NISO Forum: 
The Future of Library Resource Discovery

October 5 & 6, 2015
The Mt. Washington Conference Center
Baltimore, Maryland

This 2015 NISO Forum is generously sponsored by:



About the Forum

In February 2015, NISO's Discovery to Delivery Topic Committee commissioned a White Paper from library consultant Marshall Breeding. The in-person meeting will be an extension of the white paper with a series of presenters and panels to offer an overview of the current resource discovery environment. Attendees will participate in conversations that will examine possibilities regarding how these technologies, methodologies, and products might be able to adapt to changes in the evolving information landscape in scholarly communications and to take advantage of new technologies, metadata models, or linking environments to better accomplish the needs of libraries to provide access to resources.

About the Speakers

Scott Bernier, Senior Vice President, Marketing, EBSCO Information Services

Scott Bernier, who joined EBSCO in 1996, is the Senior Vice President of Marketing for EBSCO Information Services. In this role, Scott oversees customer development, market research and marketing activity across all markets and product lines worldwide, as well as marketing initiatives for and with libraries to maximize usage of resources and awareness of library services. He acts as a primary liaison between EBSCO and its many focus groups and advisory boards, which help shape direction and creation of new resources and services. Scott represents EBSCO in various ways to enable dialog and facilitate interaction between EBSCO and the library community at large. He has lead discussions and participated on panels at library events such as the Charleston Conference, ALA MidWinter, ALA Annual, ACRL and SLA, as well as taking part as a member of the NISO Open Discovery Initiative (ODI) committee and the Discovery to Delivery (D2D) committee.

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Marshall Breeding, Consultant; Creator and Editor,
Library Technology Guides

Marshall Breeding is an independent consultant, speaker, and author. He is the creator and editor of Library Technology Guides and the online directory of libraries on the Web. His monthly column Systems Librarian appears in Computers in Libraries; he is the Editor for Smart Libraries Newsletter published by the American Library Association, and has authored the annual Library Systems Report published by American Libraries since 2014. American Library Association, Library Journal from 2002-2013 and by He has authored nine issues of ALA’s Library Technology Reports, and has written many other articles and book chapters. Marshall has edited or authored seven books, including Cloud Computing for Libraries published by in 2012 by Neal-Schuman, now part of ALA TechSource . He regularly teaches workshops and gives presentations at library conferences on a wide range of topics.

Marshall Breeding held a variety of positions for the Vanderbilt University Libraries in Nashville, TN from 1985 through May 2012, including as Director for Innovative Technologies and Research as the Executive Director the Vanderbilt Television News Archive.

Breeding was the 2010 recipient of the LITA LITA/Library Hi Tech Award for Outstanding Communication for Continuing Education in Library and Information Science.

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Gregg Gordon, President and CEO of Social Science Research Network (SSRN)

Gregg is President and CEO of Social Science Research Network (SSRN), a leading multi-disciplinary online repository of scholarly research in the social sciences and humanities. SSRN is focused on the high quality, rapid, electronic dissemination of scholarly research at the lowest possible cost - Tomorrow's Research Today.

Currently the number one social science research repository in the world, SSRN provides a variety of electronic distribution and related services to help scholars create innovative research. More importantly, SSRN works with researchers to reduce the time needed to find relevant material, provide easy access to a broad array of interdisciplinary content, and significantly accelerate the cycle of research. Its eLibrary database has 625,000 papers from almost 300,000 authors and users have downloaded close to 80 million full text papers since inception.

Prior to helping Michael C. Jensen found SSRN in 1994, he worked at KPMG and entrepreneurial companies in technology and health care. Gregg speaks around the world and writes regularly about scholarly research and the changes needed to create innovative research faster.

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Neil Grindley, Head of Resource Discovery, Jisc

Neil is the Head of Resource Discovery at Jisc, an organization that empowers UK universities, colleges and skills providers to fully exploit the possibilities afforded by digital technologies and content. Jisc is influential within and beyond the UK as an innovative agent of change and works with a wide range of strategic partners to add value, make savings and realise efficiencies for its stakeholders. Neil is on the leadership team of the Jisc Digital Resources directorate. He is accountable for several Jisc discovery services and is responsible for forming and maintaining strategic partnerships and collaborations that will enable more effective discovery and delivery of resources for research, teaching and learning. Prior to this role, Neil was responsible for the Digital Preservation and Curation programme at Jisc and managed and led an extensive range of activities and partnerships, including the EC-funded 4C Project which took an in-depth look at the economics of digital curation. Previously, Neil worked on a national UK project to promote the use of advanced digital methods for humanities research and before that was the IT Manager at the Courtauld Institute of Art, London.

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Steve Guttman, Senior Director of Product Management, Product Management, ProQuest

Steve Guttman is a senior director of product management for ProQuest. In this role he leads a dynamic team of product managers dedicated to developing solutions for discovery, researcher workflow and researcher profile services. He is passionate about improving the user experience, developing integrated researcher solutions and increasing access to library resources. Steve also serves as a member of the Open Discovery Initiative, a NISO Working Group which is defining standards and best practices for new generation of library discovery services that are based on indexed search.

