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InSight Initiative Summit 4: Detailed Program

User Behavior: A Collaborative Working Summit

The fourth InSight Initiative Summit builds on the key outcome of the third, namely, that librarians and information providers should build trust through collaborative work to improve their joint understanding of how users discover and access information resources. Participants from the third summit will return to develop and report on projects that have been underway since early September:

  • a series of meetings with an End User Advisory Board (EUAB) designed to elicit key insights about user experiences and needs,
  • a survey of users to add quantitative weight behind observations from the EUAB,
  • an enduring resource that synthesizes ideas from the EUAB and the quantitative insights from the survey,
  • development of an outline forum to raise and discuss issues related to discovery and access concerns of users, and
  • development of a formal curriculum to educate librarians and publishers about critical aspects of user behavior.

Anticipated Outcomes

The aim of this summit is to contribute a body of tangible intellectual property that is widely available to librarians and information providers. It is hoped that this material will enable people working in many facets of the information industry to better serve users.

Learning Objectives

  • Develop and document qualitative and quantitative insights into information user needs, concerns, and frustrations
  • Define the key elements of a curriculum designed to provide a systematic introduction to understanding information user needs
  • Determine the scope and structure of an ongoing forum to discuss information user needs

Tentative Program Schedule

The Program Committee agrees that we will be unable to “lock in” a final program schedule until work within the small groups progresses and the committee has a clearer idea of how to make maximal use of the available time during InSight Initiative Summit 4 to achieve the objectives of each of the small groups.

Monday, November 18 Session Speakers/Panelists/Information
12:30 p.m.–
1:00 p.m.
Registration
1:00 p.m.–
1:15 p.m.
Welcome: Summit moderator and MLA task force liaison Daniel J. Doody, Doody Consulting, followed by Gerald J. Perry, AHIP, FMLA, University of Arizona
1:15 p.m.–
1:45 pm

Small group status reports

Co-chairs from each small group to present a six-minute update on the work of their group and objectives for the summit

1:45 p.m.–
3:15 p.m.

Small-group working session #1 

Agenda developed by co-chairs of each small group
3:15 p.m.–
3:30 pm
Break

3:30 p.m.–
6:00 p.m.

Small groups working session #2

Ad hoc stretch break around 4:45 p.m., called by facilitator for each group; exact timing depends on flow of discussion/work

6:00 p.m.–
6:15 p.m.
Break

6:15 p.m.
7:00 p.m.

Cocktail reception Fisk and Company Bar - lobby level
7:00 p.m.–
9:00 p.m.
Dinner Small groups will be split up; we will encourage a type of “speed dating” so everyone at each table gets updated on the progress of each small group. It is possible small group leaders will be seated together at the same table.

 

Tuesday, November 19

Session Speakers/Panelists/Information
7:30 a.m.–
8:15 a.m.
Breakfast Sit with your small groups; assemble in the conference room no later than 8:20 a.m. 
8:30 a.m.–
9:30 a.m.

User Panel: Challenges and opportunities facing the user 
via Zoom

Moderated by co-chairs of Small Working Group 1 -- Sean Pidgeon and Elizabeth Laera. End User Advisory Board members are:

  • Jake Armbrust, Graduate, Chicago College of Osteopathic Medicine, Chicago, IL
  • Patrick McDonnell, Professor, Clinical Pharmacy, Temple University School of Pharmacy, Philadelphia, PA
  • Janice Phillips, Director, Nursing Research and Health Equity, Rush University Medical Center, and Associate Professor, College of Nursing, Rush University, Chicago, IL
  • Carol Scott-Conner, Professor Emeritus and Chair Emeritus, Department of Surgery, University of Iowa Carver College of Medicine–Iowa City
  • Marcus Sherman, Candidate, Department of Computational Medicine and Bioinformatics, University of Michigan–Ann Arbor
  • Todd Farchione, Research Associate Professor, Psychological and Brain Sciences, and Director, Intensive Treatment Program, Center for Anxiety and Related Disorders, Boston University, Boston, MA
9:30 a.m. – 10:00 a.m.

