporting this venture. Companies submit messages and other subscribers would environment. Integrated library systems such such as Index Data, ByWater BiblioLabs, reply with solutions, advice, etc. (LISTSERV as Koha and Evergreen were created original- and SirsiDynix are working with the other is actually the name of a specific product that ly by specific groups and are intended to be members of FOLIO by providing seed code, was originally conceived in the mid-1980s as maintained and enhanced via crowdsourcing. hosting services, product development, and other forms of project support. With the backing of these vendors and various library and development partners, totaling over 20 Author Bio organizations globally, FOLIO is developing Carol Seiler, MLS, has been with EBSCO as an Account Services Manager for over quickly with a beta release scheduled for 11 years total. Carol has worked within or for libraries for many years with experience mid-2018. in public, medical, and academic libraries. Most recently she was the Technical Ser- With the impending release of the beta vices trainer at the Amigos consortia (creating and providing training as well as online version, the community is now making efforts conferences) and prior to that was Associate Director for Baylor College of Dentistry/ to develop an online hub, currently dubbed the Baylor Health Care System (a split between a hospital system and a dental school). FOLIO Marketplace, for the exchange of best She is a certified Serials Holdings trainer with SCCTP (Serials Cataloging Cooperative practices, development ideas, and software Training Program) as well as CHIS (Certified Health Information Specialist) withMLA applications (both commercially-produced and ( Association). free of charge). As with the other aspects of continued on page 19

18 Against the Grain / April 2018 Library-Vendor Partnerships ... Converse-ations: Seeing the from page 18

FOLIO, the success of the Marketplace will Relationship from the Flip Side depend upon the support of the participants. Though not all of the wider library community by Ashley Fast Bailey (MLIS, Director Collection Development and Workflow has been convinced of FOLIO’s viability, if ul- Solutions, Midwestern and Southeastern U.S., GOBI Library Solutions) timately successful, the FOLIO initiative could produce a library technology infrastructure that is sustained and allowed to evolve through and Laurel Sammonds Crawford (Head of Collection Development, University of collaboration and community involvement. North Texas) Much like “crowdsourcing,” another tech- nological innovation that libraries and vendors and Jeffrey Daniels (Interim Associate Dean of Technology and Information can explore together is the manipulation of Services, Grand Valley State University) “big data.” The concept of big data involves the analysis of large data sets to reveal pat- and Claire Eichman (MLS, Collection Development Manager, Midwestern U.S.) terns, trends, and relationships. As big data technologies mature and research applications are explored, new types of scholarship emerge and Allyson Rodriguez (Coordinator of Electronic Resources, University of North that did not exist previously. These areas of de- veloping research approaches provide exciting Texas) opportunities for library-vendor involvement in the research process. and Patrick Roth (Head of Systems and Technology, Grand Valley State For instance, the advent of digital schol- University) arship, especially in terms of text and data mining of vendor collections, can allow ven- nformation providers such as vendors and mation (e.g., making sure we aren’t missing dors and libraries to integrate themselves into publishers have always worked closely with out on some huge platform change), we could scholarly research in ways that extend beyond Itheir librarian counterparts in a traditionally instead be evaluating resources or finding new merely providing access to information and customer/vendor relationship. The authors products for our students. Sorting through instruction on resource use. Access to data feel that this relationship is more nuanced than everything coming in is not the best use of sets will allow librarians to work directly with many give it credit for. We would also contend my time. researchers on the formulation of the research that to get the most out of the relationship, both GVSU: (Jeffrey) My ideal would be to question, development of the data extraction parties need to become more aware of how the spend about 25% of my time with vendors. plan, manipulation and analysis of the extracted other manages this relationship. Yes, libraries The “extras” can be frustrating. I spend a lot data, and the eventual production of research are the customer, yes content providers are of time going through the mass of emails to results by applying data visualization and other selling information or services but everyone find the few relevant ones in the mix. If we presentation applications to the analyzed infor- wants to put the best information in front of could eliminate the “extra” time spent shifting mation. With such an arrangement all parties the students. through things and spend more quality time benefit: vendor content is made more useful, When we are all rowing in the same direc- with working with vendors, I’d be all for it. librarians can more fully serve their patrons, tion, library users will be successful in their Question: How much time do you deal and researchers ultimately interpret existing research. Recently, a group of librarians and with customers? How much time with other content in new ways. vendors interviewed each other to get insights stakeholders? Though partnerships across the library into what it’s like on the “flip side.” Vendor: (Claire) I feel as if it’s 100% of community are not a new construct, the advent my time, but that’s because even when working of online technologies has greatly enhanced the Questions and Answers on an approval plan or doing things behind the ability of the community to collaborate and Question: How much of your position scenes, I still view that as customer-focused. develop various cooperative arrangements. is dealing with vendors? How much did 90% is probably more accurate. I’m answer- Not all partnerships produce immediately you think it would be, and how much is it in ing email all day, every day. There is a huge successful results, however, collaboration has reality? And to follow up, what’s your ideal part of my job that is very customer-service a successful track record of achieving advances amount of time to work with vendors? oriented. I spend a lot of my time doing train- that could not have been achieved without UNT: (Allyson) I thought it would be ing, helping with day to day issues, setting up/ willing partners. By engaging in creative ac- some (getting quotes, negotiating, contract editing notifications, liaising between different quisition models, collaborative problem solv- work, etc.), but in reality it ends up taking up departments, running reports, and soliciting ad- ing, cooperative system/product development, about half of my time or more. This includes vice and expertise from internal/non-customer and digital scholarship exploration; vendors emails, calls, etc. The communication hap- facing colleagues. and libraries have found mutually beneficial pens daily with various vendors. I was very ways to serve their patron populations more surprised with the amount of interaction with (Ashley) All the time. We do have in- completely. Partnerships have grown from vendors and not being able to do the work ternal partners, but if it’s your primary sales basic approval plans to online development behind the scenes. rep you’re asking this question to, they are communities in a relatively short period of spending about 85%-90% working directly GVSU: (Jeffrey) I agree with Allyson — with libraries. I work directly with libraries, time. As technology progresses, library-ven- interaction with vendors takes up about half dor cooperative arrangements will continue but I also spend a lot of time behind the scenes of my time. This includes all the little pieces, working with my team. Your primary rep also to evolve in form and function alongside it. such as, sorting through all the communication Future developments may expand partnerships spends time with internal groups, on calls about to find the relevant information. That “extra” new products/development or giving feedback into areas beyond traditional librarianship or it takes up time. may contract to exclude for profit institutions from the field, but the expectation is to be in or it may continue along the lines being estab- UNT: (Allyson) A lot of time is spent contact with libraries regularly and working to lished today. Whatever the future may hold, making sure we aren’t missing out on some- make sure our partnerships with libraries are partnerships will continue to evolve so long as thing versus evaluating a resource or going productive, that they stay on top of new trends/ mutual benefit is felt by all partners. to look for a resource. While we are taking products to let you know about them/find good all this time just to get to the relevant infor- continued on page 20

Against the Grain / April 2018 19 Converse-ations ... from page 19 Author Bio Ashley Bailey, Director of Customer Retention, joined GOBI Library Solutions fits, and to ensure a long-term partnership that from EBSCO in 2008 after earning her M.L.I.S. degree from the University of enables a sustainable ecosystem of library and Southern Mississippi. As a Senior Collection Development Manager with GOBI vendor relationships. Library Solutions, for more than eight years, Ashley has extensive experience with Question: What is the right balance of assisting academic libraries meet their collection development and acquisition goals. communication with a vendor? How often/ only when relevant? Only when directly asked to communicate? UNT: (Laurel) Our library has a set way Question: What are the best qualities or testers/input on products. I will take some of of thinking on this. We want communication attributes of a productive vendor relationship? my time for us to be partners and that helps in when there is something important the vendor GVSU: (Patrick) Preparedness. Know two clear areas — anytime I can have input wants us to know; such as, when some big what our library has. on your products, if I’m keeping our users in changes are coming, a platform shift, or when mind, that’s good for our end users. And if it affects our library or our patrons. That is (Jeffrey) Know your product. The library I’m willing to give you some of my time, we the standard. As for other types of communi- shouldn’t know your product better than you — get better deals in the long run. It can pay off cation, it’s nice to be alerted via email to new get into the weeds. Be knowledgeable. Tell me for the library. developments. We do not prefer phone calls, why I need it. Also, be fun. Be able to enjoy the job. This is important stuff, we are talking Question: What don’t Librarians know as we need time to consider things on our end about being a vendor that we should? and starting in writing is the best way to do that. about a lot of money and we need to be good stewards of our university’s budget, but we also Vendor: (Ashley) First off, I love my (Allyson) We get a lot of sales commu- need to enjoy it. Have a good laugh in addition job. I’ve always thought wearing a sales and nication and it’s best when it’s tailored to our to getting some work done. librarian hat is fascinating. It’s challenging institution and what we teach. UNT: (Allyson) We are a little different and I love working with hundreds of libraries GVSU: (Patrick) We agree with UNT. in this aspect. We view this as a bit more fo- in my current role. I have always viewed We also would like it personalized to the per- cused. A little different than GVSU. Once the myself as an extension of the libraries I work son reading it. Send the sales stuff to head of working relationship is in line and functioning with. I try to keep both sides of the coin in collections and the technical stuff to the tech we can move toward more of a friend-like mind when I work. I always try to do what’s services person. relationship. I’d also add in, we value pa- best for the library I’m working with (all are (Jeffrey) I agree. We have some vendors tience. Sometimes it takes a while for us to a little different — some very similar, others that are aware of what we (GVSU) teach and get answers. Our system can be bureaucratic. like night and day!), but know that I also keep offer, and therefore tailor a message to the We also have lots of vendors and are juggling my company in mind. I am firm believer we person that deals with those topics. It is my hundreds of vendors. If I don’t email you back are co-dependent. We can’t exist without responsibility to be aware of what vendors are that day, please be patient with me. you and your jobs would be vastly differ- offering, but if it’s a form sales letter, I will ent without us. So, knowing that, we want GVSU: (Jeffrey) We don’t control our scan the subject line at best. feedback. We want to hear what you think. budget, so sometimes we don’t know if we We listen. Do the same for us. Decisions UNT: (Laurel) Some vendors tend to fol- have that money. More than one person must at a vendor are made on multiple levels. If low up repeatedly before we are ready or have sign off. There needs to be a give and something doesn’t go the way you an answer. Nudges too often are not helpful take here. We must go through want it to, it probably went and can cause negative feelings. We also do the proper channels to find another way someone else not like to get unsolicited phone calls. out if we have the fund- asked for. We can’t please Question: What type or frequency of com- ing/decisions for certain everyone we work with, munication would you like from the library? products. If the contract but I promise we are doing What can we do better as customers? or agreement is new, we our very best and in the end, Vendor: (Ashley) We love getting re- often have to get Uni- we want what is best for all sponses regardless of the answer. If we don’t versity counsel involved, involved in the process. which can also take time. get a response, the question of “did this get to (Claire) I really think Ashley them?” creeps in and we may follow up with UNT: (Allyson) There summed up what a successful ven- you unnecessarily. It saves time on both ends. are a lot of layers beyond the library that make a dor should strive for (and what a successful And we should extend the same courtesy to a decision that affect our budget. It can be some library/vendor relationship can be). My hope library. If I get an email from someone I have time before we know the set budget each year. is that I’m doing a good job at cultivating a 24-hour policy. You will hear back from Question: How do you make the most of relationships with my libraries where I am me, otherwise I didn’t get it. Even if it’s just your library/vendor relationships? dependable, transparent and quick to respond. to say, “I’m looking into this.” I think letting I would like to think that is how I operate, you know that I got it, heard it, and am working UNT: (Laurel) We liked to stay focused. and that how strongly I enjoy working with on it is a professional courtesy. We speak among ourselves how we are going to “my” libraries has a lot to do with my [public] use that precious time before a vendor comes. (Claire) I agree with Ashley. I’m pretty library background and my deeply rooted We don’t want to waste their time or have them love for all libraries and what they stand for. sure I’m immune to being offended by hearing waste our time. Be coordinated. Leveraging “no” at this point. Additionally, one other time My experience as a public librarian was very each piece of communication to be the best it much geared toward connecting with patrons, I like hearing an answer, even if it is a “no,” can be. We think hard about ways to do that. is when I offer to visit. Logistics for planning providing customer service, and providing travel and meetings can be complicated, so GVSU: (Patrick) The communication access to all relevant information for an in- the clearer a library is on whether they’d like we do have is open and honest. Be truthful. formed decision, and I still connect with all a visit the better! There is a lot of preparation If money is not an issue and we don’t like the of those pieces as a vendor. and follow-up involved for each visit. If I can product, we let the vendor know. dedicate more time to the libraries themselves (Jeffrey) I have found good success with and not the travel planning, I view my time as working with vendors on things more than much more productively spent. just selling. These are partnerships — beta

20 Against the Grain / April 2018

The Myth of the Tough Negotiator by Georgie Donovan (Associate Dean for Collections and Content Services, William & Mary Libraries)

ecently, I have seen more and more of have better deals than others have, but know relationships with librarians are positive and a new attitude in library literature: that less about all of the factors why. Pricing is friendly. Not being nice enough does not seem Rlibrarians must strive to be tougher often determined by Carnegie class, full-time to be our problem. However, this does not negotiators, willing to be more adversarial equivalent student count (FTE), materials automatically mean that we are being overly and push harder at the negotiating table. My budget, and past spend. Other strategies can nice and therefore getting cheated. colleagues and I in the state of Virginia have help improve prices, such as the bundling of My next question asked what qualities they been looking harder at our big deals, as seems resources (buy several things from a vendor especially appreciate in their customers. I often to be the case in the entire country based on the in a single year, and the discount increases for strive to be honest to the point of bluntness remarkable number of webinars and articles in each product), the timing of purchases, and about the budget situation of the libraries the past year on the same topic. We must be making collective purchases when multiple and our need for specific resources. I try to tougher and stronger and willing to cancel and institutions buy at the same time. be curious and ask lots of willing to assume a winner-takes-all approach Yet the role of negotiation and questions. I try to praise to our negotiation with what is now described relationship building also plays the product and our need for more openly as the enemy: commercial pub- a significant part. It is difficult it, rather than denigrating it. lishers. One recent article I read described to ascertain to what mea- Playfulness is a helpful tool the necessary tone we should aspire to in ne- sure this negotiation affects to both learn what is possible gotiating with such gendered terms that by the terms and pricing. We and to ask for what seems end of the paper I was sure the author would already know that, when impossible. Many books and recommend testosterone shots as the proposed negotiating license terms articles have informed my solution. The gist of the argument was that our with a vendor, sometimes negotiation style, includ- only power was in being more adversarial and simply requesting specif- ing Getting More: How to willing to walk away entirely from content ic provisions or striking Negotiate to Achieve Your when the provider does not meet our demands, through problematic lan- Goals in the Real World; or perhaps regardless of demands, since the guage with a fuller explanation Getting to Yes: Negotiating current conception of the big deal is so negative of why helps warrant better terms in the final an Agreement Without Giving In; and Crucial that it is seen as a great failure when a school contract. Why would that type of clarity, Conversations: Tools for Talking When Stakes returns to a big deal after having lost the moxie honesty, explanation, and communication not Are High. Somewhere in the mix are lessons they summoned to cancel it in the first place. warrant better pricing as well? learned from watching my dad who never pays This well-meaning advice for us to be The belief in our field is that a “hard ne- full price for anything and Julia Sugarbaker stronger and tougher in negotiating often rubs gotiating stance” is what leads to better deals. on Designing Women whose southern style was me the wrong way. Sometimes, I bristle at the Roger Schonfeld (2017), in his Red Light, funny and honest concurrently. notion that heads of collections in particular Green Light issue brief, states, “The strongest These qualities were not always exactly are not already smart, prepared, and effective negotiating position arises from being fully what most of my sales colleagues cited as negotiators. Having worked in several state prepared to walk away from the negotiating their favorite foundational attributes among and regional consortia, I know many of my table” (pg. 4). One of the most illuminating their customers. Though everyone was quick colleagues in the collections world and know studies of cost disparities in journal bundles to point out that they enjoy working with all what informed, clear negotiators they are and across state-funded universities was conduct- types of people, I prodded them to learn what how knowledgeably they employ strategies ed by Bergstrom, Courant, McAfee, and they most appreciate. for maximizing the content they get for every Williams (2014). They were able to delve • Honesty came up time and time dollar spent. The current state of immeasurable into the actual prices paid for journal bun- again. If the library has no intention resources and unsustainable inflation cannot dles by issuing Freedom of Information Act of purchasing a service or resource, be blamed on the weakness of our collections (FOIA) requests across the country. Their being forthcoming is always best. librarians. A great deal of knowledge about us- research showed significantly different terms “I don’t want someone to pretend to age habits, the needs of the faculty and student and pricing across schools for which FTE or be interested in something because community, the cataloging and technological other quantitative factors could not account. they don’t want to hurt my feelings” interoperability of different products, and the The authors conclude that the “likely key to stated one rep. Equally important is wide variety of pricing, licensing, and platform this success was a hard bargaining stance ac- telling the vendor when something is models informs the negotiation conducted by companied by a credible contingency plan of great — even if that great service is collections librarians. I have yet to meet a action in case big deals were not achieved” (pg. from a different vendor. One of my weak or milquetoast collections negotiator, and 9429). Though I readily trust their data, I be- vendor friends was surprised during when buttressed by experience and wisdom lieve it is an unproven assumption that “hard” a recent merger that many of her about the publishing world, a lack of strength and “strong” are the most helpful approaches, contacts and clients had been using a is not the reason we have high prices in the nor do I believe that a visible readiness to end competitor’s services so extensively; e-resources world. negotiations if terms are not met is the most why had the customer split their pur- However, more than the critique of negoti- useful tool librarians have. chasing over similar vendors when ating style, I simply disagree with the advice. I I recently emailed three questions to over they could have advocated for better think it is hard to make the case that a tougher, a dozen vendor representatives whom I know or different services from one or the more adversarial stance during negotiation or have worked alongside previously. I asked other? One tenet I have found true leads to a better outcome. In fact, I believe them first whether I was relatively easy to is that the more information that the that creativity, flexibility, listening, and trying work with as a customer/client. I wanted to representative has about my budget to understand the vendor’s goals helps lead not make sure that I was appropriately confident situation, deadlines, interest, and only to a positive long-term relationship, but about my own professional relationships be- needs, the more armed they are to to better pricing and terms. fore giving anyone advice about negotiation. go to bat for me with their vice pres- This premise would be difficult to prove. Evidently, I am easy enough to work with, but idents and directors of sales. The We are aware of the fact that some libraries everyone was quick to say that most of their continued on page 23

22 Against the Grain / April 2018 The Myth of the Tough Negotiator from page 22 Author Bio Georgie Donovan is the Associate Dean for Collections and Content Services at most helpful customers explain what William & Mary Libraries in Williamsburg, Virginia. She has worked at Appala- they see and want so that publishers chian State and University of Arizona as well as paraprofessional roles at academic and vendors can work to customize and public libraries. Before librarianship, she earned an MFA in creative writing and to those needs. taught college English for five years in the U.S., Japan, and Chile. In her work, she • Though we are often way too busy, negotiates contracts at the university, state, and regional level, and always works hard customers can build stronger rela- to get the best possible deal. She has served as a facilitator for student and community tionships by responding quickly — groups, particularly related to biodynamic agriculture. Her work with finance, collection or even responding at all — when the development, and strategic planning is coupled with a background in assessment and vendor reaches out with a question accreditation: she led Appalachian State’s SACSCOC successful reaccreditation in or offer. Though it is easy to lose 2013 and is incoming chair of the ACRL Trends and Statistics Editorial Board. perspective when one’s week is filled with minor emergencies, meetings, and interruptions, the concept of courtesy and respecting someone’s results are not extremely trustworthy. I asked “don’t depend on a single strategy — develop time extends into our communica- these dozen sales representatives whether a range of responses to push the negotiation tions with vendors. I have some- they thought that customers who exhibited in your favor.” times responded with a quick note these positive attributes (including honesty, This principle of flexibility may help to let someone know when I will responsiveness, mutual respect, and creative inform us when breaking up the big deal: if be able to consider their question partnering) were likely to get better pricing the only option seems to walk away, we may or offer. This habit allows me some or terms when they negotiated. Some sales wind up back at the negotiating table in a space and keeps my rep informed representatives do not believe this is true in year or two, ready to look at more creative about when we should next talk. As the least. The non-responsive librarian may options. Whether or not publishers and I re-read all of the responses to my miss out on an offer because they are not open vendors are more powerful than libraries is query, I learned that responsiveness to hearing from the vendor, but that is the itself a question of opinion more than fact. is likely undervalued as a strategy extent of the power of the vendor-customer However, looking more deeply into what ne- for building strong relationships that relationship. gotiating tactics are most effective, rather than later make a positive impact on the Other vendors are less sure. “I thought assuming that toughness, hardness, strength outcome of a negotiation. about this when I was a collections librarian are prerequisite, may be the key to greater • A respectful attitude as the baseline and now as a vendor rep… I like to think I’m success and sustainability. matters a great deal. I wonder how more flexible in negotiating when the library many of us have made that tired joke is clear about the library’s needs, its budget, References that librarians working for vendors what will happen next year, etc.” cites one Bergstrom, T. C., Courant, P. N., McA- have gone over to the dark side. I representative. Several people stated that fee, R. P., & Williams, M. A. (2014). Evalu- wonder if the assumption of an ad- they may be, unconsciously at least, more ating big deal journal bundles. Proceedings of versarial relationship underlies our passionate or willing to take a risk asking for the National Academy of Sciences of the Unit- communication and strategies to a bigger discount for a client that they trust. ed States of America, 111(26), 9425–9430. the point of backfiring. One vendor “It can be a lot of work on the back end to get http://doi.org/10.1073/pnas.1403006111 representative stated “mutual respect special approval for something… [but] if you Diamond, S. (2010). Getting More: How is huge: I aspire to be a partner to tell me you want collection X and only have to Negotiate to Achieve Your Goals in the Real my customers…. I do not want to sell so many dollars, and we are close, I can and World. New York: Three Rivers Press. you something that is not appropri- will do my best to make it happen.” When the Fisher, R., Ury, W., & Patton, B. (2011). ate for your library. I want you to client asks for something beyond the capacity love what you purchase and I want Getting to Yes: Negotiating Agreement With- of the vendor, many sales reps are quick to out Giving In. New York: Penguin Books. to help post sales to make sure that clarify boundaries. However, multiple people what you acquire is used.” Another told me that they might work harder or go the O’Hara, C. (2014, June 6). “How to described it as civility: the need to extra mile or advocate more strongly for us if Negotiate with Someone More Powerful than be civil while being straightforward there is a solid, positive relationship, built on You.” Harvard Business Review. https://hbr. about challenges and opportunities. the attributes described above. One person, org/2014/06/how-to-negotiate-with-someone- • A willingness to partner in creative who no longer works in the publishing or more-powerful-than-you ways often leads to real successes. vendor fields, stated that without a doubt, yes. Patterson, K., Grenny, J., McMillan, One rep stated, “it is always more Customers who are serious and easy to work R., Switzler, A., Covey, S. R., & Roppé, L. enjoyable when working with li- with get the best deals. No question. (2011). Crucial Conversations. New York: brarians that view us as a strategic In a recent Harvard Business Review McGraw-Hill Education. partner.” Another described several article about negotiating with someone more Schonfeld, R. C. (2017, August 16). Red positive situations where the librari- powerful than you (O’Hara, 2014), the more Light, Green Light: Aligning the Library to ans knew what they wanted and were sophisticated strategies they recommend fo- Support Licensing. https://doi.org/10.18665/ familiar with the products, the uni- cus on understanding not only your goals but sr.304419 versity’s curriculum, and the needs your counterpart’s motivations, obstacles, and of their faculty, so that they were able goals. The concepts of preparation, listening, to collaborate on a customized and focusing on results, keeping your cool, and unique path forward. staying flexible are cited as key. The article My last question was the most controver- does talk about walking away from a deal if sial, and, with such a small sample size and it is beyond the pale, but the emphasis is on such a subjective issue, I know that these flexibility and creativity as overall principles:

Against the Grain / April 2018 23 The Care and Feeding of Partnerships by Maggie Farrell (Dean of Libraries, University of Nevada Las Vegas)

artnerships, like any relationship, require an existing relationship and connect a librarian level as the library in that it is not expected care and attention to ensure that there is a to other individuals or facets of an organization. that the vendor always pays. It is also good Pproductive relationship. Often it is not the Thomas notes there are a variety of ways that for a librarian to communicate what they can funding nor technology that breaks a relation- librarians can demonstrate commitment to a or prefer to the vendor. A librarian who feels ship but the human interactions that can fail and vendor including working on product develop- uncomfortable meeting a vendor over dinner ruin the partnerships. Stamison, et al., note that ment, participating in user groups, providing might state her/his personal belief and suggest the vendor market is a “relationship market” references to potential customers, and serving that they meet at another time. Vendors will and care needs to be given for interpersonal on advisory boards (2013, p. 4). Of course, respect the personal preferences or organiza- relationships (2009, p. 144). Brooks notes that librarians should only serve in this capacity as tional guidelines but they may need to be aware the relationship between librarians and vendors their organization permits or within the comfort so that vendors do not push or get offended if is different from most customer relationships zone of the librarian. a librarian constantly declines. because “the staff of the library is most often Often with public organizations, there Regardless of who pays, librarians need not the end-user” and the working relationship are considerations regarding vendor gifts or to remember that social visits or meals are between vendors and librarians can positively donations. Librarians need to follow state still work and should conduct themselves ac- impact the patron services (2006, p.1). This or organizational guidelines such as restric- cordingly. If a librarian is consuming alcohol, special relationship depends on strategies to tions on gift size or reporting. There may be moderation is key if nothing else, avoiding ensure effective communication and results. additional library or personal guidelines for agreement to a high price! Seriously, this is As the parameters of a partnership are a librarian such as a restriction on meals or a working meal or event and professionalism determined, the participating organizations acceptance of gifts including is still to be maintained. There should determine who would be best to lead tickets to an event. Such should not be an expectation or facilitate the partnership. These individuals considerations are the that the vendor pays and ap- should be supportive of the partnership and foundation for inter- preciation for the event or committed to the goals of the project. One acting with vendors meal should be expressed. might assume that project participants are in social situations. Ensuring that the host is supportive but sometimes partnerships struggle Within the business thanked is common when participants are unsure of a project or do world, vendors are ex- courtesy including not agree with the initiative. Gagnon considers pected to host clients thanking the host at the the relationship between vendors and librarians as a way to facilitate event and a follow-up an important investment that “involves building a relationship. This is thank you email or a relationship between the key library staff and quite different from the public sector so deter- note depending on the situation would be the key people within the vendor’s organization mining what works well for an individual or appreciated by the vendor. Before accepting a to foster understanding, improve service, and a library might require some discussions and gift or attending a social event, librarians need identify areas of mutual concern and benefit agreements. to be aware of their organizational guidelines, (2006, p. 96). The success of the collaboration Many librarians have personal standards local practices, and personal comfort level in depends on having individuals who share the for vendor social functions and gifts that range addition to showing appreciation to the vendor. goals of the relationship. In addition to having from no gifts and meals to eat everything that is Every relationship experiences problems buy-in, the right positions should be considered on the table! Typically librarians are thoughtful and while the communication plan should help so that a technology project includes techno- about what is acceptable for them personally resolve issues that does not always happen. logical experts or a data management initiative which can guide their decisions. The goal is Ideally, problems should be identified, report- includes librarians with experience in managing to ensure that the librarian is not influenced by ed, discussed, and resolved at the time that they datasets. Additionally, management, leader- the acceptance of a gift or meal. Particularly occur. Solving the problem as close to the time ship, and interpersonal skills may be required for meals, the conversation during the meal that it occurred helps in the specificity of the so that there is expertise in budget oversight, can be instrumental to building the relationship details with the individuals who were involved. facilitation techniques, or conflict management and resolving issues. Social situations may Documenting the problem including the details depending on the needs of the group. Typically enable librarians to know company individu- and individuals involved will help should the successful partnerships are based on a mix of als or to network within the hierarchy of the problem continue or repeat. The details will skills and abilities that facilitate a project so care organization such as the CEO who otherwise also be useful should one of the partners need should be taken in the selection of individuals might be difficult to meet. Referring to “big- to escalate the issue in order to seek a resolu- who can advance the goals. wigs,” Gagnon identifies vendor receptions as tion. “Sometimes library staff seem to expect In undertaking a partnership, the commu- golden opportunities to speak with company vendors to be psychic and understand needs nication patterns should be established such as representatives about general concerns that and frustrations that actually have not been the frequency, regular meetings, how to report otherwise might not receive attention (2006, communicated. This is unfair and not useful… problems, negotiate conflicts, and who should p.100). Finding the balance between being service cannot improve without constructive be included in meetings and communication. purely social and purely work enables vendors feedback” (Stamison, et al., 2009, p. 143). Establishing the patterns in the beginning and librarians to foster the relationship that may Many vendors have a problem reporting tool forms expectations by the participants and lead to addressing issues and strengthening the or customer service issues. Unless the com- serves as the basis for resolving miscommu- collaboration. munication plan guides otherwise, the problem nications. The communication agreement There are additional options between ac- reporting protocol not only ensures that the should be periodically reviewed as well as cepting and not accepting a meal. A librarian issue is reported but it is a documentation of updated when there are personnel changes. A might attend a meal but pay for her/his own the issues. When reporting, be specific as to the communication plan helps the flow of infor- meal. A librarian might host the meal paying details of the issue and note possible impacts mation among partners and should be used for the vendor. A common practice in my or- on library services. The reporting should also for reporting issues and resolving problems. ganization is that the library hosts the vendor provide the urgency or non-urgency of the As a partner, librarians are often asked to when they are visiting such as paying for the problem. This gives specific details to help contribute to vendor work in ways that are dinner or providing a lunch for the meeting. determine the priority of the problem. meaningful for the vendor. This may enhance The result is that the vendor is on the same continued on page 26

24 Against the Grain / April 2018

The Care and Feeding ... Consortial Partnerships with from page 24

Partners should have frequent and pro- Libraries and Vendors ductive communications but sometimes part- nerships run into problems when one partner by George Machovec (Executive Director, Colorado Alliance of Research fails to regularly communicate or ignores Libraries) issues until it becomes a list of grievances. In such situations, the partnership may be Introduction tures. Libraries were happy for increased damaged and success unlikely. Holding a list By definition, library consortia are partner- content at the same price and publishers were of problems or issues until it builds to a level ships between libraries to accomplish common protecting their revenue stream. Of course big of frustration can ruin a partnership. Another goals such as reducing costs, sharing expertise, deals bring a host of other problems which were communication failure is when complaints are and enhancing services. Consortia then work recognized very early (Frazier, 2001; Gatten/ directed at the wrong people. A partner might with vendors, publishers and others on licens- Sanville, 2004) but they have largely remained gripe or complain to a person who is unable ing and services to better meet the local library in place since backing out causes a huge drop to resolve the situation or a minor problem is mission to various constituencies. in available content disproportionate to the reported to a high level administrator. When Since the advent of ejournals, eBooks, and savings. One of the effects of the big deal has a situation is not being addressed, a partner other e-resources on the Web, library consortia been a huge drop in revenue for intermediate should work it up the chain of command. have played an increasingly important role in commercial serial vendors, as consortia cher- Stamison, et al., suggest that an “escalation aggregating group deals and acting as an agent ry-picked some of the largest packages for list” be provided to librarians so as problems on behalf of libraries. This has introduced an- their members. become more complex, librarians will know other player in the complex world of licensing In the scholarly monographic world, con- who to contact in succession (2009, p.145). with both benefits and challenges. It’s not sortia have been aggressive in a variety of Addressing problems in relationships at the unusual that when a library wants to license areas. Group purchases of eBook packages point of occurrence with specificity with the a new product that they have several players from major publishers have played a major role right people or appropriate protocol should with which to contend including a consortia, in reducing unit costs for . Library help to keep issues to a minimum. Should that an intermediate vendor such as GOBI or OA- consortia have also played a big role in demand fail, working through the issue with the correct SIS, and the publisher or vendor licensing the driven acquisition (DDA) and evidence-based reporting method with the right people will product. To complicate matters, many libraries monographic purchasing. Many academic hopefully result in resolution. belong to multiple consortia and if they happen libraries are moving away from title-by-title Anderson notes that for the most part, to be offering the same product or service the purchasing, except for specialty purchasing vendors are honorable people and “they should library must determine which group to work and individual requests, and depend on these be treated as such until they give a good rea- through. These decisions could be driven by larger cooperatives for the largest portion of son to do otherwise” as librarians maintain a regional allegiances, which organization is their monographic expenditures. professional demeanor (2005, p.324). At the offering the best pricing (including terms and Every is different in core of any relationship, professionalism and conditions), and the need to view the bigger terms of funding, governance and functional courtesy should guide partners. In forming ecosystem to create the best benefit for the areas. This translates into many variations a partnership, librarians and vendors will be library community and end users. on how deals are developed and funded. The more successful if they establish protocols for consortial role in e-resource licensing has been working together and constantly attend to the Consortial Role in Licensing successful due to the many benefits that are communication. This foundation is essential Although some library consortia have been offered to member libraries. Examples include: for a positive working relationship to achieve around for many decades, the modern consor- • Lowered costs through volume mutual goals. tial movement can be marked by the advent of licensing the Web with the concomitant move of much References • Lower inflation rates for individual library content from print to digital. In the contracts due to strong negotiations Anderson, R., White, J.F., and Burke, D. mid-1990s, consortial leaders began to meet on behalf of a group (2005). “How to be a good customer.” The at the American Library Association and Serials Librarian, 48:3-4, 321-326. DOI: the informal community eventually coalesced • A single point of contact for the https://doi.org/101300.1300/123v48n03_15 to become the International Coalition of vendor for billing Brooks, S. (2006). “Introduction.” Journal Library Consortia (ICOLC) which now • A single license for the group which of Library Administration, 44:3-4, 1-4. DOI: includes hundreds of library consortia from mitigates many local variations https://10.1300/J111v44n03_01 around the world. One of the big reasons for • Many consortia act as extensions of Gagnon, R.A. (2006). “Library/Vendor the revival of the consortial movement was a local library’s collection develop- Relations from a Perspective.” the financial opportunities that could be pos- ment and acquisitions department; Journal of Library Administration, 44:3-4, sible through centralized licensing, bringing thus allowing a local library to do 95-111. DOI: https://10.1300/J111v44n03_09 together libraries and providers to create a more with smaller staff. Stamison, C., Persing, B., Beckett, C. and greater volume of licensing, lowered costs, and • Deep expertise in contract negotia- Brady, C. (2009). “What they never told you efficiencies in operation. tion for better pricing as well as more about vendors in library school.” The Serials Library consortia are primarily responsible standard terms and conditions Librarian, 56:1-4, 139-145. DOI: https://doi. for the development of the modern day “big • Greater attention from a publisher or org/10.1080/03615260802665555 deal” and the term was coined, or brought vendor which can extend to smaller Thomas, W. J. (2013). “A Beginner’s into the common vernacular, very early by libraries Guide to Working with Vendors.” NASIG Tom Sanville at OhioLink. Although there are many variants of this type of deal, it is • Some consortia act as a repository Newsletter, 28: 6, Article 5. https://tigerprints. for funds to cross fiscal years for a clemson.edu/nasig/vol28/iss6/5 characterized by libraries consolidating their journal subscriptions into a single contract with local library the publisher and then each library will get • Developing specialized partner- access to everything offered by that publisher ships with vendors and publishers or at least get access to the collective holdings for special projects in ways that an of that group. It was successful for publishers individual library cannot because they could lock-in library expendi- continued on page 27

