SANLiC Conference Programme · currently serves as vice chair of the NASIG Standards Committee and is a member of the NISO Platform Migration Working Group. He also ... 2016), Librarian

SANLiC 2019 Conference Programme Page 1 of 20

1A Bergvliet Village Centre

16 Hiddingh Road

Bergvliet 7945

Cape Town

Website: www.sanlic.org.za

Reg. no: 2003/008624/08

Reg. no: 040-845-NPO

VAT No: 4560270425

As at: 5 June 2019

SANLiC Conference Programme

ContentsProgramme Timetable..................................................................................................................................................2

Preconference Day Timetable– Monday 24 June 2019 ...........................................................................................2

1. Pre-conference Workshop: E-resource management 101: Toolkit for e-resources librarians ....................2

2. SCANDISPLAY Stand build.............................................................................................................................2

3. Exhibitor setup day.......................................................................................................................................2

4. Early conference registration .......................................................................................................................2

Main Conference Programme – Tuesday 25 – Thursday 27 June 2019...................................................................3

Day 1 – Tuesday 25...............................................................................................................................................3

Day 2 – Wednesday 26 .........................................................................................................................................4

Day 3 – Thursday 27 .............................................................................................................................................5

Confirmed Presenters...................................................................................................................................................6

Pre-Conference Presenters ......................................................................................................................................6

Conference Presenters.............................................................................................................................................9

SOUTH AFRICAN NATIONAL

LIBRARY AND iNFORMATION


Programme Timetable

Preconference Day Timetable– Monday 24 June 2019

1. Pre-conference Workshop: E-resource management 101: Toolkit for e-resources librariansThis course has been designed for new e-resource librarians or a refresher and will be facilitated by experienced

member e-resource librarians. Dinner is arranged for the pre-conference delegates only at 19h30. There are

dining options on campus as well as within walking distance for those delegates not attending the preconference.

Registration 08h30

Opening remarks 09h50

1. Managing the e-resources life-cycle: spinning wheels or moving forward? - Dorette

Snyman

10h00

2. Dressing your library for success: the importance of electronic resource alignment -

Matthew Ragucci

10h40

Tea – Level 2 11h20

3. Increasing E-resource usage at your institution - Kusturie Moodley 11h50

4. A toolkit for the analysis of e-journal collections - Shireen Davis-Evans 12h30

Lunch - Stonebreakers 13h10

5. Using Excel like a pro to evaluate collections - Glenn Truran 14h10

6. Connecting the dots: using the E-Resources Hub to support Client Services outputs and

outcomes – Faith Zalekile

14h50

Tea – Level 0 15h30

7. Marketing e-resources to researchers – Zanele Magoba 16h00

8. Why work harder? Making ConsortiaManager work for you - Nels Rune Jensen 16h40

End 17h20

2. SCANDISPLAY Stand buildUntil 14h00

3. Exhibitor setup dayExhibitors register and setup stands from 14h00

4. Early conference registrationConference delegates may register from – 17h00 to 19h00


Main Conference Programme – Tuesday 25 – Thursday 27 June 2019All sessions with run sequentially in the main lecture theatre in the basement of the conference centre.

Day 1 – Tuesday 25Session Time Presentation Presenter Minutes

Registration andexhibition time

08h00 Foyer and Exhibition Halls 60

1. Opening Session 09h00 Chairperson Welcome and Housekeeping Laila Vahed 15

09h15 1. Pathways to Open Access: the University ofCalifornia Experience

Jeffrey MacKie-Mason

45

10h00 Session Q&A 10

10h10 Opening of Publisher Exhibition 20

Tea break 10h30 Exhibition Halls 30

Vendor Presentation11h00

2. What Do Students and Faculty Need in aResearch Database?

Stephen Hawthorne20

2. Open Science andSouth Africa

11h203. The implications of recent Open Science

developmentsColin Wright

20

11h40 4. The African Open Science Platform Ina Smith 20

12h005. Flipping out, over flipping the flip?