Small group discussion

Implications of EUAB comments on the work of your small group
10:00 a.m.–
10:30 a.m.

Small group reports

Key takeaways from EUAB comments
10:30 a.m.–
10:45 a.m.

Break

10:45 a.m. – 12:30 p.m.

Small group working session #3

Agenda developed by co-chairs of each small group

12:30 p.m.–
1:15 p.m.

Pick up lunch

Sit with small groups; work with scribe/reporter on key points for upcoming reports

1:15 p.m –
2:00 p.m.
Reports from small groups on status of its work Scribe/reporter from small groups
2:00 p.m.–
2:45 p.m.
Discussion and final selection of bridge building theme for 2020 summits, volunteers for Program Committee for Summit Facilitators
2:45 p.m.–
3:00 p.m.
Wrap up and announcements Facilitators briefly, then Kevin Baliozian, MLA Executive Director, or Jerry Perry, Task Force Liaison

End User Advisory Panel (EUAB)

Jake ArmbrustJake Armbrust is a graduate of the Chicago College of Osteopathic Medicine and University of Illinois School of Liberal Arts and Sciences. He recently completed his medical training in Family Medicine at Advocate Christ Medical Center in Oak Lawn, Illinois. His approach to family medicine is founded on compassion, open communication, and evidence-based medicine. Dr. Armbrust is very passionate about providing a comprehensive and team-based approach to primary care. He is currently working in a group practice in Summerlin, Nevada.

 

Patrick J. McDonnellPatrick McDonnell is a professor of Clinical Pharmacy at Temple University School of Pharmacy and specializes in the area of medication safety and drug-induced disease. In addition to his academic role, he serves on the editorial advisory board for the Pennsylvania Patient Safety Authority, is a consultant and reviewer for publications for the Institute for Safe Medication Practices, and coordinates the Adverse Drug Reporting program for one of the hospitals in the Temple University Health Care System. He holds a bachelor’s of science degree in biochemistry/medical technology from the University of Scranton, holds a doctorate of pharmacy from Temple University, and completed a residency in pharmacy practice at Temple University Hospital. Dr. McDonnell was named as a Fellow for the American Society of Health-System Pharmacists (ASHP) and was awarded the Lindback Award for Distinguished Teaching at Temple University. Dr. McDonnell is an author of numerous presentations and publications in the area of drug-induced disease and adverse drug events.

 

Janice Phillips

Janice M. Phillips is an experienced clinician, researcher, educator, and public policy advocate in the health care arena who completed service as a Robert Wood Johnson Foundation Health Policy Fellow, working in the office of Senator John D. Rockefeller IV. With specialties spanning oncology, public health, women’s health, health care disparities, and research administration, Dr. Phillips is the recipient of numerous awards and honors, including the Martin Luther King Jr. Humanitarian Award from the University of Chicago Medical Center and Nursing Spectrum’s “Advancing and Leading the Profession Award.” Dr. Phillips is the author of more than eighty publications and four edited textbooks. She is the director of nursing research and health equity at Rush University Medical Center and an associate professor in the College of Nursing. Dr. Phillips holds a bachelor’s of science in nursing from North Park College, a master’s of science in community health from St. Xavier College, and a doctorate in nursing from the College of Nursing, University of Illinois. She is a member of numerous professional organizations.

 

Carol Scott-ConnorCarol Scott-Connor is professor emeritus and chair emeritus in the Department of Surgery, University of Iowa Carver College of Medicine–Iowa City. Dr. Scott-Connor received her undergraduate training in electrical engineering from MIT and worked as an engineer before attending medical school at New York University, where she completed her surgical residency. She then joined the faculty at Marshall University School of Medicine and subsequently the University of Mississippi before coming to the University of Iowa as professor and chair in 1995. Along the way, she completed her doctoral and master of business administration degrees. She is the author or editor of more than twelve textbooks or monographs, including three on various aspects of medical writing; numerous peer-reviewed publications; and an increasing number of creative writing pieces. She has chaired and participated in a series of committees of the National Academy of Medicine, which advised NASA on medical issues for astronauts, including issues surrounding long-term missions beyond low Earth orbit. Among other honors, she was the recipient of the Jeffrey Ponsky Master Educator Award from SAGES, and last year, she was elected a founding member of the American College of Surgeons Academy of Master Surgical Educators.

