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Friday, October 18, 2019

Marymount University
1000 N. Glebe Road
Arlington, VA 22201

Marymount University and the Ballston Center are delighted to host this meeting and are grateful for the important work of PTPL.

Minutes (draft)


Program (printable version)

Changes in the Electronic Resources Management Landscape: A Librarian’s Toolkit

Keynote Speaker: George Stachokas (Auburn University)

Presentation: Electronic Resources Management on the Eve of 2020

Electronic resources began transforming libraries in the mid-1990s, helping to inspire changes in user behavior, the rearrangement of library spaces, the creation of new positions, new organizational structures, tools, and workflows, as well as ongoing efforts to redefine librarianship itself. For scholars of library and information science in the late twentieth and early twenty-first centuries, 2020 once loomed large as an important milestone that would represent important systemic changes in libraries. Some envisioned universal Open Access to electronic resources by this time. Others conceived of entirely electronic collections in most libraries. Others forecasted far greater integration in the research process, new roles in communities, or raised expectations for next generation systems and discovery. Now, that it is 2019, where do we stand? What has been accomplished in terms of electronic resources management? This presentation will consist of a brief history of electronic resources management in libraries, a discussion of long standing issues, as well as current trends, followed by consideration of emerging challenges and opportunities.

George Stachokas is the electronic resources librarian at Auburn University in Alabama. Previously, he served as head of resource services and special assistant to the dean for project management at Purdue University, and electronic resources librarian at Indiana State University.

Some of his relevant experience in electronic resources management and related areas includes past service as chair of both the ALCTS Electronic Resources Interest Group (ERIG) and the CMS Collection Management and Electronic Resources Interest Group (CMERIG), organizer of the ALCTS Webinar Series, Licensing Electronic Resources to Serve the Library’s Mission (2018), program planning coordinator for the Great Lakes E-Summit, chair of the Academic Libraries of Indiana (ALI) Consortium’s Resource Advisory Committee, as well as current service as chair of the Network of Alabama Academic Libraries (NAAL) Online Content committee, chair of the ALA information Technology Advisory Committee (ITAC), secretary of the ALCTS Collection Management Section, member of the LITA Program Planning Committee, and member of the ALA Task Force on Online Deliberation and Voting.

His published works include articles appearing in Collection Management, Technical Services Quarterly, the Journal of Electronic Resources Librarianship, Serials Librarian and Serials Review. Books include After the Book: Information Services for the 21st Century (Chandos Publishing, 2014), Reengineering the Library: Issues in Electronic Resources Management, editor (ALA Editions, 2018), and The Role of the Electronic Resources Librarian (Chandos Publishing, forthcoming in 2019). His research interests include electronic resources management, organizational change in libraries, and collection development.

Stachokas holds an MLIS degree from the University of Illinois at Urbana-Champaign, an MA in history from Indiana State University, and a BS in economics from Purdue University West Lafayette.

Leigh Ann DePope, Head of Acquisitions and Data Services at the University of Maryland College Park

Leigh Ann is the Head of Acquisitions and Data Services at the University of Maryland College Park. She coordinates the ordering and invoicing for all collection material and handles license negotiation for electronic resources. Her scholarship focuses on data collection and using data for collection decision making and resource performance assessment.

Presentation: Usage Statistics and COUNTER 5: Too much data for decision making?

Usage statistics data is a useful tool in the collection management decision making process. Project COUNTER’s Code of Practice was developed to standardize the measurement and presentation of electronic resource use data. This presentation will discuss how data is used for collection decision at the University of Maryland College Park and how the changes with COUNTER Release 5 will impact the decision making process.

Amanda Echterling, Head of Licensing and Acquisitions, Virginia Commonwealth University Libraries

Amanda Echterling is the Head of Licensing and Acquisitions at Virginia Commonwealth University in Richmond, Virginia. Prior to VCU, she was a procurement officer at James Madison University in Harrisonburg, Virginia. Amanda has twelve years of licensing and contract experience focusing on library materials and information systems. Her current focus of inquiry is on trade-offs in the transformation of pay-walled resources.

Presentation: Risk and Transformation in eResource Licensing

Licenses for electronic resources are contracts. Contract theory addresses all types of agreements and can feel far removed from the daily negotiations between libraries and publishers. This presentation will break down different kinds of risk described in contract theory and show examples in our licensing work highlighting issues such as accessibility and privacy. Finally, the presenter will examine the risks introduced in transformative agreements that seek to replace subscription agreements. 

Vendor Panel Members include:

Jane Burke (Ex Libris), Sheri Meares (EBSCO),
Matthew Ragucci (Wiley), and Bob Schultz (OCLC)

Jane Burke, Vice President, Strategic Initiatives, Ex Libris, a ProQuest company. 

Jane joined the Ex Libris business unit at the time of the acquisition, after ten years with ProQuest.  Jane has responsibility for Ex Libris initiatives around discovery and customer value realization.  Jane joined ProQuest in 2005, initially leading the Serials Solutions unit.  Prior to joining ProQuest, she co-founded and served as President/CEO of Endeavor Information Systems until its sale to Reed-Elsevier.  In addition to working as a librarian at Cook Memorial Library in Libertyville, Illinois early in her career, Ms. Burke served as President of NOTIS Systems.  Jane earned master's degrees in Library Science from Dominical University (formerly Rosary College) and in management from the Kellogg School of Northwestern University.

Sheri Meares, Sr. Director, Knowledge Base, EBSCO

Sheri Meares is the Senior Director of the Knowledge Base at EBSCO Information Services (EBSCO). She is an industry thought leader with nearly 20 years expertise in Knowledge Base design, support and management. Sheri has been involved with the EBSCO Knowledge Base since its inception helping to develop it into a foundation for EBSCO’s Management and Discovery Solutions, including Full Text Finder and Holdings and Link Manager. Sheri sat on the KBART Phase I, KBART Phase II working group and now is a member of the NISO KBART Standing Committee.

Matthew Ragucci, Associate Director of Product Marketing, Wiley

Matthew Ragucci provides insight on metadata sharing strategies for optimizing electronic resources and improving library customer experience at Wiley. He currently serves as vice chair of the NASIG Standards Committee and as a member of the NISO Content Platform Migration Working Group. He also holds a part-time position as a reference and instruction librarian at Brookdale Community College. Matthew earned his Master’s in Library and Information Science (MLIS) from Rutgers University. His publications are “Evidence-Based Acquisition: A Real Life Account of Managing the Program Within The Orbis Cascade Alliance” and “MARC Metamorphosis: Transforming the Way You Look at E-Book Records.” He takes an active interest in the latest developments in e-resource management and his interests include metadata, standards, reference, and user experience.

PTPL Presentation

Bob Schulz, Director for Data Solutions, OCLC

Over his 15 year tenure at OCLC Bob has managed products and services with a focus on improving discoverability of library and publisher content. His current team is responsible for a broad array of data and services, including the WorldCat knowledge base, central index of article metadata, and search and indexing technologies used across all OCLC products. Bob also serves on the NISO Information Discovery & Interchange (IDI) topic committee.

  • Early bird registration price & deadline September 27 - $120.00
  • Regular registration price & deadline October 4 - $140.00
  • Student member - $45.00
(For students enrolled in a Library
or Information Science program)
  • Membership only price: $20.00
(Dues only; does not include conference)

NOTE: We are soliciting questions for the vendor panel discussion. If you would like to submit a query regarding electronic resources management, please send it to by September 27, 2019.

More updates to the program will be forthcoming soon!

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