ER&L 101 Programming

ER&L is eager to welcome new professionals into the field and the fold of our community with timely and relevant programming. Recognizing that more scholarly content goes online and new individuals gain responsibilities that require knowledge of electronic resource-related topics every day, we are offering “ER&L 101” programming in both regular session and workshop formats.

Below we have listed the ER&L 101 Programming to be offered in Austin at ER&L 2018:


WORKSHOPS ON SUNDAY 3/4

These workshops will be available to in-person attendees only and require an additional ticket. They will not be available via the Online Conference. 


From Stumbling Blocks to Building Blocks: Scholarly Communication Essentials

Scholarly Communication & Library Publishing

Why 101? 

There is no doubt that in the twenty-first century, scholarship is a valuable (and profitable) commodity. New digital capabilities (electronic publishing, social media, institutional repositories, copyright and open access legislation, etc.) have profoundly impacted traditional models of scholarly communication and publishing in recent years. Librarians, no matter their job description, are increasingly being asked to collaborate with colleagues, faculty, students, publishers, and vendors on a variety of scholarly communication issues and topics. It’s essential that both new and experienced e-resource librarians be provided with opportunities to learn the foundations of scholarly communication. In this workshop, the focus will be on providing attendees with the knowledge, vocabulary, and basic skills needed to navigate the fast-changing scholarly communication landscape.


Getting Started with MarcEdit 7: New Tools, New Models, New Automation Opportunities

Emerging Technologies & Trends

Why 101? 

MarcEdit is a pretty popular application in the library metadata space, and the coming update to MarcEdit 7, is bringing with it a number of new tools and automation opportunities. The program will include new tools to: simplify non-MARC metadata transformations (without the need for XSLT/XQuery expertise), built-in data clustering support, deeper integration with OCLC and supported ILS systems, new global editing tools, and a new semantic engine for working with knowledge graph data. By the time MarcEdit 7 is released (~Dec. 1, 2017); it will represent the largest rewrite and update to the program in close to 4 years.


So Now It’s Your Job To Fix This: Troubleshooting E-Resource Problems

Managing e-Resources & Licensing

Why 101?

This workshop will teach those new to access problem troubleshooting the fundamentals of diagnosing, resolving, tracking, and communicating access problems starting at an introductory level and progressing to more advanced topics throughout the course of the workshop. We will be introducing attendees to the basic components of online access, describing the common (and not-so-common) ways that these components break, the resources available to them, and impressing upon participants the importance of a holistic process that includes resolution, communication, prevention, and advocacy.


SESSIONS ON MONDAY 3/5, TUESDAY 3/6 & WEDNESDAY 3/7

These sessions will be available to in-person and Online Conference attendees. 


Best Practices for Licensing Online Video Efficiently and Effectively

Managing e-Resources & Licensing

Why 101? 

Online video is becoming ever more prevalent in libraries and increasingly important to our patrons. Unfortunately, licensing online video is complicated and time consuming. This presentation will be helpful to librarians and staff from all types of libraries and includes practical tips for managing all aspects of the licensing process.

Following this session, participants will be able to better manage the online video licensing process and have a deeper understanding of what that process involves.


Communicating Accessibility to Third Party Vendors

External Relationships

Why 101? 

Technologies have emerged so quickly since the onset of the internet that digital accessibility is often over looked. As much of a library’s online resources are provided via third party vendors, prioritizing accessibility can be very challenging. In what ways might librarians communicate their commitment to accessibility to vendors?

Following this session, participants will be able to understand basic concepts in digital accessibility, identify important accessibility legislation and existing standards, take the first steps in contacting vendors regarding accessibility, make that information available (and useful) to users, and formulate their own strategies for making a commitment to accessibility in their libraries.


EBA, DDA, ATO, Oh My! – Testing Different Acquisitions Models for the Best ROI

Collection Development & Assessment

Why 101? 

New acquisitions models are revolutionizing library purchasing, but are they also adding value to library collections? This presentation discusses one library’s experience with evidence-based, demand-driven, and access to own acquisitions models, including implementation, benefits and drawbacks, and how experimentation with the new models lowered costs and increased return on investment.

Following this session, participants will be able to identify the differences between emerging acquisitions models, including evidence-based, demand driven, and access to own; participants will learn the pros and cons of each model in order to determine which acquisitions model(s) may work best for their library.


Flex your budget! Empowered decision-making, managerial control, and agile leadership in local- and network-level collection management

Collection Development & Assessment

Why 101? 

Collection decisions run the organizational gamut from selection of a monograph to management of a multi-million-dollar budget. In this talk, Brigitte Burris (Penn) and Boaz Nadav-Manes (Brown) will candidly share examples of their challenges, solutions, and vision on how to successfully manage collections at the local and the network levels.

Following this session, participants will be able to:

  • better understand the multi layered cycle of collection decisions: licensing, budget allocations, and expenditures and how to effectively incorporate access to high-quality information, an accurate assessment of risk, and a cognitive awareness of personal biases which impact such decisions. 
  • understand how library collection management decision-making are being handled in two separate institutions and how these decisions are being handled in a network level (like NERL or Ivy Plus).
  • know ways by which collection management can assist in framing meaning and mission individually and also with staff in their own libraries.