26 Against the Grain / April 2018 Consortial Partnerships ... from page 26 Author Bio Since 2012 George has been the Executive Director at the Colorado Alliance of Recent Trends in Consortial Roles Research Libraries (https://www.coalliance.org/). Before that he was the Interim Over the last few years, consortia have Executive Director, Associate Director and Technical Coordinator at the Alliance where continued in their primary missions but have he has worked since 1993. Some specific areas in which George has been involved begun to operate in new initiatives driven by during his time at the Alliance include the deployment of the Prospector regional changes in the marketplace and technology. union catalog, the launching of a shared print program for the consortium, a consortial Technology has opened the door for collab- e-resource licensing program and the development of a software suite called Gold Rush orative efforts in ways that were much more which provides a shared print analytics tool (among other modules). Previously he was difficult to achieve in the past. head of systems at Arizona State University (ASU) Libraries from 1987-1993 and Many consortia now talk about “deep col- before that was a reference librarian and head of the Solar Energy Collection at ASU. laboration” with new opportunities provided by George is the managing editor for The Charleston Advisor (http://charlestonco.com), multi-tenant cloud-based a peer reviewed journal which provides in-depth reviews of products and services for systems (i.e., integrated library systems). For libraries as well as monitoring trends in the library and information marketplace. He is example, the Orbis Cascade Alliance has also the consortia column editor for the Journal of Library Administration. identified several broad areas of collaboration which include (https://www.orbiscascade.org/ center-excellence/): the software and content to member libraries collaborative settings due to the greater impact • “Improve and develop consortial for local operation or migrating to a commer- of working together with the added benefit of functionality in Alma and Primo cial solution (Dean, 2016). meeting the needs of many different libraries • Define and document best practices Use statistics are a key feature for libraries making a solution more generalized. for consortia in such areas as col- to determine the value of e-resources they are Everything takes longer while working in a lection development, collaborative licensing. Although this can be accomplished group. This is driven by many factors but in- services, resource sharing, and user through SUSHI harvesting in most cludes the need to come to consensus experience ERMS solutions, many centrally making sure all constituent needs • Develop and document implementa- licensed products will have are met or at least understood. tion best practices for consortia” use data gathered by the Consortial activities also Shared print programs for monographs consortia. Typically this recognize an interdependence and serials have become major initiatives will include local library whether it be to lower costs, in many groups around the country. These data in addition to a central do activities that would oth- programs allow libraries to make better deci- compilation for all librar- erwise not be possible alone, sions about what to weed and put in storage ies. A commercial solution or develop a framework for while ensuring access to the scholarly record called Redlink (https:// sharing expertise among and providing continued access to legacy redlink.com/) is a new and partners. materials for their patrons. These initiatives very powerful solution that Trust is a huge factor in are often partnerships between the member works at the library and consor- working together. This trust libraries, publishers/vendors, and software tial level. Open source solutions are currently needs to exist between partner libraries, the providers (e.g., OCLC’s GreenGlass for being developed through a grant to the PAL- consortium office, and vendors. Groups and Colorado Alliance of Research CI consortium in a project called CC-PLUS The need to have a “can do” attitude and Library’s Gold Rush). The goal is to reduce (http://www.palci.org/cc-plus-news). the willingness to try something new or out of the footprint of historical print collections The OA2020 initiative (https://oa2020. your comfort zone are also helpful character- in centrally-located campus libraries while org/), is another movement embraced by many istics on collaborative ventures. Almost any not losing access to the historical collection. consortia. “OA2020 is a global initiative to program, service, or license has some libraries Through smart reductions in collection size propel open access forward by fostering and that benefit more than others. Being willing in collaboration with partner libraries and inciting the transformation of today’s schol- to be a team player will create success and in vendors, libraries can re-purpose space and arly journals from the current subscription some future initiative there will be different not lose access to key resources. Many () system to new open access pub- libraries with greater benefit. publishers and vendors offer digital backfiles lishing models that enable unrestricted use Another challenge in working together of monographs for subscription or purchase and re-use of scholarly outputs and assure is determining whether a license, program which can be leveraged in this process. transparency and sustainability of publishing or service is “all-in” or “opt-in.” All-in Shared digital repositories are being es- costs” (https://oa2020.org/be-informed/) . programs require everyone in the group to tablished by many libraries and consortia to The movement is being spearheaded by the participate in a license or initiative. This store the unique digital assets available on Max Planck in Germany and type of universal participation can be driv- campuses. When operating an open source consortia will play a key role in trying to flip en by mandate (whether a board or higher digital repository such as Dspace or Fedora, major publishers over to open access publish- funding agency) or because a particular some efficiencies can be found when work- ing. The movement has been well received resource or service is so compelling that all ing together. But as with any open source in many European countries and growing want to voluntarily participate. Some pro- initiative, significant staff effort needs to consideration is being given by libraries and grammatic areas define a consortium and are support the service at both the central and consortia in North America. the primary reason for being. For example, local level. One must remember that hosting How are Partnerships Different if a consortium operates a shared integrated a self-funded centralized digital repository library system and/or union catalog, if that is typically requires direct funding from par- with Consortia? their primary initiative, if you are not in that ticipating libraries which must come from an As libraries collaborate through a consor- service you are not in the consortium. Opt-in operating or materials budget. In contrast, tium, a number of opportunities and challenges programs and licenses are more common in locally operating a repository can use in-house emerge. A library must weigh the benefits and groups where funding comes from the mem- staff which may appear to reduce costs albeit drawbacks to determine their level of partic- bers. Every library has different needs so they are embedded in library or IT staffing. A ipation and whether the partnership makes participating in a license, program or service few consortia have operated shared repository sense. External financial support for programs is only done when there is a benefit. platforms and then shut them down returning and initiatives are more likely to be funded in continued on page 28 Against the Grain / April 2018 27 Pajama Party: Using Technology for Remote Partner Collaboration by Rick Branham (Vice President Academic Library Initiatives, SirsiDynix)

hen I got started in this industry a the 1850s at the amazing telegraph technology video-conferencing, screen sharing, and few decades ago (I often joke that it and how messages could zip around the world participant chat. But of the ones I’ve used, Wwas in a child labor camp, but alas, — no longer requiring the weeks or months only Adobe Connect doesn’t offer desirable it was my first job as a college freshman doing for delivery of letters via horse and/or boat. features such as calendar integration and video retrospective conversion or “recon”), online I’m confident that technology will im- recording. WebEx is the app most of us use collaboration tools were just emerging: email, prove our current tools — perhaps telepor- for everyday conferencing and demos, while the web, and fax machines were considered tation, holographs, internet-enabled “smart GoToMeeting is our choice for webinars and new and cutting-edge technologies. And like contacts” will make our current technology web events with a larger audience. GoTo- any new technology, the early iterations were seem primitive. But I do believe we live in Meeting is full-featured, but seems to be a bit clunky. I remember firing up my email and an age where participants in a project can be more complex for simple sessions with a few getting a cup of coffee while I waited for the truly unbound by physical location and even participants. That’s why our marketing team program to open. language boundaries to cooperate effectively has webinar hosts that control the software, As I moved up the ladder from a lowly on a desired outcome. while the participants do what they’re told: data entry technician (transcribing library I want to discuss three types of collabo- “click this button to unmute your mic and this cards into MARC) to a project manager, ration applications: conferencing, document button to share your screen.” my responsibilities required a significant collaboration, and prototyping. I will draw on WebEx, on the other hand, is quite accessi- amount of interaction with customers. For my own experiences in each area, but I have ble. It is easy to schedule a meeting in advance large projects, such as the recon of the Yale also done my homework, and I’ll point you to or to start an impromptu meeting, generating Beinecke rare book collection, multi-day some good resources for evaluating tools that a link that can be emailed to participants. It’s onsite meetings were imperative. The scope may work best for you. also easy for participants to join — not so for of work included taxing specifications such as Let’s start with conferencing. While video other apps I’ve used, which required desktop detailed instructions for handling hand-writ- conferencing is all the rage in many industries, downloads and confusing configuration options ten provenance notes on the backs of library I don’t believe it’s necessary or even desirable in order to join. Adobe Connect — when we cards. These notes involved abbreviations for every discussion. I think it’s helpful in used it a few years ago — was such a program. and shorthand that were often specific to the early stages of a partnership — although In many instances, participants simply could particular curators — different curators would an onsite meeting is usually the best option if not get the software to work, so I had to use use different abbreviations for the same thing. at all possible. But once trust and rapport is a shared WebEx account (we held onto an ac- Once the project began, I would communicate established, video calls are nice if the meeting count as a security blanket, even after Adobe several times per week with my project liaison is simply a discussion. But if you’re viewing Connect was mandated). at the library, often by faxing photocopies of slides or a demo, a video call only takes of WebEx also has easy-to-use features that card images with notes in question circled valuable screen space, in my opinion. Besides, allow you to pass “control” to any participant and annotated. We would have regular calls one of the wonderful benefits of remote con- for screen sharing. A host can also give other to discuss the faxes, and the whole process ferencing is that you can do it in your pajamas participants “mouse control” if you want to would sometimes take several days or weeks and you don’t have to comb your hair. allow a user to try something “hands-on.” for resolution. My company (SirsiDynix1) Session recording is simple: a link to the I think back to these early has used many conferencing recording is generated and emailed to the host days of my career, and I can’t tools over the years: Adobe after the session ends. image how I would cope with 2 3 Connect, WebEx, join. Join.me, in my opinion, is an effective and today’s job demands without 4 5 me, GoToMeeting, and very easy-to-use conferencing app. However, the high-tech tools that are 6 Skype are just a few. at the time my company used the app, there now available for project Currently, WebEx and were no telephone audio options included — it collaboration. I’m sure ev- GoToMeeting are our required voice-over IP (VOIP). This was a bit ery generation thinks the preferred apps. All of of a deal-breaker for us, as many of our presen- same thing: my ances- them offer the now-stan- tations and project meetings include multiple tors likely marveled in dard features: tele- and staff gathered around a star phone or some other speakerphone. Join.me has a free option that is quite full-featured and easy to use if you don’t have another conferencing account. I use it now and then for personal video conferences can sometimes be the most productive for with friends and family. Consortial Partnerships ... all parties. from page 27 Take a look at the Aug 2017 review from References PC Magazine for their ranking of conferenc- Conclusion Dean, Robin. “Shutting Down a Consor- ing applications.7 The article’s editors named Virtually all academic libraries belong to tial Digital Repository Service.” Journal of ClickMeeting with the Editor’s Choice award, one or more consortia which have become a Library Administration 56.1 (2016): 91-99. but I have no experience with this application. fundamental part of the library ecosystem. Frazier, Kenneth. “The Librarians’ Di- It’s worth checking out their review, which includes a good overview of the functionality Before launching a new project or licensing lemma: Contemplating the Costs of the ‘Big 8 a new product or service, most libraries Deal’.” D-Lib magazine 7, no. 3 (2001): 1-9. and several screenshots. should pause to consider whether collabo- doi: 10.1300/J123v48n01_06 Document collaboration applications are ration through the consortium would make Gatten, Jeffrey N., and Tom Sanville. not nearly as interactive or as compelling as sense or add value. Adding the consortium “An orderly retreat from the Big Deal.” D-Lib conferencing, but it is invaluable for effective between the library and vendor does add a Magazine 10, no. 10 (2004): 1082-9873. doi: project collaboration. Emailing documents layer of complexity, but these partnerships 10.1045/october2004-gatten continued on page 30

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AgainstTheGrain_Ad_080917.indd 1 8/9/17 10:58 AM Pajama Party ... from page 28 Author Bio Rick Branham, Vice President, Academic Library Initiatives back and forth and version control on those & Pre-Sales Solutions has almost three decades of experience documents are almost as passé and primitive with SirsiDynix including data migration, product management, as the fax machine. Using modern file sharing business development, marketing, and sales. He currently drives software, users can create and edit documents SirsiDynix’s vision and strategy for Academic libraries, and collaboratively — in real time — and can mark leads the Pre-sales Solutions group. Pre-Sales uses SirsiDynix up the documents with comments, references, software and its robust extensibility (through REST web services links, etc. and JavaScript, primarily) to create solutions for new customers. In my experience, Google’s G Suite9 (Docs, “There is no other industry I’d rather work in. I love the challenge of connecting cut- Sheets, and Slides) with Dropbox10 for cloud ting-edge technology with the needs of our passionate and intelligent customers.” storage has emerged as my favorite collabo- ration combo. To start off, let’s discuss cloud storage. As a global road warrior, I am con- stantly in different locations around the world bells and whistles. A recent review of these full of seemingly random buttons and menus, using different devices: laptop, tablet, smart top applications can be found in this January which varied from developer to developer. phone, customer’s desktop, hotel’s desktop 2018 review from PC Magazine.13 Another side benefit of prototyping soft- — you name it. Having all of my 300GB of The final category of collaborative tools ware like InVision is that it provides an early documents available to me from almost any lo- that are crucial to effective library-vendor view of forthcoming software that can be cation and any device is crucial. Furthermore, partnerships is Prototyping software. In my used to train staff: trainers, project managers, I’ve dealt with my share of hardware failures career, I have been involved in many partner- customer support, library partners, etc. This (I’ve been through 8 Microsoft Surfaces since ships with libraries that range from product allows for all relevant players to properly its release), and I would be dead in the water enhancements and feature development for an prepare for the eventual rollout of the soft- if I had to perform disk-to-disk transfers of existing application to new application devel- ware — no more last-minute scrambling to everything each time a machine failed me. By opment. My company has long used the Agile implement new features or apps. having all of my documents (including work 14 Development method, which is an iterative A good review of prototyping software documents, software downloads, pictures, and process in which a small subset of features is music) stored in Dropbox, changing devices is available from a popular UX blog called released on a recurring cycle — often monthly Prototypr.16 Make sure you don’t miss the is a nonevent. And if I show up at the office or bimonthly. With such a process, the ability without my laptop (as I’ve been known to do table towards the end with a comparison of to show the software to partners, even before key features among the top products. a few times), I can still access all of my files the code is actually written — is crucial to from my iPhone or iPad. If you made it to the end of this article — creating intuitive user interfaces. Back in the congratulations. I hope my experiences and The best part of using Dropbox for cloud stone age when I first started my career, our sometimes-rambling anecdotes will be useful storage is that I don’t have to attach anything product managers would hand draw “wire- to you as you collaborate with your vendor or to emails or texts. I can simply send the recip- frames” of the proposed user interface, which library partners. ients a Dropbox link: I’m not taking up mail would then be faxed to the team. Thankfully, server space and transmittal time, and I’m technology has made huge strides and now sending a link to the live document. If I make offers software for easy creation of clickable changes to the document, the link will take prototypes with the ability to comment on Endnotes the recipient to the latest, up-to-date version. each element on the screen. 1. http://www.sirsidynix.com/ 2. https://www.adobe.com/products/adobe File sharing and cloud storage are essential My company has used various prototyp- connect.html for document collaboration. While Dropbox 15 ing products, but has settled on InVision. 3. https://www.webex.com/ has decent tools for making comments on This web-based application allows our User 11 4. https://www.join.me/ existing MS Office documents, it has only Experience (UX) Engineers an easy tool for 12 5. https://www.gotomeeting.com/ (fairly) recently launched Paper, which al- creating each screen: buttons, drop-down lows for document collaboration. Meanwhile, menus, images, data wells — every element 6. https://www.skype.com/en/ I have become enamored with the Google G on a screen. The wireframes are interactive 7. https://www.pcmag.com/article2/0, Suite of collaboration tools. The G Suite’s — designers create “actions” for each click 2817,2388678,00.asp applications, Docs, Sheets, and Slides are that advance to the next wireframe, thus 8. https://www.pcmag.com/article2/0, 2817,2487371,00.asp an alternative to the MS Office suite: Word, emulating how the real software will look Excel, and PowerPoint, respectively. But and behave. Our UX team creates these 9. https://gsuite.google.com/ Google’s products have done a really good job detailed prototypes in conjunction with 10. https://www.dropbox.com/home of offering web-based editing and real-time the software Product Managers, based on 11. https://www.microsoft.com/office collaboration of documents, even those that the detailed functional specifications. The 12. https://paper.dropbox.com/ were “born” within Office. “working” prototypes are then reviewed 13. https://www.pcmag.com/article2/0, In preparing for the Charleston Con- extensively with our library partners and 2817,2489110,00.asp ference presentation that spawned this other key stakeholders within the company. 14. https://en.wikipedia.org/wiki/Agile_ guest editing gig for Against the Grain, my The prototypes are repeatedly refined until software_development fellow collaborators and I used Docs and coding is ready to begin. 15. https://www.invisionapp.com/ Sheets to edit our presentation, and to chat I cannot overemphasize how this process 16. https://blog.prototypr.io/the-7-best- online (shown on the right-hand column prototyping-tools-for-ui-and-ux-designers- has streamlined the development process to in-2016-701263ae65e8 of the screen) as we edited. And we used produce software that is not only intuitive our marked-up presentation outline for our and easy to use, but that has customer buy- ATG podcast, complete with real-time chat in even before it’s released. The old days messages for encouragement and occasional of waterfall development entailed handing snarky comments. developers a huge stack of functional specifi- Since my colleagues and I have begun us- cations and leaving them to not only code the ing the G Suite, many new apps for document software but decide the best way to organize collaboration have emerged that are full of the screens. The end result was often a screen

30 Against the Grain / April 2018 Breaking up is Hard to Do — Ending a Partnership by Maggie Farrell (Dean of Libraries, University of Nevada Las Vegas)

any partnerships have a conclusion companies selling content, access, delivery, partnerships as to the relationship as the project is and management of information. The industry circumstances Machieved but some relationships has collapsed to such a degree that librarians may shift. En- have long term agreements. While we have are working with individuals who previously suring that estab- focused these articles on partnerships, a dis- worked at other companies. And librarians lished agreements are cussion regarding ending relationships can often switch libraries so while a librarian adhered to is a good foundation for effective apply to different types of relationships within might have a very close relationship with one relationships. Documentation throughout a librarianship. A partnership may end due to a company, in a few years, that librarian might partnership helps to guide the ongoing rela- variety of reasons — the project is completed, be working closely with a different company tionship as well as to document the conclusion. personnel change within partner organizations due to a professional change. It is a small in- Throughout a project or collaboration, that may shift the priorities, or changes in needs dustry and it behooves librarians and vendors partners need to approach the relationship in a occur requiring different solutions or partners. to not burn bridges as they end a relationship. professional manner which seems obvious but If the partnership has been effective for devel- In addition, a librarian who is successful with surprisingly, the vendor-library relationship oping a solution, the partnership may continue a partnership may either bring that relationship can be very negative in which librarians are but at a different level. The relationship may to a new position or start a similar project at suspicious of vendors and vendors are dis- also evolve from one of deep engagement to a another library. It makes sense that partners respectful of librarians. Understanding that typical vendor-customer relationship. Some understand that due to the size of the industry, close nature of the library industry and that partnerships just naturally cease so endings keeping the relationship on a professional level librarians and vendors are dependent on each are not always a negative parting but an evo- will serve all parties well in the future. other should guide the relationship. “All librar- lution of the relationship. In some cases, a If the relationship is ending due to difficulties ians have inherited various relationships with partnership fails and is no longer effective. The or disagreements, the partners hopefully have vendors, and their successors will inherit their failure may occur for a variety of reasons such documented the issues. This will aid the partners relationships. Because of this fact, librarians as unexpected costs, unrealistic expectations, in why the relationship is ending but may also be must take the long view…these relationships poor planning, non-delivery of services, lack of necessary if there are legal requirements. Even themselves should be considered an important communication, over expenditures of resources, with informal relationships, such documentation investment” (Thomas, 2013, p.4). While some etc. Regardless of why a relationship ceases, is helpful to brief others in the future as to the librarians are suspicious of the profit motive of there are some steps to take to end a partnership. cause of the dissolution. This may serve as a vendors and some vendors may not respect li- Hopefully when a partnership is not working lesson for future partnerships or provide mate- brarianship, respecting the roles of each partner well, steps to resolve problems have been taken. rials to prepare for a new partnership should the and valuing the expertise that each contributes These steps include working through situations project be restarted or a similar one considered. to an initiative will set a professional tone for as outlined in previous articles in this issue. If a Hopefully at the start of the relationship, the relationship that will serve the current relationship is on rocky ground, then attention details regarding ending a project or partner- collaboration and future endeavors. to resolving the situation is required. This ship are clearly stated. Details may include The ending of a negative relationship or a should be a professional approach document- notification of ceasing a partnership with a time failed project is discouraging for partners. But ing the problem, attempting with good faith frame such as six months or sixty days. The not all endings need to be disheartening — it to resolve differences, working through the details may also outline the specifics such as takes courage to try new endeavors and failures communication protocol to report and resolve notification to whom and how that notification can be learning experiences. The project may the situation. But if the partnership is no longer is to be provided. If there are assets, the division have been ahead of its time, the right people working or is no longer viable, then the partners of resources, payment, or other financial details may not have been involved, or it just did not should seek ways to effectively end the partner- should be outlined in the original agreement. If work. But learning from failure has its benefits. ship — just as the beginning is documented, the original agreement does not provide guide- What is more critical is the professional atti- the ending should also be a thoughtful process. lines for ceasing a relationship or if the project tude that guides all relationships. Focusing on Within librarianship, the vendor and library did not include a formal agreement, then care our future with partners who share our vision circle is quite small. The industry is small should be taken to consider the investment and will shape our services and together we will enough that it seems vendors and librarians any possible dispersal of assets. The details advance librarianship. know each other quite well. For partnerships should be documented and clearly communi- Within our industry, relationships are criti- and any type of relationships, the library cated so that all partners are informed — and cal to the success of our libraries. Vendors and industry is very familiar and becoming more hopefully in agreement. In unusual cases, legal librarians have shared interests in furthering so as the market sees further consolidation. action may be necessary. In such situations, access and use of information that contributes Instead of working with many integrated li- there usually is a legal office for libraries to to community dialogue and new knowledge. brary systems (ILS), librarians have just a few consult such as a city attorney or university le- The relationship between librarians and ven- options for managing internal operations. In gal counsel. Should one of the partners choose dors is vital to our mutual success. These addition some publishers are combining with legal action, then previous documentation is es- relationships depend on clearly articulated software companies and other services further sential. Understanding that need throughout the goals, agreements, strong communication, consolidating the marketplace with larger project is good stewardship even for successful and attention. When a relationship concludes, either by choice or circumstance, it is just as critical to conclude the relationship on the Author Bio same professional level as when it started. In Maggie Farrell is the Dean of Libraries at the University of Nevada Las Vegas, USA, so doing, librarians and vendors are modeling serving over 30,000 students in a diverse and energetic community. Previously, Maggie the very values of respect and professionalism was the Dean of Libraries at Clemson University and the University of Wyoming. Mag- that librarianship honors. gie also worked at Montana State University, the U.S. Government Printing Office, References Arizona State University, and Dalhousie University, Canada. Maggie earned an MPA Thomas, W. J. (2013). “A Beginner’s from Arizona State University and MLS from the University of Arizona. This varied Guide to Working with Vendors.” NASIG experience contributes to Maggie’s interest in library leadership and management. Newsletter: 28: 6, Article 5. https://tigerprints. clemson.edu/nasig/vol28/iss6/5

Against the Grain / April 2018 31 32 Against theGrain / April 2018 Op Ed — Opinions and Editorials frastructure of scholarly communication. and toward control of the underlying in- publications beyond moving publishers over librarians some among alarm ing independently, they both reflect a grow- publishing.) that’s wrong about commercial scholarly all for child poster the still they’re But data mining licenses are pretty standard. and agreements confidentiality toward erages for many years and their approach creases have been below the industry av- practices.” (In fact, mining data opaque and increases, price steep agreements, confidentiality cited acquisition was too much to take. They the but partnership, their with happy been They’d hard. day ofherprofessionallife. One librarian wrote that it was the worst those by many in the library community. But partner valuable a considered been had the open scholarly commons.” scholarly open the support to need infrastructure digital common the to contribute that projects and organizations to budgets total their of 2.5% “commit should libraries that suggesting piece think a mitment,” Com- 2.5% “The published Library, , Dean of the of Dean Lewis, of by sparked was here. Moreonthatlater. problem key the is action” “Collective keeping with their values. their with keeping in more be would that solution source open an find and years, of number a for been hosting their with relationship their sever to intention their rexit,” Libraries notion inspired notion Column Editor: Making ItWork Op Ed—EpistemologyVision, Values and practices needed to effect this change.” and policies, infrastructure, the create action, collective through and content, open and technologies open in ment invest- encouraging by communication effort to reclaim the system of scholarly “immodest an Commons,” Scholarly A“Towards launch to colleagues his us intoblindalleys? lead or conflict in are values our when how we get things done. What happens and values, those reflect decisions our how making, decision our drive values . Up to that point, that to Up bepress. Although these initiatives arose initiatives these Although The Around that same time, the time, same that Around Back in September of 2017, of September in Back our how about thinking been I’ve “history of aggressive of “history Elsevier’s customers who view who customers bepress librarians took it quite it took librarians Penn as evil incarnate felt betrayed. felt incarnate evil as announced “Operation bep- “Operation announced and several of several and Lewis acquisition Elsevier’s , which had which bepress, T. ScottPlutchak(Librarian,Epistemologist,Birmingham, Alabama) Elsevier’s price in- IUPUI 3 The move The University http://tscott.typepad.com Elsevier bepress 1 David The Penn 2

librarians and their academic colleagues. by managed and owned infrastructures source open collaborative, being into will and communication scholarly of tools the take to seeks that idealism quixotic a by linked are initiatives The open, but non-profit too.” be just shouldn’t cations communi “Scholarly ey, article by an references also he But now. for separately tions contribu- those tabulating infrastructure. He settles for open that building to organizations sible positive contributions of for-profit categorically refuse to consider the pos- to willing quite not he’s credit, his To conundrum. non-profit / for-profit contracts that reflect their values. on insist and providers” aligned “value with partner should librarians that gues ar and misalignment necessary no is there that maintains She on. head this disaffected for-profit company eager to partner with sye BowleyofU that their services “align with library with “align services their that insure them help to order in May last board advisory library a launched uity much moreintertwined. and resources of the various participants interests the and murkier is landscape But it obscures the reality that the actual satisfying. emotionally is that terrain the of view Manichean this to clarity a There’s open. of soul the for battle do ready,to the preparing at lances furled, un- banners other, the on particular) in projects funded Mellon Foundation out singles (he non-profits the and side for-profits gathering their forces on one the with battleground a as landscape communication scholarly the describes quite articulates why it should be so. He never he although determination, and legitimate pursuitofprofit.) distinction between rent-seeking and the “rent-seeking.” Economists make a clear pejorative the with making profit all that telling is (It ress.” prog- cooperative and edge-sharing, knowl- inquiry, unfettered like ideals corrodes rent-seeking restless market’s The life. academic of values core the with fundamentally, misaligned, is motive profit “the that belief his on rests and articulate case, which lengthy a makes Pooley In his essay, his In At the recent the At Pooley makes this claim with passion Jefferson Pool- customers) tackled customers) bepress meeting, ALA addresses the addresses Lewis (a (a Pressbiquity Pooley - 4

equates 5 Cheal- Ubiq- - as widelyshared. rather different claim and one that is not facilitate that equitable access. This is a should make a hefty profit from helping organization no that belief the into slides this librarians, some For share. pay. This is a value that most librarians scholarship, regardless of their ability to scholarship, particularly publicly funded of results vetted and recorded the to access equitable have should everyone and anyone that belief the is values the of One “values-based.” as decision acquisition is of is acquisition the logicallyconsistentthingtodo. are off the table, although that would be options commercial all if clear entirely year timeline to make the move. It’s not available options are, with a two to three needs assessment, an analysis of what the careful some in engaging they’re path this on embarked they’ve that now but fact, by as much as emotion by driven with break to thoughtful and deliberate. The decision their customers clamor for. What then? they can continue to deliver the services that so cash of infusion an for looking situation, same that in themselves find may leaders its grows, and successful is company the if that considered have they’ve workedsohardtobuild. culture the maintaining to committed The image many have of the of have many image The partners. librarian their to most the matter that things the on focused stay them help to designed board, advisory library a established also They’ve provider.” aligned “value a as itself delivering thoseservices. notion ofUbiquity making a profit while the by offended not are serve to agreed values.” Presumably the librarians who The The I wonder if the new fans of certainly continues to view to continues certainly bepress gobbling up small, helpless small, up gobbling librarians are trying to be to trying are librarians Penn librarians refer to their to refer librarians Penn ress as it rumbles toward world domination. On the contrary, to. He and his team remain team his and He to. JG Bankier he would have been unable

Without more resources, more Without wanted. customers his what of more doing keep to order in funding for tions that he went looking numerous public presenta- been at pains to express in has director, managing may have been have may bepress rapaciously Elsevier continued onpage 34 , the , Ubiquity bepress bepress bep-

way they want the world to be, but they don’t Op Ed — Epistemology have a strategy for getting from here to there. Endnotes from page 32 The vision is the right one, the way it ought to 1. Lewis, David W. “The 2.5% Commit- be. So it must come to pass. ment.” September 11, 2017. http://doi. One can be firmly committed to the princi- Because the Penn librarians don’t want org/10.7912/C2JD29 ples of open access and still comfortable with to engage with the commercial interests they 2. Toward A Scholarly Commons. https:// the notion of a publisher generating profits for despise, they are at risk of implementing a scholarlycommons.net/ making it happen. There’s no necessary con- solution that is not the best one for the mem- 3. Operation beprexit: Documenting Penn tradiction. So the values being expressed by libraries’ journey toward open source repos- bers of their community. They would argue, itory solutions. https://beprexit.wordpress. those who want to drive commercial companies I presume, that the greater interest of building out of scholarly communication altogether com/ a non-profit ecosystem outweighs any com- 4. Pooley, Jefferson. “Scholarly communi- are more complex than a simple commitment promises in efficiency and effectiveness of to open and equitable access to information. cations shouldn’t just be open, but non-profit the solution they eventually turn to. But if the too.” LSE Impact Blog. August 15, 2017. Presumably the librarians who have agreed moral superiority of the non-profit system is http://blogs.lse.ac.uk/impactofsocialscienc- to participate in the bepress and Ubiquity illusory, then they’ve made those compromises es/2017/08/15/scholarly-communications- advisory boards are fully committed to the one for nothing. shouldnt-just-be-open-but-non-profit-too/ without being put off by the other. The Scholarly Commons project attempts to 5. Bowley, Chealsye. “Community aligned The value proposition for the Scholarly service providers.” 2018 ACRL/SPARC identify library funding that is directed towards Forum. February 10, 2018. https://osf.io/ Commons folks adds another dimension. Lew- building open infrastructure, but they have no /lissa/8wn5p is et. al. point out that the other item motivating plan to address the reality of the collective ac- 6. Lewis, David W., Lori Goetsch, Diane them (aside from the bepress acquisition) was tion problem. Once they’ve tabulated the mon- Graves, Mike Roy. “Funding community an article by John Wenzler “that suggested ey and categorized the expenses, what then? controlled open infrastructure for scholarly that academic libraries faced a collective action They hope that focused attention and raising communication.” College & Research Li- problem, and that as a result they would never awareness will lead to behavioral changes. But braries News. Vol 79, No 3 (2018). be able to create the open scholarly commons they’re still no closer to creating the organiza- 7. Wenzler, John. “Scholarly Communica- 6 7 they aspired to.” Wenzler’s article is well tional structure that will be required to sustain tion and the Dilemma of Collective Action: worth reading and Lewis acknowledges the and implement those changes. Why Academic Journals Cost Too Much,” College & Research Libraries 78, no. 2 strength of the arguments. His solution? “We It’s important to make decisions that don’t believe that with some focused attention on (February 2017):183-200. doi: https://doi. conflict with our values and I can appreciate org/10.5860/crl.78.2.16581 the problem and by raising awareness of the the satisfaction that neatly dividing the world consequences of inaction, we can change our into right and wrong can bring. But values are behavior and create incentives for ever larger complicated and sometimes conflict. Creating contributions to the common good.” In other the changes we want to see requires dealing words, they’ll will the problem away. with the realities of economics, the varying The Scholarly Commons folks and the values and incentives of a diverse set of partic- Penn librarians share a kind of blindness that ipants, and a willingness to confront the messy afflicts many in libraryland (as well as many of challenges of developing strategy. the OA partisans) — they have a vision of the

Rumors from page 10 Correction! The Library Analytics column in the February print ATG did not include all the presentation. A passionate advocate for librar- authors who wrote the column. Apologies! Oops! Here is the complete column title ians, Lankes will discuss the essential role that and information for all of the authors. The online version is accurate! “Library libraries play through facilitating knowledge Analytics: Shaping the Future — Applying Data Analysis: Demonstrate Value, Shape creation in the community. Services, and Broaden ” by Rachael Cohen (Discovery User www.innovativeusers.org Experience Librarian, Indiana University Bloomington) , and Angie Thorpe Pusnik (Digital User Experience Librarian, Indiana University Kokomo) Data USA is a free data visualization , Column Editors are John McDonald (EBSCO Information tool, pulling data from the U.S. Department Services) , and Kathleen McEvoy (EBSCO Information of Education’s Integrated Postsecondary Services) . Thanks, all! Education Data System, it offers profiles of 7,300 postsecondary institutions in the U.S., including acceptance rates, net price, student loan default rates, enrollment numbers, gradua- Julius Springer Prize for Applied Physics Charleston Conference. Long time colleague tion rates, and student expenses. For more see recognizes researchers who have made an deg farrelly thought it was a good idea which it “Surfing University Data: A New Tool” from outstanding and innovative contribution to the was, and our colleague Jared Seay, the College the Higher Ed Impact Daily Pulse, August field of applied physics. It has been awarded of Charleston’s Media Librarian (see his column 24, Datausa.io/search/. annually since 1998 by the editors-in-chief in this issue p.58) was an attendee. deg farrelly of the Springer journals Applied Physics A – has retired from Arizona State University Li- The 2018 Julius Springer Prize for Materials Science & Processing and Applied braries but I first met him when he was working Applied Physics will be awarded to Guus Physics B – Lasers and Optics. for my good friend Susan Campbell, then the Rijnders of the University of Twente in the Springer.com director of the Troy State Library. (A side Netherlands for his research on pulsed laser memory — Susan and Pam Cenzer initiated the deposition (PLD). The award, which includes Alexander Street Press was acquired by Mentors part of the Charleston Conference). a prize of $5,000 USD, will be presented at ProQuest in the summer of 2016. ProQuest the Magnus-Haus in Berlin, Germany on 5 is also sponsoring the National Media Market This announcement came during the visit October 2018, and will be accompanied by this summer. I remember NMM. It was held of French President Emmanuel Macron a public lecture given by the winner. The twice in Charleston right before and during the continued on page 36

34 Against the Grain / April 2018 ATG Interviews Gary Marchionini Dean, School of Information and Library Science, University of North Carolina, Chapel Hill by Tom Gilson (Associate Editor, Against the Grain) and Katina Strauch (Editor, Against the Grain)

