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NISO Webinar: Tracing Discovery & Subsequent Use: Harvesting and Analyzing the Data         

Wednesday, December 6, 2017
1:00 p.m. - 2:30 p.m. (Eastern Time)

  • About the Webinar
  • Agenda & Event Slides
  • Event Q&A
  • Registration

Can't make it on the webinar day? Register now and gain access to the archive for one year.

System Requirements:

  • NISO has developed a quick tutorial, How to Participate in a NISO Web Event. Please view the recording, which is an overview of the web conferencing system and will help to answer the most commonly asked questions regarding participating in an online Webex event.
  • You will need a computer for the presentation and Q&A.
  • Audio is available through the computer (broadcast) and by telephone. We recommend you have a set-up for telephone audio as back-up even if you plan to use the broadcast audio as the voice over Internet isn't always 100% reliable.
  • Please check your system in advance to make sure it meets the Cisco WebEx requirements. It is your responsibility to ensure that your system is properly set up before each webinar begins.  

About the Webinar

In 2016, NISO announced an initiative aimed at development of best practices for documenting and understanding users’ paths between discovery of content and accessing the content. Did users come in from a discovery service, Google Scholar or some other available channel? What should that signify to service providers? What does that mean for libraries? This session will spotlight the size and scope of the issue as well as the progress that may be made towards its resolution.

Agenda and Event Slides

Todd Carpenter, Executive Director, NISO

Confirmed Speakers: Allison C. Belan, Associate Director, Digital Strategy & Systems, Duke University Press; Peter Vlahakis, Product Manager, Ithaka and Dan Paskett, Director, Shared Shelf Outreach Coordinator, Ithaka; Ken Varnum, Senior Program Manager for Discovery, Delivery, and Library Analytics, University of Michigan; 

Publishing in the Dark
Allison C. Belan, Associate Director, Digital Strategy & Systems, Duke University Press

Duke University Press annually publishes about 120 new books, 55 journals, and multiple digital collections. Publishing primarily in the humanities and social sciences, we know that our readers’ discovery workflows are diverse and that they often deviate from the relatively better-understood discovery paths in STM, but the discovery ecosystem presents challenges to analysis and understanding of these workflows. In this presentation, I will share how greater visibility of where our users find our scholarship would help us better serve researchers and library community by killing off unhelpful myths, focusing our resources, and advocating to our platform vendors.

Allison C. Belan is the Associate Director for Digital Strategy and Publishing Systems at Duke University Press. Allison works to align all aspects of the Press’s digital publishing strategy and operations to build a digital presence that connects the world to Duke University Press’s scholarship. She articulates the Press’s digital strategy and leads key projects to execute that strategy.

From the Perspective of the Platform Provider
Peter Vlahakis, Product Manager, Ithaka and Dan Paskett, Director, Shared Shelf Outreach Coordinator, Ithaka


ITHAKA/JSTOR provides access to more than 10 million academic journal articles, books, and primary sources in 75 disciplines. We strive to make our content discoverable and accessible within the ecosystem of library discovery and linking services for our users and libraries. Understanding the successes and failures of these integrations can be difficult due to complex workflows. This presentation discusses why we care about measuring the success of our discovery and linking integrations, what we’ve done to address this need, challenges the community faces in understanding user behavior, and brief recommendations for what we might do to improve tracking within the discovery ecosystem.

Peter Vlahakis is a Product Manager at ITHAKA/JSTOR, leading their library services team. He has also worked extensively on discovery service and knowledge base integration, and has worked to develop processes to better evaluate these investments.

Dan Paskett is the Director, JSTOR Forum (formerly Shared Shelf) Outreach Coordinator at ITHAKA/JSTOR. He’s a liaison between the Artstor Strategic Services and JSTOR Outreach team’s working with current and new subscribers to Forum.

Tracking Link Origins Working Group
Ken Varnum, Senior Program Manager for Discovery, Delivery, and Library Analytics, University of Michigan

The NISO Tracking Link Origins Working Group has been meeting for the past year to understand the document-to-delivery landscape and describe the common paths users take from discovery to delivery, with station-stops at link resolvers, proxy servers, and other intermediate locations. This presentation will provide an overview of the Working Group's progress to date and outline the primary paths we have discovered using survey data and expert knowledge.

Ken Varnum is the Senior Program Manager for Discovery, Delivery, and Library Analytics at the University of Michigan Library. In this role, Ken is responsible for the library's discovery interfaces (the "MLibrary" single search tool, ArticlesPlus, Search Tools, etc.), delivery interfaces, and the library's evolving and emerging analytics infrastructure. Ken's research and professional interests include discovery systems, library analytics, and technology in the library setting. He can be found on Twitter at @varnum.


SAVE! Register for multiple events.

If paying by credit card, register online.

If paying by check, please use this PDF form.

Registration closes on Wednesday, December 6, 2017 at 12:00 p.m. (ET)

  • NISO Voting Members
    • $100.00 (US and Canada)
    • $110.00 (International)
  • NASIG Member
    • $100.00
  • Non-Member
    • $135.00 (US and Canada)
    • $159.00 (International)
  • Student
    • $49.00

Additional Information

  • Registration closes at 12:00 p.m. (ET) on Wednesday, December 6, 2017. Cancellations made by Wednesday, November 29, 2017 will receive a refund, less a $25 cancellation. After that date, there are no refunds.
  • Registrants will receive detailed instructions about accessing the webinar via e-mail the Monday prior to the event. (Anyone registering between Monday and the close of registration will receive the message shortly after the registration is received, within normal business hours.) 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 at nisohq@niso.org for immediate assistance.
  • Registration is per site (access for one computer) and includes access to the online recorded archive of the webinar. You may have as many people as you like from the registrant's organization view the webinar from that one connection. If you need additional connections, you will need to enter a separate registration for each connection needed.
  • If you are registering someone else from your organization, either use that person's e-mail address when registering or contact NISO Office to provide alternate contact information.
  • Library Standards Alliance (LSA) members receive one free webinar connection as part of their membership and DO NOT need to register for the event for this free connection. Your webinar contact will receive the login instructions the Monday before the event. You may have as many people as you like from the member's library view the webinar from that one connection. If you need additional connections beyond the free one, then you will need to enter a paid registration (at the member rate) for each additional connection required.
  • Webinar presentation slides and Q&A will be posted to the site following the live webinar.
  • Registrants and LSA member webinar contacts 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.