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NISO Working Group Connections LIVE!

NISO is happy to introduce a new program for 2015, Working Group Connections LIVE! These events will be free and open to all, and registrations will be managed through an RSVP survey. There is no limit to attendance, and information on how to participate in these webinars will be listed on the event page.

The NISO Working Groups are an integral part of advancing best practices and information standards in the library community. The groups are comprised of volunteers in the library, vendor, and publisher communities who may all have a specific interest in protocols, initiatives, and other related projects. NISO strives to engage these groups by forming working groups and coming together around issues and challenges that impact the entire community. 

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NISO Working Group Connections LIVE!
Collaborative Improvements: ODI Success Stories
Wednesday, January 28 from 1:00 - 3:00 PM (ET)

About the Webinar
Agenda & Event Slides
Event Q&A
Registration via RSVP

Can't make it on the webinar day? RSVP to receive the event recording, and access the information conveniently and at any time.

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About the Event

What does success look like when it comes to library discoverability? Index based discovery systems have seen a dramatic rate of adoption since introduction to the research ecosystem in 2009, with more than 9,000 libraries relying on a discovery system to provide users with a comprehensive index to their offerings. Some issues bar the way to providing this comprehensive view, but many challenges have been overcome through collaboration between libraries, content providers and discovery partners. The NISO ODI initiative began to examine these issues in 2011, and released a best practice in June 2014.

Speakers will highlight examples of successful collaboration, note continued areas of challenge, and provide insight on how the Open Discovery Initiative Conformance Checklists can be used as a mechanism to evaluate content provider or discovery provider conformance with the best practice.

Agenda & Event Slides

Access to the 120 minute recording is here: Collaborative Improvements: ODI Success Stories
Password: opendiscovery

1:00 p.m. Introduction
Todd Carpenter, Executive Director, NISO

1:10 p.m. Brief background on role of discovery service in the library and ODI
Laura Morse, Director, Library Systems, Library Technology Services, Harvard University
Lettie Conrad, Executive Manager, Product Analysis, SAGE Publications

Laura Morse is the Director, Library Systems at Harvard University. Her team includes an incredible group of systems librarians who provide support, training, and implementation services and analysis and project management for a wide range of locally developed and vended products that support the activities of the Harvard Library, including discovery and delivery systems. Laura has a deep interest in ensuring the success of discovery systems as evidenced by both her work on the development of the NISO Open Discovery Initiative (ODI) Working Group and current role as ODI Standing Committee co-chair. She is a current member and past-chair of the ELUNA Steering Committee.

Lettie Conrad came to SAGE Publications in 2006 after managing the publications program for a think tank in Washington, DC. As an Executive Manager with SAGE’s Online Product Management organization, Lettie leads a group of specialists in user experience, discoverability, accessibility, semantic technology, mobile, multimedia, information standards, and more. She is instrumental in launching new web and mobile products, developing new online features and web-publishing systems, and maintaining outstanding content quality on SAGE platforms. Lettie has a master’s degree in Mass Communication from California State University, Northridge, and is currently a candidate for the Information Science PhD Gateway Program from California State University, San Jose, and the Queensland University of Technology, Brisbane.

Stakeholder Perspectives on Discovery Challenges 

1:20 p.m. - 1:30 p.m. Discovery and Library Strategic Planning
Don Gilstrap, Dean of University Libraries, Wichita State University

The goals of academic libraries are heavily weighted toward improved user experiences and innovative uses of resources. Outside of our staffs, a true discovery experience is transformative in recreating the research environment for both students and faculty. It may very well be the crux of our emerging research ecosystem and can improve decision-making s as it relates to and interacts with the components that surround it. In order to optimally serve our users, the emergence of ideas surrounding shared metadata and technologies are critical aspects to growth and development of this research ecosystem. Libraries should be able to evaluate each component in the research network that adds value to a robust discovery layer, ranging from the ILS to databases, and from eBooks to journal and holdings management. We should be confident that we can select ideal features that meet the needs of our users, and these components must be interoperable and subscribe to standardized protocols in APIs, web services, and metadata architectures - which can only be accomplished through fully supported vendor partnerships.

Donald L. Gilstrap, PhD, is Dean and Professor of Libraries and Professor of Educational Leadership at Wichita State University. He has served in various roles throughout his career, including reference and instruction, technical services, collection development, and system administration. As one of the early “hackers” in the library community, Gilstrap has continually advocated for national standards, regional networks, and technologies that lead to innovation in higher education theory and practice. His research focuses on organizational development, network analysis, and nonlinear dynamics.

1:30 p.m. - 1:40 p.m. MLA International Bibliography Challenges and Concerns in the Discovery Environment
Barbara Chen, Director of Bibliographic Information Services and Editor, MLA International Bibliography, Modern Language Association

Database producers need to provide as many access points to their data as possible and discovery platforms are one important opportunity to consider. With years of participation, the MLA Bibliography has experienced some challenges related to discovery but still continues to participate.