ATG: Gary, you’ve had a very successful puter science, which in turn changes course career in library education. What would you offerings and styles of research and teaching. say have been the top three highlights of your Core courses have evolved in several ways: career so far? What future accomplishments Collection development now includes database would you like to add to that list? licensing strategies, research data repository GM: Working with doctoral student policies, and a variety of scholarly publishing colleagues and master’s students who have changes; Reference has moved from source gone on to become leaders in the information focused (e.g., disciplinary literatures) to patron field. Being recognized by my peers with the education and needs assessment; and Catalog- ASIST Award of Merit. Being recognized ing has shifted from AACR2 rules for original by students and colleagues with the UNC cataloging to incorporate metadata assigned Graduate Mentoring Award and the SILS by crowds or non-experts, and interoperation Teaching Award. across different vocabularies and indexing systems. I suppose a future accomplishment I aspire to is to lead SILS as a top information school In sum, these changes challenge us to be to expand its impact in the first half of the more expansive in our curricula, give more at- 21st century. tention to social and economic trends, and help students develop problem solving perspectives ATG: Back tracking a bit, why did you for managing change with static or shrinking choose library education as a career? resources. It is more important than ever that GM: It was a circuitous and somewhat LIS students are educated as prepared profes- serendipitous route. I began professional life sionals who are adaptable, and use creativity as a math teacher and got involved in com- to define services that exceed what is freely and skill to serve the information needs of puter-based education in the 1970s. When available on the web. It has also challenged diverse and growing user communities. I finished my dissertation in 1983 I began the nature of expertise in general and forced li- ATG: Some people think that the MLS looking to move my young family to the east brarians to articulate and demonstrate advanced focuses too much on library processes and coast and a job at University of Maryland information skills and perspectives. on the library as place and not enough on College of Library and Information Services An important side effect of the Internet the services librarians need to provide. Your (now named College of Information Studies) has been the development of digital libraries response? caught my attention. I was math and English that incorporate much more diverse kinds of double major and the interdisciplinary nature of GM: I agree. We are information schools “born digital” or digitized content. Many of and attend to broad visions of information LIS made it an easy transition from educating these digital libraries are new entities but all teachers to educating service-oriented students work, which continue to evolve rapidly. The libraries have been actively developing digital skills, perspectives, and ethics we teach apply who wanted to leverage technology to make collections to expand or augment existing col- information more accessible. It was also a to information services in homes, schools, lections. These digital libraries have typically corporations, and governments, as well as smooth research transition from IT applied to been done as “add ons” without new resources learning to investigation of information seek- in libraries. Consider the variety in libraries and libraries are forced to manage digital and alone — classic distinctions between public, ing (search) as a learning activity. This led to analog collections with mainly static budgets more than 30 years of work at the intersection academic, school, and the host of ‘special’ and with older personnel who were educated libraries have long existed and they are aug- of information retrieval and human-computer pre Internet days. interaction. mented today by the need for information Another major change in LIS education professionals (aka librarians) who manage ATG: You have witnessed a number of over the past 40 years has been strong attention information ranging from gene arrays to cloud changes in library education. From your to the psychological and sociological charac- transactions in enterprises that range from perspective, which changes have been the teristics of library patrons and the public at corporate and government entities to new most significant? large. Although work in collection building infrastructures such as the Internet GM: The first great change was the first and management remain very strong, human or Wikipedia. The best services are driven retrospective conversion — getting the catalog factors have become much more important by community needs and cultures and much online and barcoding items that linked those for building and delivering library and other of these specifics will need to be learned on items to the online catalog. This caused IT to information services. Thus, courses in user the job. LIS graduates will bring the skills of become more crucial to LIS education (this is needs assessment, community engagement, building bridges between people and systems why I was hired at UMD). LIS programs began human-information interaction (or human and creating community-based services. There offering many kinds of IT courses ranging from information behavior) have become central to is no template for library work. database management and networking to online LIS curricula. ATG: Others contend that the MLS is no searching and computer-assisted indexing. A number of other changes have strongly longer essential to perform the tasks required The second great change was the Internet, influenced LIS education. There has been of the 21st century librarian. Do they have a which has driven a second retrospective con- strong growth of archive education courses point? Does the MLS curriculum provide the version in which full items (full text, videos, and programs to augment or supplement LIS necessary skill set to be a successful librarian music, photos) are put online and available with more attention to preservation. The IT in today’s digital environment? Has it kept through public and private services. This has emphasis in libraries has led to schools hiring up with current needs? democratized collections and caused libraries faculty from allied disciplines such as com- continued on page 36 Against the Grain / April 2018 35 GM: No, this is not a threat to rigorous Health Sciences Library, and the National Interview — Gary Marchionini programs that adapt to changes in the pro- Consortium for Data Science. from page 35 fession. Libraries need the best people to ATG: If you were assigning a letter grade do the wide array of work needed in today’s to the effectiveness of library education what GM: Libraries have important societal libraries. Libraries have a responsibility to would it be? And why? functions and are under resource constraints. their stakeholders to provide the most effec- GM: Just as there are “A” students and not Responsible leaders must recruit, hire, and tive and efficient services and if that means such good ones it is unfair to not recognize that integrate top people to do this important hiring librarians with deep training in law or many outstanding librarians are educated each work. Libraries should be committed to their engineering, so be it. What some LIS schools year. Overall, however, for the field, I would patrons and communities rather than to a trade are doing is pushing students through creden- say we get a “C-” at best. association. That said, I am unwavering in my tialing steps rather than professional problem belief that the best people to work in intensive solving steps. Other schools are offering ATG: That’s not very encouraging. What professional information fields are educated in engaged learning opportunities that include steps can library education take to improve top quality information schools. Our challenge internships and tie course work to information your assessment? What will it take to get an is that there is too much focus on the credential enterprises. Our schools should be able to “A” from Professor Marchionini? and not the experiential learning that prepares compete with any other professional program GM: I think that better internship and/or those highly trained professionals. or discipline when it comes to information residency programs would help. I think that Consider professional education in other work. If we cannot, we should and we will more experiential learning activities will help fields: Medicine requires internships + resi- become increasingly irrelevant to companies (e.g., simulations, community-based projects). dency, likewise pharmacy, dentistry and nurs- as well as to libraries. I think more group projects will help as well. ing demand workplace training. Social work ATG: To remain competitive, should It would be useful to create certifications schools require hundreds of hours (multiple MLS programs be partnering with other re- or licensing at the state or national level for semesters) of field study. Teachers must do lated programs like those focused on digital different kinds of library careers. I think that student teaching, and lawyers clerk before join- archiving and preservation, artificial intelli- having in-service and continuing education ing firms. Major MBA programs require five gence, data analytics, and the like? requirements post graduation would help as years of experience before admission. We do well. All these educational activities will ourselves a disservice by offering professional GM: That is exactly what many ischools require some kind of accreditation beyond the degrees that are limited to classroom learning. are doing. Certainly at UNC we are deeply current COA focus on planning processes and collaborative with programs across the campus. ATG: Other than at UNC, are library/ self-defined criteria for success. We partner with the UNC Libraries on the information schools generally aware of the ATG: Being the Dean of one of the top Carolina Library Associates Program that im- need for workplace training? Are internships library programs in the country must take merses a dozen MSLS students in paid library and residencies becoming an accepted part of a tremendous amount of energy. What do internships over the two years of their program. an MLS education? you do to recharge your batteries? What fun Our health informatics program involves the activities help you keep your edge? GM: Yes, many schools try to provide Schools of Medicine, Public Health, Nursing, some kind of field experience option. Some Pharmacy, and Dentistry, and the computer GM: I try to keep my research network programs have a lot of students who are already science department; our environmental infor- somewhat active (go to conferences, review working in libraries so the workplace training matics program partners with the program in papers, etc.) and do a lot of editorial work (a is less critical for those students, however, it is ecology and environmental science; we have book series with more than 60 titles and several essential that students have experiences either dual Master’s degree programs with Law, journal boards). For fun, I spend time with my in information-intensive workplaces or at least Public Health, History, and Art History. We grandchildren. I also enjoy cycling, gardening, (or in addition to) arrays of simulations that collaborate with computer science, applied walks, and watching basketball. prepare them for creative problem solving and mathematics, and other units on a data sci- ATG: Gary, thanks so much for taking the diverse service populations. ence Master’s degree and research programs. time to speak to us. We’ve learned a lot about ATG: A number of European libraries, SILS faculty have shared appointments with some key issues. and some in the U.S., are looking beyond the medicine, bioinformatics, the Carolina Digi- MLS when recruiting new professional staff. tal Humanities Initiative, the Frank Porter Do you see this trend as a threat to the MLS? Graham Child Development Institute, the

the 19th centuries. “The Na- Speaking of which, just saw this Rumors tional is honored to article in FCW which “provides from page 34 be celebrating the important federal technology executives historical ties between our with the information, ideas, and and first lady Brigitte to the Library of countries by sharing our strategies necessary to success- Congress. Librarian of Congress Carla unique French-American fully navigate the complex Hayden and Laurence Engel, president of the documents in this exciting world of federal business.” Bibliothèque nationale de France (BnF), an- international venture,” said See “Library of Congress nounced a collaboration between the Library Archivist of the United to collect every e-book,” by of Congress and the BnF to provide digital States David S. Ferriero. Chase Gunter. “In a notice content for a new online space for collections As a key part of this col- of proposed rulemaking to relating to shared French-American history. laboration, Bibliothèque be published April 16, the The initiative will also be supported by other nationale de France will create and host the Library of Congress will begin including U.S. organizations, including the National Ar- website, which is part of its collection “Shared published e-books under its mandatory deposit chives. Through direct digital access to com- Heritage,” while the Library of Congress will rule, but only on a by-request basis.” plete books, maps, prints and other documents select and make available high-quality digital https://fcw.com/articles/2018/04/13/loc-digi- from the collections of the partner libraries, the scans of relevant materials from its collections. tal-ebooks.aspx?m= new bilingual website will focus on the cultural copyright.gov and historical connections between France Moving right along, Oxford Brookes and Northern America and, more specifically, gallica.bnf.fr University, one of the UK’s leading universi- the United States during the 16th through www.archives.gov continued on page 43 36 Against the Grain / April 2018 AUTHORITATIVE AND UNRIVALED MITCogNet From the MIT Press

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oxwood is defined as the hard, tough, and would most definitely fall into the realistic bination which reaped such rich rewards was fine-grained wood of the box shrub or experimental category for me. as follows: 6,14,16,20,26,30, all even numbers, Btree that is often used by woodcarvers My orange post-it notes identifying poten- which goes against the law of nature, the state for carved blocks, games, musical instruments, tial passages to illustrate this experiment litter of nature, the inertia and even nostalgia of or tool handles. The word is referenced over 20 the book from the very first page, as the book nature…” times in Camilo José Cela’s 211-page novel opens with: “Celso Tembura, the sacristan, And yet: entitled Boxwood. The references include: 1) whose friends call him Barnacle while others “I insist on telling you, I’m growing tired the hope of building a house with boxwood have dubbed him Winkle and he doesn’t take beams (most of the references), 2) bird’s wings of drawing it to your attention that this is very it amiss, guts scad and broils little birds better muddled and confusing.” containing nerves of boxwood, 3) pyres built than anyone….he has flat feet, bushy eyebrows from boxwood, 4) a box carved from boxwood, and a fitful mind, well, he stutters you see, “No, it is not even sort of muddled or sort 5) a boxwood violin, 6) the poisonous nature of Celso also sings Portuguese fados and Oporto of confusing, it is going its own way in orderly boxwood, 7) boxwood would be a “more noble tangos tunefully and will cook a slap-up feast fashion, please understand that it is not my fault and luxurious” wood for a witch’s broomstick, to order, the harder the wind blows over the that it is beyond you.” 8) boxwood built boats, 9) boiling boxwood sea the better for everyone…” and off you go. “All right, I won’t gainsay anyone for it splinters as a remedy, and 10) a boxwood Interspersed in this stream of consciousness are isn’t worth the trouble.” handled axe. short exchanges between what presumably is The winding narrative leads us to: All of these references are randomly insert- the reader and narrator. Three pages in, one of “...Maria, who wrote poetry and could cook ed into the text of this work, described on the the first of these sets the tone: a decent meal, when I was awarded the Nobel book cover’s front flap as a “non-novel.” Are “Isn’t this getting a little jumbled?” Prize they made an unforgettable stew for me you intrigued? “Just a shade jumbled.” and I’ve kept a bone from it as a memento, the Imagine you are in the presence of a sto- smell of food lingered on the bone for perhaps “Like life itself?” ryteller, who is long in memory, disregards six or seven years, Celia was the first woman in validity, loves folklore and superstition, and “Yes, though I try not to say so.” Spain to acquire a heavy goods vehicle license, has plenty of stamina to tell the story. This But we continue: “….it is improper for she got it on April 19, 1932, her father rebuilt might give you a glimpse into what to an- widows to drink too much coffee, some elderly a truck...” onto the description of birds, a feast ticipate from Cela in this piece divided into seafarers say that mermaids were the first lace and of a “ceramic plaque which states: in this four sections: “Marco Polo Sheep (When We makers in Camariñas, that they copied the house on Langosteira beach in Finisterre, the Give Up Rugby For Good)”; “Annelie and patterns from seaweed and starfish and the writer Camilo José Cela spent the summers the Hunchback (When We Give Up Tennis For transparency of waters where cormorants have from 1984 until 1989…” a diversion of busts, Good)”; “Left-Handed Doña Onofre (When just dived, there are scarcely any mermaids sculptors, open air art leads to “…Finis Terrae We Give Up Fishing With Forbidden Skills left these days and Camariñas folk have lost is the final smirk of the chaos of man facing into For Good)”; and “The Keys of Cibola (When their fondness for wooing them...” this leads the infinite, which is all very fine, my cousin We Give Up Cricket For Good).” The reader into a discussion about a Irene, a committed poet, learns of shipwrecks, cargo lost, the antics of “revolutionary, republican helped me to compose it, as the local residents (the story is set in Galicia bunch and didn’t give a well as an inscription which Spain, Cela’s homeland), the mermaids who toss about the sermon, they reads: on Monday, eighth of take care of the fishermen, the folk remedies challenged everything, upset June nineteen eighty-eight, that quite frankly can make one nauseous to the whole applecart and, of Feast of St. Sallustian, Don read the ingredients and preparation, gos- course, wound up with their Ernesto Insua Olveira, Mayor sipy village tidbits, the whales, the octopus souls in damnation…at times of Finisterre, unveiled this recipes, the many lives lost at sea, religion, you can watch them loafing monument in honor of Camilo saints, ghosts, and superstition all strung about with the Holy Company José Cela, the first Galician together in a stream of minimally punctuated of souls along the banks of to be awarded the Novel [sic] words — the last fourteen pages of the book the river Maroñas, which are Prize, in memory of his lengthy contains one phenomenal sentence. But we shady and overgrown, eerie sojourns at this end of the never quite learn why the four activities are and lonesome, when James earth….” and onto more detail given up for good. E. Allen gave up rugby be- about Doña Onofre. Camilo José Cela was awarded the 1989 cause he was getting on in Finally as this non-novel Nobel Prize in Literature “for a rich and years, his Norwegian uncle draws to the period…. “Knut intensive prose, which with restrained com- Knut Skien, who was also Skein took my cousin James passion forms a challenging vision of man’s my uncle, took him off to hunt Marco Polo E. Allen off to hunt Marco Polo sheep, life vulnerability.” He was born in 1916 in the sheep…” — maybe a hint of explanation for has no plot, when we believe that we are parish of Iria Flavia, Padrón, Galicia, Spain. the section title? going to one place to perform certain heroic He initially pursued a law degree before But not before we learn that “….the sailing deeds the compass wavers wildly and carries writing professionally became his career ship Bella Edelmira sank with her cargo of us helter-skelter wherever it wishes: to the choice. His writing style is described as being cookies on the Fusisaca rock which the tides schoolyard, the brothel, the clink, or directly influenced by Spanish realism and English/ cover and show north of Roncudo point, three to the graveyard, also death begins to weave French contemporary writers, but moves sailors perished, not by drowning but when its disorienting, bewildering dance, the bagpipe increasingly toward the experimental as time the foremast split and struck their heads, the drones with a hoarse sound, why in my family progressed. His 1988 novel Christ versus Sedes sorceror cures cataracts by beseeching have we not been able to build a house with Arizona is a story of a duel told in a single assistance from St. Peter and St. Rufina, Hail boxwood beams?...” sentence that runs for over a hundred pages. Mary full of grace conceived without sin…” Boxwood contains many long sentences of and that “last year Vincent won 286,414,866 seemingly randomly connected information pesetas in the lottery, a real fortune, the com-

38 Against the Grain / April 2018 Wryly Noted — Books About Books Column Editor: John D. Riley (Against the Grain Contributor and Owner, Gabriel Books) https://www.facebook.com/Gabriel-Books-121098841238921/

Inside Roman Libraries: Book Collections and Their Management in Antiquity by George a proclamation, but they read text just as we W. Houston. (ISBN: 978-1-4696-1781-7, University of North Carolina Press 2014, $29.00) do. Scrolls were gradually replaced by the codex, which is what we call our current form of a book. The codex arose from the note his is a highly specialized look at an- used and rare scrolls. The life span of a papyrus taking tablets the Romans used at school or cient Roman libraries, their contents, roll could run to three hundred years, so there at lectures. Their codex was a wooden board Tphysical arrangement, and day to day was ample time for used copies to make their covered with wax which they marked up management. In spite of its technical bent, the way to market. The best bookstores were in with a wooden stylus. The Romans tied up book is a treasure trove of more general literary Athens, Alexandria and Rome. Librarians and the boards with cord so that they could have and . It is of particular interest collectors often visited these cities multiple pages. They gradu- to librarians, but also to anyone interested in to grow their collections. Others ally realized that this was a the history of the book. The author employs would send scribes to copy the better way to access texts. the works of Varro, Cicero, Galen and other best texts from the best li- They then re-purposed ancient authors to demonstrate the use of per- braries of which Alexandria their scrolls and our sonal libraries. He also makes use of book lists stood out above all others. modern book was born. that have survived from antiquity to show the It had a collection of Scrolls might be holdings of these libraries. Architectural plans hundreds of thousands read using wooden based on the surviving ruins of ancient librar- of texts, while most dowels inserted in ies, such as those at Ephesus and Pergamum, libraries, public or pri- the hollow ends of are employed to show their layout and day to vate, contained in the the roll. The wood- day functions. hundreds or thousands en dowels would The main focus of the book is on the con- at most. be removed when tinuing discoveries at ancient Roman sites in There were gen- the scrolls were re- Herculaneum and at Oxyrhynchus in Egypt. erally three parts to a shelved. For trav- These sites hold actual scrolls that allow us to Roman library: the eling, readers had see more clearly how ancient libraries were or- armaria where the scrolls were stored, then wooden or leather buckets for carrying their ganized and managed. These two sites contain an area where copying could take place, and scrolls and lids kept the scrolls protected from the only papyrus remains of ancient libraries finally a repair area. Those who wanted copies the elements. still extant. In this book the author gives us a brought their own papyrus and ink. The library When the Villa of the Papyri was first thorough accounting of the literary and scien- was well appointed with stools and foot stools. discovered and explored in the 1700s many tific collections found so far at the Villa of the This book goes into great detail about how burnt and charred scrolls were thrown away or Papyri in Herculaneum and at Oxyrhynchus. scrolls were stored and arranged in libraries. burnt again, as workers mistook them for burnt Both sites are active archeological digs with Papyrus scrolls were placed in “armaria” or branches! The scrolls that survive from Oxy- the Villa being possibly the richest source of what we would call wooden cupboards. The rhynchus owe their longevity to the incredibly undiscovered texts from antiquity. The focus decorated armaria surrounded an airy, well lit, dry climate of inland Egypt. Papyrus scrolls of exploration there has turned incredibly high and finely appointed reading space. Libraries have survived in the paper dumps there for over tech and the latest technology being brought to were built with the goal of providing optimum fifteen hundred years. One of the most valuable use is an X-ray cyclotron in Switzerland that is light for daytime reading, but lamp stands caches from that find belonged to a woman and able to scan deep into the charred remains of helped out on darker days. Scrolls did not we even know her name: Aurelia Ptolemais. the surviving scrolls. Archeologists and other contain much bibliographic information and Roman libraries were usually divided into scholars have already learned much from the were identified simply with tags attached to the Greek and Roman sections, which were two remains at these sites and these new develop- scroll itself. These tags were called sillybon. separate libraries that were conjoined. Be- ments promise a real breakthrough. The arrangement of the scrolls in a library was cause of its more ancient history, the Greek From literary evidence we discover that often written on a papyrus list, but the list was portion contained many more works than its most ancient books were not written by their sparse in its bibliographic information, usually Latin counterpart. Roman libraries differed authors, but were rather dictated to scribes, only containing the title and author and often markedly from libraries in Greece where scrolls usually slaves. Authors might employ notes, the lists were simply chronological accession were stored away in cramped quarters. To many of which have been found in archeo- records. In these libraries the librarian was the Romans, art and sculpture were necessary logical sites, but the actual writing was done considered the catalog of last resort. Books parts of a library. There were usually statues of by professional scribes. From studying the were requested from the librarian who then famous authors or even contemporary authors, surviving papyrus rolls papyrologists have brought the scrolls to the patron. A list of the depending on the scope of the collection. Some noted the varying quality of transcription that librarians at the Imperial Library of Rome also displayed statues of the current emperor depended on the education and preparation of is included in this book. Some of the other (nude or not). the scribes. Readers often sought out better library personnel included “glutinatores” who Anyone interested in ancient history and copies of books by going to wealthier collectors were tasked with repairing worn and damaged especially ancient Roman history would and having their own copies made. papyrus rolls. Damage might come from sim- enjoy this book. For more information It is very contemporary to note that book- ple wear and tear, dampness, or from worms about the exciting developments at the Villa stores flourished near libraries where they that savored the tasty papyrus. of the Papyri you can read from the latest offered up copies of books for sale. Oddly Scrolls were generally only written on news here: https://www.cbsnews.com/ enough, most libraries, even public libraries, one side of the roll, but many were re-used news/herculaneum-scrolls-can-technology- did not lend out books. Books were meant to be to create new works. These were called unravel-the-secrets-sealed-by-mt-vesuvius- read in the library and if you wanted a copy of a opistographs. Scrolls were written and read 2000-years-ago/ book you either bought one or had a copy made perpendicularly to the scroll itself, presaging just for yourself. Some bookstores specialized our own printing style. We usually envision in “deluxe” editions of texts and others carried ancients reading from a scroll as if reading

Against the Grain / April 2018 39 Collecting to the Core — Great Plains Literature of Place by Melissa S. Jones (English & Humanities Librarian, Lauinger Library, Georgetown University; American Literature Subject Editor, Resources for College Libraries) Column Editor: Anne Doherty (Resources for College Libraries Project Editor, CHOICE/ACRL)

Column Editor’s Note: The “Collecting throughout Great Plains literature of the early freedom, and rootedness, all of which are un- to the Core” column highlights monographic twentieth century. This essay identifies literary derscored by the land. It is Alexandra, not her works that are essential to the academic li- works and scholarship that help undergraduates brothers, whose shrewd insights transform the brary within a particular discipline, inspired appreciate the import of place for this diverse vast, unbreakable prairie into livable farmland, by the Resources for College Libraries bib- literary region. although she attributes the settling of the prairie liography (online at http://www.rclweb.net). O.E. Rølvaag captures the mythology to the land itself: “The land did it. It had its In each essay, subject specialists introduce of the Great Plains in his epic Giants in the little joke. It pretended to be poor because and explain the classic titles and topics that Earth: A Saga of the Prairie.3 Originally nobody knew how to work it right; and then, continue to remain relevant to the undergrad- published in Norwegian as two volumes all at once, it worked itself. It woke up out of uate curriculum and library collection. Dis- in 1924 and 1925, Giants in the Earth was its sleep and stretched itself, and it was so big, so rich, that we suddenly found we were rich, ciplinary trends may shift, but some classics translated into English in 1927 and found 6 never go out of style. — AD immediate success. A chronicle of Norwegian just from sitting still.” The land is a living, Americans’ experiences in helping settle Da- acting agent, but in her commitment to seeing kota Territory in the 1870s, the novel depicts the prairie and her family prosper, Alexandra There are only two or three human pioneers’ struggles to break the land that is at finds herself bound to the land and her depen- stories, and they go on repeating them- once breaking them. As Charles R. Walker dent family. selves fiercely as if they had never noted in his review, “The book records the My Ántonia, published five years later in happened before; like the larks in this partial conquest of the American prairie by 1918, similarly paints Ántonia, an immigrant country, that have been singing the same 1 the pioneer, and the partial conquest of the from Bohemia, as tied to and representative five notes over for thousands of years. pioneer’s heart and mind by the prairie.”4 of the land. Told through the perspective of — Willa Cather, O Pioneers! The essence of Rølvaag’s novel is a conflict Jim Burden, the novel traces the interwoven An oft-repeated story is that of humankind’s over faith and culture: what stories of Jim’s and Ántonia’s civilizing efforts and struggles to break a land could be gained and what lives. For Jim, Ántonia typifies without being broken. This story is central might be lost on a human “the country, the conditions, the to early twentieth-century reflections on late scale in the quest to settle whole adventure of our child- nineteenth-century pioneer experiences and an untamable land? Main hood.”7 She symbolizes the resounds throughout the literature of place characters Per Hansa and very land she inhabits, and from the northern Great Plains. The novels of his wife Beret exemplify both she and the land create authors such as O.E. (Ole Edvart) Rølvaag, the tension between hope a sense of homecoming and Willa Cather, and Laura Ingalls Wilder and despair. Across the belonging throughout the tease out the mythology of a discovered land, endless expanse of prairie novel. Cather also em- which serves both as a setting and, at times, an grass, unbroken by trees, ploys Jim’s recollections of antagonist to the pioneers. While the emphasis landforms, or manmade Ántonia and their coming on land is not unique to regional literature, it edifices, Per Hansa’s eyes of age on the Nebraska prai- plays a crucial role in rooting readers in a par- are fixed west, seeing only rie to explore the enormity ticular space or place. In her lecture “Place in the promise of possibility and permanence of the land Fiction,” Eudora Welty asserts that place — in and a prosperous future. together with the insignifi- comparison to other “angels” such as character, Facing that same landscape, cance and impermanence of plot, symbolism, and feeling — “is one of the Beret withers into herself, the settlers. Like the image lesser angels that watch over the racing hand overwhelmed by the emp- of the plow set against the of fiction.”2 In the literature of the northern tiness and afraid of how sunset — at first magnified Great Plains, place rises above its typical lowly it might strip her family and “heroic in size, a picture state to command a leading role along with the of faith and civilization. Their writing on the sun” and soon protagonists. struggle illustrates dueling mythologies that forgotten, “sunk back to its own littleness If we follow Welty’s argument that place posit the Plains as being both a blank canvas somewhere on the prairie” — the land encap- 8 is a lesser angel of fiction, perhaps regional on which to write a bolder, brighter future sulates the human drama of My Ántonia. literature of the Plains is also a lesser angel and alternately an empty wasteland that can- Often relegated to the children’s literature of American literature, particularly when not possibly sustain society. Ultimately, the shelves, Laura Ingalls Wilder’s semi-autobi- compared to the literature of the East or the Plains are part of their undoing. ographical Little House on the Prairie series South. Existing at the country’s geographic If Per Hansa exemplifies the pioneer spirit has received renewed interest by scholars midsection, the expansive Great Plains defy in both bravado and folly, the protagonists of in recent decades.9 Originally published easy categorization. Defined by contradictions, Willa Cather’s O Pioneers! and My Ántonia between 1932 and 1943, the nine-book se- the plains are both urban and rural, agricultural present an alternative but no less stalwart vision ries follows the Ingalls family from their and industrial, traditional and progressive. of the pioneer experience. In Cather’s novels, home in Wisconsin (Little House in the Big They extend as far south as west Texas and immigrants Alexandra Bergson and Ántonia Woods) to the Kansas prairie (Little House as far north as the heart of Canada, pushing Shimerda envision a cultivated land and dis- on the Prairie) and then from Walnut Grove, against the bounds of the Midwest and the play great steadfastness in settling the Nebraska Minnesota (On the Banks of Plum Creek) to Mountain States. It is the region that is not prairie. Written in 1913, O Pioneers! follows De Smet, South Dakota (By the Shores of one. The greatest unifying factor is perhaps Alexandra Bergson as she leads her family to Silver Lake, The Long Winter, Little Town on the land itself, which shapes both the region’s break in the land following her father’s death.5 the Prairie, These Happy Golden Years, and culture and its literature. The land emanates The novel wrestles with themes of civilization, continued on page 41 40 Against the Grain / April 2018 Edited by Virginia Faulkner and Fred- Collecting to the Core erick C. Luebke, the chapters in Vision and Endnotes from page 40 Refuge: Essays on the Literature of the Great 1. Cather, Willa. Early Novels and Stories: Plains make the case for “the importance of The Troll Garden, O Pioneers!, The Song of the posthumously published The First Four Great Plains literature and how it reflects the the Lark, My Ántonia, One of Ours. New Years).10 While the series has problematic culture of the people who settled the region.”13 York: Library of America, 1987, 196.* aspects — namely its uncritical celebration The volume is divided into three sections that 2. Welty, Eudora. “Place in Fiction.” of Manifest Destiny and overall depictions address the perspectives of three groups across The Eye of the Story: Selected Essays of Native Americans — it also is emblematic time: the Teton Sioux, the region’s original and Reviews. New York: Random House, of its time and serves as a classic example inhabitants; nineteenth-century European 1978, 116. of pioneers’ westward migration in the late American immigrants; and African Americans 3. Rølvaag, O.E. Giants in the Earth: A nineteenth century. The series is characterized and Chicanos in the late twentieth century. The Saga of the Prairie. New York: HarperCol- lins, 1999.* by adventure and sweeping storytelling while second part of the book is the most substantive depicting the real dangers and challenges and relevant to the novels discussed in this 4. Walker, Charles R. “A European-Amer- faced by pioneers, echoing those described in ican Genius.” The Independent 119, no. 4023 essay. They cover topics such as materialism (July 9, 1927): 44. Rølvaag’s work: unending blizzards, plagues and mysticism, agrarians and frontiersmen, and of locusts, starvation, loneliness, illness, and Scandinavian-American literature along with 5. Cather, Early Novels and Stories. death. Throughout, the family repeatedly essays on particular authors such as Rølvaag 6. Cather, Early Novels and Stories, 194. uproots and follows the siren call of the West, and Cather. 7. Cather, Early Novels and Stories, 712. which entices Charles Ingalls with the prom- Ronald Weber’s The Midwestern Ascen- 8. Cather, Early Novels and Stories, 866. ise of freedom, a land rich in resources, and dancy in American Writing focuses on the 9. Wilder, Laura Ingalls. The Little House opportunities not provided by the established brief time in the early twentieth century when Books. Edited by Caroline Fraser. 2 vols. East. In spite of the challenges, the push west- midwestern literature, including that of the New York: Library of America, 2012.* ward over an endless sea of grass and under Northern Plains, came to the forefront of Amer- 10. The series also includes the book Farm- an expansive dome of sky is not towards an ican literature.14 Weber explores the seeming er Boy, which is excluded from this essay as ending, but the promise of new beginnings. contradictions that define and shape the Mid- it is set in upstate New York. The following scholarly sources and ref- west — the rural and the urban, optimism and 11. Greasley, Philip A., ed. Dictionary of erence works help contextualize these novels. pessimism, the particularly regional and the Midwestern Literature. 2 vols. Blooming- Currently available in two volumes, the Dic- universally American — as he examines the ton: Indiana University Press, 2001-2016.* tionary of Midwestern Literature is an essential works of authors such as Hamlin Garland, 12. Crow, Charles L., ed. A Companion resource for studying midwestern literature, Theodore Dreiser, Edgar Lee Masters, Carl to the Regional Literatures of America. including that of the northern Great Plains.11 Sandburg, Sherwood Anderson, Sinclair Malden, MA: Blackwell, 2003.* Volume one comprises roughly four-hundred Lewis, Cather, and Rølvaag. While Weber’s 13. Faulkner, Virginia, and Frederick C. biographical essays on authors who had sig- focus is broader than the Plains, his critique Luebke, eds. Vision and Refuge: Essays on nificant connections to and writings about of midwestern literature is highly relevant to the Literature of the Great Plains. Lincoln: the Midwest. Volume two includes essays on understanding Plains literature. University of Nebraska Press, 1982.* major midwestern literary texts, geography As a final work of criticism to consider, 14. Weber, Ronald. The Midwestern and specific regional places, major population Ascendancy in American Writing. Bloom- Diane Quantic’s The Nature of the Place: A ington: Indiana University Press, 1992.* groups, cultural and historical developments, Study of Great Plains Fiction grapples with social change and movements, literary genres, 15. Quantic, Diane Dufva. The Nature of “the physical reality and the psychological the Place: A Study of Great Plains Fiction. and literary periodicals, among other topics. 15 significance of open space.” She explores the Lincoln: University of Nebraska Press, These essays provide undergraduates with mythology of westward expansion through sev- 1995.* critical background information along with eral key concepts — land, society, myth, and 16. Quantic, The Nature of the Place, xx. bibliographies and further readings. A third reality — in the creative and autobiographical volume is planned for the set. *Editor’s note: An asterisk (*) denotes a title works of writers such as Washington Irving, selected for Resources for College Libraries. Although not specific to the Great Plains Wright Morris, Mari Sandoz, Wallace Steg- or the Midwest, Charles L. Crow’s A Com- ner, Cather, Rølvaag, and Wilder. Quantic panion to the Regional Literatures of America examines how these authors “depict the in- is useful for understanding the “rich heritage” terrelated influences of the various westering of American regional literature and shows the myths, the land itself, and the establishment of “scope and history of regional literatures, and society” and ultimately demonstrates how these to understand their importance, as revealed by converge to create a distinct body of literature.16 several theoretical approaches.”12 The book’s While this essay does not comprehensively thirty-one essays are arranged in three broad survey all northern Great Plains literature of sections: “History and Theory of Regionalism place, it provides a starting point for under- in the United States,” “Mapping Regions,” graduates seeking to understand this region’s and “Some Regionalist Masters.” While not literature. These novels, in particular, are at the all essays are germane to the study of Plains heart of not only the mythology of the Plains literature, particular essays such as “Contem- but also the mythology of western expansion porary Regionalism,” “The Cultural Work of and, in many ways, the mythology of America American Regionalism,” “The Great Plains,” itself. The authors’ compelling depictions of and “Willa Cather’s Glittering Regions” are the hope and despair, the opportunity and folly, useful introductions to studying regional lit- and the prairie and its pioneers have endured erature in general and Great Plains literature and should provide fruitful study for under- in particular. graduates for years to come.

Against the Grain / April 2018 41 LEGAL ISSUES

Section Editors: Bruce Strauch (The Citadel) Jack Montgomery (Western Kentucky University) Cases of Note — Copyright — Constructive Trust Column Editor: Bruce Strauch (The Citadel, Emeritus)

MATTEL, INC. V. MGA ENTERTAIN- Pool, Ponyz Buggy Blitz, Ninth said ‘twas inequitable to transfer a MENT, INC. UNITED STATES COURT OF etc.), video games (“Bratz: Girlz Really billion dollar brand because Bryant had an APPEALS FOR THE NINTH CIRCUIT, Rock,” “Bratz: Forever Diamondz,” idea in the last weeks of his job. 2010 U.S. App. LEXIS 26937. “Bratz: ,” etc.) AND Bratz So Now What? This opinion was written by Chief Judge the movie. Well, you’re back with copyright viola- Alex Kozinski who was considered one of the The Appeal great brains of copyright. See “Bet You Missed tions. It” in this issue for a brief description of how A constructive trust transfers wrongfully The jury had been quite astute, sending the he was driven off the bench. held property to its rightful owner. Communist judge a note asking if it could find that only the Party of U.S. v. 522 Valencia, Inc., 35 Cal. first generation of Bratz dolls were infringing. Carter Bryant worked in the Mattel App. 4th 980 (1995). “Barbie Collectibles” department designing And he said they could. And they found dam- fashion and hair styles for high-end collector That case name should grab your attention. ages of $10 million, a mere bagatelle. dolls. In a lightbulb moment, he conceived of It’s a fight over ownership of real estate. What? The judge didn’t care for this and made Bratz dolls — urban, multiethnic and with a I thought commies believed in sharing! his own finding of infringement leading to the … well … bratty attitude. Bryant’s Mattel contract had him assign- constructive trust. He pitched his idea to MGA Entertain- ing all “inventions” to the company and stated The Ninth Cir. held that Mattel only owned ment, a Mattel competitor. They loved it. He the term “includes, but is not limited to, all copyright in the original sketches and the gave two weeks notice to Mattel. discoveries, improvements, processes, devel- sculpt with bratty expression — not the idea opments, designs, know-how, data computer In no time, the “anti-Barbie” began to crush of a bratty doll. Mattel could not own the programs and formulae, whether patentable its rival. By 2005, the Bratz line had revenues idea of young, hip, female fashion dolls with or unpatentable.” of $800 million while Mattel steadily descend- exaggerated features. ed to $445. That will tend to get the attention The Ninth Circuit chewed over whether The district court needed to take another of the suits in the top floor suites. And the “ideas” were in the list, but decided it was a look and determine if each doll (“Bratz Wild attack-dog lawyers are just a phone call away. jury question for remand. Wild West Fianna,” “Bratz Funk ‘N’ Glow And you can already see what’s coming. It did, however, find the constructive trust Jade” et al.) is like (substantially similar) or You know darn well Bryant was under a con- was way too broad. The value Mattel would different from the original sketches. It could tract where every thought he had belonged to be getting had been made much, not have found that the vast Mattel. But he just couldn’t quite see leaving much greater than Bryant’s majority of the dolls were at until his bases were covered. little sculpt and the name all like the sketches unless it relied on the similarity of And of course MGA knew Bryant had “Bratz.” As you can see from the list of ideas — big-headed, attitu- been under contract to Mattel, and did its dinous mall rats. best to conceal his employment. Besides, he products, there was claimed he designed Bratz when he was on all that designing, See: Cases of Note, a hiatus from Mattel and, by golly, his mom investment and mar- Vol. 30-1, p.52 for a would testify to it. keting. discussion of the whole Should I defraud substantial similarity But the Bratz line “The Girls With a Passion thingy. for Fashion” was a juggernaut and a badly you of stock that ris- frightened Mattel did some snooping. es in market value, I The retrial did not can’t complain that you go well for Mattel. “Wasn’t what’s-his-name in accessory de- get that benefit when you take it back. But MGA had gotten in claims of trade secret sign one of ours? Where did he go exactly?” “[w]hen the defendant profits from the wrong, theft by Mattel. The jury decided Mattel had The truth came out, and Mattel sued. it is necessary to identify the profits and to re- not proven copyright violations but instead In the final two weeks ofBryant’s Mattel capture them without capturing the fruits of the had stolen trade secrets and awarded MGA employment, he had done a “sculpt” — a defendant’s own labors or legitimate efforts.” $88.5 mil which the judge bumped up to $310 mannequin-like plastic doll body and coined Dan B. Dobbs, Dobbs Law of Remedies: Dam- million. the name “Bratz.” ages-Equity-Restitution § 6.6(3) (2d ed. 1993). MGA claimed Mattel had an 11-page The trial court really slammed MGA, grant- Gosh-a-rootie. Dobbs was my Torts prof “How to Steal” manual and lied its way into ing Mattel a constructive trust over everything way back in the UNC Law days of yore. And private showings for retailers to get advance with Bratz in it. That included — ready? —: a fabulous prof he was. knowledge of MGA’s toys. www.giftsanddec. Bratz dolls (Bratz, Bratz Boyz, Lil’ Bryant was only a minor cog in a machine com/.../485187-mga-entertainment-sues-mat- Bratz, Bratz Lil’ Angelz, Bratz Petz, that took the “Bratz” name and idea and ran tel-over-trade-secrets. Bratz Babyz, Itsy Bitsy Bratz, etc.), doll with it. First generation (Cloe, Yasmin, Sasha See also: tsi.brooklaw.edu/cases/mga-en- accessories (Bratz World House, Bratz and Jade), second (Ciara, Dana, Diona, Felicia, tertainment-inc-v-mattel-inc-et-al Fianna etc.). Cowgirlz Stable, Bratz Spring Break continued on page 43 42 Against the Grain / April 2018 Century will be available in June 2018. The Cases of Note Rumors archive is the latest release in Gale’s suite of from page 42 from page 36 twentieth century primary source archives, helping researchers discover the hidden histo- And Business Insider reports that lawyers ties, has selected OCLC WorldShare Man- ries behind today’s most critical conversations have done very well from all this having agement Services (WMS) as its new library including gender, race, diversity and sexuality. raked in “hundreds of millions” in hourly services platform. “Oxford Brookes University Gale will host a launch event and showcase billings. www.businessinsider.com/bratz- has over 150 years of history,” said Eric van the new archive at the American Library mattel-lawsuit-2011-8. Lubeek, Vice President, Managing Director, Association (ALA) Annual Conference, June And what of Carter Bryant? The latest on OCLC EMEA & APAC. 22-25 in New Orleans at the Gale booth #2331. him is from 2013 when he designed “Pinkie www.brookes.ac.uk www.gale.com. Cooper and the Jet Set Pets,” 9-inch fashioni- Gale, a Cengage Company, is launching a John Wiley and Sons Inc., (NYSE:JWa) stas that are human but with a cocker spaniel’s new digital archive to help researchers explore (NYSE:JWb) has recently launched a com- face for a toymaker named Bridge Direct. the development, actions and ideologies behind prehensive program to partner with leading Money.cnn.com/2013/02/04smallbusiness/ political extremism. Political Extremism & content platform providers to make it more bratz-dolls-pinkie-cooper/index.html. Radicalism in the Twentieth Century: Far- affordable and easier for students to purchase The line died within a year, but the internet right and Left Political Groups in the U.S., their Wiley course materials, as part of their has many entries by grieving doll collectors. Europe and Australia is the first digital archive tuition and fees. Wiley Inclusive Access, in documenting a range of radical right and fascist Isaac Larian, 82% MGA owner, is an Irani- partnership with Barnes and Noble College, movements, communist and socialist groups an Jewish immigrant who became a billionaire Follett, Red Shelf and VitalSource enabled and new left activists in never-before-digitized through toys. Singing Bouncy Baby, rejected campus stores, not only saves students more primary sources. The archive contains more by Mattel, became his first hit in 1997. than 60% off the cost of a bound text, but also than 600,000 pages of content and more than provides valuable first-day of class access. Larian’s 2013 line, Lalaloopsy — rag dolls 42 audio histories with full transcripts, making In a study by Vital Source, 63% of students with button eyes and names like Lalaloopsy- it the largest and most comprehensive resource who had their textbooks with them on the first Oopsy Princess Anise — took in $350 mil in of its kind. Additionally, researchers of con- day of class completed the course, while only revenue that year while Bratz had dropped to temporary topics can examine the origins and 29% of the students who showed up without $50 mil. www.forbes.com/.../the-toy-mogul- development of present-day issues, such as the the materials finished the course. Instructors who-became-a-billionaire-through-his-fight- resurgence of right-wing politics, evolution at participating campuses, like University to-the-death-with-Barbie. of civil rights movements and the nature of of Tennessee at Knoxville, who enroll in extreme or radical political thought. Political Wiley’s inclusive access program pass along Extremism & Radicalism in the Twentieth continued on page 46

