2018 Workshops

Electronic Resources & Libraries 2018 conference workshop planners have put together a great line up of expert-led 4-hour workshops to add to your ER&L conference experience. These are focused in on the topics you’ve requested through surveys!

These workshops will be available to in-person attendees only and require an additional ticket. It will not be available via the Online Conference. All workshops take place 1:00pm – 5:00pm at the AT&T Conference Center and include a snack break. 


Sunday, March 4, 2018
W01: Video without Fear: What You Must Know

Presenter: Sarah E. McCleskey, Hofstra University and National Media Market, Laura Jenemann, Boston University Libraries & Winifred Fordham Metz, UNC-Chapel Hill Libraries

Conference Track: Collection Development & Assessment

Collecting audiovisual content can be intimidating. There are so many decisions to be made: will you acquire physical, or streaming formats? What licensing model works best for your library? How will your patrons access the content? What must you know about copyright, exemptions, fair use, and DRM? How can you make the most impact while working within your budget?

In this workshop you will learn how you can apply what you already know about e-resources acquisitions to audiovisual collecting. The instructors will highlight best practices for making collection decisions for audiovisual content, focusing on models for purchase or licensing and budget optimization when acquiring these resources for your users. The instructors will cover:

  • Copyright considerations (and how they affect acquisition decisions)
  • Collection development policies that respect financial and institutional priorities
  • Licensing and purchase options for physical and digital formats
  • Technological considerations including hosting content, accessibility challenges (on-off campus, multiple browsers/devices), and streaming platform features
  • Assessment techniques for evaluating audiovisual resources in terms of hard costs (dollars) as well as soft (time)
  • The future of audiovisual collections, including challenges that arise when new audiovisual content is not available for institutional purchase or licensing.

During this workshop, you will have multiple opportunities to apply your new knowledge in practical situations. Participants will analyze common copyright scenarios, begin to draft a collection development policy, review sample license agreements, and compare reporting features of common platforms. Time for discussion and questions will be built in to each segment.

REGISTER HERE! A separate ticket is needed for this event! 

Sunday, March 4, 2018
W02: Advanced Licensing & Copyright – Juggling Negotiation, Management, and Compliance

Presenters: Joan Emmet, MLS, JD, Yale University Library & Monica Moore, University of Notre Dame

Conference Track: Managing e-Resources & Licensing

License agreements and copyright law have a great impact on how we acquire, manage and use digital content. This workshop is designed to help attendees advance their knowledge of the legal framework that supports the acquisition and management of this content using typical electronic resource management (ERM) scenarios. Presenters will provide an overview of copyright and contract law, and discuss how common library and academic uses are allowed under each. Specific topics to be covered include negotiation tips and issue spotting in contracts; how to interpret and translate contract terms to common library service points; how to respond to contract breaches; and technical implementation related to contract compliance. Using a “flipped classroom” model, attendees will be assigned some basic theoretical reading on copyright law and licensing prior to the workshop, in preparation for group exercises and hands-on activities.  Attendees will have an opportunity to express the most significant challenges that they face at their own institutions for group analysis and discussion.

REGISTER HERE! A separate ticket is needed for this event! 

Sunday, March 4, 2018
W03: Getting Started with MarcEdit 7: New Tools, New Models, New Automation Opportunities

Presenter: Terry Reese, Jr., The Ohio State University Libraries

Conference Track: Emerging Technologies & Trends

MarcEdit 7 represents the next generation in the MarcEdit application development.  Over the course of six months, MarcEdit has been redeveloped and reimagined to allow for greater automation, data manipulation, and integration opportunities.  MarcEdit 7 development focused on:

  • Simplifying workflows and help
  • A focus on software accessibility
  • Deeper integrations with OCLC and the existing next generation ILS ecosystem
  • Development of new global editing tools
  • Support for working direction with knowledge-graphs and semantic data
  • Development of new paradigms for crosswalking metadata

At its core, this workshop will focus on editing library data…specifically how attendees can quickly create, editing, and modify large batches of library data.  The workshop will put a premium on automation, looking at ways in which users can automate workflows and processes.  At the same time, given the recent release of MarcEdit 7, the workshop will highlight many of the new tools like the new metadata profiler to enable simplified non-MARC to MARC (or non-MARC) transformations and the new data clustering functionality designed to help make sense of messy data, as well as enhancements to the linked data toolkit.  Working with real-data, and answering real-world problems, the workshop will seek to provide attendees with the knowledge and necessary toolkit to enhance and improve their processes at their home institutions.

REGISTER HERE! A separate ticket is needed for this event! 

