2017 Workshops

Electronic Resources & Libraries 2017 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!

All workshops take place 1:00pm – 5:00pm at the AT&T Conference Center and include a snack break.


SUNDAY PRE-CONFERENCE WORKSHOPS

WEDNESDAY POST-CONFERENCE WORKSHOPS


Sunday, April 2, 2017

W01 – The License & Copyright Jigsaw Puzzle: Making the Pieces Fit

Presenters: Joan Emmet, MLS, JD, Monica Moore

Conference Track: Managing e-Resources & Licensing

Access and acquisition of digital content always involves some kind of rights analysis and management, even if no license is required to subscribe to that database or ejournal. What rights do libraries have to use the digital content we acquire, why do we have them, and how do we negotiate and manage them? This workshop will help answer those questions by providing a deeper, focused look at the rights associated with the digital content that libraries acquire and support, and how they are expressed through license agreements and existing copyright law. Participants will have the opportunity to advance their knowledge of the legal framework that supports the acquisition of digital content and the use of it by library users. This foundational knowledge will be combined with the practical aspects of license reviews as part of the acquisition and collection management process, as well as a discussion of how libraries comply with these agreements through their technical infrastructure, their support procedures, and through direct communication of their terms. Specific topics to be covered include an overview of licenses as legally binding contracts, how they are constructed, the type of information they contain and how they intersect with existing copyright law, how libraries should manage a breach of license terms, and the relationship between these terms and library services such as interlibrary loan, collection development policy, and support for teaching and learning.

REGISTER HERE! A ticket is needed for this event! Don’t Forget to add a Pre-Conference Workshop when you register for ER&L!


Sunday, April 2, 2017

W02 – Transforming the Commons: The Making of Open Scholarship

Presenters: Jill Emery, Robin Champieux, MLIS, Juan Pablo Alperin, PhD, Josh Nicholson, Iara Vidal, Bastian Greshake

Conference Track: Scholarly Communication

Research and scholarly communication are changing.  Propelled by the potential of the open web, librarians, scholars, scientists, publishers, funders, and other stakeholders are developing, facilitating, and championing principles, practices, and policies that make scholarship more transparent, accessible, and actionable.  This workshop will present an overview of the ways in which research workflows, scholarly communication, and research assessment are evolving.  We will also introduce attendees to some of the tools, data, and organizations that are enabling these changes, with an emphasis on how libraries and librarians can contribute to and affect local and broader uptakes of open scholarship practices.  Speakers will include librarians, publishers, and scholars with hands-on and in-depth experience building, researching, and leveraging new tools and practices.

REGISTER HERE! A ticket is needed for this event! Don’t Forget to add a Pre-Conference Workshop when you register for ER&L!


Sunday, April 2, 2017

W03 – EZproxy for Everyone: A Basic Overview (of the most valuable product in library history!)

Presenter: Glenn Bunton, MLIS,MS

Conference Track: Managing e-Resources & Licensing

Did you know EZproxy has pubic service components, technical service components, information technology components and even assessment components? This workshop is for all those new to administering EZproxy as well as anyone interested in learning how EZproxy impacts various library functional units.  We will explore EZproxy’s history and purpose, installation options, basic concepts and configuration and general administration.

REGISTER HERE! A ticket is needed for this event! Don’t Forget to add a Pre-Conference Workshop when you register for ER&L!


Sunday, April 2, 2017

W04 – Agile-Inspired Project Management for Library Staff (Or Simple and Practical Methods to Keep Calm and Get Stuff Done)

Presenter: Galadriel Chilton

Conference Track: Organizational Strategies

At ER&L 2016, the instructor presented how she used elements of Scrum to manage a collections assessment project. Because of the great benefits she experienced using Scrum, she continues to use Agile methods for large and small projects to effectively juggle competing priorities and meet tight deadlines. Based on attendee feedback, this workshop provides an opportunity for 2017 ER&L attendees to learn more about Scrum and other Agile Movement tools. Commonly used in software development, Agile methods like Scrum and Kanban are simple, practical, and flexible project management methods. This workshop will introduce attendees to Scrum and Kanban through a balance of theory, demonstration, and hands-on application. During this workshop, the instructor will briefly demonstrate how she used elements of Scrum to develop a framework for a comprehensive review of e-resource collections. Attendees will then begin applying Scrum by working in small groups to develop the Scrum elements of “stories” and “tasks” for their own projects.