Understanding the challenges concerning theopen access flip, not to flip-out but to flip-in

Belinda Boucher20


Lunch break 12h30 Exhibition Halls 60

Vendor Presentations 13h30 6. Springer Nature Asdaa Kotani 10

13h407. Knowledge Empowers Innovation: CNKI’s

International ServicesCaroline Zhou

10

3. OA Paradigms13h50

8. The real costs of OA publishing & thepotential of a fully OA paradigm in scholarlycommunication

Martin Rasmussen(remotepresentation)

20

14h10 9. SCOAP3 Update Alex Kohls 20

14h3010. University of California multipayer model and

workflows for transformative agreementsJeffrey MacKie-Mason

20

14h5011. Supporting the transition to open access. Ben Townsend and

Liz Ferguson20



4. Panel Discussion -transformativeagreements

15h50 12. Transformative agreements in practice Colleen Campbell 20

16h10

13. Exploring the largest national transformativeagreement for scholarly communication

Panellists: GerardMeijer - Projekt Deal(remote), BenTownsend & LizFerguson - Wiley, JeffMacKie-Mason – UCFacilitator: ColleenCampbell - MPDL

40


17h00 Interaction with Vendors

Exhibitor’s cocktaildinner

18h30Exhibition Halls


Day 2 – Wednesday 26Session Time Presentation Presenter Minutes

Registration andexhibition time

08h00 Foyer and Exhibition Halls 30

Vendor Presentation 08h30 14. American Psychological Association George Kowal 20

5. Pathways to OpenAccess

08h50 15. Breaking up with Elsevier Jeffrey MacKie-Mason 20

09h1016. How to deal with no deal: Alternative access

to journal articlesColleen Campbell

20

09h30 17. Building blocks and benchmarks of the OAtransition: the ESAC Initiative

Colleen Campbell20



Vendor Presentations 10h30 18. Digital Humanities Archives Daniel Solomon 10

10h4019. The State of Open Access Publications in

South AfricaTracey October-Vilakazi

10

6. Data Analysis 10h50 20. e-Resource collection development policy Caroline Dean 20

11h1021. Tools for Transition: the California Pay It

Forward ProjectMat Wilmott

20

11h3022. Tools for Transition: Data analysis to support

negotiations for transformative OAagreements

Mat Wilmott20


Lunch break 12h00 Exhibition Halls 60

Vendor Presentation13h00

23. Brill Evidence Select: A New Evidence-BasedAcquisition (EBA) Model for eBooks

David Elek10

7. Core competenciesand the userinterface

13h1024. User Experience = User Interface + Role of

the LibrarianMary Lister

20

13h3025. 99 Knowledgebase problems: a KBART crash

courseMatthew Ragucci

40

14h1026. Influencing the collection: small-scale

Patron-driven acquisitions at DUT Library Kusturie Moodley

20



8. Broad-spectrum15h10

27. An investigation into alternatives to IPauthentication for access to e-Resources atStellenbosch University

Naomi Visser20

15h3028. The library and the NREN Guy Halse & Wesley

Barry20

15h5029. Air Traffic and Navigation Services (ATNS)

Roadmap of reviewing and implementing thee-Library Information Services

Gladys Ngwenya20


Stretch break 16h20 Stretch break 5

9. Future researchscenarios

16h2530. What will the world of research look like 10

years from now?Gemma Deakin ofElsevier

40

17h05 Interaction with Vendors

19h00Gala Dinner at Sevruga restaurant Entertainer – The fabulous Cindy

Gibbons and her band


Day 3 – Thursday 27

Session Time Presentation Presenter Minutes

10. Preparing for Negotiations08h30

31. Is there an alternative to “death byPowerPoint?”

Mary Lister20

08h50 32. South African Law and agreements Louis van Niekerk 20

09h1033. Research Publishing in and from South

Africa [tbc]Johan Mouton[tbc]

20

09h30 34. How the University of California preparesfor negotiations


20


10h00 Closing message Laila Vahed 10


11. Closed member session10h40

2019 for 2020 negotiation preparations Exhibitors takedown exhibitions

90

Lunch break12h10

Other BWL venue Workshopregistration

50

12. DVC Research Workshop 13h00 By invitation only SCANDISPLAYtakes downexhibition standsTea break 14h40

13. DVC Research Workshop(continued)

15h00

Closure 17h00


Confirmed Presenters

Pre-Conference PresentersPresenters Bio Topic and Abstract

Dorette Snyman Dorette Snyman is the Collection Developer:Commercial Electronic Resources at the Universityof South Africa Library. She is responsible for themanagement of the library’s electronic resourcesincluding the selection, licensing, fundmanagement, access management and collectionanalysis of the library’s collection of majorpublishers’ journal agreements, databasesubscriptions and major reference works. Withthe implementation of the Library’s Encore DuetDiscovery Service, this also includes themanagement and integration of the library’s e-resources knowledgebase. She takes an activeinterest in the latest developments in electronicresource management and has a keen interest innew technological developments regarding e-resources standards and integration.Dorette holds a BBibl (Honours) from theUniversity of Pretoria and is a long-standingmember of LIASA.