Sunday, March 4, 2018
W05: So Now It’s Your Job to Fix This: Learning How to Troubleshoot E-Resource Problems

Presenters:  Vanessa French, Butler University & Josh Petrusa, Butler University

Conference Track: Managing e-Resources & Licensing

Taking over E-Resources management? Broadening your skills for a job search? This workshop is designed to give attendees the basic tools to identify, resolve, and track a variety of electronic resource access issues, from simple to complex.  It will begin by introducing attendees to the different elements involved in making an online resource accessible to users and then describe the common ways in which the components can break. The presenters will bring case studies and real-life examples to demonstrate what participants can expect once they’re professional e-resources troubleshooters. Using hands-on activities and drawing on the vast experience of the presenters, the workshop will walk through how to the details of how each system  component functions, so that attendees can ascertain for themselves the cause of sample  access problems. After learning how to diagnose an issue, attendees will learn the steps needed to fully resolve the issue, how (and to whom) to communicate regarding the resolution, and the importance of tracking all this activity for future use.  Participants will be able to take away practical techniques and skills that they can immediately put into practice in their own work environments. The presenters currently work in an OCLC WMS/WorldCat Discovery consortial  environment, but have experience running SFX, 360 Link, Primo, EDS, and SirsiDynix Symphony from previous institutions, so the workshop is intended to cover issues faced in those systems as well.

REGISTER HERE! A separate ticket is needed for this event! 

Wednesday, March 7, 2018
W07: Teach Your Staff to Troubleshoot E-Resources: Practical Processes to Documenting and Implement A Troubleshooting Training Curriculum

Presenters: Sunshine J. Carter, University of Minnesota Libraries & Stacie Traill, University of Minnesota

Conference Track: Managing e-Resources & Licensing

E-resource troubleshooting is an increasingly complex and time-consuming activity in the era of web-scale discovery. With multiple systems and access pathways involved, effective problem solving requires a sophisticated bundle of knowledge, skills, and tools. How can librarians and staff become effective and efficient troubleshooters? Through hands-on activities and group discussions, workshop participants will learn several practical approaches to documenting their e-resource access environment, systems, and troubleshooting methods, then create a framework for their own e-resources troubleshooting training curriculum. Presenters will cover key concepts and troubleshooting tools, and help participants understand how to apply those concepts and tools in their own discovery and access environments. Participants will also learn how to evaluate training effectiveness, along with strategies for practical reinforcement of troubleshooting techniques and skills. The presenters work in an Alma/Primo discovery environment, but this workshop is intended to be system agnostic. Participants will leave this session with drafts of training documents specific to their own environments.

REGISTER HERE! A separate ticket is needed for this event! 

Wednesday, March 7, 2018
W08: Do Something Real with Linked Data: A Micro-projects Approach

Presenters: Kristen Wilson, North Carolina State University & Jacob Shelby, North Carolina State University

Conference Track: Emerging Technologies & Trends

Everybody’s talking about linked data, but how do you begin working with it? This workshop will teach participants about basic linked data technologies that can be used to create “micro-projects” — small, approachable, hands-on projects that foster education and experimentation.

The instructors will provide an overview of how they have worked as part of a larger effort to build a culture of linked data engagement within a technical services department. This discussion will include an emphasis on educational efforts and planning techniques for linked data projects. The rest of the workshop will be made up of three activity sessions. Each session will include an introduction to a linked data technology, a brief discussion of project ideas, and a hand-ons practice activity. The technologies we will cover include harvesting URIs using MARCedit, entity reconciliation using OpenRefine, and semantic web markup using Schema.org and JSON-LD.

Participants will come away from this workshop with an understanding of basic linked data technologies and ideas for how they might engage with these technologies in a practical way — either as an individual contributor or a manager.

A basic understanding of metadata concepts (metadata standards, data formats, data manipulation, linked data) would be helpful for participants. Familiarity with MARCEdit, OpenRefine, and specific data formats MARC and JSON would be useful, but not necessary. Each activity session will begin with an introduction to the technology used, which should be enough for those previously unfamiliar with the technology.

REGISTER HERE! A separate ticket is needed for this event! 

Wednesday, March 7, 2018
W09: Visualizing Library Data with Tableau Public

Presenters: Jen-chien Yu, University of Illinois Urbana-Champaign & Esra Coskun, University of Illinois Urbana-Champaign

Conference Track: Collection Development & Assessment

A successful data visualization can tell a powerful story with numbers. In recent years many libraries have started to use the data visualization software Tableau to help analyze the library data we collect and to communicate library impact and values to the community: How many visitors we have per year? How much money we spend for an electronic journal and what is the usage? What is the circulation per capita for this branch library?

The workshop will begin with an introduction to the various types of data that all libraries work with: bibliographic records, statistics, survey data, etc.. The participants will learn about the characteristics of library data and methods that are most suitable for visualizing the library data. The participants will learn how to use Tableau Public, a free version of the Tableau software, to create interactive data visualization including basic chart types, thematic maps and data dashboards. Good data visualization comes from “clean” data. As such this workshop will have brief introductions to tools and procedures that can be apply to clean library data for visualization. The workshop will also introduce the participants to design principles for data visualization and different types of data visualization tools (free or commercial).

REGISTER HERE! A separate ticket is needed for this event!