Against the Grain / April 2018 43 Questions & Answers — Copyright Column Column Editor: Laura N. Gasaway (Associate Dean for Academic Affairs, University of North Carolina-Chapel Hill School of Law, Chapel Hill, NC 27599; Phone: 919-962-2295; Fax: 919-962-1193) www.unc.edu/~unclng/gasaway.htm

QUESTION: A public librarian in Mon- that a copyright owner would object to such Professor Townsend Gard for her outstanding tana asks about the recent dispute involving recording in the classroom if the book were work and to the Internet Archive! the use of a photograph in a political cam- not available in audio format. QUESTION: A science teacher asks paign without permission. QUESTION: A publisher asks whether whether tables are copyrightable. ANSWER: Photographer, Erika Peter- ECG tracings are copyrightable. If not, does ANSWER: Typically, tables are not copy- man, sued the Republican National Com- this mean than they may be used by anyone? rightable. Tables that simply present data in a mittee claiming unauthorized use of one of her ANSWER: The short answer is no. Facts straightforward grid are not copyrightable. If photographs in a political mailing attacking the are not copyrightable. If the presentation of the table uses words rather than Arabic num- Democratic candidate for Congress. One of her facts has some creativity, there may be thin bers, there may be some originality/creativity clients is the Montana Democratic Party and copyright protection, but that is all. It appears in the text that may create a thin copyright. she contracted to take photographs at a dinner that for ECG tracings, the machine itself always That smidgen of creativity may create a copy- in Helena. She registered the copyright in presents the data in the same format, thus rightable work, but this does not mean that the photographic portrait of the candidate in eliminating any originality/creativity. Further, someone else could not present the data with May 2017 and gave limited use rights to the the 2017 Compendium of U. S. Copyright Of- new text or in a different format and that table Democratic Party. Peterman then learned fice Practices, chapter 300, states that works would also be copyrightable. that the RNC had distributed an attack ad in a produced by a machine or mere mechanical QUESTION: A corporate librarian asks mailing that used the photos of the candidate process are not copyrightable if there is no about books published before 1950 that con- without her permission. creative input or intervention by a human tain no notice of copyright. If a publisher The photographer filed suit in the U.S. author. The Compendium then uses as an ex- later republishes the work, may the library District Court in Missoula. The RNC filed a ample medical imaging produced by X-rays, digitize that first edition? motion to dismiss the suit; the court denied the ultrasounds, magnetic resonance imaging or ANSWER: If a work was published before motion in March 2018, holding that there were other diagnostic equipment. 1978 without notice, that work is in the public still factual issues to be determined. Examining The uncopyrightable images may be used domain. This means that anyone is free to the use of the photograph by the RNC, the court by anyone as long as any personally identifiable republish, reproduce or display the work in applied the four-factor fair use test found in information is removed to preserve patient any format. Therefore, as long as the library section 107 of the U.S. Copyright Act. Under privacy, which is required under HIPAA. digitizes the first edition and does not use any the first factor, the court held that the purpose QUESTION: An academic librarian notes additional material that was included in the and character of the use did not favor the RNC, the recent announcement of the Sonny Bono republished version, the library may digitize and the use was only minimally transformative Memorial Collection and asks what makes the work and use the digital version however despite the few lines of text added to the photo. the digitization and distribution of these of it wants. A separate purpose is not the same thing as these work possible. transformation, which is the critical inquiry. QUESTION: An academic librarian asks Transformative use remains a disputed fact at ANSWER: Section 108(h) of the Copy- about the copyright status of the song “We this stage in the case. right Act was added to ameliorate the effects Shall Overcome.” of extending the term of copyright with the ANSWER: The iconic song was made The second factor, nature of the copyright- Sonny Bono Copyright Term Extension Act of famous during the Civil Rights movement. ed work, focuses on the fact that the work 1998 that changed the term of copyright from Lyrically it is described as being descended is an artistic portrait. This weighs against life plus 50 years to life plus 70. The change from a 1900 hymn published by Charles a finding of fair use. The RNC copied the to the library and archives section of the Act Albert Tindley. The modern song was said entire work under amount and substantiality provided that a library or nonprofit educational to have first been sung in used, the third factor. In addition to copying institution could, during the last 20 years of 1945 in a strike by tobacco the entire work, the qualitative aspects of the a work’s term of copyright, repro- workers in Charleston, portrait were maintained in the RNC use. duce, distribute, display South Carolina. It was There are no facts regarding the fourth factor, or perform the work published in 1947 in market effect. The use may have prejudiced in facsimile or digital the People’s Songs future derivative use of the photograph, but form if the work is no Bulletin by an orga- the pleadings present no such evidence. It is longer available and the purpose of the use is nization directed by Pete Seeger. For years, premature to rule on this factor. The court for preservation, scholarship or research. anyone who wanted to use the melody and thus held that there are disputed issues of lyrics had to pay royalties to Ludlow Music. material fact remaining to determine whether Professor Elizabeth Townsend Gard the RNC’s use was a fair use. Therefore, the at Tulane University Law School and her The publisher has now declared that the matter will go to trial. student interns have created the Sonny Bono lyrics and melody of “We Shall Overcome” are Memorial Collection and scanned some works now in the . This was because of QUESTION: An elementary school teach- that have long been out of print but are still litigation and claims of fraud after a court held er asks whether he can read and record a book in this last 20 years of copyright protection. that the key verse of the song lacked originality. to use as a learning station in the classroom. Moreover, Professor Townsend Gard has The producers of Lee Daniels’ The Butler was ANSWER: Under section 110(1) of the encouraged libraries to scan their works that told it would have to pay $100,000 in royalties Copyright Act, a teacher is allowed to read an fall into the same time span and are no longer for a license fee in order to use the song. Since entire literary work to a class in a nonprofit available on the market. The Internet Archive the 1960s, royalties from the song have been educational institution as part of instruction. has made these works available for download. donated to the nonprofit Highland Research Reading to one individual student or to individ- The Internet Archive has also promised to and Education Center that provides scholar- uals sequentially would also be covered under host works in the last 20 years of copyright ships within African American communities. section 110(1). Recording is not mentioned protection that libraries have identified as no Now all may use it freely. in that section, however. It seems unlikely longer being available. Congratulations to

44 Against the Grain / April 2018 Random Ramblings — Alabama Story, ALA, and Intellectual Freedom: The Hidden Secret Column Editor: Bob Holley (Professor Emeritus, Wayne State University, 13303 Borgman Avenue, Huntington Woods, MI 48070-1005; Phone: 248-547-0306)

Alabama Story, a play by Kenneth Jones, of Utah campus, with performances from Jan- 9, 2016 at the at Marlene Boll Theatre in tells the story of Emily Wheelock Reed, the uary 9–24, 2015. The play was enthusiastically downtown Detroit. The author, Kenneth State Librarian of Alabama, who resisted at- reviewed by Barbara M. Bannon, Salt Lake Jones, was pleased to recount in his publicity tempts in 1959 by an Alabama Senator to cen- Tribune. An extended 50-minute interview release that he had “roots in the metro Detroit sor the children’s book, The Rabbits’ Wedding, with Jones, the director, and the actors is area, where he was raised in Southfield and by Garth Williams. Because of its strong available here: http://radiowest.kuer.org/post/ Beverly Hills and later lived as a free-lance intellectual freedom focus, the American Li- alabama-story. Diaz wrote her favorable writer in Grosse Pointe before moving to brary Association (ALA) publicized this play blog post based on this production since she New York City” and that Reed “worked for on August 31, 2016, in the Intellectual Freedom reports that: the Detroit Public Library in the 1940s Blog with a post by Ellie Diaz, a program “In honor of its 45th anniversary, Free- after graduating from The University of officer in the Office for Intellectual Freedom dom to Read Foundation members Michigan” (http://www.bykennethjones.com/ (OIF). (http://www.oif.ala.org/oif/?p=7181) traveled to Salt Lake City’s Pioneer michigan-premiere-alabama-story-launch- On September 2, 2016, American Libraries Theatre Company in January 2015 to es-sept-22-detroit-tickets-sale/). On Septem- Direct provided a quote from the blog post witness something others seldom saw in ber 22, 2016, Steve Henderson interviewed and a link to the entry. (aldirect.ala.org/sites/ a play: a librarian, center stage, battling Jones on “Detroit Today” on WDET, the local default/al_direct/2016/september/090216-2. segregationists and legislators to defend public radio station. The interview focused htm) The blog post has a laudatory tone and a children’s book in the late 1950s.” on the importance of intellectual freedom and gives the dates and venues for the play’s per- on Reed’s heroic efforts to keep The Rabbit’s formance by eleven theatre companies. What The play received additional critical ac- Wedding from being banned (https://wdet.org/ Diaz leaves out is that the play paints a negative claim by being named a finalist in the 2014 posts/2016/09/22/83912-new-play-tells-story- portrait of the American Library Association National Playwrights Conference of the Eu- of-librarian-who-worked-to-save-banned- as will be seen below. gene O’Neill Theatre Center and was a 2016 childrens-book/). nominee for the Steinberg/American Theatre The University of Detroit Mercy offered To provide context, I’ll give background Critics Association New Play Award. on the book, the librarian, and the play. Garth free tickets on opening night to all librarians Williams wrote and illustrated The Rabbit’s The play deals with the conflict between in libraries belonging to the Southeastern Wedding that was published on April 30, 1958 Emily Reed and Alabama state senator, Ed- Michigan League of Libraries. My librar- by Harper Collins. Amazon indicates that ward Oswell Eddins, called E. W. Higgins ian spouse and I took advantage of this gift the book is still in print and has a suggested in the play to avoid any legal complications, and attended the premiere on September 22. age range of 4-8. I owned the book and read over the book, The Rabbits’ Wedding, as well While I thought the production was excellent, its story of a black rabbit and white rabbit who as other materials. Reed purchased the item I left the theater pondering the “hidden secret” spend a happy day together and decide to get from an ALA list of recommended books and that the play presented the American Library married. As of today, January 31, 2018, the forwarded copies of the list to other Alabama Association in a negative light. According to book has an excellent sales ranking of 75,978 libraries. Higgins demands that this book be the play, ALA had not supported Emily Reed on Amazon and an average reader review of removed from the library and suggests that it in her efforts to avoid having the book banned 4.5 stars out of 5. be burned. Reed resists though she reached out removing the book but In librarian Reed’s obituary in the New York to ALA on several agrees to put in on Times, May 29, 2000, Douglas Martin writes: occasions. While the shelf of contro- I did not have ac- “Harpers issued a statement from Mr. versial books that cess to the script, Williams saying the book had ‘no polit- anyone may request. I believe that I’m ical significance.’ ‘I was completely un- She also refuses to correct in remem- aware that animals with white fur, such give her person- bering that she as white polar bears and white dogs and al views on racial called ALA twice white rabbits, were considered blood integration since and received no relations of white human beings,’ Mr. this has nothing to answer. On the Williams said. He added that his tale do with her pro- third try, a man at of rabbits ‘was not written for adults, fessional duties. ALA told her that who will not understand it because it is Higgins then tries he didn’t have time only about a soft, furry love and has no to change the law to help her because hidden messages of hate.’’’ so that Reed is no longer eligible to keep her he had more important matters to attend to. I quite bluntly don’t believe William’s position but gives up when he realizes that I was especially surprised at this plot denial of an implicit attack on laws against any new law would not apply to her. In an development because the posting by Diaz in interracial marriage, especially since the state- epilogue, we learn that Reed left Alabama the Intellectual Freedom Blog did not mention ment was released by his publisher. In 1959, the next year for a position with the District this negative portrayal of ALA. The next day, admitting this hidden meaning would have of Columbia Library System and moved to I started my research by sending an email most likely led to the book being removed from the Enoch Pratt Library in 1966 where she to Jamie LaRue, OIF director, and Karen bookstores and banned from libraries wherever remained until she retired in 1977. She was Muller, ALA Librarian. Jamie reported that Jim Crow laws applied. He and his publisher added to the Freedom to Read Foundation’s “the events took place in 1959 that was long had important financial reasons for denying a Roll of Honor in 2000 but died two weeks before the Office for Intellectual Freedom very obvious message. before receiving the award. was created” though the Intellectual Freedom The play, Alabama Story, had its world The University of Detroit Mercy The- Committee did exist. He wasn’t able to find premiere in Salt Lake City by the Utah Pioneer atre Company gave twelve performances of any evidence in ALA files about this event. Theatre Company, located on the University Alabama Story from September 22-October continued on page 46

Against the Grain / April 2018 45 indicated to me that she was firm about keeping accuracy of the play. Not helping her would Random Ramblings the book available but that she was not willing be bad enough; turning down her cry for help from page 45 to turn this censorship attempt into a major is even worse. Especially if the calls to ALA controversy. She did so to protect funding for are fiction, I have recommended to OIF that Karen sent me Reed’s obituary from the her library and perhaps for other libraries in Jones not be considered for any intellectual Washington Post that didn’t answer the ques- Alabama and also because she believed that freedom awards. tion. Deborah Caldwell-Stone, OIF Deputy calling in outsiders would have been counter- I also have concerns about Diaz’s blog post. Director, OIF, did some research on the issue productive to keeping the book available. In I can see why OIF would want to publicize and sent me a long, informative email on addition, Louise S. Robbins reports in Censor- the play because Reed is a library heroine September 26, 2016, that included citations ship and the American Library: The American for intellectual freedom who deserves all the to the two principal secondary sources. Her Library Association’s Response to Threats to recognition she has received. Overall, it’s a conclusion was: “What cannot be disputed is Intellectual Freedom, 1939-1969 that the ALA feel-good story because the book remained that ALA did not address or take a position Intellectual Freedom Committee chair wrote to available. The heroine doesn’t suffer any on the controversy concerning The Rabbits’ Reed and “belatedly asked if she would like serious negative consequences and is in the Wedding. The silence was notable because the ALA to take any kind of action in her support. end rather belatedly recognized by ALA for IFC often took public positions against book She was glad that the IFC had taken no action in her bravery. My first concern is that the article censorship during this period. But based on the matter, Reed reported; she preferred ‘quiet lies by omission in a profession that is currently the information provided by Robbins’ and moral support’” (p. 109). I would contend, worried about “fake news.” In my long career, Graham’s accounts, Reed did not ask for help however, that his statement is not completely I have encountered many instances where from the ALA, and ALA did not actively deny contradictory with the possibility of her having ALA, like most organizations, has exercised or ignore a request for assistance.” earlier asked for help. damage control. The facts in the article are cor- I didn’t do any additional research on The person who could answer this question rect, but important facts for a library audience ALA’s role in this censorship attempt until I is the play’s author Kenneth Jones, but he are missing. Second, Diaz might have offered decided to write this column. In the end, the didn’t respond to my email when I asked him a teachable moment showing that ALA hasn’t most important source was A Right to Read: about the historical accuracy of her calling always lived up to its principles. In seeking Segregation and Civil Rights in Alabama’s upon ALA for support. Another piece of evi- secondary sources for this column, I could not Public Libraries, 1900-1965 by Patterson dence against any such calls is that the person avoid encountering other examples where ALA Toby Graham. He devotes over ten pages to at ALA isn’t named and that the chair of the was not at the forefront in opposing segregation Reed (pp.101-112). He states bluntly that “the Intellectual Freedom Committee, who would and Jim Crow. I don’t believe that trying to American Library Association’s Intellectual be the logical person to call, would most likely erase this less than glorious history is proper. Freedom Committee failed to support Emily be a practicing librarian and not at ALA Head- Seeing how the desire to avoid conflict led to Reed during the censorship controversy….” quarters. While based on historical events, the this timidity could remind us all to avoid doing Graham also appears in a “video by Univer- play is obviously fiction since Jones had to so again. News reporting about the Rabbits’ sity of Georgia’s University Librarian Toby create the dialog and add other embellishments Wedding was widespread enough that ALA Graham, for the #FTRF45 reception in Salt to create a coherent story. Having Reed call leaders must have known about this censorship Lake” for the opening of Alabama Story” ALA and be rebuffed makes dramatic sense by attempt even if Reed never called ALA. Final- (http://www.ftrf.org/page/ROHReed). In the increasing the audience’s judgment of her as a ly, more disclosure would have saved librarians video, he affirms that he interviewed Reed in heroic woman who is standing up against the like me from having to dig for the facts. They 1997, a fact that lends credibility to his account. powerful forces of censorship and dealing with would be prepared for a theater experience very He also repeats that she received no significant a state senator who “was a six-foot-one-inch, different from what they might have expected. support in the state or nationally, which I be- 250-pound ex-marine, ‘a man you don’t push In the end, I have only one more thing to lieve she told him this during the interview. I around’” (Graham, 106). In addition, without say. Go see the play for its excellent portrayal also suspect that he may have been the one the phone calls, it would be dramatically hard of a brave but modest heroine for intellectual who nominated her for the FTRF Honor Roll. to point out that ALA didn’t support her. For freedom who stood up against powerful men Contrary to the statement by Cald- the author, the fact that the audience would in an era when doing so was unusual. While well-Stone, I did not find any irrefutable, come away from the play with a negative view only in jest, I suggest that we librarians in the direct evidence in the sources I consulted that of ALA could be acceptable collateral damage. audience “boo” the ALA scenes. Reed didn’t ask for help from ALA; but I In a country where Gone with the Wind is all would also come to this conclusion from the that many people know about the Civil War, I indirect evidence presented. The overall tone suspect few in the audience would question the

continuing success of our program.” Students programs.” To learn more about Wiley’s Rumors and instructors have also been very pleased inclusive access program, visit https://www. from page 43 with Wiley Inclusive Access as evidenced by wiley.com/college/inclusive-access/. the instructor participation doubling in the last Returning to LC, the Library of Congress discounts on WileyPLUS and Wiley eTexts year and student participation rate growing to has launched three new online interactive to their students. Wiley’s partnership with 90%. Dr. Mike Hale, Vice President of Edu- applications that highlight creative ways to the University of Tennessee at Knoxville’s cation, VitalSource comments “We are proud facilitate the accessibility of thousands of VolShop, powered by VitalSource, has helped to collaborate with Wiley and the University collections, using the Geographic Informa- grow their inclusive access program and ex- of Tennessee at Knoxville’s VolShop to power tion Systems (GIS)-based tool Story Maps. tend the benefits of the program to more and Inclusive Access.” Another key partner for Presenting the information in a curated format, more students and faculty each term. Shirley Wiley is Red Shelf, which currently serves Story Maps allows users to combine text, Streeter, Assistant Director of the University over 600 campuses in the United States. Tom images and multimedia content in an online of Tennessee at Knoxville’s campus store, Scotty, Chief Operating Officer of RedShelf application that tells stories through data and Volshop, reported, “Wiley has proven to commented, “RedShelf greatly values its deep the capabilities of GIS technology, within a be a valuable partner in the growth of our partnership with Wiley, and we’ve been excit- software platform created by ESRI. From inclusive access program. Their leadership, ed to drive improved affordability and access the first female photographers who traveled representatives and products are essential in the for students together through inclusive access continued on page 57

46 Against the Grain / April 2018 The Scholarly Publishing Scene — The RR Hawkins Prize Column Editor: Myer Kutz (President, Myer Kutz Associates, Inc.)

he RR Hawkins Award is the top prize at have been Macmillan, Scribner’s, Mosby, Gardner Museum-type heist, the library’s exact the PROSE Awards competition, which McGraw-Hill, Elsevier, and Bloomsbury, in physical location isn’t discoverable, nor is the Tis run by the Professional Scholarly Di- business only since 1986, this year’s winner. family’s name, at least not by me.) vision (PSP) of the Association of American (More about that award in a moment.) There Beginning in the 1980s, the library was Publishers (AAP), in conjunction with AAP has been one for-profit / not-for-profit tie — in established to show the historic influences of Communications director Susanna Hinds and 2005 — between Mosby’s Atlas of Clinical the Levant upon Europe. The books come other AAP staff. The award is named after Gross Anatomy and the Oxford History of West- from a very wide geographical area and were Reginald Robert Hawkins, who was chief of ern Music. Single-author, gray monographs collected originally over a 500-year period. the New York Public Library’s Science and have won the Hawkins, as have single-volume Some of them come from nineteenth and twen- Technology Division from 1942 to 1957. The works filled with color illustrations. (See, for tieth century British collections (country-house PROSE Awards Web page tells us that Haw- example, the 2010 winner, Atlas of the Trans- and travelers’ libraries), while others come kins was a member of the National Research atlantic Slave Trade, by David Eltis and David from continental Europe, including German Council, the American Library Association, Brion Davis, from Yale University Press. ) monastic libraries. Bibliophiles located in the New York Library Association and the Encyclopedias used to win, but not lately. I Germany, Russia, Poland, Switzerland, Scan- American Association for the Advancement can remember the 1987 win for Encyclope- dinavia, Italy and Spain, both men and women, of Science. He hosted an exhibit on Technical dia of Religion by the late collected these books. So did Books and the War in 1943, edited the library’s Charlie Smith, who ran the royalty, courtiers, church- monthly review publication, New Technical encyclopedia department at men, warriors, politicians, Books, and authored the bibliography, Scien- Macmillan. Charlie gave a and merchants — anyone tific, Medical, and Technical Books Published rollicking acceptance speech apparently who could afford in the U.S. 1930-1944, which was published in in which he recounted the to indulge a deep interest 1946 with the support of the U.S. Department Macmillan accountants’ in Western observations of, of State and an advisory committee of major often expressed dismay at and cogitations about, the publishers, who probably got to know him then. the charges he racked up Levant. This information The bibliography contributed to European li- before he deigned to release can be found in a survey, The braries’ rehabilitation following World War II the 16-volume encyclopedia Arcadian Library: Western and to the acceptance of American science and in toto. Appreciation of Arab and scholarship in Europe, which must have further Few medical books and Islamic Civilization (2011), endeared him to American publishers who were only one architecture book which tells us, for example, seeking to augment their international out- have ever won the Hawkins. that many of the books come reach. (Hawkins also co-authored numerous No technology book won until 2011, with from the of Şefik E. Atabey, a books about home mechanics covering topics McGraw-Hill’s The Diffusion Handbook: merchant from Istanbul who collected mainly from arbors and trellises to outdoor fireplaces Applied Solutions for Engineers, a stupendous, while living in Paris and London. (He also and swimming pools. He called his intended useful work by a Schlumberger engineer had one of the largest libraries on the Ottoman audience “capable and fortunate — the home (Schlumberger is the world’s largest oilfield Empire. Sotheby’s auctioned off 49 lots of mechanics — who build things for the fun of services and equipment company), R.K. Mi- Atabey’s sumptuously illustrated travel books it, and (sometimes) because their bank accounts chael Thambynayagam, a lovely man, who five years ago. As of this writing, you can still will not stand the burden of having them built came to the awards luncheon with his striking findSotheby’s three-volume catalogue on both by professionals.”) daughter, a performance artist, and without Amazon and Ebay. It can be pricey.) The Hawkins Award dates back to 1976, his son, a professional poker player. Another There’s a picture of a library on Blooms- when the winner was Cleft Craft. The Evo- meaningful technology book, Alan Turing: His bury’s website. The library appears to be lution of its Surgery, vol. 1: The Unilateral Work and Impact, edited by S. Barry Cooper located in a large townhouse or a stately private Deformity, published by Lippincott Williams and Jan van Leeuwen, from Elsevier, won home. Whether it’s the real Arcadian Library and Wilkins (the publisher wins the Hawkins; just two years later. No journal has ever won is anyone’s guess. I haven’t asked Blooms- recently authors and editors have received cash the Hawkins. bury to confirm whether it is or isn’t. No awards), and written by a well-known facial The Hawkins Award, as well as the many matter. Bloomsbury describes the Library’s plastic surgeon named D. Ralph Millard, who discipline-specific awards and awards for jour- contents as “book after book full of travelers’ died in 2011 at the age of 92. I’ve tried in the nals and electronic products, are announced observations and artists’ images, scientists’ past to compile a list of Hawkins winners, at a luncheon that takes place during the PSP and physicians’ knowledge, literary, scholarly and while the list is complete from 1990 to the Annual Conference, held in early February. and historical influences. This written heritage present, some information from 1977 to 1989 This year, Nigel Fletcher-Jones, head of the reminds us how our different yet dependent has eluded me. (Lists on the Internet go back American University at Cairo Press, who cultures have met, related and learnt from no further than 1991.) This lack of information now co-chairs the PROSE Awards, presided each other for hundreds of years. In addition is testament to PSP’s not adequately publiciz- over a ceremony that differed in one key aspect to rare printed books, the Arcadian Library ing Hawkins winners in the distant past — a from all preceding awards ceremonies: for the also possesses and documentary situation that PSP has been working to correct. first time, a publication other than a print-on- material of very great importance and rarity.” University presses, including Harvard, paper book or multi-volume reference work At the PROSE Awards luncheon, Nigel Chicago, Oxford, Princeton, Yale, Johns (albeit accompanied in recent years by an Fletcher-Jones praised Arcadian Library On- Hopkins, and California — the first five of online component) won the Hawkins. The line as “superbly designed to fulfill the deeply them multiple times — have dominated Haw- winner was Arcadian Library Online, which worthy and opportune mission of the library.” kins Awards through the years, mostly with makes available to institutions worldwide PROSE co-chair Steven Heffner, VP of prod- humanities titles (some large university presses perpetual access to the 10,000 or so volumes in uct strategy, Wolters Kluwer Health, said he also submit STM titles). For-profit winners, a private family library located somewhere in was impressed with Bloomsbury’s ability to besides Lippincott Williams and Wilkins, Europe, possibly in London. (Perhaps fearing a continued on page 48 Against the Grain / April 2018 47 Little Red Herrings — #DeleteFacebook [?] by Mark Y. Herring (Dean of Library Services, Dacus Library, Winthrop University)

ike Neanderthals discovering fire, sud- may not have made of Cambridge Analytica Sheryl Sandberg has waxed as elegant as a denly everyone is concerned about Face- data, Facebook’s data use in campaigns is not harp, and as earnest as a nun over how much Lbook and its manhandling of our privacy. news. The Obama campaign made use of it, our privacy means to her and how she and FB The #deleteFacebook movement is now a and about one million Facebook users gave the do not take it lightly. Did anyone seriously thing, or, in the more common vernacular, campaign access. Furthermore, FB and Google believe this? Even if they did mean it (and it trending. As the kids might say, “Seriously?” sought out Obama’s campaign, essentially is possible they did), how could they keep that Where have all these people been for the last asking to be mined for his benefit. There was promise when everything … everything can be twenty years? Suddenly everyone who is any- not then, and hasn’t been since, any hue and hacked and exposed? one is now all atwitter since they discovered that cry. While Obamites are claiming purity in this We have always told our patrons that the Facebook (FB) sold data to Cambridge Ana- matter, it’s a distinction without a difference. web, whatever its manifestations or modality, lytica — let me rephrase that more accurately Obama valorized the use of social media and is like a postcard sent through the mail. The — since Cambridge Analytica “acquired” data most politicians after him have followed suit. only difference is that they are sending it on 90 million Facebook users. Now famous Politics notwithstanding, the point is, as through a global post office for all the world people everywhere, like Elon Musk, are storm- Scott McNealy famously (or infamously) said to see. I have been writing about the web’s ing the barricades as if only now their privacy in 1999, consumer privacy is a “red herring” privacy problems since the early 2000s and has been shorn and left in tatters. and that “you have no privacy anyway. claim, as others have, that social media’s Musk is so unhappy that he immediately Get over it.” Although Zuckerberg privacy controls are like Swiss cheese. deleted all Tesla and SpaceX Facebook pages. was mute on the issue for days, he FB and all the rest only magnified Although we have been repeatedly reminded finally came forward with his mea those problems. how smart and on the edge Musk is, I find it a culpa: “We have a responsibility I know I’m preaching to the bit disingenuous that he’s shocked — shocked, to protect your data, and if we choir here. I doubt anyone in I tell you — that Facebook would monetize its can’t, then we don’t deserve our profession is unaware data on you and me and the other billion or so to serve you.” There’s an of these problems. But users. Did they think that data was never going understatement if ever there #deletefacebook strikes me to be mined by anyone? was one. The fact remains as a hilarious response (as- that if FB had done what suming, of course, that the Musk is not alone. Brian Acton, once it promised, and the FCC movement isn’t really more owner of WhatsApp that Facebook bought for had done what it is legally angst over the Trump pres- a mere $16 BILLION, has told all his users to supposed to do, none of idency and an overweening delete their FB accounts, ostensibly laughing this would have happened. desire to find a way to deny all the way to the bank. The list goes on and But FB has always required this presidency). The deci- on: Sonos took a more temporary stand, taking an opt-out clause for anything that involves sion to be on FB or any social media is to make down its accounts for one week (a more weak- your real privacy. Ditto that for every other a decision you have your work, your friends, kneed approach?) Cher, Jim Carrey, Mozilla, social media online. Now, Zuckerberg faces your whole self, exposed and monetized for the and many others are all in high dungeon over testifying before Congress why this happened. benefit of that social media. While it may not FB’s cavalier use of their data. Wait. How did It should be obvious. be a dollar for data exchange, it is certainly a this happen? Wasn’t Facebook an altruistic data quid pro quo of some kind. company from the beginning? If I had a nickel every time an online per- sonality said that it “values your privacy and So, let’s dispense with the #deletefacebook Riii-ghhhh-tttt. it’s very important to us,” I would almost be and admit that we all should have known better. Apart from many anti-Trump folks who are as rich as Zuckerberg. FB, Twitter, Google, It’s not as if we weren’t forewarned. angry over the use the Trump campaign may or and so on, have all made such protestations.

astronomy chemistry, natural sciences, and In his Hawkins acceptance speech, Blooms- The Scholarly Publishing Scene medicine. That knowledge entered Europe bury Publishing CEO Nigel Newton said, “I from page 47 over centuries and through various routes, but am pleased for both our Content Services di- nowhere more so than through multi-cultural vision, who digitized the Arcadian Library’s balance “digital function and convenience” and to a point religiously-tolerant Umayyad collection and launched this award-winning with “some sense of the physical interaction Spain which became the center of dialogue. digital archive platform, and our new Digital with the artifacts.” These comments are es- Resources division, who have taken Arcadian pecially noteworthy inasmuch as scholars are “Arcadian Library Online presents clear Library Online to academic and scholarly unable to examine the Arcadian Library’s evidence for this transmission, and for the libraries and institutions worldwide and are holdings in person. subsequent cross-pollination of ideas between bringing its riches to new generations at a time the Middle East and Europe, through the manu- In a note to me later, Nigel, a publish- when the need for inter-cultural understanding scripts and books within the library’s collection ing veteran, who holds a PhD in biological has never been more acute.” which are reproduced here in high-resolution anthropology, expanded on his comments: detail, and in a readily searchable form in As a long-time and still active PROSE “Arcadian Library Online sheds a timely English and Arabic, including marginalia and judge, I’m pleased that the professional and light on the oft-forgotten transmission of expert commentaries. scholarly publishing industry has honored scientific and medical knowledge from the such a wonderful project, which is particularly Arab and Persian world to Europe, and does “The platform is superbly designed to important at these fraught times. In addition, so magnificently. The Islamic world inherited fulfill the deeply worthy and opportune I’m proud that my fellow judges were able and translated much of the surviving wisdom mission of the library to explain part of the to recognize that an online publication was of ancient Greece, but also added greatly to intellectual debt that the West owes to the worthy of the Hawkins award. that knowledge in areas such as mathematics. Islamic world.”