Next, the instructor will describe Kanban and demonstrate how she uses Kanban in her current position. Attendees will then explore analog and digital iterations of Kanban and create their own Kanban board.

During the demonstrations of Scrum and Kanban, the instructor will illustrate the flexibility of each method and describe how she modified the methods as needed for her work. She will illustrate how using these methods helped not only with getting tasks done, but also helped strengthen project deliverables, increase team morale, and resulted in equitable task distribution among team members.

REGISTER HERE! A ticket is needed for this event! Don’t Forget to add a Pre-Conference Workshop when you register for ER&L!


Sunday, April 2, 2017

W05 – Teach Your Staff to Troubleshoot E-Resources: Practical Processes for Creating Effective Troubleshooting Training

Presenters: Sunshine J Carter, Stacie Traill

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 ticket is needed for this event! Don’t Forget to add a Pre-Conference Workshop when you register for ER&L!


Wednesday, April 5, 2017

W06 – Transform Your Budget for the Digital Age: Applying the Power of Faceted Classification to Effectively Manage Electronic Resources Funds

Presenters: Jason S Price, PhD, Maria Savova

Conference Track: Managing e-Resources & Licensing

Effective collection management and funding advocacy require that academic library materials budgets reflect the complexity of their underlying acquisitions.  The proliferation of electronic resources have led to a substantial increase in the complexity of collection management tasks and the overall impact on the library’s budget sustainability. Monitoring and counteracting the inflation gap brought by the uncontrollable increases in subscription prices, as well as successful advocacy for acquisitions funding are essential parts of electronic resources management today. Libraries need to effectively communicate with their constituents and support their funding requests with powerful data, which the traditional – pre-electronic resources era – budget structure is unequipped to provide.

In the digital era, libraries are in need of an expanded budget structure that accounts for the four critical aspects of the acquisitions process – material type, format, acquisition mode, and discipline – and is able to provide transparency and visibility, support long-term planning and ongoing spending control, as well as facilitate reporting and advocacy.

This innovative budget structure was created and implemented in The Claremont Colleges Library in 2012 and is being used for a fifth consecutive fiscal year. During this time, it has evolved with the changing needs of the organization and the industry and has proven its adaptability and resilience.

Using the structure has significantly improved the transparency of the library’s activities and contributed in a powerful way to regaining faculty and administration’s trust in the library’s stewardship of institutional resources.

REGISTER HERE! A ticket is needed for this event! Don’t Forget to add a Post-Conference Workshop when you register for ER&L!


Wednesday, April 5, 2017

W07 – EZproxy: Beyond the Basics

Presenter: Glenn Bunton, MLIS,MS

Conference Track: Managing e-Resources & Licensing

EZproxy is running at your institution. You’ve added and updated some content stanzas. You’ve used the web Admin interface to clear suspensions and restart EZproxy. But you need to know more. This is the workshop for you!

This workshop is for those who have some experience working with EZproxy but feel they need/want to know more about what it can do and how to administer it more effectively. Do you wonder what some of the directives mentioned on the listserv actually do? We’ll take a look at them. Would you like your EZproxy to use a campus-wide authentication system such as Shibboleth or LDAP? We’ll explore how to configure EZproxy to work with those systems. Have you seen other institution’s login page, error page, suspension page, etc., and wondered how you can make yours look like those? This workshop will describe how to edit those pages and others you can add. Is your awareness of the web Administrative interface limited? We’ll go over everything that page has to offer you as an administrator. In addition, we’ll discuss how to more effectively troubleshoot problems by considering the three facets of the remote connection process: user, network, EZproxy.

All this and so much more.

REGISTER HERE! A ticket is needed for this event! Don’t Forget to add a Post-Conference Workshop when you register for ER&L!


Wednesday, April 5, 2017

W08 – Creating an Institutional Repository: Elements for Success!

Presenters: Corrie Marsh, Dillon Wackerman

Conference Track: Library as Publisher

Both new and existing institutional repositories need to constantly adapt their mission, goals, and services to their university community. Constant interaction and promotion builds campus interest, enthusiasm, and participation. Marsh and Wackerman will offer an interactive workshop that builds on their own experiences as well as draw from the audience. Both new IR managers as well as experienced ones will benefit from this program.

REGISTER HERE! A ticket is needed for this event! Don’t Forget to add a Post-Conference Workshop when you register for ER&L!