The keynote addresses, plenary sessions, and breakout sessions labeled “A” will be live streamed. All sessions will also be recorded and available for viewing at a later date.
Thursday, March 9, 2017
8:00-9:00 Registration, coffee, and poster sessions
9:00-9:30 Welcome and Overview
Chuck Hamaker, Special Projects Librarian, UNC Charlotte
Keynote Address: eBooks - The Next Big Deal?
John Unsworth, University Librarian and Dean of Libraries, University of Virginia

eBooks and eBook aggregators are looming large these days on the research library horizon, but many unanswered questions remain. Among those questions: what does rational pricing look like? What information needs to be shared from library to aggregator to publisher, and vice-versa? What happens when titles disappear from aggregations? Are we headed down the road to something that will be better than our present state, or are we looking at the next Big Deal? These and other issues will be discussed during this talk.

10:30-11:00 Break
11:00-12:00 Breakout Sessions 1
Session A - E is for Everlasting? Approaches to Supporting eBook Perpetual Access (Session will be live streamed)

Some libraries want to support local platforms for perpetual access; others are looking for collaborative or composite solutions. Join our panel discussion of a variety of options—how are library customers assessing and embracing the eBook preservation platforms that are evolving? What are the institutional goals, what did you chose and why, what is effective, what could be enhanced?

  • Will Wakeling, Dean of Libraries, Northeastern University (retired)
  • Dr. Katherine Skinner, Executive Director, Educopia institute
  • Charles Watkinson, Associate University Librarian for Publishing, University of Michigan Libraries and Director, University of Michigan Press
  • Robert (Chip) German, Senior Director, Content Stewardship, University of Virginia Libraries and Program Director, Academic Preservation Trust
Session B - User Experience Literature Review: Updates

In the first year of the Charlotte Initiative, the user experience team lead and research assistant conducted a survey of the published literature on patron satisfaction with eBooks in academic settings, much of which did not differentiate between platforms, formats, and other conditions that drastically change the user’s ability to read, annotate, and use eBook content. This session will provide updates on the literature published since the initial review was conducted, as well as details on follow-up studies designed to uncover the ways that user research does and does not affect library collections and decision-making.

  • Alison Bradley, Collection Development Librarian and Liaison Coordinator, Davidson College
  • Beth Caruso, UX Team Research Assistant, UNC Charlotte
  • Dave Comeaux, Web Development Librarian, Louisiana State University
Session C - Licensing Electronic Content for Purchase and Use: An Overview of the Licensing Principles Research Team Findings

The Licensing Principles Research Team analyzed current publisher licenses and current case law, white papers, and other literature focused on the Charlotte Initiative Principles providing eBooks that have irrevocable perpetual access and archival rights, unlimited simultaneous users, and freedom from any Digital Rights Management (DRM). In this session, the co-leaders of the group will discuss what was learned through the license analysis and literature review processes. Related topics include the applicability of the doctrine of First Sale in the digital environment, and interlibrary loan of eBooks. There will be a short time at the end for questions from the audience.

12:00-2:00 Lunch and Poster Sessions
2:00-3:00 Breakout Sessions 2
Session A - What Should be in an eBooks License? Publishers and Librarians Unite (Session will be live streamed)

This panel discussion with publishers and librarians will discuss the implications of what was learned through license analysis and literature review focused on providing eBooks that meet the three Charlotte Initiative Principles, irrevocable perpetual access and archival rights, unlimited simultaneous users, and freedom from any Digital Rights Management (DRM). The panel will discuss their reactions to the findings and suggest areas for further study. Questions and comments from the audience welcome.

  • Rebecca Seger, Director of Library Sales, Oxford University Press
  • Tony Horava, Associate University Librarian (Collections), University of Ottawa/OCUL
Session B - Course Use: Faculty Outreach Strategies

The library cannot provide affordable textbook solutions without the faculty willing to adopt the books the library provides. Librarians who work with faculty to provide these services will discuss the methods they use to encourage faculty to adopt library provided materials over assigned titles through the bookstore.