48 Against the Grain / April 2018 Essential reading from berghahn THE VIRAGO STORY OIL AND SOVEREIGNTY Assessing the Impact of a Feminist Petro-Knowledge and Energy Policy in the United States Publishing Phenomenon and Western Europe in the 1970s Catherine Riley Rüdiger Graf “Not only does it evocatively capture a historical moment, but it Praise for the German Edition: “Succeeds in the difficult task of shedding also serves as an important case study in business history, provides new light on a topic that has been analysed from many different a critical intellectual history of feminism, and even alters our perspectives… It deserves a wide readership.” • German History understanding of the book itself.” · Jennifer Scanlon, Bowdoin College April 2018 April 2018 HEADING FOR THE SCENE OF THE CRASH GLOBAL SUSTAINABILITY AND The Cultural Analysis of America COMMUNITIES OF PRACTICE Lee Drummond Edited by Carl A. Maida and Sam Beck This collection of essays aims to refashion cultural analysis into a This volume illustrates how participatory researchers and students, hard-edged tool for the study of American society and culture, as well as policy and community leaders, find ways to engage addressing topics including the 9/11 terrorist attacks, abortion, with the broader public when it comes to global sustainability sports doping, and the Jonestown massacre-suicides. research and practice. March 2018 • Loose Can(n)ons March 2018 ANIMISM BEYOND THE SOUL THE EXPERIENCE OF NEOLIBERAL EDUCATION Ontology, Reflexivity, and the Making of Edited by Bonnie Urciuoli Anthropological Knowledge Edited by Katherine Swancutt and Mireille Mazard Through ethnography-based analysis, the contributors to this volume explore how these commodified "experiences" have The contributors to this volume offer compelling case studies turned students into consumers and given them the illusion that that demonstrate how indigenous animistic practices, concepts, they are in control of their investment. traditions, and ontologies are co-authored in highly reflexive ways May 2018 • Higher Education in Critical Perspective: Practices and Policies by anthropologists and their interlocutors. April 2018 • Studies in Social Analysis

Follow us on Twitter: @BerghahnBooks berghahn NEW YORK . OXFORD www.berghahnbooks.com Stop, Look, Listen — Academic Content for Generation Y: Videos in Scholarly Publishing Column Editor: Dr. Sven Fund (Managing Director, fullstopp GmbH, Wartburgstraße 25A, 10825 Berlin; Phone: +49 (0) 172 511 4899) www.fullstopp.com

ideos as an innovative form of academ- In some fields of research communication, growing, as one of the unintended and rather ic communication are gaining impor- videos already have a certain tradition. The negative implications of digitization. Vtance. They fully use the potential of great collections of historical or media-related A new and very innovative approach is pres- digitality, and they do so to a much greater ex- “publishers” like Alexander Street Press, ently being tested by a startup from Hamburg, tent than older and more established media for- Bloomsbury or Gale are by now present in Germany. Latest Thinking (www.lt.org), as it mats developed in the process of digitization, many libraries around the world. A comparable is called, has set out to explore the boundaries like for instance ebooks or ejournals. And they trend can be observed in some fields of the of research focused around a specific research particularly address new audiences that have natural sciences or engineering, especially in question, and it does so for many different been raised in a different media environment clinical medicine or dentistry. disciplines. The ambition: Latest Thinking and that now enter into the research process. JoVE (www.jove.com), the Journal of Vi- research and also rather discursive questions is not at all short of sual Experiments, has built upon this already and debates are being discussed by top ex- digital innovation. Digital content models as about ten years ago, and in the meantime it has perts in the respective fields. All in English well as its business models are for quite some grown beyond its traditional core. Comparable language, Latest Thinking covers a broad time already the only growth drivers in the to the Journal of Medical Insight (www.jomi. field of topics, from stem cell research and its industry, even if print constitutes still in many com), experts lead their audience through sur- ethical implications to medical complications niches and geographical markets the dominant geries or experiments in the lab and explain from air pollution. The videos, mostly 10 to source of revenue for many publishing houses. either introductory or highly sophisticated pro- 15 minutes long, are structured in chapters to Despite all the innovation in the industry cedures to students and their fellow research- allow for easy navigation through the content, and the proliferation of digital material, eb- ers. Videos in the communication of research from research question to methodology, results ooks and digital journals only exploit a small results are hence much more than the playful and overall relevance of the presentation. fraction of the actual potential of available art to waste time, they very practically help to What is of special interest to users as well as technologies. Relatively young companies shorten time spent in understanding complex researchers that present their results is the fact have followed a promising past to change this issues. At the same time, they help to reduce that Latest Thinking makes all of its content — they use video material to better commu- barriers to research results — an important available in Open Access. The institutions nicate and explain complex issues in science advantage in a time where the attention span of that employ the researchers cover the costs of and research. the average audience is rather decreasing than continued on page 50 Against the Grain / April 2018 49 Both Sides Now: Vendors and Librarians — Write It Down Column Editor: Michael Gruenberg (Managing Partner, Gruenberg Consulting, LLC) www.gruenbergconsulting.com

aving been a sales executive with my assets distributed as I intended in the case Most information industry global responsibilities for many years, of my untimely demise. companies send out renewal HI spent a considerable amount of time My Constitutional Law professor in col- notices 90-120 prior to expi- travelling on planes. Anyone who has ever had lege told the class that “verbal contracts are ration of the subscription. It the pleasure (or not) of lengthy stays aboard a not worth the paper that they are written on.” is within this time period that plane travelling at 30,000 feet in the air has Apparently that was a remark made many years the two parties need to get inevitably picked up the airline magazine to prior to my college days by movie maker and together and hammer out a new agreement. In read. I have never been a fan of those maga- Hollywood legend, Sam Goldwyn. No matter the case of a renewal, these days prior to the zines, but given the boredom of flying, a quick the source, the sentiment is totally correct. Just subscription expiration date give the library perusal of the usually mediocre topics covered like the person who shockingly complains that incredible leverage in the negotiation process. in those magazines will certainly help pass the their “unlocked” car was broken into and their After all, for the aggregator the renewal rep- time if one cares to take the time to look at the wallet was stolen off the front seat, a verbal resents cash flow and continuation of services. articles or has nothing better to do. contract is a disaster in the making. All it Interfering in the timely receipt of any library On one particular flight, after finishing the takes is to lock your car which will deter most renewal will cause a bit of pain for the aggre- crossword puzzle in the airline magazine I thieves. Similarly, if the sales rep and librarian gator. To avoid that pain, the vendor is usually came upon an article that talked about being write down all the provisions of the impending willing to agree to terms more favorable to the able to speak with authority from the grave. contract, then the chance for dissatisfaction library. Why should the library give up that “What fun!” I thought and therefore took the greatly diminishes. edge to the vendor by agreeing to an evergreen clause in the contract? Makes no sense to do so. chance to examine the article. In vendor/librarian negotiation, both par- The writer was talking about the preparation ties need to make it abundantly clear to one For the sales rep, those 90-120 days represent of last wills & testament so as to being able to another the terms and conditions of what each a golden opportunity to not only renew current direct the dispersion of one’s assets after death. party’s responsibilities are. What is everyone’s subscriptions, but interest the library in the com- In essence, the author said, you can literally do expectations and what happens in the unlikely pany’s new offerings. Selling more products to anything you want with your assets as long as event of something going wrong? Whether existing customers is much easier than selling your directions are clearly written down in a le- it’s an order for a new database product, a products to prospects who are not customers. gal document. We laugh when we hear stories new technology or even a simple renewal, the People who have a history of doing business about people leaving their house, possessions parties need to review the contractual details. with the company are more likely to entertain and bank accounts to the family dog after they In the library information world, renewals are the notion of adding additional services due to die, but in actuality they have every right to do an integral part of the relationship between the their comfort level of past satisfactory dealings. so as long as their wishes are clearly spelled vendor and the librarian. Some vendors include And of course, this is the time to “write it down!” out on a legal document. an evergreen provision in the contract with the The great Canadian song writer and per- Many a sister, brother, uncle, aunt, niece, library that allows for an automatic renewal. former, Gordon Lightfoot wrote, “If You nephew or spouse have been, in their estima- By having this provision in the contract, the Could Read My Mind.” The lyrics go “If I tion, blindsided by a deceased, wealthy relative library and the salesperson basically do nothing could read your mind, love, what a tale your who in their will, thought more of Fido, the dog at renewal time and magically, the customer is thoughts could tell…” In the art of negotia- than Irving, the nephew. In this case, Fido will guaranteed another year of that database being tions, since we cannot read each other’s minds, have all the money and Irving will not. available to the patrons of the library. In the writing down the terms and conditions will case of an evergreen provision, the onus is eliminate misinformation and distrust and After reading the article, I realized that I on the library to say what they want to do in will ultimately produce a mutually beneficial needed to construct a will so that my daughter the new subscription year. Say nothing and it relationship between the two parties that should and family would be properly taken care of and automatically renews. last for many years. An evergreen provision is the ultimate shortcut for the sales rep and the informa- Mike is currently the Managing Partner tion professional. And in these times where everyone is busy, one less renewal to worry of Gruenberg Consulting, LLC, a firm he Stop, Look, Listen about may seem to be of interest to both founded in January 2012 after a successful career as a senior sales executive in the from page 49 parties. After all, the evergreen stipulates the percentage of price increase and the terms and information industry. His firm is devoted to producing the videos, allowing them to reach conditions remain the same, as well. But in the provide clients with sales staff analysis, market the widest possible audience. ever-changing world of database technology research, executive coaching, trade show in the information industry, it seems that a preparedness, product placement and best The development of the innovative is en- shortcut may prove to be not the wisest choice practices advice for improving negotiation couraging — Latest Thinking reports strong for either party. Has the technology improved skills for librarians and salespeople. His increases in users accessing their platform over last year and if so, how is that addressed book, “Buying and Selling Information: A every month. in the new contract year? Is the designated Guide for Information Professionals and Videos are, not least because of the easy price increase over last year justified in light of Salespeople to Build Mutual Success” has digital distribution, are increasingly becom- some of the difficulties encountered during the become the definitive book on negotiation ing a serious channel for the communication past subscription year? What remedies is the skills and is available on Amazon, Information of research results. Especially members of customer entitled to if the system is non-oper- Today in print and eBook, Amazon Kindle, generation Y, who have inhaled audio-visual ational for a prolonged period of time? It’s in B&N Nook, Kobo, Apple iBooks, OverDrive, media from their infancy, are attracted by the everyone’s best interest to examine and review 3M Cloud Library, Gale (GVRL), MyiLibrary, medium. before a decision is made to renew by writing ebrary, EBSCO, Blio, and Chegg. www. an agreement amenable to both parties. gruenbergconsulting.com 50 Against the Grain / April 2018 Optimizing Library Services — International Students and Academic Libraries: Identifying Themes in the Literature from 2001 to the Present by Barbara Blummer (Center for Computing Sciences, USA) and Jeffrey M. Kenton (Towson University, USA) Column Editors: Caroline J. Campbell (Promotions Coordinator, IGI Global) and Lindsay Wertman (Managing Director, IGI Global) www.igi-global.com

Column Editors’ Note: This study In- gest a rise in immigration trends will impact language (ESL) programs when completing a ternational Students and Academic Librar- the demographic composition of academic library assignment. To this end, DiMartino ies: Identifying Themes in the Literature institutions, especially in the U.S. and Zoe (2000) urged librarians to understand From 2001 to the Present, is featured in the learning styles, cognitive habits, and cul- the recently released IGI Global book pub- International Students’ tural background of international students to lication, Promoting Ethnic Diversity and Adjustment to Academia support their use of the library. Multiculturalism in Higher Education, Research has identified a variety of factors Ethnic diversity, and especially the ap- edited by Dr. Barbara Blummer (Center that impact international students’ adjust- pearance of international students on college for Computing Sciences, USA), Dr. Jeffrey ment to academic life including: language campuses, exposes students to new perspec- M. Kenton (Towson University, USA), and difficulties, technological barriers, different tives, research opportunities, and pedagogy Dr. Michael Wiatrowski (Independent Re- instructional methods, financial problems, practices. Still, language and cultural barriers searcher, USA) (Copyright Year: 2018; ISBN: discrimination as well as loneliness (Banjong can hinder the academic endeavors of mi- 9781522540977; Pages: 309). — CC & LW & Olson, 2016; Faleel, Tam, Lee, Har, & Foo; norities. It remains especially important that Zhou, Jindal-Snape, Topping, & Todman, administrators, faculty, and librarians devise 2008). Moreover, Koenigstein (2012), Peters strategies to support international students’ Introduction (2010) and Sarkodie-Mensah (2000) believed research and learning activities. Librarians’ According to the Institute of International international students in the U.S. experienced and faculty’s support to international students Education’s Open Doors Report on Interna- cultural shock that produced anxiety and stress. can be aided by understanding how cultural tional Education Exchange, the number of Recent studies support these findings highlight- differences impact their information seeking. international students studying in the United ing the linguistic, cultural, and instructional States (U.S.) is increasing as well as the challenges facing international students (Han Literature Review Method number of U.S. students enrolled in academic & Hall, 2012; Lin & Scherz, 2014). The methodology centered on a literature institutions abroad. In addition, the numbers of Foremost, differences between the libraries review of international students and academic Hispanic, Asian, and nonresident alien students and librarians in students’ native countries libraries from 2001 to the present. To identify attending U.S. academic institutions increased and their host institutions affect international relevant articles on this topic, the authors from 2010 to 2014 (National Center for Edu- students’ utilization of library services and searched the library literature with various cational Statistics, 2016). Other countries are resources (Nataowitz, 1995; Peters, 2010). combinations of the following keywords: reporting a rise in foreign students enrolled in Studies suggested international students visited international, students, library, academic, their universities, as well. Still, studies suggest the library for studying, but not research and university, college, and higher education. The that international students experience difficul- these individuals were less apt to contact a authors truncated terms and limited the results ties in adapting to academia, in part, due to librarian for assistance (Duan, 2016; Haley & to material published after 2000, to reflect the cultural differences. Librarians’ understanding Clough, 2017). Additional barriers to interna- availability of commercial technologies in of international students’ library use patterns tional students’ use of library resources include libraries. The reference lists of relevant papers can foster the development of appropriate difficulty with language, especially English, were also reviewed. informational literacy instruction and outreach as well as a lack of understanding of library Research Analysis & Findings to these individuals and facilitate their use of facilities, resources, and services (Duan, 2016; library resources and services. The authors reviewed 99 papers that re- Varga-Atkins & Ashcroft, 2004). Moreover, ported on international students and academic Background research found international students were libraries. These papers consisted of studies often confused about plagiarism and library A recent United Nations Educational, that examined data from surveys, interviews, jargon (Han & Hall, 2012; Mundava & Gray, Scientific, and Cultural Organization (UNES- focus groups, and reference interactions with 2008; Ramachandran, 2014/2015). Surveys CO) report illustrated the number of students international students as well as their search and focus groups with international students studying in higher education institutions abroad diaries and artifacts. The majority of the papers pointed to the role of language as a barrier to is increasing (United Nations, 2016). The re- did not differentiate among individuals’ ethnic these individuals’ information literacy devel- port identified the most popular countries for status, but 14 out of 99, or 14 percent focused opment as well as the importance of outreach, these students as the U.S., the United Kington, on Asian international students. There was specialized instruction, and campus collabora- Australia, France, Germany, and Russia respec- also research that centered on international tions to improve their research skills (Ishimura, tively. On the other hand, the report pointed to students from Saudi Arabia and developing Howard, & Moukdad, 2007; Jackson, 2005; China, India, Germany, Korea, France, Saudi countries use of the library at Robert Morris Mehra & Bilal, 2007; Safahieh & Singh, 2007; Arabia, and the U.S. as claiming the most University and the University of Delaware Wang, 2008). mobile students. Yi (2007) suggested the respectively (Ibraheem & Devine, 2016; U.S. remained especially attractive to foreign Authors noted international students expe- Iheanacho, 2008). Likewise, more than half students due to the extent of technological rienced anxiety when using the library (Lu & of the studies considered undergraduate and and scientific development in the country. In Adkins, 2012). Battle (2004) found informa- graduate international students, 59 out of 99. addition to an increasing rate of international tion literacy instruction reduced library anxiety However, some research focused on graduate students in the U.S. and abroad, studies sug- for international students in English as a second continued on page 52 Against the Grain / April 2018 51 dents. Librarians collaborated with a variety Haley, A. N., & Clough, P. (2017). Optimizing Library Services of entities inside and outside the institution to Affective experiences of international and from page 51 develop initiatives for international students. home students during the information search Librarians employed user studies to help process. New Review of Academic Librari- or undergraduate international students. In inform the development and assessment of anship, 1-25. addition, three studies consisted of surveys library initiatives to international students. Han, N., & Hall, S. L. (2012). Think glob- and focus groups with librarians that served Technologies were also used to facilitate ally! Enhancing the international student expe- international students. Collectively the liter- library support to international students rience with LibGuides. Journal of Electronic ature presents best practices for librarians and especially websites that offered students Resources Librarianship, 24(4), 288-297. faculty for supporting international students in access to resources and services as well as Ibraheem, A. I., & Devine, C. (2016). their academic research endeavors. other technologies such as library tutorials Saudi students, american academic library: and online tours. The authors identified four themes within A survey. Library Review, 65(4/5), 267-280. the material including: international students in International diversity in higher education Iheanacho, P. C. (2008). A plan for making the library, library initiatives for international offers numerous benefits to the institution. the university of Delaware’s Morris Library students, skills required for librarians’ support Still, administrators, faculty, and librarians more Accessible to students from developing to international students, and marketing and must ensure international individuals remain countries (Doctoral dissertation). Retrieved outreach to international students (see Table satisfied with their academic experience. from ProQuest Dissertation & Theses Global. 1.0). The authors assigned one theme to Librarians’ support to international students (3324456) each paper based on the primary focus of the can enhance their learning and research op- material. Together, these materials highlight portunities. In addition to the provision of Institute of International Education. Open opportunities for librarians in supporting inter- library resources, instruction in information Doors 2015 Report. Retrieved September 27, national students’ use of resources and services literacy skills fosters individuals’ success in 2016, from http://www.iie.org/Who-We-Are/ in academic libraries. academia and beyond. News-and-Events/Press-Center/Press-Releas- es/2015/2015-11-16-Open-Doors-Data#.V-o_ Table 1.0 Distribution of Themes and Papers in the Literature XU0VBUY. Ishimura, Y., Howard, V., & Moukdad, H. (2007). Information literacy in academic libraries: Assessment of Japanese students’ needs for successful assignment completion in two Halifax universities. The Canadian Journal of Information and Library Science, 31(1), 1-26. Jackson, P. A. (2005). Incoming inter- national students and the library: A survey. Reference Services Review 33(2), 197-209. Conclusion References Koenigstein, D. (2012). Alleviating inter- national students’ culture shock and anxiety This study focused on librarians’ efforts Banjong, D. N., & Olson, M. R. (2016). in American academic libraries: Welcome, to support international students in academic Issues and trends of international students in ahlan wa sahlan, anyeong hae sae yo, bien- institutions as reflected in the literature. The the United States. International Journal of venidos, huan ying, sanu da zuwa, shalom, literature illustrated international students uti- Education, 4(1), 1-14. swaagat hai. Library Philosophy and Practice lized the library, but experienced difficulties in Battle, J. C. (2004). The effect of infor- locating items, consulting a reference librarian, Retrieved September 30, 2016, from http:// mation literacy instruction on library anxiety digitalcommons.unl.edu/cgi/viewcontent. and capitalizing on various library services. among international students (Doctoral disser- Still, international students recognized the cgi?article=1812&context=libphilprac. tation). Retrieved from ProQuest Dissertation Lin, S., & Scherz, S. D. (2014). Challenges value of the library and sought additional & Theses Global. (3126554) information on how to utilize collections and facing Asian international graduate students in services. Foremost, articles noted the need for Duan, X. (2016). How they search, how the US: Pedagogical considerations in higher librarians’ outreach and instruction to these in- they feel, and how to serve them? Informa- education. Journal of International Students, dividuals due to their limited use of the library tion needs and seeking behaviors of Chinse 4(1), 16-33. and language difficulties. The literature also students using academic libraries. Interna- Lu, Y., & Adkins, D. (2012). Library discussed the importance of librarians’ commu- tional Information & Library Review, 48(3), anxiety among international graduate stu- nication skills as well as their creation of library 157-168. dents. Paper presented at ASIST, October initiatives and marketing efforts to support DiMartino, D., & Zoe, L. R. (2000). 28-31, 2012. international students’ use of the library. International students and the library: New Mehra, B., & Bilal D. (2007). International In addition to the themes identified tools, new users, and new instruction. In T. E. Students’ Perceptions of their Information above, the review underscored the role of Jacobson & H. C. Williams (Eds.) Teaching Seeking Strategies. Presented at the 35th An- collaboration, user studies, technology, and the New Library to Today’s Users (17-43). nual Conference of the Canadian Association communication in facilitating library support New York: Neal-Schuman. for Information Science, May 10–12, Montreal to international students. An examination of Faleel, S., Tam, C., Lee, T., Har, W., & (Quebec), Canada. these topics illustrates the interrelationship Foo. (2012). Stress, perceived social support Mundava, M. C., & Gray, L. (2008). among the themes and highlights the need for of coping capability and depression: A study Meeting them where they are: Marketing to a multifaceted approach to providing library of local and foreign Students in the Malaysian international student populations in U.S. aca- support to international students. context. International Journal of Social, demic libraries. Technical Services Quarterly, Collaboration was paramount in the pro- Behavioral, Educational, Economic, Business 25(3), 35-48. vision of library support to international stu- and Industrial Engineering, 6(1), 1-7. continued on page 53

52 Against the Grain / April 2018 Optimizing Library Services Let’s Get Technical — The from page 52

Natowitz, A. (1995). International student Care and Feeding of Local in US academic libraries: Recent concerns and trends. Research Strategies, 13(1), 4-16. Data in a ILS Migration Peters, D. E. (2010). International Stu- dents and Academic Libraries: A Survey of Column Editors: Stacey Marien (Acquisitions Librarian, Issues and Annotated Bibliography. Lanham: American University Library) The Scarecrow Press. Ramachandran, H. (2014). International and Alayne Mundt (Resource Description Librarian, American University Library) students within our borders: Improving infor- mation literacy and library services for grad- uate engineering students. Paper presented at The Situation retain the local fields. As we have discovered the Special Libraries Association Conference, in the catalog at American University, this Vancouver, B.C., June 8-10th. Retrieved In a previous article “A Herculean Task: Cleanup in Preparation for Migrating to a New can be a challenge because of changing local September 30,2016, from http://www.sla. practices and national standards over time, org/2014-contributed-paper. ILS” (ATG v.28#6, Dec.16-Jan.17) we outlined some recommendations for areas to cleanup missing historical institutional knowledge, Safahieh, H., & Singh, D. (2007). Infor- in preparation for migrating to a new ILS. As and even no knowledge of some local notes or mation communication channels for incoming we edge closer to implementation and cutover collections, especially in international students at public universities in to Ex Libris’s Alma and decisions have been and Archives. As a result, it can be difficult to Malaysia. In Building an information society made as to how to migrate records and move locate all the local notes and other fields that for all: Proceedings of the International Con- to a single record environment, other areas of we have wanted to keep. ference on Libraries, Information and Society, bibliographic data have come to the forefront The Process Petaling Jaya, Malaysia, 26-27 June 2007, as areas for examination and potential prepa- (pp. 137-144). ration and cleanup. This is particularly true in In the Voyager environment, with the per- Sarkodie-Mensah, K. (2010). Plagiarism areas of local enhancements and local notes in missions and knowledge we have currently, and the international student. Catholic Library bibliographic records. we have used a couple of methods to perform World, 80, 197-202. the identification of records and individual After the decision to migrate from Ex fields that need tagging, as well as the tagging United Nations Educational, Scientific and Libris’s Voyager to Alma, it was decided by Cultural Organization. Institute for Statistics. itself. For the identification, one method we our consortia leadership that the bibliographic have used has been to run reports in Microsoft (2016). Global Flow of Tertiary-Level Stu- records from the nine WRLC libraries would dents. Retrieved September 27, 2016, from Access on records to locate local fields that we be merged into a single record environment. want to keep. The challenge with this is if the http://www.uis.unesco.org/Education/Pages/ Historically within the WRLC consortia, international-student-flow-viz.aspx. field is not indexed in your system, as is the each institution has maintained their own bib- case with many 5xx notes, running reports can U.S. Dept. of Education. Institute of Edu- liographic records. This means, for example, be difficult and time-consuming. It does help cation Sciences. National Center for Education that if five of the nine schools held the same if you know the specific field or phrasing you Statistics. (2016). bibliographic record with the same OCLC are looking for. Another method is to extract Varga-Atkins, T., & Ashcroft, L. (2004). number for a work, there would be five similar the records and use MarcEdit’s delimited text Information skills of undergraduate business records in our shared catalog with the same translator tool or OpenRefine to parse out students: A comparison of UK and international identifier. While there have been some benefits individual MARC fields into spreadsheets for students. Library Management, 25(1/2), 39-55. to this, it has also been relatively inefficient identification. and cumbersome from a discoverability and Wang, J. (2008). Toward understanding Once records with local fields we want to record and authority maintenance perspective. international students: A study conducted keep are identified, there are a couple of options at Middle Tennessee State University. The The WRLC Metadata Committee, com- for tagging fields we want to retain. Moving Southeastern Librarians, 56(3), 4-10. prised of mostly heads of cataloging from each fields and tagging with the $9 LOCAL can be Yi, Z. (2007). International student per- of the schools in the consortia, needed a plan performed on the record set within MarcEdit ceptions of information needs and use. The for merging duplicate records while preserv- and the records can be reimported and overlaid Journal of Academic Librarianship, 33(6), ing local data. Thus, while also performing onto the existing record in the catalog. Alter- 666-673. cleanup on areas recommended by Ex Libris natively, many ILS’s have a batch change tool Zhou, Y., Jindal-Snape, D., Topping, K., and already identified by the committee, the that can be used to make these modifications & Todman, J. (2008). Theoretical models of group began working on making provisions within the records themselves. Voyager has culture shock and adaptation in international to retain a wide range of local enhancements a module called Global Data Change (GDC) students in higher education. Studies in Higher and customizations from each institution’s that will move, add, or modify fields in both Education, 33(1), 63-75. individual records prior to the merge. This the bibliographic and holdings records, if it ranges from retaining local provenance notes has the bibliographic or holdings ID number. Additional Readings to locally added Varying Form of Title (MARC This is an exceptionally useful tool in that one Bhattacharyya, S., & Patnaik, K. R. 246) fields, as well as vendor-provided tables can also review changes in a preview mode (Eds.). (2018). Changing the scope of library of contents fields, and Demand Driven Ac- before they are made in the records, and can set instruction in the digital age. Hershey, PA: quisitions information. Ex Libris provides conditions for making changes, so that errors IGI Global. a range of 9xx fields for migrating local data are minimized. GDC also has a function to that libraries want to preserve and keep in their Bonnand, S., & Hansen, M. A. (Eds.). search for and create sets of records that meet institution zones, and the group has worked on (2015). Innovative solutions for building certain parameters, which could probably be defining fields for mapping local data to ensure community in academic libraries. Hershey, used to make changes, though we have not it is preserved. PA: IGI Global. experimented with this feature. At American University, we have used a combination of Ruan, L., Zhu, Q., & Ye, Y. (Eds.). (2017). With the mapping and migrating plans in place, it is incumbent on each institution to making batch changes in GDC and MarcEdit Academic library development and adminis- and overlaying records to make these modi- tration in china. Hershey, PA: IGI Global. ensure the mapping of the appropriate fields and tag with a $9 LOCAL to identify and continued on page 54

Against the Grain / April 2018 53 takes place. In our case, because of merging local notes, including standardized Let’s Get Technical to a single record and the desire to keep lo- phrasing and consistently using the from page 53 cally added 246 fields in certain areas of the same 5xx field. collection, we intend to keep the original 246 3) Consult with colleagues. Col- fications. Our Metadata librarian has found and copy it to the locally defined 9xx field, so leagues that work in specific areas, or that it is less efficient to make the changes in that it is still searchable, and discoverability is that have long-standing institutional OpenRefine and re-convert the files back into not lost. We are endeavoring to do this for 246 knowledge are indispensable in help- MARC. and any other fields containing access points, ing to identify pockets of materials Additionally, our consortia office has assist- such as locally added 700 fields containing a that may have been treated differently. ed with migrating fields to locally defined fields donor’s name, for example. Additionally, subject specialists may and adding the $9 LOCAL tag for records di- Recommendations have recommendations for whether rectly on the production server by searching for or how to keep local enhancements common phrasing we gave them that we knew Here are a few recommendations to con- such as specially created 246 fields for were in certain fields. Examples we provided sider when going through a similar process, varying titles. Talk with your special them included “gift of,” “special collections regardless of whether you are merging records collections librarians, art, music, and copy,” “signed by,” and “faculty author” in or doing any sort of migration or remediation. media librarians, and archivists. They specific fields that we know are heavily used, 1) Know your local data. It has been may be helpful in identifying areas that such as the 541 Source of Acquisitions note, a challenge to identify all the local data need closer examination, or in making and the 561 Ownership and Custodial History and notes we wanted to keep. Luckily recommendations about useful infor- note fields. Although this process has caught with experienced staff and indispensable mation to preserve or clean up that may and changed at least 20,000 commonly local tools such as MarcEdit, it has made the not be immediately obvious. Consider notes, it did not catch everything, though it was process of finding and mapping local making a repository of standard notes helpful in catching a large chunk of the most fields easier. used, for both catalogers as well as common local notes. 2) Make local data consistent. There public services staff to refer to. One thing to consider when moving certain have been a variety of practices over fields that you want to retain in this type of time to identify gift notes and local migration is the impact it could have prior to collections, such as a variety of different migration. Depending on the timeline, it could 5xx fields and local series statements. be many months between when you perform It is exceptionally helpful to maintain these changes and when the actual migration consistent local practices when adding

Biz of Acq / The Biz of Digital — Gone with the Old, In with the New The Disappearance of Library Acquisitions and the Emergence of the E- and the Digital Column Editor: Michelle Flinchbaugh (Acquisitions and Digital Scholarship Services Librarian, Albin O. Kuhn Library & Gallery, University of Maryland Baltimore County, 1000 Hilltop Circle, Baltimore, MD 21250; Phone: 410-455-6754; Fax: 410-455-1598)

Column Editor’s Note: This is the last “Biz of Acq” column librarians, and there are simply far fewer working acquisitions librarians and the first “Biz of Digital” column. It’s sad to be wrapping up the than there once were. With the switch to e-resources well on its way long-running “Biz of Acq,” but exciting to moving into new territory. to completion, positions for acquisitions librarians are morphing into Libraries have changed massively since the “Biz of Acq” column positions for electronic resource managers. With the popularity of eBook began, and dedicated acquisitions librarians, the authors of the col- packages and PDA or DDA (patron driven acquisition or demand driven umn and a large portion of the target audience, are disappearing as acquisitions), even the title-by-title purchase of monographs is being libraries shift resources to e-resources and e-resource management, whittled down to nothing, leaving small units that don’t need dedicated discovery services, digital special collections, and digital scholarship managers. LSPs (Library Service Platforms — the next generation ILSs) (services). The new column will cover the wide array of facilities, allow for flexible workflows joining acquisitions and cataloging into equipment, systems, and services that support digital collections one unified function so that the person doing acquisitions is no longer and digital scholarship. Following the tone set by “Biz of Acq,” as needed. Combining acquisitions with other units such as interlibrary a “Biz” column, the goal will be to provide digital collections and loan and collection management streamlines workflows, making it digital scholarship librarians, and the vendors of systems, equipment, increasingly popular for acquisitions to be consumed by a greater or and services to support them, with current information on events in the larger concept. Acquisitions Librarians retire or move on and their field, and practical insights into techniques and process by working positions are re-purposed, or they pick up new work and expertise, and librarians. My hope is that it will eventually be joined by a sister the position that they’re in is re-repurposed to new area they’ve been working in. Mandatory moves to different positions or downsizing are column or two covering the “Biz” of e-resource management and also possible, although I haven’t heard of an acquisitions librarian being discovery services. — MF downsized or being forced to move to a new position. My medium sized library once had two professional librarians ded- The Disappearance of Library Acquisitions icated to acquisitions — a serials librarian and an acquisitions librarian The “Biz of Acq” column is a longstanding feature in Against the managing monographic acquisitions. With the retirement of the serials Grain, but it has become increasing difficult to find authors willing to librarian, our professional e-resources cataloger and discovery services write for the column. The authors for “Biz of Acq” are generally working continued on page 55

54 Against the Grain / April 2018 Biz of Acq from page 54 manager will most likely be joined by another position dedicated to man- aging e-resources to replace the serials librarian. Nearly ten years ago as the work of my acquisitions unit began to decline, I started working on selling and developing an institutional repository at my institution, and as that grew into a consortial repository, and then into a developed system ready for implementation, the time that I spent on acquisitions dwindled to nearly nothing. Doing outreach on the repository, some faculty asked if the library could collaborate on their digital projects and initiatives, and I also began to champion for them within the library, sometimes per- Experience Choice sonally participating in projects, other times advocating for asking other librarians with specific expertise to do this. A few years down the line Where extraordinary service happens. doing this work, my job description and title were formally changed to include digital scholarship services along with acquisitions. Last month For over 40 years, WT Cox Information Services I was asked if I’m willing to move into a full-time Digital Scholarship Services position to be located in our library IT department, and I agreed. has been a trusted provider of professional The remainder of what work I do for acquisitions will move to technicians serials management services. Experience and within six months I’ll no longer have a role in acquisitions except for perhaps an occasional question, and maybe some time dedicated to expert customer service, user-friendly tools, help acquisitions with an eventual transition to a new ILS. My library and a host of integrated services. will not have even one dedicated acquisitions librarian left. I believe that this is typical of what’s happening in libraries across the country as they-configure to eliminate or minimize historical functions that are no Electronic and Print Serials Management longer as important as they once were and to better manage and engage the new ones that take a growing portion of the available resources. eStats - Statistics & Analytics Tool What is the Digital? JournalFinder ® - A-Z List, Link Resolver & ERM My position encompasses digital scholarship, but not digitized special collections, which we refer to here as “digital collections.” Our institutional repository, which I refer to as a “digital repository,” www.wtcox.com encompasses digital scholarship, the work done by my university community. Essentially, my purview is primarily born-digital object that are the outcome of the university’s teaching, research, and service. Digital collections’ sole relationship to the university is that we happen to own them and they are rare and unique materials of particular value that we digitize to make them more accessible. But digital collections 4. Using digital collections and tools for their analysis and study also includes digitized portion of the university archives, a part of to generate new intellectual products special collections, which includes documentation of the university’s 5. Creating authoring tools for these new intellectual products historic operating processes including facilities, events, planning, etc. but excludes the university’s products or scholarship. Our digitized Libraries may be actively engaged in these activities or provide special collection platform is CONTENTdm, but our digital scholarship instruction and support for them. All will be fair game in the new platform is dSPACE. column. Digital Collections, often located in special collections, is something that I’ll abstain from talking about because I don’t do it Our shared dSPACE repository, MD-SOAR (Maryland Shared personally — however, future articles will include authors who do Open Access Repository, here: https://mdsoar.org/), includes libraries this, in addition to authors who do both digital collections and digital where there is no distinction between digital scholarship and digital repositories writing about their work, but calling it just one of them. collections — the same person does both, and it all goes on dSPACE, It will also include authors writing about other digital scholarship and they consider both to be part of the repository. Digital Scholarship services, systems, and initiatives in their libraries, such as researcher Services can also include an array of services in addition to a repository profiles, digital project consulting services, support for copyright, fair such altmetrics and digital scholarship labs. use, author rights, author identifiers, etc. Confused by all of this digital stuff? Of course, there are no standard definitions of these digital things that we do and support at this point in Developing the Biz of Digital Column time, and the same term means something different to different librarians For the new column, I’m looking for active communities of even at the regional level. For the column title, we’re just using “Biz of librarians engaged in digital activities who might author articles, Digital” in order to hopefully engage with digital libraries, collection, or even just the names of contact information for potential authors. and scholarship regardless of local definitions and variations in meaning. Scholcomm, the ACRL discussion list for issues related to scholarly And it keeps the confusion out of the title at least. research and communication may be a source to find potential au- In order to give this column a scope, I’m slightly modifying a defi- thors but this community doesn’t fully encompass and engage with nition of digital scholarship from Our Cultural Commonwealth: The all that I hope that the new column will offer. What else is out there Report of the American Council of Learned Societies Commission on that I’m not aware of? I’m also looking for Cyberinfrastructure for the Humanities and Social Sciences (http://www. possible topics. What do you want to read acls.org/uploadedFiles/Publications/Programs/Our_Cultural_Com- about? If you have ideas monwealth.pdf, p. 16) because it’s both very specific, yet broad enough about any of these things to include all things digital being done in libraries today: please contact me, and help to make 1. Building a digital collection of information for further study “The Biz of Dig” and analysis interesting and 2. Creating appropriate tools for building digital collections informative. 3. Creating appropriate tools for the analysis and study of digital collections

Against the Grain / April 2018 55 Being Earnest with Collections — Improving Access to Electronic Collections Through Enhanced Staffing by Lori Duggan (Head, Electronic Resources Acquisitions, Indiana University Libraries) and Caitlin Lamb (Electronic Resources Procurement Manager, Indiana University Libraries) and Ruth Light (Electronic Resources Access Manager, Indiana University Libraries) Column Editor: Michael A. Arthur (Associate Professor, Head, Resource Acquisition & Discovery, The University of Alabama Libraries, Box 870266, Tuscaloosa, AL 35487; Phone: 205-348-1493; Fax: 205-348-6358)

Column Editor’s Notes: In this issue of a higher level and scope of decision making consult with other areas within the library to see Being Earnest with Collections, the focus than the clerical staff level, who primarily work what insight they can share with us about the turns to making use of new staffing by im- according to well-established guidelines with e-resource user experience. Since the ERA unit proving services and increasing collaboration limited decision-making authority. In 2015 we typically works behind the scenes, it is benefi- with other library units. I recently spoke with were able to promote one of the unit’s clerical cial to establish consistent communication with Lori Duggan and learned of her successful support staff members to the professional staff those areas that regularly interface directly with efforts to increase staffing within the Elec- level in a newly created Procurement Manager students and researchers. In particular, we were tronic Resources Acquisitions Unit at Indiana position, resulting in the unit being staffed with able to collaborate with the Interlibrary Loan University. I was impressed with her team’s one librarian, two professional staff, and one department, and this relationship provided us efforts to make better use of ILL data and to clerical support staff member (4 FTE). The with some very useful information. improve the user experience. In this article, professional level staff possess a higher level of ILL request data is a valuable source of the ERA team provides a number of practical technical skill, with a broad level of scope and information for those interested in examin- applications that may help other ER units decision making capabilities. This enhanced ing how patrons are interacting with library with requests for new staffing. By improving level of staffing has enabled the unit to engage resources. From an electronic resources outcomes for end user, their team contributed in higher-level projects with increased impact management perspective, ILL data can help to return on investment and reduced various on the Libraries, and has aligned the unit for us pinpoint where access issues are cropping success in the current electronic resources linking errors. — MA up. The interlibrary loan ILLiad management management environment. software interfaces directly with our discovery Implementation of a system and makes request data available to here is no question that approaches to ILL staff. The data gives us detailed infor- managing library electronic resources Ticketing System mation regarding what database records (if have continually evolved over the past One of the first projects tackled with the any) from which the patrons are generating T creation of the Access Manager position was the ILL request. several years. Since before the turn of the millennium, these resources have undergone the implementation of a ticketing system We were particularly interested in review- a steady increase in importance, content, and to track access interruption reports. After ing cancelled requests, specifically requests scope, and comprise a growing percentage of considering the various options, we chose to cancelled because the library has electronic library collection development budgets. Given use Jira, an issue and project tracking system access to the requested material. By analyzing the expansion and increasing impact of these that other departments and units within the IU those requests, we can attempt to determine resources, it stands to reason that staffing lev- Libraries also used. whether the patron encountered any errors that els in units working with electronic resources Prior to the implementation of Jira, the had led them to conclude (incorrectly) that the must evolve to meet the multiple challenges unit utilized a spreadsheet to track and docu- library did not have full text access to the re- presented in managing the electronic resources ment access interruptions. While this worked quested book, article, etc. The data allows us to life-cycle. The Electronic Resources Acqui- well-enough, it did not link easily to the email replicate searches and requests with accuracy, sitions (ERA) unit at Indiana University correspondence received and staff occasionally so in many cases we can view the search as Libraries is no exception. failed to record access problems since the pro- the patron viewed it. The head of Document By 2008, the ERA unit, which manages cess was manual. With Jira, the first response Delivery Services is able to generate monthly the licensing and acquisition of databases, to any inquiry creates a ticket in the system, spreadsheets of cancelled full text request data e-resource collections, streaming video, and and follow-up correspondence attaches easily via ILLiad, and she has begun dispatching these more, was staffed at a level of 1.5 librarians to the ticket. This reduces the likelihood that reports to us on a monthly basis. and 1 clerical support staff member (2.5 FTE). a reported interruption will go unrecorded. Using this data, we were able to identify As the quantity and complexity of electronic Additionally, we use reporting functionality and correct some minor and major access is- resources increased over the years, it became within the system to look at trends in our access sues. On the minor side, we have been able to clear that staffing would need to be adjusted as interruption reports to determine which areas discover individual incidents of incompatible well. In 2010 the unit added an additional cler- to address not only reactively but also proac- metadata communication between systems. ical support staff member in order to address tively via projects and changes to our resource Where possible we have reported these incon- the increasing workload of the unit. The ERA management procedures. Such projects have sistencies to vendors and publishers. We were unit is also tasked with access management included systematic reviews of knowledgebase able to initiate a larger fix for one reoccurring for all licensed electronic resources at Indiana selections for e-resources access, workflow instance of conflicting metadata by including a University Libraries. Over the years it was changes to e-resource activation processes, and “check dissertations holdings” link among the evident that access management for the ex- the implementation of an annual review of our openURL search results regardless of whether pansive collection of electronic resources the A to Z databases list. the metadata indicates the format is disserta- Libraries had procured had become a critical Using Interlibrary Loan Data to tion. We identified a number of requests for area of need. In 2013, the unit added a newly dissertations to which we had full text access, created position of Access Manager at an in- Improve Access to Collections but when we replicated the patron’s search, creased professional, non-academic staff level. We do not rely on ticketing data alone to we saw there was no option to search our This professional staff rank is able to work at determine areas of improvement. We also continued on page 57