 

Marcus D. ShermanMarcus D. Sherman is a doctoral candidate at the University of Michigan in the Department of Computational Medicine and Bioinformatics studying structural variation under the mentorship of Ryan E. Mills. Sherman received his bachelor’s in biology with biomedical emphasis from the University of North Carolina–Pembroke while conducting transcriptomic research of ischemic attack models. Sherman is also the only student awarded an inaugural fellowship of the University of Michigan Medical School RISE program. Sherman’s RISE fellowship project is the development of the Pedagogy of Interdisciplinary Science Education (POISE) training program, which aims to teach future/early faculty members highly effective teaching practices with a focus on burgeoning interdisciplinary sciences. Outside of education and research, Sherman is focused on open-source software development, such that he has been on the staff for the annual Python programming language conference (PyCon) for over three years. He has also published his own open-source packages in the Journal of Open Source Software (JoSS) and acts as a regular reviewer for the same journal.

 

Todd FarchioneTodd Farchione is a research associate professor of psychological and brain sciences and the director of the Intensive Treatment Program for panic disorder and specific phobias at the Center for Anxiety and Related Disorders at, Boston University, Boston, Massachusetts. His research focuses on the development and testing of new preventative measures and treatments for anxiety, depression, and related emotional disorders. Professor Farchione has directed a number of influential federally funded research projects; teaches, lectures, and facilitates workshops on the treatment of emotional disorders; and is renowned for his work training clinicians in this area. He is the coauthor of the book The Unified Protocol for Transdiagnostic Treatment of Emotional Disorders and has published over seventy-five research articles in academic journals.

Participant Roster


Name Position Institution Summit 4 Role
Saskia Bolore Site License Manager for the Americas JAMA Network, Chicago, IL Industry Participant
Charlotte Beyer, AHIP Instruction & Reference Librarian Boxer Library, Rosalind Franklin University of Medicine and Science, North Chicago, IL Librarian Participant, Program Committee Member, and Small Group 1a Cochair
Lisa Marie Carter Director of Library Services Health Science Libraries, Hartford Healthcare, Hartford, CT Librarian Participant
Daniel J. Doody Owner Doody Consulting Summit Facilitator
John Gallagher Director Harvey Cushing/Whitney Medical Library, Yale University, New Haven, CT Librarian Participant
Eddie Gomez Licensing Manager Springer/Nature, New York, NY Industry Participant
Karen Gutzman Head Research Assessment and Communications, Galter Health Sciences Library, Northwestern University, Chicago, IL Librarian Participant
Susan Haering Director, NEJM Group Licensing Massachusetts Medical Society/NEJM Group, Boston, MA Industry Participant
Deborah Harris Global Director, Sales and Marketing F1000, London, United Kingdom Industry Participant, Program Committee Member, and Small Group 2 Cochair
Andy Hickner Health Sciences Librarian Interprofessional Health Sciences Library & Information Commons, Seton Hall University, South Orange, NJ Librarian Participant
Chris Jezowski Institutional Sales Manager American Society of Health-System Pharmacists (ASHP), Bethesda, MD Industry Participant
Lauren Jones Senior Strategic Marketing Manager BMJ, Hoboken, NJ Industry Participant, Program Committee Member, and Small Group 3 Cochair
Susan K. Kendall, AHIP Coordinator for Health Sciences & Copyright Librarian MSU Libraries, Michigan State University–East Lansing Librarian Participant
Andrea C. Kepsel, AHIP Health Sciences Educational Technology Librarian MSU Libraries, Michigan State University–East Lansing Librarian Participant, Program Committee Member, and Small Group 3 Cochair
Alisha Khan Product Manager Wolters Kluwer, New York, NY Industry Participant
Elizabeth Laera, AHIP Medical Librarian McMahon-Sibley Medical Library, Princeton Baptist Medical Center, Birmingham, AL Librarian Participant, Program Committee Member, and Small Group 1 Cochair
Rich Lampert Partner Doody Consulting Summit Facilitator
Susan Lamprey Manager, Product Strategy Wolters Kluwer, New York, NY Industry Participant
Jason Malley Executive Editor, Clinical Medicine McGraw Hill Education Industry Participant
John McDuffie Senior Vice President American Psychiatric Association, Washington, DC Industry Participant
David Nygren Senior Director, Marketing and Branding American Psychological Association, New York, NY Industry Participant, Program Committee Member, and Small Group 1a Cochair
Gerald (Jerry) Perry, AHIP, FMLA Director Libraries, University of Arizona–Tucson Librarian Participant, MLA InSight Committee Liaison, Program Committee Member, and Small Group 2 Cochair
Sean Pidgeon Publishing Director, Science and Medicine Oxford University Press, New York, NY Industry Participant, Program Committee Member, and Small Group 1 Cochair
Barbara A. Platts, AHIP Director Knowledge Management Services, Munson Healthcare, Traverse City, MI Librarian Participant
Wyatt Reynolds Regional Manager, The Americas Oxford University Press, New York, NY Industry Participant
Ryan Rodriguez Customer Engagement Manager, The Americas BMJ, Hoboken, NJ Industry Participant
Jean Song, AHIP Assistant Director, Academic and Clinical Engagemen Taubman Health Sciences Libraries, University of Michigan–Ann Arbor Librarian Participant
Angela Spencer, AHIP Health Sciences Reference Librarian, Assistant Professor St. Louis University, St. Louis, MO Librarian Participant
Amanda Sprochi, AHIP Health Sciences Cataloger J. Otto Lottes Health Sciences Library, University of Missouri–Columbia Librarian Participant

