2019 Workshops

Electronic Resources & Libraries 2019 conference workshop planners have put together a great lineup 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.

Workshops 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. 

  • W01: So Now It’s Your Job to Fix This: Learning How to Troubleshoot E-Resource Problems
  • W02: Building a Sustained Culture of Process Improvement Using Workflow Analysis
  • W03: Promoting and Marketing E-Resources for Beginners: Creating an Effective Plan to Increase E-Resource Usage at Your Institution
  • W04: Visualizing Library Usage Data with Tableau Public
  • W05: Teach Your Staff to Troubleshoot E-Resources: Practical processes for documenting and implementing a troubleshooting training curriculum
  • W08: Fundamentals of Licensing and Negotiation

Sunday, March 3, 2019
W01: So Now It’s Your Job to Fix This: Learning How to Troubleshoot E-Resource Problems

Presenters: Josh Petrusa, Butler University and Vanessa French, 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.

Sunday, March 3, 2019
W02: Building a Sustained Culture of Process Improvement Using Workflow Analysis

Presenters: Rafael Escobar, University of Michigan, Emily Campbell, University of Michigan, Heather Shoecraft, University of Michigan and Amy Gherardini, University of Michigan

Conference Track: Organizational Strategies

Using a train-the-trainer model, attendees will learn how to complete a workflow analysis from start to finish, and how to then instruct others in the organization to do the same. The ultimate goal of this approach is to build a work culture that empowers all staff to continually recognize and address issues, from simple to complex. The hands-on session will focus on common workflow issues; project scoping, prioritization, and management; and team building. Real-life examples will be used to demonstrate the methodology, and via group exercises participants will have an opportunity to practice various strategies for engaging with stakeholders to gather key data and secure buy-in. Presenters will also illustrate how to use freely available web-based tools for mapping and sharing workflows, and how to leverage these to accommodate different learning styles. At the conclusion of the workshop, participants will be provided with a practical workflow toolkit that they can scale to and deploy in their own work environment. This session is appropriate for beginners and those with some experience.

Sunday, March 3, 2019
W03: Promoting and Marketing E-Resources for Beginners: Creating an Effective Plan to Increase E-Resource Usage at Your Institution

Presenter: Rhonda Evans, The New York Public Library Research Libraries

Conference Track: User Experience

According to a recent Pew Research Center study usage of electronic resources have declined in the past five years. Although, very few library schools offer marketing courses, many E-Resources Librarians have had marketing and promotion of e-resources added to their job description. For solo and new E-Resources Librarians, this can appear very daunting. This course will provide a comprehensive overview of how to promote and market your e-resources to the patrons of your organization. This workshop will include assessing where you stand now and how to create and measure marketing goals. The workshop will cover recruiting the front line staff as co-marketers. Participants will learn about using online tools such as social media and blogging to promote their e-resources. The workshop will teach participants how to use narrative as a teaching tool for effective trainings, as well as a plan for building relationships and outreach within and outside of the organization. It does not matter what size or type of organization you work for or how long you have worked in e-resources, all participants will leave with a promotional plan adapted specifically for their role and their organization.

Sunday, March 3, 2019
W04: Visualizing Library Usage Data with Tableau Public

Presenter: Jen-chien Yu, University of Illinois at Urbana-Champaign

Conference Track: Data Science & Libraries

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 usage 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 library usage data that all libraries work with: gate counts, circulation statistics and COUNTER reports, etc.. The participants will learn about the characteristics of the data and methods that are most suitable for visualizing them. 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 and prepare library usage 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).

Wednesday, March 6, 2019
W05: Teach Your Staff to Troubleshoot E-Resources: Practical processes for documenting and implementing a troubleshooting training curriculum

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

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.


Wednesday, March 6, 2019
W08: Fundamentals of Licensing and Negotiation

Presenters:  Anjana H Bhatt, Florida Gulf Coast University and Claire T. Dygert, CCDygert Solutions, LLC

Conference Track: Managing e-Resources & Licensing

Electronic resource librarians are expected to communicate with publishers, library directors, university legal counsel, procurement, systems, ILL departments, fellow librarians and library staff as experts in e-resource licensing.  In addition to understanding licenses, electronic resource librarians are expected to negotiate licensing terms and conditions, including pricing, with vendors.  Yet electronic resource librarians are not usually trained in either legal matters or negotiation theory and strategy, making it a daunting prospect to those new to the responsibility.  This course will provide the fundamentals that will prepare e-resource librarians to step-into these roles with confidence.

This course will be broken down into two parts.  We will begin with a section on license agreements which will provide an overview of the role of license agreements in the electronic environment, walk the attendees through a typical license, and discuss the issues that various sections and clauses may present.   We will discuss emerging licensing trends and issues, such as the new General Data Protection Regulation (GDPR) which is making licensing products from Europe a challenge. We’ll look at SERU, some model licenses, and various pricing negotiation factors, including user levels, FTE factors and university classification tiers. We will conclude with a discussion of the practicalities for reviewing and editing license agreements and creating schedules and addenda that cover additional terms and requirements not generally part of a standard agreement.

Section two of the course will focus on helping attendees develop negotiation skills and the confidence to employ them.  Using the basic tenants of the Harvard Negotiation Project’s principled bargaining practices, published in Getting to Yes, attendee will learn solid negotiation fundamentals and how to take a systematic, informed approach to negotiating.  We will also discuss a strategy for working with vendors from year to year to keep annual renewal costs down over time.  Tips and strategies for handling various negotiation scenarios will be provided, with a break-out session for attendees to collaboratively problem solve a challenging negotiation situation.