56 Against the Grain / April 2018 Uncovering Hidden Access September through December of 2016 and Being Earnest with Collections Interruptions Through EZProxy Data 2017, the number of errors compiled in the from page 56 log decreased 44.5%. At this point, many Another cross-departmental project with of the items that appear on the log are due to significant impact occurred in conjunction dissertation databases. This was because the bad links on non-library sources (e.g., course with our DUX department and Library metadata was not reflecting the format, and syllabi). Although these problems were not Technologies. When a URL has our proxy so the “check dissertations holdings” option explicitly apparent to us previously due to was not triggered. Instead of requesting a fix prefix prepended but the URL itself has not been added to the EZproxy configuration, a infrequent reporting, this project clearly iden- for the metadata on each individual record, tified a hidden problem that greatly affected our electronic resources manager worked in needhost error occurs. Previously, we would library users. collaboration with our Discovery and User receive very few reports of these problems Experience (DUX) department to make sure throughout the year. The error page that the These high-level projects completed by that the “check dissertations holdings” will user saw did not always inspire confidence the Electronic Resources Acquisitions unit always be an option. In this way, patrons can as it lacked any sort of Indiana University illustrate the impact higher level staffing has easily access the desired dissertation. branding, and it was suspected that users had on the operation. The development of a ILL data has also alerted us to missing might fear it was a malicious site. Addition- trouble ticketing system for the unit has been content, both on the vendor side, and in our ally, unless the patron chose to click on the especially useful in tracking and resolving own catalog. We have come across requests link to request assistance, the libraries did not access reports as efficiently and thoroughly as for articles that were missing from certain know that the error occurred. possible. Electronic resource problem reports publisher sites and databases. In these cases, ERA staff worked with DUX and Library decreased by nearly 11% after the first year of the article was available via another one of Technologies to create a new error mes- implementing the system, and the unit is now our subscriptions, and we were able to contact sage page that included poised to proactively locate certain vendors to notify them of missing IU branding, more us- and address potential ac- content. A cancelled request for a histori- er-friendly wording cess problems before cal document caused us to realize we were of the error, and a they are encountered by missing not just one record in our catalog, way to contact the users. While increasing but a number of additional records from that library to report the the amount of staff in particular primary source database. Although problem. Moreover, our unit was necessary we had access to the digital document when Library Technologies over time in order to we searched directly in the database, patrons configured a log file address the increase searching our catalog would not have had the to be sent nightly to in electronic resources opportunity to discover it. With this particular ERA’s helpdesk that acquisitions over the database, we rely on MARC records supplied provided a list of all years, increasing the from the vendor, which are loaded periodical- of the needhost errors classification and skill ly. It turned out we were missing a relatively that occurred during level of the staff in the large number of records. the day. With this ERA unit has allowed Reviewing cancelled ILL requests also list, ERA professional for more complex trou- clued us in to a number of e-journal title staff are able investigate bleshooting and collab- changes and splits. Journal titles often change the source of these issues oration with other library over the course of publication, and we found even without patrons reporting the problem. departments on technical issues such as the that sometimes an incorrect iteration of the The statistics available from compiling management of our proxy server, user expe- title was being cited or searched. Additional- the log files confirmed what had long been rience, and more. The result has been a vast ly, we found that some titles were incorrectly suspected: patrons were not reporting these improvement in the overall experience and represented in our catalog. Recognizing this errors to the Library. We launched the up- access for our users, maximizing problem-free trend steered us toward another project, a re- dated needhost setup on September 7, 2016. usage and cost effectiveness of our crucial view of our e-journal holdings. We undertook Over the remaining weeks of September, the electronic resource collections. this project in collaboration with the Serials system logged 217 needhost errors. None of Acquisitions unit. The two units reviewed these errors were reported to ERA. Through the Library’s e-journal holdings to confirm the logs, we discovered significant linking that titles and years accessible were accu- issues throughout our subject guides and other rate, and correctly described in the catalog. library interfaces. As we discovered issues This project contributed to the substantial and made the necessary changes to either decrease in holdings problems reported to library links or the proxy configuration files, ERA. Between 2015 and 2017, the number of the number of errors decreased significantly. holdings problems reported decreased 11.9% Although we only have data for 4 months in and number of openURL problems reported 2016, there were only 129 more needhost decreased 15.4%. errors in the whole of 2017. Comparing

books, manuscripts and other objects. “This html to access these and other Story Maps Rumors innovative technology allows curators at the collections from the Library of Congress. The from page 46 Library of Congress to connect collections LC expects to launch additional applications online like never before,” said Paulette Hasier, in the coming year. through the South to newspapers that were chief of the Geography and Map Division at The vivacious Charlie Rapple had an produced in Japanese-American internment the Library and pioneer of this new initiative. interesting essay in The Scholarly Kitchen camps during World War II, the featured “Story Maps showcases LC treasures while April 27, “Can Handwriting Be Copyrighted.” applications showcase striking images from serving as a roadmap for the public on the I was talking by email to Lolly Gasaway after the Library’s collections and use data to map infinite and engaging ways they can use our I saw this post! Lolly is retired but she still the attributes and history behind some of the data.” Go to loc.gov/rr/geogmap/storymaps. continued on page 59

Against the Grain / April 2018 57 Considering Games and Gamification in Libraries & Associated Entities — Surely, You Can’t Be Serious: When Library Folk Go Game Column Editor: Jared Alexander Seay (Media & Services Coordinator, Addlestone Library, College of Charleston, Charleston, SC 29424; Phone: 843-953-1428) blogs.cofc.edu/seayj

Just Try Not to Die and also a great many bars and pubs who have their own library of board The looming timer on the wall confirms what the disembodied voice games. For those non-bartenders and non-public librarians out there just told you. You have less than 10 minutes left. You and your associates who may think that the game of Monopoly defines board games, you have spent the better part of the last hour working your way through a may be forgiven (just this once) for wondering surely how the whole series of puzzles scattered across the room and numerous cryptic num- phenomenon of games and gamification has — and is — transforming bers and words scrawled on the walls. You have frantically ransacked libraries and the world, and when did games became so...well...serious. the room looking for clues to the key that will release you from this room I am serious. And don’t call me Shirley. before — before — something terrible happens.... (Sorry, I couldn’t help myself.) If you have not already treated yourself (and a group of curious Back in olden times, (before the 1980s) when games were thought friends) to the escape room phenomenon, you are missing a mind 1 to be mere trifling pastimes, perhaps a librarian named Shirley (or a stretching / nail biting experience. Market Watch calls this multiplayer librarian who knew someone named Shirley) was the first to host a endeavor in which players solve a series of puzzles and riddles using game night at her public library — in the children’s section of course. clues, hints and strategy “part game, part theater, part team-building ex- 2 Because, sure, playtime in the library was okay some of the time, but ercise.” Geek and Sundry says “the most literal definition of anescape only in public libraries in the children’s section. Surely, Shirley had no room is a game which requires players to escape from imprisonment by idea what a spectacular precedent she had set. But, born that night was exploiting their surroundings.” The kicker is that these objectives are probably the biggest library outreach concept since the . in a room into which you and your hapless friends have been “locked/ trapped.” Fail to solve the puzzles, riddles, and mysteries within the Games in the library — at least in public libraries — are now as ubiq- allotted time limit (usually 60) minutes, and you are all “murdered” or uitous as computer stations and story time. What could be more normal “blown up” or “suffocated” or “ripped apart by zombies” or “sucked than a game night in a public library? The sight of tweens and teens out of an airlock.” Sometimes you are merely playing for the fate of gathered around screens of Mario Kart, or Dance Dance Revolution or humanity or a small subset thereof (who will subsequently die of disease, Guitar Hero in a public library game night is now common as is those or irradiated, or eaten by zombies if you fail). More amazing still is same young people (and even older folks) huddled around board game that you actually pay someone money to be locked into a room with tables playing Settlers of Catan, Ticket to Ride, or Pandemic. In fact a ticking time bomb (it’s even a lucrative increased group participation in video games and business).2 How cool is that? the new renaissance in board games has dramatically fueled the idea of libraries Now think about this: Players use as community spaces. knowledge and/or skill with knowledge Games themselves are serious (possibly retrieved from a primary or business. Video games alone gener- secondary source) to find clues to find ated over $108 billion in revenues in more knowledge to solve problems? 2017.8 Sales in board games in the Does this not have “library” written U.S grew by 28% between spring of all over it? 2016 and spring of 2017 and global Type in “escape rooms” and “libraries” into Google and sit back. sales was $9.6 billion in 2016.9 Indeed, the new resurgence in board Now that is cool. Libraries have been keen to creatively apply the games has been labeled a board game renaissance. Some of the games puzzle solving and information gathering attributes of the escape room themselves have become serious as learning and training tools in all concept to comparable skills needed to use library resources. So, it is areas of business and industry. Basically a “serious game” is a game no mystery why escape rooms in public and academic libraries are the “designed for a primary purpose other than pure entertainment.” It has latest hot library outreach, promotion and instruction thing. To coin a allowed trainers and educators to embrace the potential for games to phrase they are HUGE. The February issue of College and Research engage and simulate risk and reality, without the risk of reality. It is Libraries News3 has a story on how librarians and a faculty member at “play” for a productive purpose. As a section of the site for the MIT the University of Albany, SUNY have designed and implemented an Game Lab10 puts it, “Modern games have brought the power of play to escape room immersive game platform in an information literacy class. many endeavors — from entertainment to education, art to activism, Many other library publications (Library Quarterly,4 American Librar- science to socialization, and more.” 5 6 ies, Journal ) have all recently featured articles on the This revolution is not seen just in the proliferation of games them- library application of escape rooms, and there are countless blogs and selves (both digital and analog). Gamification — the process of adding websites on how to bring the concept to your library (See library lady 7 games or game-like elements to something (such as a task) so as to nicole blog manual on the subject). Your only problems will be how encourage participation — has immersed the planet in a ubiquitous to fit this into your normal “game night” schedule and how to store all social “game think.” So, to some extent gamification is the concept those props among your game collections. of adding “a spoonful of sugar” to help the medicine go down. But, Just as surely as there is a gamified world, libraries have become the terms “engagement” and “participation” are critical. Far from just places transformed by games and a place for gaming the transformation making a task more palatable, gamification incorporates an entire system (see what I did there?). This should not be surprising, considering the of elements and principles that both encourages and compels a user. recent history of libraries and games — particularly board games. Ok, Behavior manipulation sounds a bit harsh. So, let’s just refer to it as while no one is looking I challenge you to type the following terms into user centered instruction engagement. It is an engagement application Google: board, game, and public library. My last such search retrieved that libraries are particularly placed to absorb and use to their advantage. almost three million results. That is just board games and public librar- In fact libraries seem to have benefited particularly from this alluring ies. These hits mostly include circulating board game collections, board game revolution that has swept society. game outreach programs, ALA roundtables on board (tabletop) games, continued on page 59

58 Against the Grain / April 2018 Considering Games and Gamification in Libraries ... Endnotes from page 58 1. Sally French. “The unbelievably lucrative business of escape rooms.” Market Watch, July 21, 2015, https://www.marketwatch.com/story/the- What do you mean, we don’t need no stinkin’ badges? weird-new-world-of-escape-room-businesses-2015-07-20. Academic libraries in both K-12 and higher education have adapted 2. Aaron Hallaway. “What is a ‘Room Escape’?” Geek & Sundry, games and gamification instruction for learner/user engagement to en- May 29, 2015, https://geekandsundry.com/what-is-a-room-escape/. hance their traditional library role of supporting faculty teaching and 3. Susan Detwiler, Trudi Jacobson, Kelsey O’Brien. “BreakoutEDU: student learning. From actual problem solving games to gamification Helping students break out of their comfort zones.” College & Research badges and incentives, academic libraries are finding that using games Libraries News, vol. 79, no.2, 2018, https://journals.acrl.org/index.php/ and gaming is a very effective way to introduce and teach research and crlnews/article/view/16875/18511. information literacy skills normally taught in bibliographic instruction 4. Raymond Pun. “Hacking the : Wikipedia, Trump, lecture format. Did I mention badges? Because everyone wants badges. and Information Literacy in the escape room at Fresno State.” The Library Quarterly, vol. 87, no 4, October 2017, https://www.journals. I trust you have now assimilated the raison d’être of this column uchicago.edu/doi/abs/10.1086/693489. — how and why libraries have become enmeshed in the game / gami- 5. Katie O’Reilly. “Libraries on Lockdown: Escape rooms: a breakout fication milieu. Yet, while we shall certainly dig deeper into how game trend in youth programming.” American Libraries, September 1, 2016, based learning (GBL) and gamification are transforming libraries, we https://americanlibrariesmagazine.org/2016/09/01/escape-rooms-li- shall consider as well those entities and agents that are concurrently braries-on-lockdown/. entangled in this transformation including the field of education, the 6. Phil Goener. “Breakout EDU brings ‘escape room’ strategy to the game industry itself, and print publishers. Think from Edutopia11 and classroom.” School Library Journal, February 22, 2018, https://www.slj. serious gaming12 to book apps. Interactive multimedia and book apps com/2016/09/reviews/tech/breakout-edu-brings-escape-room-strategy- are just a small step away from merging with gaming and gamification to-the-classroom-slj-review/#. anyway. Indeed, it may not be long until all things merge into the one 7. Nicole Sherer. “Escape Room Manual: A manual for library escape grand unified game entity. Of course, by then we may finally be under room events” Librarylady nicole: Reflections on 10+ years of teen li- the authority of our robot overlords, and our worries will be over. Un- brarianship and discovering what’s next, https://libraryladynicole.com/ til then, I look forward to taking my badges and this column into the programs/escape-room/. gamification maelstrom. 8. Emma McDonald. “The global games market will reach $108.9 billion in 2017 with mobile taking 42%.” New Zoom, April 20, 2017, https://newzoo.com/insights/articles/the-global-games-market-will- reach-108-9-billion-in-2017-with-mobile-taking-42/. Jared Seay is an old school board gamer/tinkerer, reference li- brarian, Director of Media Collections, and general nice guy at the 9. Christine Birkner. “From monopoly to exploding kittens, board games are making a comeback.” Adweek, April 3, 2017, http://www. Addlestone Library at the College of Charleston. He has a degree adweek.com/brand-marketing/from-monopoly-to-exploding-kittens- in media production from Illinois State University and in library board-games-are-making-a-comeback/. and information science from the University of South Carolina. He 10. “What is a serious game?” Growth Engineering, http://www. has utilized games with faculty for classroom learning and library growthengineering.co.uk/what-are-serious-games/. bibliographic instruction and promotion. His gaming events have 11. “Exploring the potential of play.” MIT Game Lab, http://gamelab. included a giant Risk board, a giant Diplomacy board, and a giant mit.edu/about/. Wits and Wagers board (there seems to be a pattern here). He is cur- 12. Edutopia, George Lucas Educational Foundation, https://www. rently working on applying games and gamification to online learning, edutopia.org/. designing a library escape room, and building a TARDIS.

Bloomsbury has announced the news of the acquisition of I.B. Rumors Tauris Publishers. This acquisition comes as Bloomsbury’s Academic from page 57 division kicks off a year of celebrations for their 10th anniversary this May, and will strengthen Bloomsbury’s commitment to serve the loves doing her Q & A column for Against the Grain. Hooray! Lolly scholarly community with original, cutting-edge content. loves questions! Leah Hinds is crafting a form so you can send your www.bloomsbury.com questions directly to us at Against the Grain! Stay tuned. President-elect of SSP 2018-19 is Angela Cochran the associate Scott the bam zowie Plutchak has started a new column in Against publisher and director of journals for the American Society of Civil the Grain! He is an Epistemologist, the one in this issue (also serving Engineers in Reston, Virginia USA. ASCE publishes 36 technical as our Op Ed, see p.32) is awesome. Scott is not scared to buck the journals across all areas of civil engineering. Prior to becoming journals system. Whoa, Scott! director, Angela was the production director at ASCE overseeing all Another new columnist is Corey Seeman who has started a business production aspects of journals, a monthly member magazine, and book slant column. His column in the last issue was about the necessity of snow- products. She is past-president of the Council of Science Editors and plows in a place like Charleston which almost never has snow. Like my a regular contributor and associate editor of The Scholarly Kitchen. father an econ professor used to tell me — “You can’t have guns and butter.” SSP new Members-at-Large include: 1) Alison Mudditt, the recent- Welcome Corey! And Corey was just in Charleston visiting his mother! ly-appointed CEO of PLOS. Her current focus is on defining the next Another new columnist — Jared Seay. Remember his earlier col- innovative frontier for PLOS. She is also a contributor to The Scholarly umns “You Gotta Go to School for that?” Well he has now started a Kitchen blog and serves on the board of directors of ALPSP and the column about games and libraries. What a guy! (p.58) Advisory Board for the Authors’ Alliance. Before joining PLOS, she served as director of the University of California Press and Executive Reading Social Media (ATG NewsChannel) by Nancy K. Herther Vice President at SAGE. Her 30-year publishing career also includes brought back memories of my very first IBM selectric typewriter with leadership roles at Blackwell and Taylor & Francis. 2) Laura Ricci, the self-correcting feature. There was only one such IBM typewriter in senior product manager for partnerships in the EBSCO eBooks division, the library and I got it when the old owner left for a new job. Hooray! where she has had multiple roles since joining the company in 2013. 3) What an ancient memory! Elizabeth R. Lorbeer began her role as the library director for West- The hard-working Steve Oberg just keynoted a library conference ern Michigan University Homer Stryker M.D. School of Medicine in Cleveland, and he has made his slides available at http://librarylink. (WMed) in 2013. Additionally, she is a board member of the Medical wheaton.edu/notsl2018. Check them out! continued on page 77 Against the Grain / April 2018 59 And They Were There Reports of Meetings — 37th Annual Charleston Conference Issues in Book and Serial Acquisition, “What’s Past is Prologue,” Charleston Gaillard Center, Francis Marion Hotel, Embassy Suites Historic Downtown, and Courtyard Marriott Historic District — Charleston, SC, November 6-10, 2017 Charleston Conference Reports compiled by: Ramune K. Kubilius (Northwestern University, Galter Health Sciences Library)

Column Editor’s Note: Thank you to all of the Charleston Con- conference format. The presenters each gave a 90 second introduction ference attendees who agreed to write short reports that highlight to their perspectives of eBook acquisition and management. After their sessions they attended at the 2017 Charleston Conference. All at- very brief introductions, we were provided with the guidelines for each tempts were made to provide a broad coverage of sessions, and notes “Dating Round.” One of the guidelines included taking a notecard that are included in the reports to reflect changes that were not printed in had candy attached, on the front it read, “I Like Your Ideas, I Want to the conference’s final program (though some may be reflected in the Connect with You.” There were spaces for writing our names, Linke- online schedule, where links can also be found to presentations’ Pow- dIn, Facebook, and email to help us form connections with others in erPoint slides and handouts). Please visit the conference site http:// our groups. www.charlestonlibraryconference.com/ to link to selected videos as The rounds lasted 15 minutes each. Speed Dating Round 1 dealt well as interviews, and to blog reports, written by Charleston Con- with Acquisitions Pros and Cons. In my group we spent time answering ference blogger, Donald Hawkins. The 2017 Charleston Conference questions from a publisher about what models we are considering. We Proceedings will be published in 2018, in partnership with Purdue also discussed how we can best work with publishers to assure that University Press. our patrons are getting the resources they need. The second round In this issue of ATG you will find the second installment of 2017 was focused on dealing with platforms. We discussed what prefer- conference reports. The first installment can be found inATG v.30#1, ences we have and the role of DRM. The third round was referred February 2018. We will continue to publish all of the reports received to as the Second Date and we discussed collection strategies. In my group we were focused on eBooks as textbooks and issues that may in upcoming print issues throughout the year. — RKK add to our collection development strategies. At the end, the small group monitors, the presenters, shared the overall responses from the WEDNESDAY, NOVEMBER 8, 2017 groups. I enjoyed this session because it allowed me to learn from LIVELY LUNCH DISCUSSIONS others in our small groups and also engage with a wide variety of librarians and publishers. Choose Your Own Adventure: A Thrilling Journey of Collab- orative Collection Assessment — Presented by Jamie Hazlitt From Numbers to Narratives: Putting the Human Face on (Loyola Marymount University); Jeremy Whitt (Pepperdine Metrics — Presented by Karen Gutzman (Moderator, Galter University); Madelynn Dickerson (Claremont Colleges Li- Health Sciences Library, Northwestern University); brary); Caroline Muglia (University of Southern California) Aaron Sorensen (Digital Science Consultancy); Mike Taylor (Digital Science); Anne Stone (TBI Communications); Reported by Colleen Lougen (SUNY New Paltz) Michael Habib (Clarivate Analytics) Reported by Ramune K. Kubilius (Northwestern University, This presentation is a testament to the networking opportunities Galter Health Sciences Library) that are available to professionals at the Charleston Conference. The four presenters met at Charleston two years ago and embarked on an A good challenge at a Lively Lunch occurs when one has to choose ambitious research project. Their presentation thoughtfully focused on between eating a boxed lunch and taking notes. Thank goodness — the intricacies of collaborating on a multi-institutional research project, this session’s slides and notes were posted in the conference schedule, highlighting not only their successes, but also challenges, pitfalls, and (http://sched.co/CHpS), as mentioned by moderator Gutzman in her failures they encountered along the way. Hazlitt, Whitt, Dickerson, introduction. Speakers shared a number of interesting use cases and and Muglia provided details about specific aspects of their research tools. Habib discussed altmetrics for power research, as empowering process, such as the challenges of collecting and combining disparate new forms of scholarly communication, exposing hidden impact. data from diverse institutions, as well as the humbling experience of the Publons provide cross-publication recognition for and can peer-review process. Their presentation was inventive and played off be useful for tenure and promotion (two clicks to a downloadable record the “Choose Your Own Adventure” theme throughout their discussion. of your verified contributions). Sorensen mentioned VOSViewer as Additionally, the group conducted several entertaining informal polls way to tell a story, and to quote Newton, to stand on the shoulders of to elicit and engage audience participation. giants. Stone shared “The Value of the Narrative and Understanding Influence,” beginning with the quote “Believe none of what you hear eBooks Speed Dating: Who’s in the Driver Seat Going and half of what you see.” There are different lenses, your metrics and Forward? — Presented by Jackie Ricords (Moderator, IGI results will vary. Good metrics change behavior — metrics have more Global); Julia Gelfand, (University of California, Irvine); meaning if they are personal, gain attention and engage audiences. Visual abstracts (promoted by surgeon Dr. Andrew Ibrahim, https:// Jill Morris (PALCI); Jeremy Garskof (Gettysburg College); www.surgeryredesign.com/) can be used to disseminate research. Taylor Lisa Mackinder (Ohio University) discussed “Creating Narratives from Data,” showing an example of a Google Trends Map for Zika vs Dengue for 2016. Science doesn’t have Reported by Heidi Busch (University of Tennessee at Martin) to be a 3-5 year process (anymore). The engaged audience’s questions included inquiries about trends for Ebola, what PhD students should be taught, vs citation counts, etc… This session was especially enjoyable as it was presented in an un- continued on page 61 60 Against the Grain / April 2018 And They Were There WEDNESDAY, NOVEMBER 8, 2017 from page 60 CONCURRENT SESSIONS

Pirates or Robin Hoods? Copyright and the Public Good — Pre- Altmetrics for Everyone: How to get Open, Easy, Free Metrics sented by Rick Anderson (University of Utah); Ann Okerson of Online Impact — Presented by Robin Sinn (Sheridan (Center for Research Libraries); William Hannay (Schiff Hardin Libraries, Johns Hopkins University); James MacGregor LLP); Robert Boissy (Springer Nature) ( Project, SFU Library); Heather Piwowar (Impactstory); Jason Priem (Impactstory) Reported by Lauren Kuhn (Springer Nature) NOTE: Heather Piwowar did not present in this session.

Reported by Ramune K. Kubilius (Northwestern University, Currently, there is a good deal of disagreement about how strictly Galter Health Sciences Library) copyright should be enforced and what the proper response to piracy should be, especially in the context of the recent debates about Sci- Hub. This panel, moderated by Anderson, brought stakeholders from Per Priem, altmetrics can be footprints on snow, but when the tool across the library, publishing, and intellectual property spheres together is closed source and closed data, it becomes a scenario of “I’ve got the to discuss the current state of copyright, which sparked lively discus- data but if you want it, you have to pay.” He didn’t mince words about sion on whether or not copyright has outlived its usefulness and how CrossRef Event Data, indicating that it is open source, , free stringently copyright should be enforced. While Hannay and Boissy for everyone, but not so easy to use. Similar to it is Impact Story, which felt copyright is definitely a net positive, both agreed that it needs to uses data from CrossRef, but at a higher level abstraction, simplifying be revisited to explore issues including how events, including summary, provides useful to update and harmonize interpretations of metadata. A new source is Unpaywall Views, what fair use means. Furthermore, Okerson and buzzing the week of the conference — the felt the chief beneficiaries of copyright are PaperBuzz api. McGregor gave highlights those in the business, rather than the authors of his career (including ten years at PKP) themselves, so we may have lost sight of and the numbers associated with CrossRef the original purpose of copyright. Boissy — views, downloads, server log analysis. suggested that while we continue to look at Other metrics include Plum and Altmetrics, copyright enforcement, we should also work to advance open access, CrossRef’s Cited By, Lagatto’s ALM, and now which may render the conflict increasingly less relevant, whileOkerson Paper Buzz. The last is a useful tool and developed by scholars for felt increased consensus and education among authors would also aide scholars, supports and strengthens existing partnerships. There is no in the enforcement of copyright. single service or single data point. Open source means metrics and the delivery process are transparent, the API is open, free to use, thereby re- ducing barriers to entry. Sinn took a “no slide” approach discussing OJS Survey, Statistics, Narrative: Communicating Library Value to for student and professional journals. Students will gamefy. RIM-DOI: Administrators — Presented by Michelle Rivera-Spann (Mod- dance and performance fields want it too. Questions abounded, starting erator, Taylor & Francis Group); Luke Swindler (University of with a discussion of DOI which is slanted towards STEM. Tracking North Carolina); Alison Scott (University of California River- annotations and comments? Yes, everything is data. Hypotheses and side); Mark McCallon (Abilene Christian University Library); Publons are good examples, but their infrastructures are not mature yet. Jeffrey Matlak (Western Illinois University Libraries) There are so many developments in this field. It does not appear that the two speakers who used them posted their slides to the conference NOTE: Alison Scott now works at University of schedule site, which is rather unfortunate for those who might want to California Los Angeles. visit the unfamiliar sites mentioned in this session.

Reported by Susannah Benedetti (University of North Carolina Demystifying the Buzz Words: Linked Data, Artificial Intelli- Wilmington) gence – What Does This Mean for My Library? — Presented by Phil Schreur (Stanford University); Erik Mitchell (University The panelists responded to questions about how success is defined of California Berkeley Libraries); Ruth Pickering (Yewno) differently by libraries and administration, what tools are used to measure library success, how to promote that success to administra- Reported by Mimi Calter (Stanford University) tion, and how communicating their value has helped libraries. They described different scenarios at their institutions but agreed that in today’s landscape the perspective has shifted beyond simply marketing new content. Scenarios included the library justifying how it fits into The presenters set out to demystify the discovery space by clarify- a revenue-generating model, and determining how to measure student ing the buzzwords associated with three different faces of discovery: success and retention while aligning library services with long term traditional, semantic web, and artificial intelligence. These three tools strategic campus goals. Student success is difficult to measure, but em- offer different views into a library corpus, just as each of the three per- bedding the library in the academic process and building relationships sonalities of the title character in “The Three Faces of Eve” presented with partners like the First Year program can get librarians directly a view into the same person. involved in information literacy instruction, QEP, and accreditation. Schreur discussed traditional catalog discovery using MARC Measuring value must be coupled with demonstrating value. Third records. He demonstrated a Blacklight tool that takes advantage of party evaluations like LibQual give crucial legitimacy, and reimagin- complex MARC data by mapping it to a SOLR index that is used for ing positions in areas like assessment, GIS, Digital Humanities, and discovery. This approach offers improved facet searching and more data mining allows librarians to embed themselves not only in the detailed results, but is still a very inward-facing approach that doesn’t consumption of services but the creation as well, building the library link the catalog to other information sources. In addition, the approach into the academic structure. Panelists agreed on the need for a coherent is problematic when mixing records cataloged to different standards contextualized narrative of the library as being a leader in providing (e.g., MARC vs Dublin Core). crucial academic services as well as resources. continued on page 62

Against the Grain / April 2018 61 during the process, which added to the challenge of staff completing And They Were There regular work, while contributing to the implementation and participating from page 61 in extensive training. The majority of workflows changed, and staff contributed to discussions on what they wanted to accomplish rather Mitchell looked at the advantages of a semantic web approach, than simply describing how specific tasks were performed. Much of codified through linked data. He demonstrated SHARE-VDE, a beta the presentation was devoted to suggestions to meet challenges they test tool that allows for concept expansion and entity aggregation, and, experienced, such as having a good understanding of what data cleanup more broadly, allows promotion of more visibility of library resources. is needed prior to the migration, choosing one place to post information, However, this comes at the cost of the creation of linked data triples. establishing naming conventions for files, and documenting decisions Finally, Pickering described an AI approach, in which full text re- made throughout the process. Attendees contributed to an energetic sources are analyzed to identify individual concepts and the relationships question and answer period. between them. The results, demonstrated in the Yewno interface, are a graphical display of concepts that does not force ranking on individual works. Impact Analytics: Empowering the Library to Evaluate The session closed with questions, and there were many. Presenters Meaningful Use of E-Resources — Presented by Jesse discussed methods for working with all three faces of discovery without Koennecke (Cornell University); Andrea Eastman-Mullins duplicating work, as well as the ability of these tools to work across (Alexander Street Press); Boaz Nadav-Manes (Brown Library); languages. In closing, Anthony Watkinson noted that a new disad- Helen Adley (Nottingham Trent University) vantaged class may be developing, in the sense that discovery tools are not universally available. Reported by Alicia Willson-Metzger (Christopher Newport University) Don’t Stop the Presses! Study of Short-Term Return on Invest- ment on Print Books Purchased under Different Acquisition This session addressed methods for defining meaningful use of Modes — Presented by Maria Savova (Claremont Colleges e-resources. What constitutes “good” use of an e-resource? Does the Library); Candace Lebel (Claremont Colleges Library) traditional metric of number of uses actually tell us anything useful? Engagement analytics provide a much richer picture of patron usage NOTE: Savova’s co-presenter, Lebel, was unable to attend in of e-resources. For instance, it may be useful to know that a particular person but was available via telephone. book or video was viewed more than any other, but it may be much more helpful to know what was watched/viewed for the longest period, or the

greatest percentage viewed. What resources have been have been cited, Reported by Jeanne Cross (University of North Carolina shared or embedded? Examining playlists, watch lists, comments and Wilmington) ratings may also tell us more than a COUNTER statistic. Marketing and promotion strategies are important, as is discoverability of resources. Usually presenting on eBook and e-resources, this foray into the The increasing amount of available usage data raises the question of print world is a first (and likely not last) forSavova . The presentation whether or not more data is necessarily a good thing. Is there a possible given was based on an internal study of print book use related to the tension between the desire to know and understand use versus seamless method of book acquisition. and non-intrusive access? Determinations were made that standing orders performed poorly This session posed thought-provoking questions with incisive ob- while books purchased on-demand and for course reserves circulated servations regarding impact analytics. with the greatest frequency in the first year. Demand driven purchases also had the highest subsequent turnover rate. One surprise was the number of autoship and firm order books that circulated within 24 hours Is It Really Publishing: The Why and How of Library Pub- of being available. Speculation about the quick circulation time was lishing Initiatives — Presented by Sarah Lippincott (Scholarly that the “new book” shelves were having a positive effect. Communications Consultant) The analysis of circulation overall showed that 60% of all circulation came from items 18 years old or older, and the newest 5 years accounted NOTE: An expansion of the speaker’s work should be listed as: for just under 10% of all circulation. Based on these figures Savova Scholarly Communications and Digital Scholarship Consultant. and Lebel have determined that print books are still valuable. However future standing order purchases will be evaluated carefully. Reported by Yuan Li (Princeton University) If We Had a Prologue — Presented by Laura Krier (Sonoma State University); Jodi Shepherd (California Lippincott started by providing an overview of the library State University, Chico) publishing, what exactly library is doing in this area. The general business model of the is the collaboration between NOTE: The presenters expanded the session title the library and the faculty, in which faculty member focuses on the listed in the program to: If We Had a Prologue: editorial process, including building a pool of peer reviewers, pro- Lessons from a System Migration. viding scholarly content and disciplinary expertise, and performing peer review; while the library focuses on the production, including providing technology skills, metadata, discovery, copyright advisory, Reported by Christine Fischer (University of North Carolina at training, hosting, distribution and preservation. Library publishing Greensboro, University Libraries) tends to focus on the digital publishing not print, though sometimes print-on-demand can be an option. The Library normally doesn’t do The twenty-three campuses of the California State University copyediting, marketing, and graphic design. Light-way workflow system migrated to Ex Libris Alma with a go-live date in June 2017. helps keep the cost low. Library brought new models to the table to The presenters shared their experiences as project managers for their fill gaps in the publishing, such as non-traditional publishing in data, libraries. Krier and Shepherd described the structure of the working gray literature, and digital humanity projects. Library publishing groups and implementation teams, the meeting schedules, and the value fulfills the library mission on access and stewardship. It provides of having central staff to consult before directly contacting Ex Libris. home for scholarship that otherwise won’t be available to the world. They emphasized the importance of communication in helping staff Library publishing addresses critical services needs in the publishing, understand the reason for the migration. Neither library was fully staffed continued on page 63

62 Against the Grain / April 2018 And They Were There THURSDAY, NOVEMBER 9, 2017 from page 62 MORNING PLENARY SESSIONS by providing alternatives that offer terms more open, less restrictive that can accommodate the new form of scholarship and complement Bringing Your Physical Books to Digital Learners via the Open existing services to support teaching and learning. Library Project — Presented by Brewster Kahle (Internet Archive)

Reported by Ramune Kubilius (Northwestern University, Galter Sustainable Digital Preservation: An Innovative Partnership in Health Sciences Library) the Long-term Preservation of Special Collections Materials — Presented by Mary Barbosa-Jerez (St. Olaf College); Michael Kahle, the founder and digital librarian of Internet Archive, is a Peters (East View Information Services) visionary, to be sure, and his plenary presentation in Charleston was sincere and enthusiastic. It was quite impressive to hear how many Reported by Nancy Hampton (Xavier University of Louisiana) patrons visit Internet Archive each day (3-4 million), that there are 170 staff, and 500 libraries and university partners. It is not hard to believe that the average life of a web page is (only) 100 days before it St. Olaf College was founded in 1874 and has a small archival is deleted or changed. The aim of the projects underway at Internet collection of fragile Norwegian-American Newspapers, documents, Archive, in building the library of the future, is to provide long-term photographs, pamphlets and print journals. In 2007 Barbosa-Jerez public access to knowledge. Hathi Trust is great for data mining, but hired a digital specialist and few college students to digitize some of the it doesn’t put books on shelves. Partnerships are in place with DPLA college’s archival materials. This proved to be a timely endeavor that (Digital Public Library of America), MIT Press, and others. In all was not very efficient or scalable for a small college library. In 2013, of these efforts, Kahle emphasized, there is a balance between public the digitization project had not come close to being completed and the access and being respectful of the rights of authors, publishers, etc. grant funding the library was using for the program was nearly depleted. After the session, audience questions and comments abounded, about Library users in anticipation of accessing archival documents online the Open Library Project, orphan works, protections, lending issues… continued to demand the digitization of certain materials. Peters of Take a step and start moving forward, Kahle advised. Don’t anticipate East View Information Services was contacted by Barbosa-Jerez and hypothetical diseases (what ifs). they were able to plan the completion of the unfinished digital project. Read also the session report by Charleston Conference blog- Their plan consisted of having archival materials carefully packaged ger, Donald Hawkins: http://www.against-the-grain.com/2017/11/ and delivered via courier to the East View Information Services’ head- the-thursday-keynote-building-open-libraries/. quarters. In the company’s digital lab, items were scanned at 600 dots per inch (DPI), given article level metadata and tagged with language identifiers before being returned to the college. Once revealed, the final All The Robots Are Coming! The Promise And The Peril Of digital project was well received by university stakeholders, researchers AI — Presented by Heather Staines (Moderator, Hypothes.is); and members of the Norwegian-American community. Peter Brantley (UC Davis); Elizabeth Caley (Chan Zuckerberg Initiative); Ruth Pickering (Yewno); Ian Mulvaney (Sage)