  • Cheryl Cuillier, Associate Librarian, University of Arizona
  • Emily Frank, Research and Instruction Librarian, Louisiana State University
  • Teri Gallaway, Interim Executive Director, LOUIS: The Louisiana Library Network
  • Niamh Wallace, Assistant Librarian, University of Arizona
Session C - User Experience: User Study Panel Discussion

The User Experience Research Team has been busy conducting in-person user tests of their eBook collections with the goal of developing advice and examples for other libraries. Come to this session to hear the results of those studies and updates on studies in-progress. Interested in conducting a study of your own? We will introduce a toolkit that will give you the best practices and advice you need to get started.

Natalie Bennett, Online Services Librarian, University of Tennessee, Chattanooga
  • Chan Li, Library Data Analyst, California Digital Library
  • Dave Comeaux, Web Development Librarian, Louisiana State University
  • Emily Frank, Research and Instruction Librarian, Louisiana State University
  • John Wiswell, Health Sciences Librarian, Appalachian State
  • Rachael Winterling, Usability Coordinator, UNC Charlotte
Plenary: eBook Marketplace Environmental Scan - Findings from the Literature Review and Publisher/Vendor Survey and Interviews (Session will be live streamed)

What are the key findings from an analysis of 80+ publication about eBook business models and pricing? What insights are revealed from a survey of and follow-up interviews with 200 publishers? How do aggregators view the market? What is the compliance rate with the Charlotte Principles? What reasons are provided for reluctance to comply? What actions might overcome these reservations?

  • October Ivins, Charlotte Initiative Project Consultant
  • Joyce Ogburn, Digital Strategies and Partnerships Librarian, Appalachian State University
Plenary: Sustainable Business Models for eBooks - Insights from YBP and Publishers (Session will be live streamed)

Representatives will explain their strategies for evaluating the variety of available and evolving business models. Join our discussion to learn pros and cons of working with vendors and aggregators and exploring many business models. What is the relative success of subject or publisher packages? Are approval plans shrinking or growing? What is the publisher view of Demand Driven/Patron Driven; Short Term Loan; and Evidence Based models? Why are some titles available only from the publisher? How does Open Access fit into the mix? What about ILL?

October Ivins, Charlotte Initiative Project Consultant
  • John Sherer, Spangler Family Director, UNC Press
  • Steve Fallon, Director of Sales and Business Development, Americas, De Gruyter
  • Michael Zeoli, Vice President, Strategic eContent Development & Partner Relations, YBP Library Services: Trends and Projections: Sales Overview of Print and eBooks from YBP (presented by October Ivins)
Friday, March 10, 2017
8:00-8:30 Registration, coffee, poster sessions
Keynote Address: Strategies for maximizing eBook access and utility
Amy Brand, Director, The MIT Press

As the relatively new director of a university press in interesting times, one of the most pressing priorities I encountered was the need for a data-informed eBook publishing strategy. My remarks will describe our evolving eBook publishing models and partnerships, with particular attention to the differences among scholarly, text, and trade books, and to current implementations and near-future plans to maximize eBook access and utility for individuals and institutions.

9:30-10:00 Break
10:00-11:00 Breakout Sessions 3
Session A - eBook Platform Panel: Publisher strategies, reader tools, usability and more! (Session will be live streamed)

Panelists from various organizations in the academic eBook market (publishers, platforms, aggregators, etc.) will discuss eBook platforms, how and why certain decisions are made, usability testing procedures, features offered to improve end user eBook experience, and more. Attendees will gain an understanding of current platform trends, challenges and opportunities, and hopes for the future.

