Charleston Conference Website Issues and Resources

by | Aug 6, 2014 | 0 comments

Charleston Conference 2014

As you may have already noticed, our sister organization the Charleston Conference is is having “technical difficulties” with the website and email for the domain.  Please be assured that we are working on resolving this as soon as possible.  We apologize for the inconvenience!  In the meantime, some basic information that might be helpful is listed below.  Please contact Leah Hinds at or 864-353-1181 with any questions.

2014 Conference Dates: November 5 – 8

  • Wednesday, November 6: Preconferences and Vendor Showcase
  • Thursday, November 7, through Saturday, November 8: Main Conference



  • Register Online Now (hosted through a separate company)
  • Early Bird discounted price is $425, and deadline is Friday, September 12.
  • Regular Registration is $550, and runs from September 13 – October 17.
  • Late Registration is $780 and is October 18th through on-site.


Preconferences are workshops and seminars that are held on the day prior to the start of the main conference.  These sessions require an additional registration and fee. You can register for preconferences at the same time you register for the Conference.

Wednesday, November 5, 2014

All Day Sessions (9:00 am – 4:00 pm)

Morning Sessions (9:00 am – 12:00 pm)

Afternoon Sessions (1:00 pm – 4:00 pm)

All Day Sessions – 9:00 am – 4:00 pm

1) Keeping it Real: A Comprehensive and Transparent Evaluation of Electronic Resources
Cost = $150


  • Karen R. Harker, MLS, MPH, Collection Assessment Librarian, University of North Texas,
  • Laurel Crawford, Collection Development Liaison Librarian, University of North Texas
  • Todd Enoch, Serials Librarian, University of North Texas

Abstract: There will be a time when your library will need to evaluate all of your electronic resources.  How would you do it?  In response to a cut to our materials budget, we have developed a method that condenses a large amount of information into a few select criteria.  In this day-long workshop, we will walk through the process using the Decision Grid process developed by at the University of Maryland at College Park (Foudy and McManus 533-538) as a starting point.  The workshop leaders will first demonstrate each step of our process, and then the participants will work in small groups (5-7) using their own experiences and a sample data set of their own.  The steps covered will include selecting and defining the criteria, gathering and analyzing the data, and determining how to make final decisions.  We will cover some technical aspects of gathering and analyzing data, including using Excel functions.  We will also include discussions about the criteria and ways of eliciting honest and useful feedback from librarians and patrons.  The participants will receive a flash drive with Excel templates that include formulas, as well as completed sheets with sample data, and the presentation files.

Works Cited

Foudy, G., and A. McManus. “Using a Decision Grid Process to Build Consensus in Electronic Resources Cancellation Decisions.” Journal of Academic Librarianship 31.6 (2005): 533-8.
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Morning Sessions – 9:00 am – 12:00 pm


1)  The Library as Publisher: Details, Practice, and Potential Outcomes
Cost = $199

Society for Scholarly Publishing Pre-conference Workshop


  • Byron Laws, Vice President, vPrompt eServices, Organizer
  • Sara Rouhi – Manager, Library Relations, ACS Publications, Moderator
  • Aaron McCollough, Editorial Director, Michigan Publishing, speaker
  • Maria Bonn, Senior Lecturer, Graduate School of Library and Information Science, University of Illinois, speaker
  • Sara Lippincott, Program Manager, Library Publishing Coalition, speaker

Abstract: Whether directly running a university press, creating new content sets by virtue of a university open access repository, or putting together custom courseware, many libraries are now becoming de facto publishers. Brought to you by the Society for Scholarly Publishing, this panel of dynamic speakers and subject matter experts will focus on this shift in the library’s role and discuss potential outcomes with respect to this emerging library practice.


2)  Excelling with Excel: Microsoft Excel Functions for Collection Analysis
Cost = $110


  • Denise Pan, University of Colorado Denver
  • Gabrielle Wiersma, University of Colorado Boulder
  • Christopher Brown, University of Denver

Abstract: Microsoft Excel offers useful features and formulas that potentially allow Librarians to work smarter, not harder. Using journal cancellations as a workplace scenario, the presenters will provide attendees with step-by-step instructions for organizing data and completing basic calculations with Excel. Participants will learn how to import and export data, combine and compare data from different sources, and formatting data to communicate more effectively. The presenters will demonstrate how to use several advanced Excel functions including filtering data, conditional formatting, and select formulas like vlookup. The session will be held in a classroom with computers (Addlestone Library Room 120), so attendees will be able to follow along by downloading an Excel file with sample data specifically created for this hands-on workshop.