ORCiD ID: http://orcid.org/0000-0001-9072-9820

1. Managing the e-resources life-cycle: spinningwheels or moving forward?

Although e-resources are now entrenched inacademic library collections, libraries are stillstruggling to manage these resources at scale.The common belief that e-resources require lesswork than print resources was quickly dispelled asstaff involved in managing these resourcesdiscovered that e-resources do not managethemselves. E-resources require constant tendingand, due to their significant cost and importance,it is essential that libraries manage themeffectively. This presentation will provide anoverview of the e-resources life cycle, relatedworkflows, processes and standards. The e-resources life cycle defined by Techniques forElectronic Resources Management (TERMS) willbe used. The workshop will also refer to newprocesses for preservation and open accessresources for inclusion within the life cycle.

MatthewRagucci

Matthew Ragucci is the Library Solution Architectat Wiley. He provides insight on metadata sharingstrategies for optimizing electronic resources andimproving library customer experience. Hecurrently serves as vice chair of the NASIGStandards Committee and is a member of theNISO Platform Migration Working Group. He alsoholds a part-time position as a reference andinstruction librarian at Brookdale CommunityCollege. Matthew earned his Master’s in Libraryand Information Science (MLIS) from RutgersUniversity. His publications are “Evidence-BasedAcquisition: A Real Life Account of Managing theProgram Within The Orbis Cascade Alliance” and“MARC Metamorphosis: Transforming the WayYou Look at E-Book Records.” His interests includemetadata, standards, reference, and userexperience.

2. Dressing your library for success: theimportance of electronic resource alignment

Resource discovery and access are key drivers forcontent usage. Aligning electronic resources hasbecome an increasingly complex and labour-intensive activity. Librarians and staff need to becompetent in making content discoverable andaccessible. This session will cover key concepts ine-resource cataloging, discoverability and usingknowledgebases to create access points.Participants will leave understanding how to applythose concepts at their own institutions.

KusturieMoodley

Kusturie Moodley is the Co-ordinator: MaterialAcquisitions Librarian at the Durban University ofTechnology(DUT) Library where she manages allaspects of the acquisitions, periodicals and e-resources workflows. Her areas of interest includeemerging technologies, collection development,open access, data science and informationservices. Kusturie earned her MLIS and aCertificate of Advanced Study in Data Sciencefrom Syracuse University School of InformationStudies. She also holds a Bachelor of Accounting

3. Increasing e-resource usage at your institution

Library marketing is essential. It supports thelibrary in building its brand and image as well asthe services and e-resources that are offered. Inthis digital age, libraries are no longer the onlychoice for students, academics, researchers andstaff to go to for information. Library competitorsand technological advances have forced librariesto rethink some of their conventional marketingtechniques to promote e-resources. To raise


Presenters Bio Topic and Abstract

Science and Honours in Bachelor of InformationScience from the University of South Africa.

awareness of e-resources and entice patrons touse e-resources, DUT Library staff had to adapttheir marketing strategies and use innovativepromotional approaches as effectively as possible.My aim is to highlight some of the conventionalmarketing techniques, which DUT Libraryrepackaged to promote usage of e-resources andto introduce various tools that can be used formarketing e-resources.

Shireen Davis-Evans

Shireen Davis-Evans was the SubscriptionsLibrarian at the University of Cape Town Librariesuntil May 2019. She holds a Master’s degree inBusiness Information Technology (InformationManagement) from RMIT University (Australia)and has over 25 years of experience in the librarysector. Her previous positions includeSubscriptions Librarian at UCT Libraries (2013 –2016), Librarian at the South African AstronomicalObservatory (2001 – 2013) and various posts atCape Town City Libraries (1992-2000), includingSystems Librarian and Periodicals Librarian.

4. A toolkit for the analysis of e-journalcollections

Four years ago UCT Libraries went through anextensive review of its journal collection. Thisexercise was critical due to impending budgetcuts. However this exercise was also essential inassessing whether the journal collections werealigned to the current research & learning needsof the university.In this presentation I will examine the methods,analysis and tools that were used to evaluate theexisting e-journal packages. I will identify keyelements essential in any toolkit for analysing e-journal packages.