  • Charlie Remy, Electronic Resources and Serials Librarian, University of Tennessee, Chattanooga Library
  • Tom Beyer, Director of Platform Services, PubFactory
  • Bob Boissy, Director of Institutional Marketing and Account Development – Americas, SpringerNature
  • Krista Coulson, Digital Publishing Manager, University of Chicago Press
  • Wendy Queen, Director, Project MUSE
Session B - An Open Forum on Licensing

An open forum on licensing issues led by the Licensing Principles Research Team. This will be an unstructured session to provide conference attenders an opportunity to compare notes on licensing practices, ask questions, and discuss challenges and issues that arise when negotiating licenses between publishers and libraries.

Session C - Textbook Affordability: the Bookstores' Perspective

Textbook affordability is a big topic on college campus right now. Campus bookstores are right in the center of that conversation are participate in or initiate programs to help alleviate the cost of textbooks for students. This panel of campus bookstore representatives will discuss the bookstore point of view concerning textbook affordability and programs they are currently participating in to help students with the burden of textbook costs.

  • Joel Kriner, Regional Manager, Barnes & Noble College Booksellers
  • Bill Reilly,Director, Davidson College Stores
  • Andrew Roush, Regional Manager, Follett Higher Education Group
11:00-12:00 Breakout Sessions 4
Session A - Faculty Persona Panel (Session will be live streamed)

While the Charlotte Initiative has brought together a diverse group of librarians, publishers, and other participants in the scholarly eBook market to discuss the implications of the three principles for permanent eBook collections, the faculty members who write, read, and teach from these works have not yet had their chance to join in the discussion. Moderated by Allison Belan of Duke University Press, this panel will bring together a group of faculty members to reflect on their perspectives as researchers, authors, instructors, and editors of scholarly monographs in light of our broader discussions about eBooks in library collections.

  • Fuji Lozada, Professor of Anthropology and Environmental Studies and Director of the Center for Interdisciplinary Studies, Davidson College
  • Chris Paradise, Professor of Biology and Environmental Studies, Davidson College
  • Rose Stremlau, Assistant Professor of History, Davidson College
Session B - Course Materials for All: eTextbooks in Academic Libraries

This session will look at programs involving library provided course use materials and some of the challenges the Course Use Research Team researched and discussed. Areas covered will include a literature review on traditional collection development policy, an overview of current programs involving textbook reserves and eTextbooks; what students are looking for in an eBook; and a snapshot of eBook sales data on library accessed books that allow unlimited access. Questions and comments from the audience welcome.

  • Kelly Denzer, Research Assistant, Charlotte Initiative, UNC Charlotte
  • Elizabeth Siler, Collection Development Librarian, UNC Charlotte
Session C - eBook Preservation in Practice: Case Studies Developing a New Platform; Enhancing an Established Platform

Join a discussion of two current projects that aim to bring the preservation of eBooks into a library setting: UNC Charlotte's Goldmine and the Scholars Portal Books planned TDR certification. These two projects represent examples at different states of evolution: one approach in its formative stages and another already in a mature phase.

Using a combination of Islandora and AWS, the Goldmine platform ( attempts to provide long term access to an integrated collection of local content and commercially published eBooks. We will discuss the overall goals of the project and report on the progress of our technical implementation.

In 2013, the Scholars Portal Journals platform was certified as the first trustworthy digital repository in Canada. Scholars Portal is now working to extend that certification to include the over 700,000 books housed on its Scholars Portal Books platform. We will discuss the changes we are planning to technical workflows, additional metadata to capture and some of the specific challenges involved in preserving monographs.

  • Brad Spry, Software Developer/Architect, UNC Charlotte,
  • Bob Price, Assistant Dean for Technology and Digital Strategies, UNC Charlotte,
  • Kate Davis, Assistant Director (Collections & Digital Preservation) | ScholarsPortal/OCUL
  • Grant Hurley, Digital Preservation Librarian | ScholarsPortal/OCUL
12:00-1:30 Lunch and Poster Sessions
1:30-2:30 Next Steps Panel and Discussion