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Shifting Into Second Gear

Session Descriptions

All times are listed in local Eastern time.

Wednesday, May 17

The Great Debate on Controlled Digital Lending: And the Checkered Flag Comes Down On...

10:30 a.m. - noon [Note: this session will be streamed to virtual attendees]

More and more libraries are digitizing and lending library materials, while publishers and experts are divided on whether copyright law and fair use allow it. In this “can’t miss” debate on the controversial topic of Controlled Digital Lending (CDL), a copyright lawyer and an intellectual property lawyer go head-to-head in a debate on the legality of CDL.

Dave Hansen, the Executive Director at Authors Alliance and a copyright attorney takes the “pro” side. Devlin Hartline, a legal fellow at Hudson Institute’s Forum for Intellectual Property, takes the “con” side. Claire Woodcock, a Fellow of NYU’s Engelberg Center on Innovation Law & Policy and a journalist whose byline has appeared in Vice and National Public Radio, moderates. You’ll vote on which side the checkered flag comes down on. There will be plenty of time for audience questions and comments.

You’ll leave the session with an understanding of CDL and the arguments on both sides that will enable you to see where you stand on this issue.


Claire Woodcock is a Digital Ownership Fellow with NYU Law's Engelberg Center on Innovation Law & Policy and an independent journalist covering the politics of information. Her bylines include Vice, National Public Radio, TechRadar, HuffPost UK and more. During her time as an academic library marketer, Claire became interested in the application and consequences of Controlled Digital Lending for libraries, and the topic remains significant in both her academic and journalistic work. She is defending her thesis this spring in her M.A. in Media & Public Engagement program at the University of Colorado Boulder.


Dave Hansen, MSLS, JD is the Executive Director of Authors Alliance and a copyright attorney. He has worked for over a decade promoting information law and policy that benefits the public. Prior to joining the Authors Alliance, Dave was an Associate University Librarian and Lead for Copyright & Information Policy at Duke University Libraries, where he was responsible for core research and collections services. He is a co-author of the widely cited White Paper on Controlled Digital Lending of Library Books and has extensive experience teaching and advising librarians, authors, and publishers on fair use and related matters. He has held academic positions at UNC Chapel Hill School of Law and UC Berkeley School of Law.

Devlin Hartline, JD is a Legal Fellow at Hudson Institute’s Forum for Intellectual Property and a member of the bar of the District of Columbia Court of Appeals. His research agenda spans a broad spectrum of doctrinal and political issues in intellectual property law, with particular focus on advancing and protecting the rights of creators and innovators. Prior to joining the Hudson Institute, Devlin was assistant professor of Law at the George Mason University Antonin Scalia Law School where he taught intellectual property law, including copyright, patent, and trademark law.

To Merge into the Resource Cost Sharing Lane or Not: Evaluating and Developing an Approach to Resource Sharing

1:30 - 3:00 p.m.

Your users want more resources than your administration wants to fund, or you are approached by a user, another department or an external institution looking for ways to acquire a needed resource. You think a resource cost sharing partnership may be the solution for the parties involved, but you’re not sure what partnerships are or what other ways of sharing resources might work. If you want to learn how you can develop, implement, and evaluate a cost sharing partnership, you won’t want to miss this session!

A library director, a library dean, a head of library collections, and a publisher representative will share their resource cost sharing experiences and offer tips and guidance on matters ranging from addressing partnership invitations, evaluating funding sources, analyzing the risks and benefits of a partnership, as well as managing and developing strong relationships that will payoff for all.


Jen Ostrosky, MS is Assistant Director of Sales for JoVE, in which capacity she manages staff who support North America's research universities. She also works directly with academic medical centers, and government and research labs in serving their visual resource needs.

Michael Lindsay, MSIS, MBA, AHIP is the Head of Collections and Access Services at the Preston Medical Library, University of Tennessee Graduate School of Medicine He has 20 years of experience in collection development and related areas and is a past chair of the Medical Library Education Caucus and current newsletter editor of the MLA Collection Development Caucus.


Diane Campagnes is the Wolters Kluwer / Ovid Regional Sales Manager for Alabama, South Carolina, Florida, and the Caribbean. Diane has been with Wolters Kluwer for 17 years and has over 30 years of experience providing educational content and solutions to schools, universities, and hospital libraries.

Evan Simpson is Associate Dean for Experiential Learning and Academic Engagement at Northeastern University Library, in which capacity he oversees Access Services, Research and Instruction Services, University Archives and Special Collections, and Collection Strategy/Collection Development.

Joe Swanson, Jr., MSLS, AHIP is the director of the M. Delmar Edward, M.D. Library of Morehouse School of Medicine. In his over forty years as a librarian, he has served as the Acquisitions Librarian, Catalog Librarian, Systems Librarian, and Division Head for Computer Systems and has negotiated contracts and agreements with consortia, publishers, and other vendors.