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Michael Levine-Clark, Professor / Associate Dean for Scholarly Communication and Collections Services, 
University of Denver Libraries

Michael Levine-Clark is the Associate Dean for Scholarly Communication and Collections Services at the University of Denver Libraries. Beginning September 1, 2015 he will serve as the Interim Dean and Director. With colleagues from the Colorado Alliance of Research Libraries, he founded the open access journal Collaborative Librarianship, and serves as co-editor for scholarly articles. He is the recipient of the 2015 HARRASOWITZ Leadership in Library Acquisitions Award. An active member of the Association for Library Collections and Technical Services (ALCTS), he has served most recently as chair of the Collection Management Section. He has also served on a variety of national and international publisher and vendor library advisory boards. He writes and speaks regularly on strategies for improving academic library collection development practices, including the use of e-books in academic libraries, the development of demand-driven acquisition models, and implications of discovery tool implementation.

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Karen McKeown, Director, Product Discovery, Usage and Analytics, Gale | Cengage Learning

Karen McKeown is Director of Product Discovery and Analytics at Gale, a division of Cengage Learning in Farmington Hills, Michigan. In her role, Karen manages Gale’s Discovery strategy and initiatives as well as usage reporting and other analytics. Over her past year at Gale, Karen has focused on expanding Gale’s content by sharing over 1.1B documents and metadata across Gale’s product line with discovery service providers, improving the quality of user experience via linking and metadata enhancements, implementing recommended industry standards from ODI and KBART, and focusing on ways to better align with student discovery behaviors – including work with Google Education and Google Scholar. Karen has had the pleasure of working with libraries for 9 years in product and marketing management positions at Gale, ProQuest and OCLC and has held various product, marketing, and sales management positions at AT&T and MCI/Verizon. Karen holds an MBA from Rutgers University and a BS in Multidisciplinary Science and Scientific Communication from Purdue University.

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Peter Murray, Library Technologist and blogger at the Disruptive Library Technology Jester

Peter E. Murray has worked in a variety of library environments ranging from medium- and large-sized academic institutions, a professional graduate school, and two regional library consortia. He received a MLIS from Simmons College and a Bachelor of Science degree in Systems Analysis from Miami University. He is active in the standards world, with participation on the W3C Library Linked Data incubator group as well as NISO committees (Discovery to Delivery Topic Committee, Publications Committee, and NISO/OAI ResourceSync Protocol Working Group). Peter blogs at the Disruptive Library Technology Jester.

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Ido Peled, Vice President, Solutions & Marketing, Ex Libris North America

Ido Peled is the VP, Solutions & Marketing for Ex Libris North America. In his role, Ido oversees the region’s presales and consultancy activities, leading a team of highly motivated librarians in providing Ex Libris customers and prospective institutions guidance on the company’s products in various activities including onsite demonstrations, webinars, architecture and functional analysis and more.

In addition, Ido is responsible for ensuring the success of Ex Libris solutions through product line management, product marketing, and go-to-market strategies, leading a dynamic marketing team in developing and delivering marketing and communications strategies for the North America organization. 

In his 8 year tenure at Ex Libris, Ido held several positions in the company’s headquarters and in the Boston office, both as part of the development and product management team, including the role of the Ex Libris discovery and delivery solution, Primo

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Jason S. Price, PhD, Director of Licensing Operations, SCELC Library Consortium

Jason S. Price is Director of Licensing Operations at the Statewide California Electronic Library Consortium (SCELC). He earned a doctorate in plant evolutionary ecology from Indiana University Bloomington where he gained in depth experience as a teacher and researcher and capped it off with a Masters in Library Science. He thoroughly enjoys applying data analysis skills he developed during graduate school to current library challenges. During his 10 years as a librarian at The Claremont Colleges, he worked as Science & Electronic Resources Librarian, Interim Director of Information Technology, Collections and Acquisitions Manager, Assistant Director for Collection Services and finally Interim Director of the Library. His role as DLO at SCELC provides opportunities to work with libraries, publishers and other consortia to improve products and increase pricing equity. He has been publishing and speaking about electronic resource usage, discovery and access since 2005.

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Mike Showalter, Executive Director, End-User Services, OCLC

Mike Showalter is Executive Director, End-User Services at OCLC, where he leads product management for the company's discovery products. Prior to OCLC he was Product Manager for Plum Analytics, where he is helped pioneer the development of new ways to measure the impact of scholarly research. He previously spent six years over two stints at ProQuest's Serials Solutions business unit, ending his time there as Director of Product Management for Discovery. Showalter received a BA in History from San Jose State University in 1988, and then earned his Master of Librarianship from the University of Washington's Graduate School of Library and Information Science in 1992.

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Julie Zhu, Manager, Discovery Service Relations, Marketing, Sales & Design, IEEE 

Julie has been IEEE’s Manager of Discovery Service Relations since June 2014. She cultivates and manages effective working relationships with Discovery Service and Link Resolver vendors to maximize IEEE content visibility and findability in Discovery Service solutions implemented by IEEE institutional customers. She has been a member of NISO since 2009, and served in the KBART II Working Group. She is currently serving in the NISO Discovery to Delivery Topic Committee. She is also a member of the KBART Standing Committee and a member of the ODI Standing Committee, active in both the Conformance and Technical sub-committees. Julie has a Ph.D. in English from Marquette University, Wisconsin and a B.A from Fudan University, China.