3) Evidence-Based Decisions on Collecting and Collections
Cost = $175, reduced to $100 for Ithaka S+R Local Survey participants


  • Roger Schonfeld, Ithaka S+R
  • Others TBA

Abstract: Ithaka S+R is hosting a workshop to help academic and research libraries make more evidence-based decisions about their collecting and collections. This session will cover the format transitions for current collecting as well as collections management, especially for monographs and other books. Participants will be encouraged to bring their own data pertaining to their college or university, such as collections usage, survey findings, and budget documents, for group discussion. The workshop format will include the following components:

  • An overview of national-level data that help to contextualize this issue and frame some of the key issues that individual institutions may wish to consider;
  • Group discussion of strategies for incorporating evidence most effectively into institutional decision-making on these topics;
  • Group review of participants’ institution-level data, including what is useful and what is missing; and
  • Time to begin formulating institutional plans for structuring evidence-based decision-making processes on these issues.

Participants will benefit from this workshop by improving their ability to incorporate evidence into decision-making processes about collections and collecting.  Librarians who have implemented the Ithaka S+R Local Survey(s) are welcome to bring their results to the discussion.


4) Know What You’re Getting: Content Analysis with MS Access
Cost = $110

Presenter: Viral Amin, Metadata / Electronic Resources Librarian, Marymount University

Abstract: There are a couple well-known tools available to compare database titles for an institution.  However, these tools are limited by the very limited number of databases they compare and by their inability to combine content of the same vendor to analyze it against content provided by another vendor.  In this same regard, Serials Solutions’ Overlap Analysis falls short also.     In a series of tightly focused tutorials, this pre-conference will instruct participants in creating an MS Access database from start to finish using actual vendor title and holdings lists and in designing the appropriate queries to compare title and holdings content of multiple vendors.  The focus will be on merging content offered by the same vendor and on holdings coverage and overlap, and an example will be made of alumni access databases offered by three different vendors whose content had to be analyzed to make a purchase decision.   Participants are asked to bring laptops installed with MS Office, as they will be supplied with the appropriate title lists and create their own Access database for content analysis during the tutorials.


5) Libraries as Participants in Online Learning
Cost = $110


  • Ann Okerson, Senior Advisor, CRL
  • Jeanne Richardson, Arizona State University
  • Mark Sandler, CIC (Committee on Institutional Cooperation)
  • Others TBA

Abstract: Online learning, distance learning, and particularly MOOCs have been increasingly on scope in meeting academic and public education needs.  What do these growing areas mean for libraries?  Do librarians have a role in such activities, and if so, in what way?  This session will feature four case studies by librarians whose institutions have been involved in MOOCs and other online learning venues.  Each presenter will describe his/her institution’s thinking and planning, and, in particular, the library’s role in supporting such efforts.  The goal of the session is to provide information, generate discussion, and spark ideas about how your own library might be part of this dynamic virtual environment.  We welcome participation and ideas from others who have experience in such work, apart from the speakers themselves.


6)  Scholarly Journal Publishing 101: Communicating research developments through publication
Cost = $110


  • John Tagler, Vice President & Executive Director, Association of American Publishers, Professional and Scholarly Publishing
  • Theresa Van Schaik, Senior Consulting Associate, Kaufman Wills Fusting & Co.


If as a librarian you have often wished you understood more about the scientific publishing process, this preconference has been specifically developed for you. The session has been designed to be particularly helpful if you already have an ALA-accredited degree in Library and/or Information Science and has been developed by the Chicago Collaborative in association with a coalition of librarians and STM publishers, carefully designed to provide a range of insights that will prove particularly useful to librarians. Delegates will get a basic overview of scholarly publishing including peer review, manuscript tracking, copyediting, composition, ethical issues, platform hosting, online publishing, advertising, sales, marketing and editorial aspects. The method of delivery will be classroom style with lecture, group discussion and workshop, supported by a PowerPoint presentation which will be made available afterwards to delegates for their future reference. The Chicago Collaborative is comprised of representatives of professional organizations of librarians, publishers and editors, who meet to address the grand challenges and opportunities associated with scholarly scientific communication. This session reflects the Collaborative’s belief in the importance of improving communication between librarians and publishers, thereby enhancing both groups’ ability to face the challenges of the current and future scholarly communication environments.

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Afternoon Sessions – 1:00 – 4:00 pm


1) Sustainable Strategies for Digital Resources
Cost = $175


  • Nancy Maron, Program Director for Sustainability and Scholarly Communications, ITHAKA
  • Others TBA

Abstract: This half-day workshop will introduce project leaders to the basics of sustainability planning, help them define the challenges they face, establish ambitious but realistic sustainability goals, and sketch out a plan to achieve them. The workshop will include group participation and will share real-world examples, illustrated by case studies of digital projects that really worked …or didn’t. The session will introduce participants to the “Sustainability Planning Tool” a tool designed by Ithaka S+R to help guide those leading digital resource projects in choosing and testing the strategies that will work best for them.