Susan K. Kendall, PhD, MS(LIS), AHIP is the Head of Collections Strategies and a Copyright Librarian at the Michigan State University Libraries. She is a member of the Big Ten Academic Alliance Collection Development Officer/Electronic Resources Officer Group and serves on the editorial board of Collections Management. In 2018, she published the edited book, Health Sciences Collection Management for the Twenty First Century.

Thursday, May 18

On the Road to Transformative Agreements: National and International Perspectives

9:00 - 10:30 a.m.  [Note: this session will be streamed to virtual attendees]

Join an exceptional panel of experts in publishing and academia whose work spans the Americas and Europe as they share their experience and insights on the challenges and benefits of negotiating transformative agreements.

You’ll gain an understanding of the basic concepts of transformative agreements, increased clarity about whether a transformative agreement is right for your institution, and insights, considerations, and strategies that can help you negotiate agreements. If you decide a transformative agreement is the right road to take, the information you learn at this session will help to pave your way.


Arthur "AJ" Boston is an assistant professor and scholarly communication librarian at Murray State University where he has managed the institutional repository and coordinated the Office of Research and Creative Activity since 2016. AJ is an editorial board member of the Journal of Librarianship and Scholarly Communication. When not presenting how "Kanye West Explains Scholarly Communication" or tweeting "Need to Know: The Information-Seeking Behavior of Doja Cat," AJ is writing proposals for visual peer-review overlay services (PiePlate) and alternative subscription models (Read & Let Read).

James Picken is the Business Development Director – Open Science Solutions of Elsevier in Europe, in which capacity he partners with academic and government institutions to help them realize their open access and open science ambitions.

Lieuwe Kool is the director of the Medical Library of the Amsterdam UMC Academic Medical Centre. Lieuwe has negotiated with all major publishers on “Big Deals” and renewals, worked with Open Access Publish and Read agreements, and is a member of a national licensing committee representing the Medical Faculties of eight Dutch Universities.

Lisa Janicke Hinchliffe is Professor/Coordinator for Research and Teaching Professional Development in the University Library at the University of Illinois, Urbana-Champaign. Lisa has presented and published widely on scholarly communications and publishing, open access and open science, information literacy, teaching and learning, the value of libraries, library assessment, and organizational innovation. She is a "Chef" in The Scholarly Kitchen and the 2023 Chair of the ORCID Board.

Maria Lopes, PhD is the Springer Nature Vice President of Institutional Sales for the Americas. She has over 20 years of experience in publishing and recently has been involved in transformative agreement negotiations with academic, government, and corporate customers in North and Latin America.

Embracing Healthy Habits to Create Sustainable Library-Vendor Relationships: A Panel Discussion for Librarians, Publishers, & Vendors

1:30 - 3:00 p.m.

If you are in a library-vendor or library-publisher relationship, you won’t want to miss this panel of experienced librarians and vendor/publisher representatives as they share their wisdom and practical guidance on embracing healthy habits to create an effective, sustainable, and mutually rewarding relationship that serves the shared goal of providing information to users.

Library-vendor relationships, because they are both transactional and personal, can be especially tricky to navigate. Baggage from previous relationships, staff changes, personality differences, cultural differences between academia and industry, and more can get in the way. The panelists will share their insights and tips on how you can address these and other challenges as they arise, repair broken relationships, and start off right to build sustainable partnerships. There will be time for audience questions and contributions.


Jodi Hetzel is Vice President at EBSCO Information Services, in which capacity she provides hundreds of health sciences libraries with access to medical research databases, e-books, and journals. Jodi has more than twenty-eight years’ experience working for and with health care organizations. She has spoken to audiences at more than 20 conferences, helping clinicians, nurses and IT professionals understand the ways in which evidence-based medical information can impact patient care.


Emily Singley, MLIS is the Vice President, North American Library Relations at Elsevier. Previous to joining Elsevier, Emily served in a number of library positions, including Associate University Librarian for Technology and Technical Services at Boston College. She has a strong record of service to the library community, previously serving in leadership roles with Seamless Access, the Ex Libris User Group, and the Boston Library Consortium.

Irene “Rena” Lubker, PhD, MLS, MPH, RD, AHIP is a Research and Education Informationist at the Medical University of South Carolina Libraries. She has published and presented extensively in areas that include library liaison services, reference services, and information resources.

Jean Gudenas, MLIS, AHIP is the Director of Information Resources and Collection Services at the Medical University of South Carolina. Jean has over 15 years of experience in Health Sciences collection development, including more than 10 years of licensing and negotiation for academic and clinical resources. She has also presented extensively on her experience with the complexities of hospital merger acquisitions and development strategies.

Matthew Ragucci, MLIS is the Associate Director of B2B Product Marketing at Wiley in which capacity he provides insight on metadata sharing strategies and on improving the library customer experience. Matthew has over eight years’ experience in academic publishing and over a decade in libraries. He is a member of the COUNTER Executive Committee, NASIG Communications and Standards Committees and the NISO Platform Migration Working Group. He has published in the areas of metadata, collection development, and online content platforms.