Since 2001, Barbara Chen has been Director of Bibliographic Information Services and Editor of the MLA International Bibliography at the Modern Language Association. Prior to her tenure at the MLA, Barbara was Associate Director of Indexing Services at the H. W. Wilson Company, responsible for databases such as Readers’ Guide to Periodical Literature, Business Periodicals Index and Index to Legal Periodicals. Barbara is currently a member of the AAP PSP Committee for Digital Innovation and a judge for PSP's Prose Awards. She also participates in several NFAIS committees including the Humanities Roundtable and Discovery Service Code of Practice group.

1:40 p.m. - 1:50 p.m. Stakeholder Perspectives on Discovery Challenges
Rachel Kessler, Product Manager, Primo Central, Ex Libris Ltd.

With discovery systems such as Summon, EDS and Primo Central, patrons can search nearly all of their libraries' resources from a single platform. In this session, we will discuss the challenges associated with normalizing and unifying metadata from disparate sources into one index, while ensuring the best possible user experience.

Rachel Kessler is currently the Product Manager for Ex Libris' Primo Central Index. Before joining Product Management in 2013, she was a founding member of Ex Libris' Publisher Relations team, where she cemented closer working relationships between Ex Libris and data providers. Rachel currently sits on NISO’s Open Discovery Initiative Standing Committee and the Conformance Subcommittee. She holds an M.B.A. from the Hebrew University, and graduated summa cum laude with a B.A. in Economics from Columbia University's Barnard College.

ODI Success Stories

1:50 p.m. - 2:10 p.m. How Successful is the MLA International Bibliography in the Discovery Environment?
Barbara Chen, Director of Bibliographic Information Services and Editor, MLA International Bibliography, Modern Language Association
Lettie Conrad, Executive Manager, Product Analysis, SAGE Publications

Can users find Bibliography records in their discovery searches? Since discovery services and libraries can configure their platforms in a multitude of ways, it is impossible to determine what the potential results are with one search experience. The Bibliography sought feedback about search results from librarians via a questionnaire. The findings will be discussed.
2:10 p.m. - 2:30 p.m. Overview of the recent ProQuest/Ex Libris collaboration
Michal (Michelle) Gindi, Director of Publisher Relations, Ex Libris Ltd.
Angela D’Agnostino, Vice President, Business Development, ProQuest

ProQuest and Ex Libris entered into an agreement to index ProQuest’s content in Primo, Ex Libris’ discovery system, in January 2014. In this session, we will touch upon the challenges and opportunities of this collaboration.

Michal Gindi brings a background in law, finance, and high tech to her role of director of publisher relations at Ex Libris Group. In this capacity, she has been managing a business-development and marketing-communications team since 2010. Ms. Gindi initiates and leads go-to-market efforts and oversees contract negotiations—including business, financial, and legal aspects—with the company’s key partners in Europe, North and South America, and the Asia Pacific region.
Prior to joining Ex Libris, Ms. Gindi held positions in the high-tech departments of several law firms. She holds a BA in management and a bachelor of law degree (J.D. equivalent) from Tel Aviv University and an MBA from the Wharton School at the University of Pennsylvania.

Angela D’Agostino has been the VP of Business Development for ProQuest since 2010 and has been responsible for creating and managing strategic partnerships as well as leading the company’s discovery initiatives with library and search engine partners. ProQuest’s goal is to make its content discoverable by its customers wherever they choose to begin their search. Angela joined ProQuest from its subsidiary, Bowker, where she held roles in marketing, product management, and business development. She holds a BA in English and Italian Literature from St. Mary’s College, Notre Dame and an MBA in Marketing from Fairleigh Dickinson University.

2:30 - 3:00 p.m. Panel Discussion 
Moderated by Laura Morse, Director, Library Systems, Library Technology Services, Harvard University and Lettie Conrad, Executive Manager, Product Analysis, SAGE Publications
Attendees are invited to ask any questions related to challenges and successes in discoverability


RSVP Here. This event is free to everyone who RSVPs. Please submit your name and email address to the linked form. It is your responsibility to enter your email address correctly to ensure delivery of the Login Information email.

Additional Information

  • The free RSVP registration closes at 12:00 p.m. (ET) on Wednesday, January 28, 2015. 
  • Registrants will receive detailed instructions about accessing the webinar via e-mail the Monday prior to the event. Due to the widespread use of spam blockers, filters, out of office messages, etc., it is your responsibility to contact the NISO office if you do not receive login instructions.
  • If you have not received your Login Instruction email by 10:00 a.m. (ET) on the Tuesday before the webinar, at please contact the NISO office or email Juliana Wood, Educational Programs Manager at jwood@niso.org for immediate assistance.
  • Library Standards Alliance (LSA) members WILL NOT receive an automatic login instruction email. While there is no limit to RSVPs, LSA member sites will need to RSVP to receive the login information. 
  • Webinar presentation slides and Q&A will be posted to the site following the live webinar.
  • All registrants will receive an e-mail message containing access information to the archived webinar recording within 48 hours after the event. This recording access is only to be used by the registrant's or member's organization.