Libraries, scholarly societies, and other cultural heritage organizations today are building digital resources that are valuable for community engagement, teaching, and scholarship, including multi-format educational projects to digitized collections to born-digital works and innovative software tools. While some may be experiments and are valuable for the experience they offer or the capacity they build within an institution, others create collections of content, dynamic websites, or other resources that are intended to continue well beyond their initial creation. As these projects and resources continue, their creators often face the challenge of identifying financial and non-financial resources that will permit them to maintain their value over time. This session encourages project leaders to define the intended impact of a digital project, assess its current or potential audience and the wider environment in which it operates, and consider sources of financial and non-financial support, using tools developed with feedback from hundreds of project leaders worldwide.

What Attendees Will Learn:

  • How to set sustainability goals for your project
  • How to identify the activities you need to undertake to reach those goals
  • How to determine the costs to reach these goals
  • Models for continual funding


2)  Advanced Data Analysis: From Excel PivotTables to Microsoft Access
Cost = $110


  • Denise Pan, University of Colorado Denver
  • Gabrielle Wiersma, University of Colorado Boulder
  • Christopher Brown, University of Denver

Abstract: Most librarians run for the hills when they hear about Microsoft Excel PivotTables and relational databases such as Microsoft Access. PivotTables can be a powerful analysis tool. However, Microsoft Access can move beyond PivotTables by exploring more complex relationships between datasets. Building from the morning session, participants will learn additional Excel functions including PivotTables and PivotCharts, as well as Access tables, queries, forms and reports. The session will be held in a classroom with computers (Addlestone Library Room 120). Attendees will receive sample data and will be able to create their own relational database at the end of this hands-on workshop. Please note, attendance in the morning session is not a prerequisite for this session.


3) Campus Open Access Policies: The Importance of Being Open, Earnestly
Cost = $110


  • Ada Emmett, Head, Office of Scholarly Communication & Copyright, University of Kansas
  • Others TBA, organized jointly by COAPI (the Coalition of Open Access Policy Institutions) and SPARC. The session will be jointly sponsored and planned across the two coalitions.

Abstract: Working in collaboration, COAPI and SPARC, will present three sub-sessions that will allow participants to learn about developing and implementing campus-wide open access policies, the impact of such policies, and how participants across the library spectrum can play a role in the success of campus policies.

Following panelists presentations, participants will have the chance to comment on and question assumptions, practices, and understanding of issues related to campus OA policies.  Participants will walk away with a deeper understanding of the complexities, processes, and benefits of OA policies, in the real (university) world.

Sub-Session A: The Importance of Campus Open Access Policies

Description: Panel discussion with experts from institutions with OA policies in various stages of development and implementation. This panel will explore the benefits, challenges and impact of campus-wide OA policies within and beyond the library.

Objective: Share and deliberate with librarians, administrators, and publishers about “on-the-ground” issues regarding the development and implementation of OA policies.

Sub-Session B: The Library Role in Supporting and Implementing Campus Open Access Policies

Description: Drawing from the ‘Open Access Workflows for Academic Librarians’, this session will describe how librarians across departments and roles can support open access policies.

Objective: Demonstrate ways in which open access policies support the mission of the entire library organization and how librarians in a variety of roles can effectively engage with such policies to advance their institutions’ missions.

Sub-Session C: Publisher-Library Collaborations in Support of Campus Open Access Policies

Description: Panel discussion of open access policies with representatives from publishers and libraries. Topics may include: the mutual benefits of enhancing visibility of scholarship, the benefits of automating deposits, handling waivers, and the role of altmetrics.

Objective: Enhance dialogue between these two groups in more robust ways then is captured in online environments.


4) Negotiating with Vendors
Cost = $110


  • Buzzy Basch, President, Basch Subscriptions
  • Rick Burke, SCELC
  • Adam Chesler, Business Expert Press
  • Michael Gruenberg, Gruenberg Consulting
  • Emma O’Hagan, Western Michigan University School of Medicine
  • Ward Shaw, Independent Investor
  • Bruce Strauch, The Citadel
  • Other Speakers TBD.

Abstract: The introduction of digital content created a new link in the information chain:  the license. Almost every librarian responsible for arranging  electronic access to information has had to review or negotiate not just prices but contractual terms, adding hours — sometimes frustrating hours at that — to the process of buying materials.  But few have legal training, and most non-sales people haven’t spent a lot of time thinking about what underpins successful negotiations.