Friday, May 19

Cruising in the "Non-Traditional" Collections Lane with Your MAAP: Challenges and Solutions

9:00 - 10:30 a.m.

Requests to acquire unique, non-traditional resources, such as medical Spanish online training programs, human gene mutation databases, data sets, and decision-making tools, are among the most challenging requests a librarian can receive. If you’ve faced such requests or want to be prepared when you do, join three experienced collections and resource-savvy librarians to get a MAAP for addressing these requests in ways that serve your institution and your patrons.

The presenters will discuss their challenges and offer you a range of solutions, best practices, techniques, and tips that address all aspects of non-traditional resource management and enable you to navigate your way through the challenges to sound acquisition decisions using MAAP:

  • Monitor the landscape of resources and needs of your stakeholders
  • Acquire resources only after evaluating risks and challenges
  • Assess usage when traditional standards or statistics are not available
  • Partner with stakeholders in creative solutions for acquiring and managing resources.

With your MAAP in hand, you'll be able to cruise through the non-Traditional" collections lane!


Ramune K. Kubilius, MALS, AHIP is the Collection Development / Special Projects Librarian at the Galter Health Sciences Library & Learning Center, Northwestern University and a longtime member of the Medical Library Association and the Special Libraries Association.


Bart Davis, MLIS is the Head of Collection Management and Metadata Services, Galter Health Sciences Library & Learning Center, Northwestern University. He has over ten years of experience in electronic resource management, assessment, and acquisitions.

Beth Callahan, MLS is the inaugural head of the Library and Researcher Information Services at UL Research Institutes, in which capacity she is responsible for designing, launching, managing, and providing services and collections. She has over 30 years of experience in library and information and research services in positions that include, director of a hospital medical library, health & life sciences libraries department head, and manager of a marketing intelligence center.

Rebecca Snyder, MLIS is the customer success manager for an expert solution at Wolters Kluwer Health and partners with nurse leaders on their adoption journeys. She has 15 years of experience across libraries and vendors, including successes in bringing innovative workflow solutions to market as a vendor and navigating solution adoption as a librarian.

From Manual to Automatic: Improving the Accessibility of Library Electronic Resources
1:00 - 2:30 p.m.

If you work with your library’s electronic resources, you know that making them accessible to all your patrons is both an ethical and practical concern. You won’t want to miss learning how a select group of publishers and librarians are making progress in improving the accessibility of electronic resources and how you can get involved.

A representative from a large publisher and one from a medical society will discuss what is new with their current platforms and the plans they have for the future.

Two librarian representatives will present on how they are working with publishers and educating communities to provide equal access to information and developing repositories to share accessible educational materials and remediated texts. This moderated panel discussion will include time for audience questions, comments, and idea sharing.

You’ll leave the session with a deeper understanding of the current state of electronic resource accessibility, knowledge of ways libraries can improve the accessibility of their resources, and fresh enthusiasm and inspiration for making your electronic resources more accessible.


JJ Pionke, MSI is the Applied Health Sciences Librarian at the University of Illinois, Urbana-Champaign. He is an award-winning librarian whose research revolves around disability and accessibility for library patrons and employees. His most recent work focuses on the educational and competency needs of library science graduate students and library employees in regard to disability and accessibility in libraries.


Bill Kasdorf is the Principal of Kasdorf & Associates, LLC, a consultancy focusing on editorial and production workflows, content modeling, standards, and accessibility. Their clients have included MIT, Harvard, and Cambridge university presses, NEJM, PLOS, Sage, and Cochrane. Bill is the World Wide Web Consortium (W3C) Global Publishing Evangelist, a member of the National Information Standards Organization (NISO), a past president of SSP (Society for Scholarly Publishing), the general editor of The Columbia Guide to Digital Publishing, and a columnist for Publishers Weekly.

Cheryl Firestone is Senior Manager, Digital Publishing of the American Academy of Pediatrics with responsibility for digital publishing strategic planning and implementation. Cheryl is dedicated to the IDEA of Inclusivity, Diversity, Equity, and Accessibility in every aspect of publishing and is committed to making digital sites that are accessible to the widest possible audience.

Emily Singley, MLIS is the Vice President, North American Library Relations at Elsevier. Previous to joining Elsevier, Emily served in a number of library positions, including Associate University Librarian for Technology and Technical Services at Boston College. She has a strong record of service to the library community, previously serving in leadership roles with Seamless Access, the Ex Libris User Group, and the Boston Library Consortium.

Heidi Schroeder is the Accessibility Coordinator at the Michigan State University (MSU) Libraries. Heidi oversees and advocates for accessibility initiatives across the Libraries and works with campus accessibility groups and stakeholders. She spearheaded the creation of the Big Ten Academic Alliance Library E-Resource Accessibility Group and is active in the Library Accessibility Alliance. She has presented and published on accessibility/library accessibility, library collections and e-resources, and library instruction.


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