Program Committee

Librarians

  • Charlotte Beyer, AHIP, Rosalind Franklin University of Medicine and Science, North Chicago, IL
  • Andrea C. Kepsel, AHIP, Michigan State University–East Lansing
  • Elizabeth Laera, AHIP, Princeton Baptist Medical Center, Birmingham, AL
  • Gerald (Jerry) Perry, AHIP, FMLA, University of Arizona–Tucson

Representatives from Participating Organizations

  • Deborah Harris, F1000
  • Lauren Jones, BMJ
  • David Nygren, American Psychological Association
  • Sean Pidgeon, Oxford University Press

Liaison and Facilitators

  • Gerald J. Perry, AHIP, FMLA, University of Arizona–Tucson, and Liaison, InSight Initiative Task Force
  • Daniel J. Doody, Facilitator, Doody Consulting
  • Rich Lampert, Facilitator, Doody Consulting

Working Group Cochairs

Group 1: Managing the End User Advisory Board: Developing the Persistent End Product

  • Sean Pidgeon, Cochair
  • Elizabeth Laera, AHIP, Cochair 

Group 1a: Designing, Delivering, and Reporting Results of End User Survey: Developing the Persistent End Product

  • David Nygren, Cochair
  • Charlotte Beyer, AHIP, Cochair

Group 2: Developing a Curriculum for a Continuing Education Course for Librarians and Publishers Focusing on Understanding End User Behavior

  • Deborah Harris, Cochair
  • Gerald Perry, AHIP, FMLA, Cochair

Group 3: Developing and Monitoring an End User Forum

  • Lauren Jones, Cochair
  • Andrea C. Kepsel, AHIP, Cochair

Small Group Assignments

    InSight Initiative Articles

    MLA InSight Initiative Fall Forum Future Possibilities and Opportunities


    InSight Initiative Videos


    Guest Post: MLA InSight — How to Buy Whisky


    It’s Called Predatory Publishing for a Reason!


    Report from InSight Summit 2: How Can Librarians, Publishers, and Providers of Discovery and Management Tools Collaborate to More Effectively Communicate the Value of Information?


    Participating Organizations (2020)

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