Negotiating with Vendors brings together librarians and vendors to help you prepare for these discussions.  You’ll come away with a better understanding of what is involved in negotiating, why licenses matter, and how to use them to safeguard your rights and ensure that both party’s obligations are made clear.  Some of the dizzying legalese will come into focus, and armed with fresh insights you’ll be able to approach license discussions with less anxiety and doubt.


5)  Building eBook Collections for the Long Term
Cost = $110


  • Chuck Hamaker: UNC Charlotte, Atkins Library
  • Celeste Feather: Lyrasis
  • October Ivins: Ivins eContent Solutions
  • Alison Bradley: UNC Charlotte, Atkins library
  • Liz Siler: UNC Charlotte, Atkins Library
  • Brad Spry: UNC Charlotte, Atkins Library

Many academic libraries have been relatively slow to build eBook collections for the long term, relying instead on leasing content, purchasing limited use titles and often quietly relegating selection to library users thus implementing short term selection modalities predominantly in lieu of long term collection building. Libraries may be abdicating a professional role in selection and collection development by using these limited view approaches. Professional involvement may be no more than designing subject profiles intended to limit exposure of the library’s budget while offering preselected areas of potential additions.

This workshop is a ringing call for academic librarians to engage in responsible, proactive collection development for the “new” format of eBooks. It is right for our profession, right for the long term support of scholarly monographs, and right for our users.

We will

  • Present several approaches and basic principles for building eBook collections for the long term,
  • Present overviews of the current state of the eBook industry,
  • Describe library wide support facilitating multi-modal approaches to eBook collection building.
  • Report on the immediate impact of eBook collection building on a typical university campus
  • Describe the roles, reactions, and involvement of students, faculty, and the campus bookstore.
  • Analyze use data and use patterns as well as cost effectiveness metrics

In addition to a variety of library staff, we will be joined by professionals who work with libraries and eBook publishers directly.

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The week of the conference is a busy time in Charleston due to other events in town; please make sure to make reservations in advance.  The deadline for group reservations is OCTOBER 1 unless otherwise noted.  Be sure to mention that you are with the Charleston Library Conference to receive the group rate.


The Francis Marion Hotel (Main Conference Headquarters) SOLD OUT

Courtyard by Marriott Historic District
$239/night Standard King, $259/night 2 Queens

Embassy Suites Historic District – SOLD OUT

Hampton Inn Historic District – reservation deadline September 22
$249/night – Group Code CLC
Online Reservations


Andrew Pinckney Inn

  • $249/night Wed-Thu, Fri-Sat $339/night Historic Value Queen
  • $279/night Wed-Thu, Fri-Sat $369/night Traditional King or Double
  • $309/night Wed-Thu, Fri-Sat $399/night King Junior Suite
  • $399/night Wed-Thu, Fri-Sat $489/night Townhouse Suite

Best Western Patriots Point (Mount Pleasant)
1-843-971-7070 or 1-888-865-5455

Comfort Inn Charleston Downtown

Double Tree Downtown
Group reservation code CLC

Fulton Lane Inn

King Charles Inn
1-843 723-7451

  • $259/night Wed-Thu, Fri-Sat $359/night Deluxe Queen
  • $279/night Wed-Thu, Fri-Sat $379 Deluxe Double
  • $289/night Wed-Thu, Fri-Sat $389/night Deluxe King

Kings Courtyard Inn

Hampton Inn Patriots Point
1-843-881-3300 Group Code CLC

  • $125/night Sun-Thu
  • $149/night Fri-Sat

Holiday Inn Express Mount Pleasant – reservation deadline September 26

  • $109/night Wed-Thu
  • $169/night Fri-Sat

Holiday Inn Mount Pleasant
Best Rate Available

Holiday Inn Express – Charleston Downtown Ashley River
1- 866-515-4277
$149/night (Only available Wed-Thu)

Indigo Inn
1-800-845-7639 or 1-843-577-5900

  • $199/night Wed-Thu
  • $259/night Fri-Sat

Meeting Street Inn
843-723-1882 or 1-800-842-8022

  • $179/night Sun-Thu
  • $259/night Fri-Sat

Mills House Wyndham Grand
1-843-577-2400 or 1-800-874-9600
Best Rate Available

*Hilton Garden Inn Charleston Airport, North Charleston
$134/night Group Code LIB

*Holiday Inn Express and Suites Charleston Airport & Convention Center, North Charleston
Group Code LIB

  • Standard King Rooms $129
  • Suites $159

*Please note that shuttle transportation is not provided by the Conference to or from the North Charleston/Airport area to the Francis Marion Hotel downtown.
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