Getting Back to the Basics: E-Resource Perspectives from a Holistic Approach

External Relationships

Why 101? 

The presenter will discuss collaboration within external entities (outside e-resources department) to gain perspectives of how e-resources are taught, troubleshooted, and understood by library faculty, campus faculty, staff, and students; as well as, how we as librarians can include these learned outcomes within our day to day responsibilities.

Following this session, participants will be able to understand how to utilize different entities within their institutions to understand how e-resources are taught and understood by faculty and patrons from their perspectives, as well as, learn ways to use the information gathered within the electronic resources workflow.


Getting started on the right foot with Ezproxy

Managing e-Resources & Licensing

Why 101? 

In this presentation, we will discuss the software’s capabilities and go over the download and installation of the software, and existing documentation.  We will suggest best practices for editing the configuration logs and will address the pros and cons of locally hosted and OCLC hosted Ezproxy servers.

Following this session, participants will be able to:

  • find the documentation and the user community listserv.
  • have confidence to begin customizing some aspects of their instance of the software to meet local needs.
  • devise basic configurations for uncomplicated resources.

Getting Started with Usage Statistics

Collection Development & Assessment

Why 101? 

Usage statistics are one of the areas that many ERLs engage with on a daily basis. Before you can figure out how to use usage stats to inform purchasing and other decisions, you need to know how and where to find them! This session is aimed at the beginning librarian who is wondering how, where and why to get usage statistics.

Following this session participants will be able to

  • log into publisher admin site.
  • generate/download a usage report.
  • export a usage report to excel.

Navigating connections between acquiring, licensing, invoicing and collection assessment: a plan to survive big package deals, mini packages, and fund splits

Collection Development & Assessment

Why 101? 

Collection decisions depend on the representation of accurate detailed information.  This presentation will demonstrate our methods, including why and how we created a product Master list with product IDs and product codes for tracking and at-a-glance recognition. Package deals, mini packages, and fund splits will be discussed in detail.

Following this session, participants will be able to understand gathering of collection assessment information based on package deals, mini packages, and fund splits; and use different methods to represent the information needed by those who are assessing e-resource collections.


Small Data Management: Master Data for Better Collection Analysis

Collection Development & Assessment

Why 101? 

While librarians often speak about data management for external data, little has been said about managing internal data in a systematic manner. Information about the need, along with tools and methodologies, for starting a small-scale data management program for internal collection analysis and assessment purposes will be discussed.

Following this session, participants will be able to understand the need for master data management and know some tools to start small-scale data management programs for internal collection analysis purposes.


The Elephant: Feeling Our Way in the Business of Academic Books

Collection Development & Assessment

Why 101? 

The rise of ebooks, and other factors, have utterly changed the environment, in what was once a stable world, for anyone involved in the buying or selling of academic books.  In this session an academic librarian, a university press publisher, and a vendor/aggregator will discuss their own particular dynamics.

Following this session, participants will be able to understand the dynamics of academic publishing and bookselling, place their own library or organization’s situation regarding ebooks into a broader context.


Trials & Tribulations: Managing Trials Effectively

Managing e-Resources & Licensing

Why 101? 

Trials of new resources are common in many libraries. Less common is a process for planning, implementing, and evaluating trials. This session will detail one library’s experience with developing a process for managing trials effectively with suggestions for establishing a process that meets your library’s needs.

Following this session, participants will be able to: identify useful criteria to consider when selecting and evaluating new resources, develop a trials process for use in their library.


Understanding University Administrators: Misconceptions, Metrics, and Strategies

External Relationships

Why 101? 

As part of faculty governance, and recently wrapping up a two-year stint as the Associate Chair of the NC State Faculty, Darby Orcutt works very closely with the Chancellor, Provost, and other high-level administrators of his university, and will share insights into their thought and decision-making processes.

Following this session, participants will be able to hone their sources of information regarding the perspectives of university administration, and develop stronger strategies for communication and alignment with administrators.


Using Design Thinking for Collections Assessment

Collection Development & Assessment

Why 101? 

Design Thinking, a process popularized by Stanford’s d.school, provides useful scaffolding tools for assessing and improving library services. The library literature includes examples of using design thinking to develop and improve spaces and websites, but what about collections? Explore the possibilities in this presentation.

Following this session, (1) participants will be able to describe the design thinking process and analyze ways that it might be applied to the assessment of their library’s  collections and services, and (2) they will learn about tools and resources for implementing a collections analysis project using a design thinking process.


Vendor Relations: Evolving Ethos and Etiquette

External Relationships

Why 101? 

Librarians must work productively with vendors, even when competing interests make it seem impossible. How can you advocate for your library while maintaining vendor relationships? We will discuss practical techniques you can use to get the best deal possible and make the wisest use of resources while maintaining positive relationships. 

Following this session, participants will be able to:

  • recognize how the librarian-vendor relationship affects business practices for both parties and be able to address possible challenges the relationship creates.  
  • effectively communicate constructive feedback to vendors.  
  • recognize common negotiation tactics and be more comfortable in negotiating prices and features of electronic resources.