Textbook Collections: Required of our Students, Unwelcome NOTE: The last presenter, Elizabeth Caley, in our Academic Library? — Presented by Leanne joined the panel via Skype. Olson (Western University) Reported by David Myers (DMedia Associates, Inc.) Reported by Robin Sabo (Central Michigan University) This plenary session aimed at introducing the concept of artificial With the increased cost of textbooks, there is mounting pressure intelligence (AI) from the viewpoint both as a panacea for information on academic libraries to help ease the cost for students by providing overload and a harbinger for the end of human society and the impact it access to course texts. Traditionally, most academic libraries have had has on our daily lives. This session did not disappoint. Staines, intro- collection development policies in place discouraging the purchase of ducing the session to a packed house, estimated at over 400 people, set textbooks. However, an informal poll of the audience by the presenter the stage quickly and then introduced the first presenter,Mulvaney . He showed that the majority of libraries were collecting textbooks, but covered what AI is and the many techniques on how to use AI, including only a few were collecting texts in a systematic manner. off-the-shelf solutions. Defining AI as machine Olson collected and analyzed statistics at her insti- learning wherein training data (you need a lot) tution debunking four myths surrounding the col- leads to a model, which then leads to a decision, lection of textbooks: 1) Textbooks don’t belong you can explore, predict, and finally generate in a university collection; 2) Students won’t new kinds of data. But you need appropriate use them; 3) Textbooks are too expensive; training. However, he mentioned, sometimes and 4) Textbooks have a short lifespan. Of the machines don’t get things right (i.e., mis- note from her findings were that the university categorizing people). If you know model, you bookstore and Amazon charged significantly can trick the model. Ultimately, he posited less for textbooks than the Library book ven- that currently AI is in the dark ages. Next dor. In addition, average cost per circulation introduced was Brantley who also began by of textbooks was less than the cost of borrowing explaining that with AI, one can derive pat- through interlibrary loan. Olsen has posted the terns out of large data and then make inferences source code for an applet used in this study for other libraries to use and about that data, and with AI, associations may approach the level of in- modify (https://github.com/LeanneOlson/Textbook-Collections-2017). sight. Yet, observable data may not be causal and that AI is increasingly This presentation provided useful data encouraging academic li- invading social interaction — broader use of data. The manipulation braries to investigate how they might support students by purchasing of interpretation becomes fraught with dangers. An example of which textbooks in a systematic way. is bias. Bias in not misclassification, quoting “AI is informed by and informs the society in which it is created.” Next up was Pickering who continued on page 64

Against the Grain / April 2018 63 was an agreement between MIT Press and the Internet Archives to And They Were There go into the deep backlist of MIT Press, digitize the titles and make from page 63 them available for a one to one lending schema. The charitable fund, Arcadia, agreed to sponsor this partnership and 1,500 books that were discussed how AI can mean augmented intelligence to recreate a neural not heavily illustrated were identified for digitization. Brand said that network model. Using AI to create products = data with appropriate this program has inspired a renewed interest in authors such as Norbert algorithms leads to relationships, which ultimately leads to knowledge. Wiener and Frederick Law Olmstead. Most authors that had the Using Yewno as examples, she mentioned that we need to understand rights to do so were thrilled to place their works back in circulation. data in the broader context, and that a graphic representation of AI is Kahle mentioned that the 1965 book Libraries of the Future by J. C. R. a powerful tool to do so. The last presenter was Caley who added to Licklider has been viewed 3,200 times and currently has a waitlist as the debate by stating that we must accelerate the impact of science by library users place holds with their open library accounts. Hanamura enabling rapid sharing of knowledge. She concluded by presenting gave an Internet Archives demonstration before moderating questions the many uses of AI — to recognize entities, disambiguate, generate from the audience. recommendations, calculate and predict/forecast. The session ended Read also the session report by Charleston Conference blogger, with a series of questions from the audience. The closing remark and Donald Hawkins: http://www.against-the-grain.com/2017/11/unlock- advice to the audience, we all need better, more, and clean (meta)data. ing-your-classic-books-for-new-generations/. Read also the session report by Charleston Conference blogger, Donald Hawkins: http://www.against-the-grain.com/2017/11/all-the- robots-are-coming-the-promise-and-peril-of-ai/. THURSDAY, NOVEMBER 9, 2017 CONCURRENT SESSIONS THURSDAY, NOVEMBER 9, 2017 NEAPOLITAN SESSIONS Beyond Vendor Fairs: Partnering with Vendors to Engage End Users — Presented by William Mischo (University of Illinois); Susan Wald Berkman (Nova Southeastern University); Jalyn Open Access Monographs: Promise or bust? — Presented by Kelley (IEEE); Nancy Linden (University of Houston) Heather Staines (Moderator, Hypothes.is); Rebecca Welzenbach (Michigan Publishing, University NOTE: Nancy Linden did not present in this session. of Michigan Library); Dean Smith (Cornell University Press); Frank Smith (Books at JSTOR, ITHAKA); Erich van Rijn Reported by Christine Fischer (University of North Carolina at (University of California Press) Greensboro)

Reported by Alicia Willson-Metzger (Christopher Newport University) This session provided practical approaches to promoting library resources and services to students. After noting that there is often lack of end user participation in training sessions, Kelley commented Representatives from four publishers (Books at JSTOR, University on the successes experienced with her co-presenters in cooperatively of California Press, Michigan Publishing, and Cornell University organizing and conducting vendor fairs and events. Bringing students in Press) assessed the current state of open-access monographs in academic to take advantage of opportunities that support their learning, research, libraries, in part summarizing the findings of aKnowledge Unlatched publishing interests, and career plans led Mischo to partner with a pro- research report entitled “Exploring Usage of Open Access Books via fessional society and other outside partners as the means of attracting the JSTOR Platform.” Demand for open-access monographs is high, participants. He also commented that serving on library advisory boards yet awareness of OA among various campus constituencies remains with publishers and societies yields benefits to libraries through input on low. Usage data lacks uniformity; however, usage reports should be pricing and platform features that can benefit users. Berkman outlined comprehensive, consistent, customizable, communicable, and consum- Power Publishing Day, an event with publishers and university faculty able. What sorts of questions should we be asking to discover whether members presenting sessions on how to be published. Extensive mar- OA titles are useful to patrons? For instance, do readers download one keting contributed to the success of this annual event, and the organizers chapter or multiple chapters? Is the same content repeatedly downloaded looked at both successes and issues that arose on the day of the event in one institution? Are users successful in finding OA books on the open to help inform future planning. Working with vendors on special pro- web? Simplicity of discovery and retrieval is central to increased OA gramming showcased the libraries, provided collections awareness, and usage. Funding for OA initiatives, however, remains unpredictable. gave students an introduction to the scholarly and research community. This informative session explored seminal questions regarding open-access monographs. Expanding Access to University Press Books: A Multi-Format Consortium Collection Development Model — Presented by Unlocking Your Classic Books for New Generations — Rebecca Seger (Oxford University Press); Kristine Baker Presented by Anthony Watkinson (Moderator, CIBER (GOBI Library Solutions); Cathy Zeljak (Washington Research Research); Amy Brand (MIT Press); Brewster Kahle (Internet Library Consortium (WRLC)) Archive); Wendy Hanamura (Internet Archives) Reported by Faye LaCasse (EBSCO Information Services) NOTE: Anthony Watkins (CIBR Research), was originally scheduled to moderate, but was not able to attend the session.

The Beatles tune, “With a Little Help from My Friends” could easily Reported by Nancy Hampton (Xavier University of Louisiana) have been the theme for this panel discussion describing Washington Research Library Consortium’s (WRLC) efforts to re-imagine their collection development strategy. Zeljak from WRLC described how During this moderated discussion, Brand explained that hundreds her team worked closely with Oxford University Press and GOBI of out-of-print MIT Press books used to be inaccessible and one of Library Solutions to meet their obligation to preserve academic her long term goals had been to make those books available. To this content by developing an acquisition strategy that balanced the print end, she reached out to Kahle who recommended that she digitize the and eBooks needs of their consortia and the nine individual libraries collection for open access since they did not make a very good commer- they serve. This required a careful review of their existing collection, cial proposition. Both speakers described what happened next which continued on page 65

64 Against the Grain / April 2018 the presenters (Cassady, librarian and Johnson, associate professor) And They Were There discussed results of their study that explored the “other stuff,” i.e., from page 64 subjective factors in play in cancellation decision-making. The audience to complete survey instrument, Activity: Factor assessing duplication across monographs, developing a guideline for Rankings, which required ranking various cancellation criteria by print acquisitions (two print copies of titles published 2004 or earlier) and reaching out to twelve key publishers including Oxford University importance. Included in the mix were objective assessment tools, Press to negotiate a sustainable and mutually beneficial print and eBook including impact metrics, usage, and cost-per-use (“A” factors), as agreement. Zeljak described how she “loves how [the OUP agreement] well subjective considerations involving faculty, subject knowledge, worked and would love for other publishers to do the same thing.” To and assessment of a title’s importance to the discipline (“B” factors). manage the end-to-end workflow required for this initiative, WRLC Further examining these A and B factors enabled the research- engaged GOBI Library Solutions to handle duplication control, print ers to identify two groups: the “Data-Driven Group,” (A), and the and eBook acquisitions and recommendations, cataloging records and “Subjective Knowledge Group,” (B). Follow-up interviews were the shelf-ready physical processing and shipment of the print titles to conducted with most responders delved more deeply into individual WRLC’s central consortium location. initial responses. The findings were surprising and enlightening — especially to this “Data-Driven Group” reporter — as faculty and faculty relationships Professional Prologue: Building a community of practice for stood out prominently within the distilled word cloud graphic. There assessment and user experience librarians — Presented by were positive and negative aspects to this focus, i.e. good relationships Carol Tenopir (The University of Tennessee); Rachel Fleming- with faculty and librarian engagement, versus fear of repercussions. May (The University of Tennessee); Teresa Walker (University of Tennessee Libraries); Regina Mays (University of Tennessee Overall, librarians generally concurred that publishers’ “big deals” had become unwieldy albatrosses. While there was agreement that Libraries); Dania Bilal (University of Tennessee) many of these needed to be cancelled or unbundled, doing so was

difficult. There remains plenty of fodder for further exploration. NOTE: Carol Tenopir and Regina Mays were not in attendance and did not present at this session. Joining the panel were: Kristina Clement (Student Representative from UX-A Cohort); The OA Effect: How does Open Access affect Usage of Brianne Dosch (Student Representative from UX-A Cohort); Scholarly Books? — Presented by Sarah Beaubien (Grand Jordan Kaufman (Student Representative from UX-A Cohort) Valley State University); Ros Pyne (Springer Nature)

Reported by Alicia Willson-Metzger (Christopher Newport Reported by Lauren Kuhn (Springer Nature) University)

This session described The University of Tennessee School of This panel brought together a librarian and a publisher to discuss Information Sciences’ “Experience Assessment (UX-A),” Master’s the state of open access books, and how making books open access program, funded by an IMLS grant. The school recognized a need for impacts their usage. Springer Nature’s Pyne presented the results of functional specialists and a community of practice for library assess- a study on the benefits of publishing academic books via immediate ment. Presenters conducted a survey of academic librarians in 2015-16 gold open access, which suggested that open access books are down- to discover, in part, how respondents learned to conduct assessment. loaded seven times more, cited 50% more, and mentioned online ten Respondents indicated that most often, they learned not through MLIS times more than non-open access titles. On the library side, Beaubien courses but by reading professional literature, conferences/workshops, pointed out that libraries need to address open access books; however, and consulting with colleagues. Given these results, the SIS constructed while open access books are free to readers, they aren’t free to the a program with curricular offerings in assessment, statistics, research libraries that need to spend time developing and maintaining their methods, higher education administration and organizational commu- nication, and included mentorship by assessment professionals and collections, especially when discoverability can be a challenge. As a hands-on experience in assessment. Students participated in practical result, Beaubien suggested publishers continue to be proactive about assessment projects such as library spaces assessment and a web us- informing libraries about their open access titles, as well as developing ability study. Presenters recommended developing best practices and and sharing metrics. competencies more functional specialists, centralized repositories of Read also the session report by Charleston Conference blogger, training materials, the mentoring of students and new professionals, and Donald Hawkins: http://www.against-the-grain.com/2017/11/the-oa- the recognition that functional specialists have very specific training/ effect-how-does-open-access-affect-the-usage-of-scholarly-books/. professional development needs that differ from generalists’ training. This session presented an interesting and detailed look at the issues involved in assessment training. That’s all the reports we have room for in this issue. Watch for more reports from the 2017 Charleston Conference in upcoming issues of Against the Grain. Presentation material (PowerPoint The ‘Other Stuff’: Examining Librarians’ Decision Making slides, handouts) and taped session links from many of the 2017 Processes in Assessing Big Deal Journal Cancellations — sessions are available online. Visit the Conference Website at Presented by Samuel Cassady (Western University); Catherine www.charlestonlibraryconference.com. — KS Johnson (Western University)

Reported by Cynthia McClellan (Pennsylvania College of Health Sciences)

Faced with a mandate to drastically cut journal subscription costs at their large, research-intensive university (based in Ontario, Canada),

Against the Grain / April 2018 65 Library Analytics: Shaping the Future — SAGE Publishing in the Age of Data by Kristen Tepfer (Senior Marketing Manager, SAGE Publishing, 2455 Teller Road, Thousand Oaks, CA 91320: Phone: 805-410-7322) www.sagepub.com Column Editors: John McDonald (EBSCO Information Services) and Kathleen McEvoy (EBSCO Information Services)

n nearly 12 years of working at SAGE Pub- customers always needs to show the value of sented with praise by Dave Tyckoson, Subject lishing, I am struck by how infinitely more their investments, so they are so pleased to get Librarian from CSU Fresno. It was mentioned Icomplex the conversations around data have this report and want to share it with their group. that the report gives librarians information they become. Some time ago, electronic resources They love that it’s visual and helps them show might not otherwise have access to, that they were just taking center stage and the ability to the value of what they spend with SAGE,” said can use to liaise with faculty. Kimberley Ro- see how many downloads a journal article got Anne Fulton, SAGE Library Sales Manager. bles-Smith, Collection Development Director was enough. Now, librarians are expected to Our aim in creating the CVR is to help at CSU Fresno, said she chose to showcase make purchasing decisions based on cost per reveal, for our librarian customers, the way the SAGE CVR for its visually pleasing and use, use quantitative measures to show levels their campus is engaging with our content. In comprehensive representation of their data, of student success, and compile data from hun- connecting with more than 800 libraries glob- and its useful faculty information. She also dreds of disparate publisher reports to deduce ally over the course of three years, based on sees value in the faculty contributors to SAGE trends. The challenges abound for centralizing their feedback, we believe we have achieved journals and books that were provided, as she data, equalizing reports, and creating clean and the right balance of information that is useful to thought it would be useful for those on campus impactful visualizations; and librarians aren’t them. We also hope that this helps them to be who are trying to mentor students. “Some the only ones stretched to keep up. Publishers informed when considering where they might grad students, especially in the sciences, are must meet these expectations as well. invest in more resources. We are transparent being encouraged to get published before they One way SAGE is responding to the in- in what we provide in these reports, including graduate and it’s good for them to see their creased need for data evidence is by dedicating usage data accessible to librarian account professor’s publications,” she said. a team to curating and presenting meaningful administrators for download and comparison. For the SAGE CVR creation, we have a data in a visual report called the Customer The value of the SAGE CVR is in the data small staff in marketing that focuses on gath- Value Report (CVR). The SAGE CVR is being collected and analyzed without any ering, curating, and providing this data mostly hand-crafted and customized by institution heavy-lifting on the part of the librarian. It’s for review with our Library Sales staff during and features multiple metrics including usage, in the data trends provided in feature boxes, campus meetings. Systems reporting provided turnaways, faculty reactions, and more, in a the faculty product feedback gathered by by our Circulation department delivers the graphic, distributable report. “Our Librarian SAGE, and essentially the hard to reach and various data metrics we need to accomplish review data that is being this. By going through this in-depth review of required of the librarian customer accounts, it helps us better understand to find and distribute. their specific resource needs. The challenge Many librarians have in doing this on a larger scale is achieving the shared that it saves them personalization required for us to deliver a time in conveying prod- quality CVR, which is why, for now, we focus uct interest to colleagues on providing these in-depth visual reports to a and other decision mak- core and scalable group of libraries in the U.S., ers when they are able EMEA, and APAC. However, upon customer to circulate this compre- request, we are happy to deliver extensive raw hensive report. “I wish data files, including what is offered in the CVR. all my vendors would In addition to what we deliver directly to do this — it would make customers, SAGE has several departments that my job a lot easier since are vigorously looking at data to help determine I do this type of analysis business directives. Analytics form an integral and reporting for all the part of our product development cycle, by resources we have in the helping to shape our overall goals and objec- library” — Librarian Re- tives for our platforms and how we prioritize becca Frenandez, Head enhancements. In the current digital landscape of Electronic Resources we believe making informed, data-driven deci- and Collection Devel- sions is critical to ensuring our platforms truly opment at the Univer- meet the needs of our customers, publishing sity of Texas at Tyler. partners and end users as they evolve over time. The SAGE CVR also For example, in 2014, we discovered that helps them see where to there was a huge amount of usage on a small encourage higher usage number of videos being accessed via our SAGE of resources among stu- Research Methods product which was one of dents and faculty. the determining factors in SAGE’s decision to During a 2017 start producing our SAGE Video collections. Charleston Conference More recently, usage has also played a role in session I attended called our decisions to add updated video content to “Use what you’ve got,” already launched video collections. Based on the SAGE CVR was pre- continued on page 67

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leave digital data traces behind us as we move organized statistical data. It is used across ac- Library Analytics ... through our daily lives and this data provides ademic and public libraries and in government from page 66 rich insights and support decision making like and commercial markets and further enables us never before, but also raise ethical questions to deliver statistical solutions to students and high usage of particular videos in our SAGE about use of personal data. For librarians, researchers in an evolving data world. Education Video Collection, it only made sense publishers and academic researchers, the data Working on key reporting and data visu- for us to go back to those SAGE exclusively around us is changing the way we work. alization to deliver to our library partners is a produced videos and update them with even In this vein, in addition to providing li- rewarding, and at times challenging, endeavor more content. brarians with the SAGE CVR, and using data for me; one I learn from every day. Thankfully We use a continuous, iterative enhancement analytics in product development, SAGE is I have been partnering with librarians who are cycle for our platforms, and in prioritizing fully immersed in the world of data (big and advocates of what we are doing at SAGE, to particular features/functionality for enhance- small) through new tools and resources that we help in this age of data requirements. They ment, we review the data in depth to identify publish for students, researchers and instruc- have shared with me the demands put on li- pain points. For example, we are currently tors. We recently launched a new initiative brary staff to analyze large amounts of data, looking to ensure the article page layout for our to look specifically at how big data and new created compelling visuals, and found time journals platform is optimized by conducting technology is changing the way social science in their already busy schedules to do all of an in-depth review of how users are currently research is being conducted, SAGE Ocean that. At SAGE, we hope to help provide the interacting with the different page elements and (ocean.sagepub.com). SAGE Ocean will pro- solutions needed for librarians to accomplish combining this with qualitative data from user vide new types of resources for social scientists these important goals. workshops and extensive testing. We’re also to promote methodological innovations, as well piloting data analysis on text and citations in as practical tools and products for a new era of journals. Preliminary results are encouraging. social science research. A challenge we face with our platforms is The first product from SAGE Ocean is updating them as much and as quickly as we’d SAGE Campus, a series of online data courses like. Following our analyses, our focus on to equip social researchers with the skills they data and user feedback helps us prioritize and need to conduct big data research. Course ultimately ensures the areas of focus always topics include Python, Data Visualization, and represent the most-needed improvement from Qualitative Text Analysis, among others. our users. SAGE also recently announced the pur- There truly has never been more data chase of Data-Planet, a multidisciplinary generated in the world than there is today. We data repository with the largest collection of

Against the Grain / April 2018 67 Don’s Conference Notes by Donald T. Hawkins (Freelance Conference Blogger and Editor) Information Transformation: Open. Global. Plenary Sessions Collaborative: NFAIS’s 60th Anniversary Meeting Regina Joseph, founder of Sibylink (http://www.sibylink.com/) and co-founder of pytho (http://www.pytho.io/), consultancies that Column Editor’s Note: Because of space limitations, this is an specialize in decision science and information design, said that we are abridged version of my report on this conference. You can read the gatekeepers of knowledge and information. Information has never full article which includes descriptions of additional sessions at been more accessible, in demand, but simultaneously under attack. https://against-the-grain.com/2018/04/nfaiss-60th-anniversary- There is both a challenge and an opportunity in information system meeting/. — DTH availability and diversity. News outlets have become organs of influ- ence, and social networks are changing our consumption of information (for example, 26% of news retrieval is through social media). We are In 1958, G. Miles Conrad, director of Biological Abstracts, con- willingly allowing ourselves to be controlled. How will we be able to vened a meeting of representatives from 14 information services to harness the advantages of open access to information when the ability collaborate and cooperate in sharing technology and discussing issues of to access it might be compromised? We need people with multiple mutual interest. The National Federation of Abstracting and Indexing areas of specialist knowledge but who are also connected with broad (now Advanced Information) Services (NFAIS) was formed as a result and general knowledge. of that meeting. Today, NFAIS is a diverse community that networks and develops forward-looking information services and products. Driving How We Do Business This year’s NFAIS meeting in historic Alexandria, VA on February Jason Priem, Co-founder of Impactstory (https://impactstory.org/), 28-March 2 celebrated the diamond anniversary of the organization. It spoke on thriving in an era of ubiquitous open access (OA), as illustrated drew about 140 attendees and featured not only the usual plenary pre- by lessons learned in the development of the Unpaywall system. He sentations and the traditional lecture in honor of G. Miles Conrad (see noted that OA is the new default model for information access, and the sidebar), but also a “startup shootout” in which representatives of four number of OA articles has grown significantly in the last 18 years. (In industry startup companies pitched their products and business models the mid-1990s, 75% of articles published were behind , but to a panel of judges, and a series of six 6-minute “lightning talks” on a by 2015, nearly half of them were OA.) Based on current growth, by variety of current technologies and issues. 2040, all articles published will be OA. Even now, the most widely used articles are likely to be published as OA. The value is in moving Opening Keynote from articles to groups of articles. Will We Still Recognize Ourselves? Identity and Community in a Unpaywall is a system that gathers data on the articles that people Transforming Information Environment actually read and cite. OA articles lurk in thousands of journals; Un- Cameron Neylon, Professor of Research Communications, Curtin paywall aggregates them and makes them accessible. It contains data University, wondered if we will still recognize ourselves in an infor- for every Crossref DOI (95 million articles), features 98% accuracy mation environment where everything is rapidly (compared with 75% for Google Scholar), and is being used by many changing. Are we sure who we are any more systems and link resolvers. — publishers, providers, scholars, researchers, Sari Francis, Manager, Digital Licensing Compliance, IEEE, re- aggregators, etc? (Neylon wondered if he viewed the impact of digital piracy on publishers and libraries. Piracy is might be the last of a generation that remembers a threat to the entire publishing community, and Sci-Hub is the biggest physically going to a library.) global threat. IEEE has taken a leadership position in detecting and By 1964, we were in the midst of an infor- combatting this piracy. mation flood, and we had no way to deal with Here are several harmful results of using Sci-Hub: it. The answer was found in technology; if only • Declines in the usage of publishers’ products lead to cancella- everyone would use a standard format for the Cameron Neylon tions, so publishers will not be able to support their mission. information, we would all be able to process it, • Illegal sites may acquire users’ personal information. and if we could build an open network of standardized information flows, • Users of Sci-Hub may not be getting accurate or complete it would be a simple task to get everyone to adopt it. Unfortunately, information. that did not happen because people like to do things the way they have always done them. • Usage statistics become skewed. Neylon drew attention to these two important assertions: IEEE has taken these actions in response to Sci-Hub: 1. Knowledge grows and matters.1 We have an interest in en- • Tracking and alerting users. suring that this growth continues. • Requesting compromised users to provide data on the sites 2. Knowledge is made by groups. Individuals have ideas but they accessed. Over 100,000 IP addresses have been collected until they are shared, they will not spread. and put into an “IP intrusion” database. Robert Maxwell saved scholarly publishing because he brought • Collaborating with other publishers to stop misuse of their a scale of distribution to it, significant growth resulted, and scholarly data. publication was finally able to make money. Many discussions about • Educating libraries, users, and other publishers about their the future end with the question “How will we ever keep track of such efforts. a large project?” • Partnering with the academic community to protect electronic The next big problem we face is one of trust. How do we know what resources and personal data. we should use in a body of information? What is “scholarly” culture? Jan Reichelt, Co-founder, described Kopernio.com (https://ko- Even in the earliest days of scholarly publishing, the idea of reproduc- pernio.com/), another way to provide rapid and convenient access to ibility was appearing. We must continue to open up our institutions or publishers’ websites and databases. Most users simply want a PDF of an communities to include people that are under-represented. The more article (the version of record) and resist logging into different systems, boundaries we can cross and the more general or powerful the knowledge each with different password, which may take several clicks and two to under development is, the better will be the community identity. We three minutes, resulting in frustration and turning to sites like Sci-Hub. need to build institutions that support productive conflict and a culture Reichelt estimated that by making access convenient for users, we of and result in a network that we can all trust. Who might we have an opportunity to delight them 2.5 billion times a year. The concept be well placed to do that? Neylon suggested that NFAIS members are. continued on page 69 68 Against the Grain / April 2018 good, which may not be true. It is hard to move beyond subscriptions, Don’s Conference Notes so it is time to move to a new model linked to outcomes. from page 68 Even though there is an uneven distribution of publishing and subscriptions, can we flip journals to OA? Levine presented several of Kopernio is to provide access with a single click and give them a considerations: consistent user experience, thus increasing the reach of the publisher, journal, and article. Kopernio is a win for the user and also for the • If someone pays for an article to be open, it should benefit all publisher because content gets out into the community and is used. subscribers, but everyone’s subscription costs are different. [Editor’s note: Kipernio has just been acquired by Clarivate Analytics.] • If one library in a consortium subscribes to a journal and an- Shirley Dexter-Locke, Publishing Director, Social Sciences Re- other one does not, how can the discount for the subscribing search Network (SSRN), Elsevier, discussed the role of preprints. library be calculated? She said that the scholarly world is under intense pressure to produce • As more journals become OA, the institution may reduce the research that is open, accessible, collaborative, measurable, useful, library’s subscription budget? Is this a bad thing? and quickly shared. Preprints (articles written but not yet published • What is the resulting role for library discovery? Will we pay in a peer-reviewed journal) have existed for a long time, but they have more for it? recently become more recognized as acceptable proofs of research in One possible solution to the problems of transitioning to OA is to scholarly publishing. They also have the advantage of exposing early renew big deals, and devote a portion of the costs to opening up all stage research. Published journal articles are like gourmet meals that articles to authors at subscribing institutions. have been perfectly prepared; preprints are convenient like food trucks. Users want both options. Even though preprints are not peer reviewed, Startup Shootout there is a place for them in disseminating information. Sharing early stage Three startup company representatives made 10-minute presenta- research globally helps authors demonstrate their productivity, establish tions of their products and business plans to a panel of three judges. priority of their discoveries, and obtain feedback from other authors. The contestants were: Thursday Plenary Session • David Celana, Science Prose on-Demand (POD, https:// Transforming a Backward Business Model in a Fast Forward sciencepod.net/), a cloud-based digital content creation system World that translates articles into abstracts that tell stores. Ralf Schimmer, Head of Information, Max Planck Digital Li- • Mads Holmen, Bibblio (http://www.bibblio.org/). Bibblio brary, presented a strong denunciation of today’s paywall system. He helps solve the discovery problem by recommending the right likened today’s whirlwind of change, velocity, and turbulence in the content to the right person at the right time. The system gen- information industry to a storm and noted that like many storms, there erates metadata, models topic, and clusters content. Bibblio’s is an eye where there is no change. For us, that is a stagnant paywall content recommendation system increases engagement on system. Even after 15 years of OA, the paywall system has been large- web pages by suggesting other relevant content from across ly unaffected. It is the antithesis to a world of openness, comes with the user’s site. excessive costs and outrageous price increases, • Craig Tashman, LiquidText (http://liquidtext.net/). Re- restrictive copyright, and budgets still based on search is the heart of knowledge work. It has been estimated print legacies. It is a barrier to digital publish- that 40% of a researcher’s time is spent reading and analyzing ing, an avenue for piracy, and hinders use, reuse documents, and 80% of knowledge workers want to print their and interoperability. documents and read them. LiquidText is a platform allow- Workaround systems like Unpaywall and ing knowledge workers to make reading more efficient and Kopernio are relieving the symptoms and enjoyable, helping them to understand what they are reading. helping to make our lives easier, but they are It collects information from diverse documents, creates a per- sonal semantic web, and then creates an aggregated document not curing the cause. Real innovation will come Ralf Schimmer only in an open environment. Schimmer said for the user. that Sci-Hub and RA21 are the evil twins of the system. They are symp- The winner of the shootout was LiquidText. tomatic of a dysfunctional and decaying system. RA21 is unneeded Members-Only Lunch and unwanted. OA is the only legitimate resource access at the present time. The principle of openness must be adopted as the default in the Creating Connections and Tying Preprints to NIH-Funded Re- scholarly communication system. For that, the paywall must come down! search It is the primary roadblock to openness, innovation, and sustainability. One of the benefits ofNFAIS membership is admission to a special Do we really think that we can do business as usual? The underlying lunch presentation during the annual conference. This year’s speaker business model of today’s information industry must be changed and was Neil Thakur, Special Assistant to the National Institutes of Health reorganized, and journals flipped to a truly open model. It is time to (NIH) Deputy Director for Extramural Research. He began by noting unplug the paywall system, leave the subscription model behind, and that we have much more research that can be find new ways to finance the system. funded, and there is strong competition among OA2020 (https://oa2020.org) is a global alliance committed to ac- researchers for grants, which is distracting celerating the transition to OA. Schimmer estimates that there is more them from doing their research. Fortunately, than $5,000 per research paper being spent currently in the worldwide recognition is growing that preprints may be an publishing model, which could be made available to support a move answer to this problem because they speed the to OA2020. Over 100 institutions, including all German research or- dissemination of science, even though they may ganizations, have already signed an Expression of Interest in OA2020 report only interim results. In some disciplines, (the list is available on the website). particularly the sciences, preprints have been in use for years. NIH has therefore changed its Neil Thakur Examining Models in Support of Research policies and, because of its interest in fostering a stable infrastructure to Impact of OA on Access and Subscriptions advance science, is now permitting citation of preprints in grant applica- Michael Levine-Clark, Dean of University Libraries, University tions, providing that the is permanent (i.e., has a DOI), contains of Denver, asked what OA means to library budgets and workflows a statement that it has not been peer reviewed, and acknowledges its 2 and how open is the scholarly literature. Journal subscription models funding source. This policy change has been welcomed by scientists. are generally based on print spending (often over a period of time) and The current publication tracking structure could be applied to grants are often negotiated at a consortium level. As a result, it has become and contracts to help solve some of these problems, and NIH is therefore difficult to understand costs at a single journal level and even more considering assigning DOIs to grants. difficult at an article level. Cost per use pricing assumes that all use is continued on page 70

Against the Grain / April 2018 69 as “What was our revenue last year?” Aristotle is now being used with Don’s Conference Notes internal ProQuest sales data, and it will eventually be made available from page 69 to customers. Big Data and AI Technologies Coming of Age Innovative Library Projects Impacting Scholarly Communications: We Are the Change We Want to See Ruth Pickering, Co-founder of Yewno, said that AI stands in a long line of human innovation to help people find what they are looking for, Carl Grant, Associate Dean and Chief Technology Officer,Univer - but every time progress is made, we encounter huge challenges. The sity of Oklahoma Libraries, said that we need to move up the value first one is knowing how to look; many times it is necessary to know chain. Libraries are being squeezed in ways that hurt their abilities to what you are looking for. In an AI environment, one needs less advance serve. We must do something about this. knowledge; AI can help find connections to information, making re- Major changes happened about 11 years ago. Grant quoted Thank 3 searchers more productive, starting by applying filters and eliminating You For Being Late, by Thomas Friedman and showed an amazing irrelevant information, but as the information is narrowed down, the list of many of those changes, which include such familiar systems as context may be lost. We cannot talk about the future of information the iPhone, Kindle, Android operating system, and Twitter. He said that without introducing the tools powered by AI. For example, a book must it was one of the greatest leaps of technology in history. be looked at on a chapter level because frequently, there is information The average laptop can store about 500gB of information, but the in chapters which is outside the domain of the book. average person has only 1gB! We are therefore totally dependent on Transforming 50 Years of Data: A Collaborative Approach to tools to filter information and get what we need. Information is at Creating a New Revenue Stream commodity status; additional value is locked away in database silos, document containers, behind paywalls, in legal contracts and restrictions, Jonathan Griffin, Head of Product Development, IFIS Publishing, and difficult access protocols. and Jignesh Bhate, Founder and CEO, Molecular Connections (MC), collaborated in this presentation to describe how IFIS and MC worked Many people do not know how to unleash the value of eBooks. together to add new value to data and create new market segments. Unless we can see our future in a broader context, we may not have a Griffin noted that about 50 years ago, two trade associations founded future. The cost of information is now far exceeding its value, because the International Food Information System (IFIS) to produce an A&I of OA initiatives and OER initiatives. To create new value, we need to database on food and nutrition that is largely used by academic and cor- move from seeing information as the source of value to unleashing its porate organizations. Recently, usage has not increased because younger full potential via virtual tools and physical spaces. Academic libraries researchers prefer to use Google Scholar. IFIS staff are specialists in are the best environments for this. content, not technology, so they formed a very successful partnership Ken Parker, Co-founder and CEO of NextThought (https:// with MC. The relationship started with indexing the database and then nextthought.com/) said that connections are everywhere, and we must grew to workflow solution development and new products. use them. Connections in nature range from the minute (nerve cells, -7 25 Bhate described market research which revealed that IFIS users 10 meters apart) to the vast (the cosmic web, 10 meters). There are were having difficulty finding important food regulations from different similarities in these widely varying dimensions. Our brains are made geographical areas. The research also indicated that people wanted to to connect; how do we harness that to let people connect and add value receive their information in different ways. A new product, Escalex, to information? was created by combining IFIS legacy content with information freely • Sharing: Everyone creates and it is all shared: code, knowl- available on the web. Domain expertise is critically important to ensure edge, judgement, photos. Facebook is the top consumer for that the quality of the content is not compromised. human attention and now has over two billion users, growing at 17% year over year. Lightning Talks • Education: Education is less hierarchical because knowledge Each participant in these six Lightning Talks had six minutes to comes from everywhere. Technology increases access by present a focused presentation on a critical issue of interest to them. removing much of the friction. Now everyone can get content Libraries are Really AI Services: Improving Discovery Access to and people are connected with resources. Education leverages Library Special Collections — Presented by Marjorie Hlava, President, connections and increases information value Access Innovations, Inc. David King, Founder and CEO, Exaptive (https://www.exaptive. Libraries of today have an emphasis on storage, not discovery and com/) discussed how to increase researchers’ productivity and thus in- retrieval. The challenge of discovery was exemplified in a project done crease value. The most successful innovation engines of today are the with the Smathers Libraries at the University of Florida to create the Web, crowdsourcing, and incubation labs. Cities are where innovation Portal of Florida history. Over 14 million pages on microfilm were digi- develops, and the internet creates a virtual city. Innovation does not tized, increasing access to the digital collection. Improvements included: happen unless people find common ground to connect. • Use of XML instead of MARC headings, Friday Plenary Sessions • 23 fields instead of 900 in the MARC system, The Next Big Paradigm Shift in IT: Chatbots and Conversational • Implementation of the JSTOR Thesaurus instead of Library Artificial Intelligence (CAPs) of Congress Subject Headings, Matthew Devapiryam, Director of Technology, ProQuest, said that • Metadata records created in an XML Intranet System which ProQuest curates content, simplifies workflows, and connects communi- could then be exported as needed. (Catalogers became meta- ties, so that finding answers and deriving insights is straightforward and data librarians.) leads to extraordinary outcomes. Everyone is now talking about digital • Installation of new tools: Data Harmony XIS and MAIstro. reinvention, creating new experiences, and disrupting business models. Although many processes are expected to occur without any direct Through application of automated processes such as digitization human-to-human interaction (for example, Devapiryam suggested that and OCR that supported indexing, the increase in search accuracy was by 2020, 80% of the buying process will occur this way), it is important persuasive and impressive. to recognize that some things must be the province of humans, such Rapid Digital Product Innovation — Presented by Michael Cairns, as common sense decisions, morals, immigration issues, compassion, CEO, Digital Transformation or abstractions. Other operations such as locating knowledge, pattern Digital Transformation helps companies make transitions from identification, natural language, and machine learning can be done by legacy environments and execute on their strategies. Problems have cognitive systems. Uses for conversational agents include customer ser- arisen when executions do not deliver on the strategy because of lack of vice, mobile apps, messaging channels, the internet of things, and robots. clarity, silos, lack of transparency, shifting priorities, and accountability. A chatbot is conversational software that can be interacted with The dPrism system offers a solution and provides a team to guide people, using text. ProQuest has developed a beta version of a chatbot, Aris- processes, and technology. totle, to interact with its data conversationally, asking questions such continued on page 71

70 Against the Grain / April 2018 We are successful not because of our technology but in spite of Don’s Conference Notes technology. But we are not technology companies! Now, alternatives from page 70 to these roles are emerging, and our roles are getting smaller. Certification is increasingly relevant because of: Open Infrastructure: Come On In, The Water’s Fine — Presented by Jennifer Kemp, Head, Business Development, Crossref • Reproducibility (only one-third of published articles can be reproduced). When an infrastructure is open, everyone can benefit from it; the process is no longer “DOI and Done.” Event data like blog posts, • Peer review crisis: transparency and recognition. People are feeds, etc. and other new content types can added to a system as not recognized for peer reviewing; they are recognized for useful enhancements. Metadata is powerful for libraries, authors, what they published. Peer review is a legacy of the print era. and editors. Fraud and manipulation, and lack of transparency and trust in the process are issues. CHORUS Institution Dashboard Services: A Collaborative Solu- • Limited and outdated metrics. Everything that went into the tion to Article Access — Presented by Susan Pastore, Director of research is not known which causes many problems. Business Development, CHORUS Blockchain and scholarly communication CHORUS is creating a future where the output from funded research is easily and permanently discoverable, accessible, and verifiable by Blockchain is the technology behind cryptocurrencies and the under- 5 anyone in the world. It maximizes interoperability by employing lying technology of bitcoin. There is a connection between payment and widely used standards and infrastructure, and supports funder policies, money flows to scientists. Processes are not rewarded; can we introduce OA business models, and diverse publishing systems. The CHORUS a cryptocurrency for science, a token which one can use to dashboard is used by authors to help institutions comply with funding buy services? Some initiatives are emerging requirements. Lessons learned from pilot projects: to create tokens to reward researchers. • Accurate article metadata can be hard to obtain. Blockchain lets us move from the Internet of information to an Internet of value. It • Linking authors to a university can be a complex problem. establishes ownership, prevents double spend- • Faculty research is being deposited, but it is not necessarily ing, and is therefore the ideal technology for compliant with funding agency requirements. Researchers DRM. Micropayments, which are presently need help in this. very expensive, open the way for a new business model. On today’s • Preservation in perpetuity has value. Internet, links point to the content but not back to the owner. Blockchain • Researchers are confused by their usage rights and funder is a very special kind of data storage and a new way to think about obligations. databases. They can be decentralized (everybody can have a copy), CHORUS works with and the Web of Science — see https:// shared and immutable (they cannot be changed), and transparent but www.chorusaccess.org/. pseudonymous (real identities do not have to be revealed). We can know everything that is done to the databases by users, and can track The New Dimension in Scholarly Communication: How a Global the data that the scientist has used to build the database. There is no Scholarly Community Collaboration Created the World’s Linked need for a middleman to do this. Research Knowledge System — Presented by Ashlea Higgs, Founder, ÜberResearch Digital Science is starting an initiative around peer review to devel- op a complete, authoritative, and decentralized store of reviewer data Higgs described recent work with the Dimensions system in which using the blockchain technology. The data storage will find, validate, over 100 global research institutions have been collaborating to solve and recognize reviewers; respect confidentiality and privacy require- challenges in the existing research environment. Dimensions is no ments, and will be shared by everyone. Thus, the process will become longer just a database of awarded grants; it now includes patents, ar- more robust and transparent, foster developments of applications to ticles, and over 4 billion links between them. Further information on 4 recognize reviewers, and comply with requirements of confidentiality this work is available on Figshare and at https://app.dimensions.ai/ and privacy. discover/publication. Flipping the Script — Presented by Joseph Lerro, OA Sales Ex- ecutive, Routledge, Taylor & Francis (T&F) Group Donald T. Hawkins is an information industry freelance writer T&F has embarked on a project to convert, or “flip” scholarly hybrid based in Pennsylvania. In addition to blogging and writing about titles to full OA. Twenty subscription titles and over 70 society-owned conferences for Against the Grain, he blogs the Computers in journals were flipped in 2017. The goals of the project are to accel- Libraries and Internet Librarian conferences for Information To- erate OA conversion and make it as easy as possible for researchers, day, Inc. (ITI) and maintains the Conference Calendar on the ITI societies, institutions, funders, and governments to achieve their open Website (http://www.infotoday.com/calendar.asp). He is the Editor scholarship aims. of Personal Archiving: Preserving Our Digital Heritage, (Informa- tion Today, 2013) and Co-Editor of Public Knowledge: Access and Closing Keynote Benefits (Information Today, 2016). He holds a Ph.D. degree from Academic Publishing, Blockchain and Shifting Roles in a Rapidly the University of California, Berkeley and has worked in the online Changing World information industry for over 45 years. Joris van Rossum, Director, Special Projects, Digital Science, said that is amazing to realize how fast things are changing; for example, Elsevier used to be Endnotes no more than a printing press. Our purpose is 1. See the work of Derek deSolla Price in the 1960s in Big Science, to do what scientists cannot do or do not wish Little Science. to do themselves. Publishers are managing 2. See https://grants.nih.gov/grants/guide/notice-files/not-od-17-050. reputations by html for further information. • Registration: Enhancing the author’s 3. https://www.amazon.com/Thank-You-Being-Late-Accelerations/ precedence and ownership of an idea, dp/1250141222/ref=sr_1_2 • Certification: Ensuring quality control by Joris van Rossum 4. https://figshare.com/articles/A_Guide_to_the_Dimensions_Data_Ap- peer review, proach/5783094 • Dissemination: Communicating the findings to the relevant 5. van Rossum is the author of a report on blockchain: “Blockchain for Research,” Digital Science, November 2017. audience, and • Preservation: Preserving a fixed version for a future audience and citation. continued on page 72 Against the Grain / April 2018 71 AI, Scholarly Big Data, and Advances in Information Services: The Miles Conrad Memorial Lecture A Few Notes his year’s Miles Conrad Memorial Lecture was presented by Dr. C. Lee Giles, From ER&L David Reese Professor, College of Information Sciences and Technology, Penn- Tsylvania State University. He began by defining The 13th Electronic artificial intelligence (AI) as machines that think, which means understanding and reasoning rationally, making Resources & Libraries plans and decisions, and following through. AI is also the Conference science and engineering of intelligence which helps us in many ways. In the information service area, AI assists in Don’t miss Don’s column coming understanding and communicating our knowledge using in our June issue. Here’s a very automated methods that operate on large numbers of brief summary of the speaker pre- documents and in creating new knowledge in formal data Outgoing NFAIS President sentations at the March meeting in structures. It also includes machine learning and writing Peter Simon (R) Presents Austin, Texas. and can extract knowledge from scholarly documents. the Miles Conrad Award Scholarly big data encompasses all academic and Plaque to C. Lee Giles. istinctions between media research documents, such as journal and conference papers, books, theses, and technical companies and platforms reports. Much of it resides in large sophisticated networks. It originates from many sources, Dhave begun to blur, leading to such as the web, repositories, publishers, patents, and data aggregators, and many people ambiguity in our perceptions of how are interested in it, including scholars, economists, educators, and policy makers. (Giles people are consuming information. said that Science of Science conferences are very interesting and suggested attending one Fake news can be detected by of them.) Although there are many applications of scholarly big data in narrow disciplines, examining the author’s intent, the it is limited. Knowledge representation is not universal across disciplines. type of information being conveyed, Giles and his colleagues did a study to determine how much scholarly big data is avail- and its features. able. They estimated that there are at least 114 million articles in English on the web, 24% How do students do research? of which are publicly available. Google Scholar has at least 100 million articles. This One study found that asking them research will be extended to distinguish the various types of articles and include languages to draw diagrams was very useful. other than English. Metadata is the interface between AI and machine learning are used with scholarly big data to extract and link metadata, the user interface to search systems build knowledge structures, and process natural language queries. Giles et al. have devel- and information literacy, but it is oped the CiteSeerX system (http://citeseerx.ist.psu.edu) to perform some of these operations not something that students are on the literature of computer science, such as author searching and name disambiguation, familiar with. identification of tables in documents and extraction of the data from them, citation indexing, The use of online videos has be- and full text indexing. Its impact has been far-reaching; Giles thinks that it is probably come widespread in libraries. Pres- the first digital library search engine and has changed the methods of access to scientific ervation and licensing aspects are research. The system will soon be available through PubMed. important. The process of acquiring The open source SeerSuite tool kit (http://citeseerx.sourceforge.net/) is used to build videos involves many steps, which search engines for digital libraries and includes not only CiteSeerX but also a search engine, can be time consuming; it is import- ant to recognize this in planning. ChemXSeer, for chemical formulas (which are very different from text); a citation rec- ommendation system (RefSeer); and several other modules. Numerical data in scientific Discovery, the ability of users to publications are often in find content they are looking for, is figures, charts, or text and a shared goal that users, publishers, must be differentiated Challenges in Formula Search aggregators, and librarians must from chemical formulas; How to identify a formula in scientific documents? work together to achieve. the SeerSuite system has Non-Formula What has happened to our al- this capability. Shown “... This work was funded under NIH grants ...” gorithmic culture in which AI here is a typical example: “... YSI 5301, Yellow Springs, OH, USA ...” and Big Data have assumed prom- Giles concluded his “... action disease. He has published over ...” inence? We need to be able to lecture by referring to the Formula make sense of the data using these considerations: knowledge graph used “... such as hydroxyl radical OH, superoxide O2- ...” by Google to enhance “... and the other He emissions scarcely changed ...” • How we got the data, search results (see https:// • Seeing patterns, en.wikipedia.org/wiki/ Machine learning algorithms (SVM + CRF) yield high • Detecting explicit corruption Knowledge_Graph) and accuracies for correct formula identification. in the data, present them to users • Addressing values and cul- in the now familiar box tural norms. on the right side of the results page. He said that the concept of AI as a disruption in How does Facebook impact its us- information services is largely false; AI will change services and make them easier to ers’ lives? It promotes nationalism use as more resources become available, thus enhancing the productivity of researchers. and authoritarianism and scrambles The challenges are to develop scalable methods for information extraction, search, and social, economic, and political con- knowledge structures for scholarly data. These applications are more common than many texts. News feeds are constantly X people realize and are embodied in these goals of CiteSeer : interrupting us and capturing our • Create an index of all open scholarly documents, attention. It affects our relationships • Use machine learning and AI to extract all data and obtain semantics, in commercial, personal, and politi- • Create ontologies and knowledge structures, and cal areas. Facebook’s mission went wrong because its leaders believed • Integrate all related information in a searchable format. that faith in technology could gen- The overriding goal is to automate everything! erate a better world.

72 Against the Grain / April 2018 Charleston Comings and Goings: News and Announcements for the Charleston Library Conference 2018 Conference Theme — Oh, Wind, if Winter comes, can Spring be far behind? by Leah Hinds (Executive Director, Charleston Conference)

2018 Call for Papers 2018 Vendor Showcase Registration The Call for Papers form is now open on the conference website We’re also happy to announce that the Charleston Vendor Show- at http://www.charlestonlibraryconference.com/call-for-papers/ as of case booth cost will remain the same as last year. Charleston Vendor April 16. The conference planning committee is looking forward to Showcase registration will open on Monday, June 4, and booths are receiving all of your proposals for concurrent sessions, lively panel $2,300 each. Show date and time is Tuesday, November 6, 2018 from discussions, innovation sessions, posters, and more. The submission 10:30 am to 6:00 p.m. The Charleston Vendor Showcase will be held deadline is Friday, July 13. Please contact me or any one of our Con- in the Gaillard Center’s Grand Ballroom (95 Calhoun Street) for the ference Directors if you have questions. second time this year following a wildly successful move to that location in Confirmed Keynote Speakers 2017. This will allow all of our We currently have two confirmed keynote speakers: Annette vendors to be on the same floor and Thomas, Clarivate Analytics, and Ruth Okediji, Harvard Uni- in the same location and will allow versity. Both have spoken in Charleston before and we look forward more vendors to participate. to welcoming them back Don’t miss this opportunity to again! Check the confer- connect 145 publishers and ven- ence website for updates on dors with almost 2,000 collection development, acquisitions, and additional speakers as they electronic resources professionals from around the country and are confirmed. internationally. This is a one day only showcase! Publishers and Annette Thomas was vendors: this is your chance to show your latest electronic products appointed the Chief Execu- and services to a target audience of library decision makers and buy- tive Officer of the Scientific ers. Librarians: browse the latest products and services, talk with & Academic Research busi- reps, see demos, and snag cool freebies. We’ll have brunch food at ness of Clarivate Analytics the opening starting at 10:30 am, a lunch buffet from 12:00-2:00 pm, in September 2017; having and the conference opening reception will be held inside the exhibit served on its board since floor from 4:00-6:00 pm with beer, wine, and appetizers. March 2017. Her career spans nearly 25 years in The Charleston Conference Blog scientific and educational Don Hawkins will once again be covering all the action at the Annette Thomas, Clarivate Analytics publishing — most recent- conference and reporting on the conference blog at https://against- ly, she held the post of the-grain.com/category/chsconfblog/. Don is an information industry Chief Scientific Officer at Springer Nature. She began her career freelance writer based in Pennsylvania. In addition to blogging and as a cell biology editor for Nature, before being appointed managing writing about conferences for Against the Grain, he blogs the Com- director of Nature Publishing Group, followed by chief executive puters in Libraries and Internet Librarian conferences for Information of Macmillan Publishers Ltd, and then Chief Executive Officer of Today, Inc. (ITI) and maintains the Conference Calendar on the ITI Macmillan Science and website (http://www.infotoday.com/calendar.asp). We’re very excited Education. to have him back for another year in Charleston! His lovely wife Pat Ruth L. Okediji is the will also be helping out at the Information Desk in the Francis Marion Jeremiah Smith. Jr, Profes- Hotel, so be sure to stop by and say hello. sor of Law at Harvard Law School and Co-Director of Charleston Conference Webcast Support Opportunities the Berkman Klein Cen- As I reported in this column in the last issue of ATG, the ter. A renowned scholar Charleston Conference is now offering a series of webcasts on in international intellectual topics such as marketing in the library, misinformation, end of year property (IP) law and a spending, and more. Registration is free, and they are consistently foremost authority on the well attended and received very positive attendee feedback. Videos role of intellectual proper- of previously recorded webcasts are available at http://www. ty in social and economic charlestonlibraryconference.com/video/webinars/. development, Professor Through this series, we’re excited to offer our friends in the industry Okediji has advised in- a new, year-round opportunity to engage the audience and community ter-governmental organi- Ruth Okediji, Harvard University surrounding the annual conference event. Learn more about past zations, regional economic session metrics and how you can participate in future events at http:// communities, and national governments on a range of matters related www.charlestonlibraryconference.com/video/webinars/webcast- to technology, innovation policy, and development. support-opportunities/. 2018 Registration Rates and Dates Stay tuned for more information on the conference website at www. We’re happy to announce that the 2018 conference registration charlestonlibraryconference.com, or join our email list at http://bit. rates will remain the same as last year. Early bird registration is $465, ly/chs-email-list to receive periodic updates. and it will be open from Monday, June 11, through Friday, September 14. Regular registration is $600, from September 15 through October 12. Late registration is $800 after October 12. See http://www. charlestonlibraryconference.com/registration-info/ for more details.

Against the Grain / April 2018 73 ATG PROFILES ENCOURAGED

Georgie Donovan Tom Gilson Associate Dean for Collections & Content Services Associate Editor William & Mary Libraries Against the Grain PO Box 8795 163 Broad Street, Charleston, SC Williamsburg, VA 23185 Phone: (843) 452-6053 Phone: (757) 221-1561 • Fax: (757) 221-1561 • libraries.wm.edu www.against-the-grain.com Born and lived: Born in Greensboro, NC; lived in Athens and Moul- Born and lived: Brooklyn, NY; Queens, NY; Buffalo, NY; Rochester, trie, Georgia; El Paso, Texas; Copiapó, Chile; Tokyo, Japan; Tucson, NY; Greenville, SC; Seneca, SC; and Charleston SC. Arizona; Boone, NC; and Williamsburg, VA. Early life: Born in Brooklyn and moved with my family to Queens until Early life: I earned an MFA in Creative Writing with a focus on poetry high school when I moved to upstate NY. from the University of Texas El Paso and set about modeling my career Professional career and activities: I started my career as a after Pablo Neruda’s. I wanted to teach college English, write, live abroad, reference librarian at the Greenville County Library, SC and then served as and publish and translate. After five years of trying to love teaching, I woke the Director of the Oconee County Library, SC before moving to Charleston up one morning, confident that I should go to library school instead and to get a second master’s degree. I then served as a reference librari- be a librarian. an, at the Charleston County Library and finally as the Head of Reference Professional career and activities: I’ve had more odd jobs Services at the College of Charleston. I’ve been involved in professional and short careers than most people. I’ve had my own business painting associations throughout my career most notably serving as the President cars, worked in accounting & materials requisition, taught art, worked at of the South Carolina Library Association and as the South Carolina repre- a music store, gigged as a contra & square dance piano player, taught sentative on ALA Council. Currently, I help Katina with Against the Grain ballroom dance for five years, catered events, been an admin secretary, and our website, the ATG NewsChannel, as well as work with the Charles- worked in diversity offices, cut hair, been photographer for a local paper, ton Conference team to offer all attendees the best possible conference done stage makeup for theatre, moderated community conversations experience. about farming and agriculture, kept bees, supervised a team of facilities Family: I am married to my wife Carol and have a daughter Christine workers, graded standardized tests, worked in a personal injury law firm, who lives in upstate NY. Murphy our dog and Benny Boy the cat round been the writer-in-residence in a middle school, worked at Penney’s in out the family. dresses, telemarketed, and took lots of teaching & library gigs. In my spare time: I like to hike in the various nature preserves and Family: I have five beautiful grandkids because of my husband who had parks here in lowcountry South Carolina as well as in the mountains of two almost-grown children when we started dating 20 years ago. I spend North Carolina and Tennessee. I’m also a fan of British TV especially mys- a lot of time with my two 6-year old twin nieces who live an hour away, so teries and subscribe to Britbox and Acorn streaming services. Oh! I also there are lots of little kids in my life. follow the Mets and most other NY sports teams. Heat by Bill Buford; Neruda’s and Julia Child’s and Favorite books: Favorite books: I’m a fan of Scandinavian noir and authors like Hen- Carl Jung’s and Malcolm X’s memoirs; Richard Feynman’s short works ning Mankell, Stieg Larsson, Karin Fossum, Jussi Adler-Olsen, and Jo Nes- like Surely You’re Joking!; A Book of Luminous Things edited by Cze- bø. I also like to read the popular histories and biographies of authors slaw Milosz; anything by Anne Fadiman or David Sedaris; Lolita; Daniel like David McCullough, Erik Larson, Ron Chernow, and Stephen Ambrose. Pinkwater, especially The Snarkout Boys and the Avocado of Death; and books by sociologist Oscar Lewis, explorer Helen Thayer, and pop culture How/where do I see the industry in five years: I see libraries critic Chuck Klosterman. broadening their definition of what collections are to include things like im- ages, data, and software. I also think that far more focus will be placed on Pet peeves: Bad data. I’d rather have no data than faulty or sloppy customizing services for users as well as on enabling the discoverability of data. And I like beautiful data too. I like a beautiful spreadsheet. scholarly resources. Demand and expectations will continue to increase Most memorable career achievement: Managing the ten year for all resources to be open access and for librarians to play a role working reaccreditation of Appalachian State University with the Southern Associ- with faculty to create open resources on their campuses. More and more ation of Colleges & Schools (SACS). I edited and wrote generous portions effort will be made to find ways to utilize artificial intelligence and incorpo- of our 500 page Compliance Certification with 4,000 pieces of documen- rate it into services and products. tation, hosted a beautiful onsite visit, and left with no recommendations after all was said and done. And after three years of convincing faculty Matthew Ismail and administrators to start documenting their assessment of institutional Director of Collection Development effectiveness across campus, no one even hated me (that much). Central Michigan University How/where do I see the industry in five years: Absolutely Park Library, 250 East Preston Street thriving. Demonstrating more diversity in our personnel and in our goals as Mount Pleasant, MI 48859 libraries, with a playfulness and sense of experimentation across the board Phone: (989) 774-1029 in every type of institution. https://www.cmich.edu/library Born and lived: I was born in Cleveland, OH and grew up in Hiram, OH, where my father was a professor at Hiram College and my mother was continued on page 75

74 Against the Grain / April 2018 Carolina at Chapel Hill (1998-present), Dean School of Information and ATG Profiles Encouraged Library Science UNC (2010-present). from page 74 Family: Wife, Suzanne, children Brian and Deanna, five gradchildren. the registrar. I’ve since lived in a variety of places, including Columbus, In my spare time: Cycling, gardening, walks. Minneapolis, Chicago, Abu Dhabi and Sharjah (UAE), and Cairo, Egypt. Favorite books: Recent non-fiction: Weapons of Math Destruction; Early life: I grew up in Hiram, OH, a small college town about an hour Twitter and Tear Gas; The Great Divide; Hamilton (biography); Wisdom: from Cleveland. Hiram College was founded in 1850 by people from the from Philosophy to Neuroscience. Fiction: anything I can find time to read. East Coast who wanted to create a college as far away from the tempta- Pet peeves: People who are too busy (aka self-absorbed) for other people. tions of the city as possible…I would say that they succeeded admirably in this. It was a peaceful place to grow up. Philosophy: Almost everyone alive is morally good and kind. Do not let ourselves forget this and be controlled by the very few who are not Professional career and activities: I’ve been doing collection moral or kind, and by our political and economic enterprises that feed on development for about fifteen years. I began doing collections work at The the attention these few demand. American University in Sharjah and continued at The American University in Cairo and Central Michican University. I met Katina at various Fiesole Most memorable career achievement: ASIST Award of Merit. Collection Development Retreats in Europe, back when a flight from Dubai Goal I hope to achieve five years from now: Write another or Cairo to Europe was only five hours or so, and this connected me to the book that people take the time to read. Charleston Conference before I’d ever been to Charleston. How/where do I see the industry in five years: I see contin- While I was in Sharjah and Cairo I did the research and writing for Wallis ued overloading of people and systems with data screaming to become Budge: Magic and Mummies in London and Cairo (Glasgow, 2011), a bi- information. This will continue to challenge information professionals to ography of the wild and interesting Egyptologist Sir E. A. Wallis Budge. My hold public trust and consider the public good while adapting to new in- trips to the British Museum and British Library to work in the archives were formation techniques and tools (e.g., AI, IOT, surveill and store all activity). wonderful experiences. We will become more valuable and more influential as long as we stay true I’m currently the editor in chief of the Charleston Briefings and the editor to our focus on human needs and public good. of Charleston Voices. Jared A. Seay Family: I have two wonderful children, a wonderful brother, and a won- Media Services Coordinator derful stepfather. Addlestone Library, College of Charleston In my spare time: I teach Inner Yoga meditation. 66 George St, Charleston, SC 29424 Phone: (843) 953-1428 Favorite books: A few of them are: Shantaram, by Gregory David Roberts; Sacred Games, by Vikram Chandra; Treason in the Blood, by An- thony Cave Brown; and Like This: More Poems of Rumi, by Coleman Barks. http://blogs.cofc.edu/seayj/ Greenville, SC; Charleston, SC; Kittery, MA; Proctor- Pet peeves: People who tell me how busy they are. Born and lived: ville, OH; Waukegan, IL; Decatur, IL; Goose Creek, SC. Philosophy: Be here now. Early life: Military brat. Started in new school multiple times. Most memorable career achievement: Creating the Charles- ton Briefings with Katina Strauch, Tom Gilson, Leah Hinds, Maureen Ad- Professional career and activities: Information and Instruc- amson, Charles Watkinson, and Jason Coleman. What a pleasure it was to tion Librarian, Videographer, Photographer, Writer. work with all of these people! Family: Two Children. How/where do I see the industry in five years: I expect to see In my spare time: Read, write, play and design analog games. private content and service providers offer integrated online packages for Favorite books: The War of Art: Winning the Inner Creative Battle by library services, initially serving small libraries such as community college Steven Pressfield. systems and high schools. I also expect that targeted and practical devel- opments in artificial intelligence will result in very effective AI-powered search Pet peeves: Advertisements in the middle of a YouTube video that can- tools that will transform the research and discovery process, particularly in not be skipped. the STEM areas (see the Chan-Zuckerberg Initiative’s Meta: AI for Science). Philosophy: There is rarely an issue that cannot be solved by a dedicat- ed group of kindred spirits or at least made into a decent interactive game. Gary Marchionini Most memorable career achievement: Hopefully, it is just Dean and Cary C. Boshamer Professor around the corner. UNC School of Information and Library Science Become the 100 Manning Hall Goal I hope to achieve five years from now: educational game expert in the Southeast (or some other direction). Chapel Hill, NC 27516 Phone: (919) 962-8363 How/where do I see the industry in five years: Ahh, the Fax: (919) 962-8071 future… The library profession has already morphed from those who are the keepers of the knowledge to those who are the navigators through the https://ils.unc.edu/~march/ knowledge. Because of the increasing ubiquity of info/media acces, pa- trons will need libraries themselves even less as a physical place to access 1949- Born and lived: information and store books (though books will still be there for the sub- Early life: Born in Altoona, PA, moved to East Detroit and attended stantial number who will still find gratification and succor in such material East Detroit Public Schools, BA in mathematics and English from Western things). Instead, libraries themselves will become maker spaces where folk Michigan University, MEd and PhD from Wayne State University. come to access tools, accessories and the spaces to utilize them. Librari- Professional career and activities: Math teacher, Oakwood ans themselves will become even greater experts in the use of these tools Junior High and East Detroit High School; (1971-78); math specialist and even more so as translators and instructos of information literacy. We Wayne State University (1978-1883); assistant, associate, full professor still will not have flying cars though. University of Maryland (1983-98); Boshamer Professor University of North continued on page 76

Against the Grain / April 2018 75 COMPANY PROFILES ENCOURAGED

EBSCO Information Services nology and resources for libraries worldwide. EBSCO Discovery Service 10 Estes Street (EDS) provides each institution with a comprehensive, single search box Ipswich, MA 01938 for its entire collection, offering unparalleled relevance ranking quality and Phone: 800-653-2726 extensive customization. EBSCO is also the preeminent provider of online research content for libraries, including hundreds of research databases, www.ebsco.com historical archives, point-of-care medical reference, and corporate learn- ing tools serving millions of end users at tens of thousands of institutions. EBSCO Industries Affiliated companies: EBSCO is the leading provider of electronic journals & books for librar- Officers: Tim Collins (President), Catherine Reid (SVP, Human Re- ies, with subscription management for more than 360,000 serials, includ- sources), Sam Brooks (EVP, Marketing, Sales, Publisher Relations & Stra- ing more than 57,000 e-journals, as well as online access to more than tegic Partnerships), and Kathleen McEvoy (VP, Communications). 1,000,000 eBooks. EBSCO is an international company with employees Association memberships, etc.: ALA, PLA, SLA, MLA, AASL, and around the globe and customers in nearly every country in the world. The NASIG. company is the leading provider of research databases to developing na- Online research content for libraries. tions, and continues with its efforts to bridge the digital divide. EBSCO Key products and services: Information Services is a division of EBSCO Industries Inc., a family owned Core markets/clientele: EBSCO serves the content needs of all company since 1944. researchers (Academic, Medical, K-12, Public Library, Corporate, Govern- ment, etc.). Is there anything else that you think would be of inter- est to our readers? EBSCO has made business decisions with the Number of employees: 3,800 environment in mind, including two large solar electric arrays, changing its History and brief description of your company/publish- corporate fleet of cars to hybrids and creating a Green Team of employees ing program: EBSCO Information Services (EBSCO) is the trusted which has led to larger recycling programs, lunchtime seminars and a full industry leader with 70+ years of experience providing cutting-edge tech- public transportation reimbursement program for employees.

LIBRARY PROFILES ENCOURAGED

University of North Primary areas of research: Data management and curation; Carolina at Chapel Hill libraries of the 21st century; human-information interaction; health infor- School of Information matics. and Library Science Available Internships/residencies: Carolina Library Associ- 100 Manning Hall ates (CALA); Carolina Technology Associations (CATA); EPA Library In- Chapel Hill, NC 27599-3360 terns. Phone: (919) 962-8366 Partnerships with other professional programs: See https://sils.unc.edu/ dual programs above; also CHIP partners SILS with Schools of Medicine, Background/history of the school: Founded 1931 – see Public Health, Nursing, Pharmacy, Dentistry, and computer science de- https://sils.unc.edu/about/history. partment. Number of faculty: 30 What do you think your information/library school Curriculum tracks; key courses: Bachelor of Science in In- will be like in five years? More diverse in content and people; formation Science; Master of Science in Information Science; Master of more technical prereqs; more international; 20-50% larger (students, fac- Science in Library Science; Professional Science Master’s Degree in Dig- ulty, and staff). ital Management and Curation; School Media Coordinator Program; PhD What excites or concerns you about the next five Degree. years? Many opportunities for informed excellence and leadership as we cope with information overload; data analytics misapplication; and dig- Unique programs: Dual Master’s Degrees with Art History, Business Administration, Government, Health Policy, Law, Nursing, and Public Histo- ital literacy requirements. ry; Dual BS-MS degree with Ecology and Environmental Studies; Graduate Is there anything else you think our readers should Certificate Programs in Bioinformatics, Clinical Information Science, Digital know? Come visit us! Curation, Digital Humanities, Interdisciplinary Health Communication, In- ternational Development, Nonprofit Leadership, Public Health Informatics, Diversity Advocate; Carolina Health Informatics Program (CHIP).

76 Against the Grain / April 2018 • Over 750 reviews now The Charleston available • Web edition and database provided with ADVISOR all subscriptions Critical Reviews of Web Products for Information Professionals • Unlimited IP filtered or name/password access • Full backfile included comparative“The Charleston Advisor reviews...reports serves up timely editorials and columns, from • Comparative reviews of standalone and comparative reviews, and press releases, among the field...interviews with industry aggregators featured other features. Produced by folks with impeccable library and players...opinion editorials... • Leading opinions in publishing credentials ...[t]his is a title you should consider...” every issue comparative— Magazines reviews...reports for Libraries, eleventh edition, edited from by the field...interviewsCheryl LaGuardia with consulting with editors Billindustry Katz and $295.00 for libraries Linda Sternberg Katz (Bowker, 2002). players...opinion editorials... $495.00 for all others

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Back Talk Rumors from page 78 from page 59 situations, right at the margins of what is now possible, right where Library Association, a representative to the Council of Faculty and it is badly needed. Academic Societies, and principal investigator to an NIH/NNLM Join us! For more information: [email protected] Express Library Digitization Award grant. She regularly consults for publishers and vendors. In her role as associate professor, she teaches “What is a man, a woman, a child, once safe, food and shelter scholarly communications within the medical education program at provided, if they cannot read, write, draw or communicate, and WMed. These new board members will begin their terms at the end thus take back their place in the human community, to envision their future and start fresh?” — Patrick Weil, President of Li- of the SSP 40th Annual Meeting in Chicago, in June. braries Without Borders. The American Psychological Association (APA) has announced a new partnership with the peer review platform Publons. APA will pilot Publons’ Reviewer Recognition Service across 30 of their core journals. Publons’ Reviewer Recognition Service integrates with all peer review submission systems, providing peer reviewers instant recognition for their contributions, in full compliance with journal review policies. During the pilot, experts who peer review for APA’s participating journals can instantly add records of their reviews to Publons with the click of a button. This lets APA reviewers effort- lessly maintain a verified record of their peer review contributions for promotion and funding applications. Academics interested in reviewing for participating APA journals will be able to connect with an editorial member through the click of a button on the journal’s profile page. For more details on the partnership and to see a list of participating journals, visit: https://publons.com/in/apa/. Whew! Glad that spring has sprung at long last!

Participants in the Tempe summit, February 1, 2018.

Against the Grain / April 2018 77 Back Talk — Can we Build the Offline Internet? Column Editor: Ann Okerson (Advisor on Electronic Resources Strategy, Center for Research Libraries)

ow did we ever live without the In- Two other projects that inspired the event think about how to make the connections ternet? I ask myself that when I look were: between content providers, civil society Haround at how much of what we do • SolarSPELL (http://solarspell.org/), organizations, and the wizards represented every day is either on the net or work or play an Arizona State University-based in the summit, in order to allow faster and or everyday householding that couldn’t be the project, led by Professor Laura more effective progress. way it is without our networked lives. Hosman, takes a solar-powered For two days a happy, energized room of But for all the three billion network users device to the ends of the earth. The 25 people or so had the pleasure of discover- in the world (according to the International device becomes a portable hotspot ing like-minded new friends and colleagues. Telecommunication Union), for most of the and delivers content from its own Everyone had the refreshing sense that they people on the planet it’s still a netless world. memory card to whoever is within were not so alone in what they were doing It shouldn’t be. reach with a minimal ability to make and that, in their collaboration, more would The obvious way to increase net usage a Wi-Fi connection. Hosman has be possible than they had imagined. Work is to increase net accessibility: broadband worked, for example, with Peace on coordinating and collaborating efforts everywhere, that sort of thing. But there are Corps volunteers on remote Pacific has begun already in the three weeks (as I also a lot of people beyond the reach of the islands. write this) since the summit ended and more net. They live in remote and impoverished • Libraries Without Borders — Bib- will follow — perhaps a next semi-summit locations, or they suffer under post-conflict liothèques sans Frontières (https:// at the IFLA meetings in Kuala Lumpur this or post-disaster conditions, or perhaps they www.librarieswithoutborders.org/) summer. live in the Bronx and can’t afford data plans from France, founded in 2007 and The Summit agreed to the publication of on their phones. Can we act now to bring the led by Executive Director Jérémy The Tempe Declaration posted on its “Offline benefits of networked information to such Lachal, brings its IdeasBox to hu- Internet” website (http://www.offline-internet. populations? manitarian crises — they began this org). Fundamental to the sense of the meeting Many people and organizations are making work in Haiti in 2010. was the highest principle, as espoused by exactly that effort, with entrepreneurship, With the support of IFLA (International IFLA and all: that “access to the information creativity, and passionate commitment. Two Federation of Library Associations and commons should be recognized as a funda- of those organizations, in collaboration with Institutions), ASU’s Library, led by Jim mental human right.” Key further principles IFLA (http://www.ifla.org), came together this O’Donnell and his AUL colleague Lorrie enunciated in the statement include: winter to host a summit meeting for people McAllister, hosted the summit at the end of • We share the belief that common working on such projects, with a plan to build January, bringing together representatives development of standards and a consortium that will leverage the energy of twenty organizations from as far away as practices for software and content and talent of all. In a way, the inspiration Colombia, Switzerland, and Malaysia. There acquisition can help all interested for the gathering — the realization that there was expertise from the hardware, software, parties to achieve their goals more were many unconnected players humanitarian, and library communi- easily and effectively. at work in this space — came ties — though not as many librarians • We judge that open source and open in an IFLA presentation in as there should be! Some projects access tools and content best meet Wrocław last summer by represented were quite small and the interests of the communities we Japri Masli of the Sar- locally focused, but seek to support. awak State Library. both INASP (http:// His paper about the www.inasp.info/ • We expect to work in the space of wonderful project “Pus- en/) and Research- not-for-profit and non-governmen- taka in a Box” can be 4Life (http://www. tal organizations, while welcoming found in the IFLA Li- research4life.org/) conversations with, on the one hand, brary — http://library. had keen observers governmental entities and, on the ifla.org/ — and is worth on hand to offer en- other, commercial enterprises that reading. couragement and to can focus attention and resources on this work in ways compatible with our fundamental commitments. The challenges are many and obvious, but ADVERTISERS’ INDEX the possibilities for the consortium are real. As a librarian, I am particularly interested in the work that will go into building modular 21 accessible Archives 10 the Charleston Report 15 Modern Language Association repositories of content, targeted to different 9 adam Matthew Digital 13 cold Spring Harbor Lab Press 11 Project MUSE audiences and situations, on which many 79 american Chemical Society 43 emery-Pratt 25 readex, A Division of NewsBank different kinds of users can draw in different situations. That will require a lot of work 29 asME 3 goBI Library Solutions 17 sPIE Digital Library (and support for that work): work on stan- 5 atg 2 igi Global 7 taylor & Francis Group dards, work on content selection, work on 49 Berghahn Books 33 inforMS 55 wt Cox Information Services negotiating access to licensed content, work on creating and drawing together open access 67 Brepos Publishers 80 Midwest Library Service content, and work on the curation and oper- 77 the Charleston Advisor 37 the MIT Press ation of those repositories. But if that work gets done, it can offer tools for improving For Advertising Information Contact: Toni Nix, Ads Manager, human development in many countries and , Phone: 843-835-8604, Fax: 843-835-5892. continued on page 77

78 Against the Grain / April 2018