Glenn Truran After graduating from the University of theWitwatersrand (Wits), Glenn Truran worked as aneducator in South Africa and England. He hasworked for poverty alleviation non-profitorganisations for most of his career and has over20 years’ experience at a managerial level. He hasa BA and two post graduate diplomas from Wits,the first in education and the second in publicpolicy and development administration. He alsohas an MBA from the University of Cape Town.

5. Using Excel like a pro to evaluate collections

Excel’s powerful analytical tools can help you toanalyse large amounts of data to discover trendsand patterns that will assist you to makedecisions. Excel can help you to organise data,turn the data into helpful graphcis and charts andhelp you to carry out basic and more complexmathematical functions.

Faith Zalekile Faith Zalekile’s journey in the library world beganin 2005 at the then newly merged University ofJohannesburg (UJ), with a financial qualificationobtained from the Technikon Witwatersrand. Shestarted out at the circulation desk as the reservecollection assistant, after three weeks moved tothe Periodicals and Acquisitions section. In late2009 she was appointed Team LeaderAcquisitions & e-Resources. Since then she hasobtained an information science qualification andis furthering her studies in this field. Currently sheis the e-Resources Librarian at UJ.

6. Connecting the dots: using the E-ResourcesHub as a strategy to support Client Services’outputs and outcomes

The core function of an e-resources librarian is tomanage the stages of the electronic resourceslife-cycle. Maintaining an awareness of trends andongoing developments in areas related to theentire life cycle of e-resources is essential. In mostlibraries, e-resources use up a significant amountof the information budget. In the currentfinancially strained environment, librarymanagement has to prove the value-add andbenefit of e-resources in a tangible manner inorder to justify the budget. E-resources librarianshave to use innovative ways to prove the saidvalue. Using practical scenarios this presentationwill demonstrate how the E-Resources Hub helpsto achieve tangible and quantifiable outcomes inorder to support the university’s strategic goals.



Zanele Magoba Zanele Magoba brings over 12 years' experience inthe library information services field and hasacquired an outstanding reputation as a trainingfacilitator on various digital library systems,database platforms and research tools.

Her roles have ranged from managing a portfolioof clients, designing and facilitating varioustraining programmes. She is currently a productspecialist at WorldWide Information Services inJohannesburg.

7. Marketing e-resources to researchers

Libraries subscribe to information resources inorder to satisfy information needs, supportdissemination of knowledge and provide a portalto global content for various subject areas.Librarians are constantly developing librarycollections in order to support their users at manydifferent levels. Marketing is frequently viewed asa set of strategies that belong to administrators,not librarians. How do we introduce marketingstrategies into the library to promote our servicesand position the library as the knowledge hub ofthe organisation? The answer lies in remodellingour roles to include a marketing consultantpersona. The objective of this presentation is toequip library staff with entry-level skills of socialmedia marketing. Practical solutions are providedon how to implement a marketing strategy. Thelink between promoting library services andraising the profile of the library will also be shown.

Nels RuneJensen

With almost 20 years of international experiencein the information industry, Nels Rune Jensen hasheld positions with Munksgaard Intl. Publishers,Blackwell Publishing, Swets and most recently asChief Commercial Officer for LM Informationdelivery, before starting his own company.

8. Why work harder? Making ConsortiaManagerwork for you

ConsortiaManager is a workflow tool andelectronic workflow management system speciallydesigned for library consortia. On 1 August 2016the 2017 SANLiC renewals process was launchedon ConsortiaManager. Since then the system hasallowed SANLiC staff to keep track of allconsortium-negotiated agreements as well asmember and vendor details and usage statistics(where available).


Conference Presenters



The keynote speaker will be JeffreyMacKie-Mason, Professor, School ofInformation and Professor ofEconomics at the University ofCalifornia, Berkeley. Jeffrey is also theUniversity Librarian and Chief DigitalScholarship Officer at UC Berkeleyand co-chairs the University ofCalifornia Publisher Negotiations TaskForce. The University of California is aten–campus system responsible for10% of the scholarly output of theUnited States and a leadingproponent of open access.

1. Pathways to Open Access: the University of CaliforniaExperience

Following the 12th Berlin Open Access Conference in 2015,and the release of the OA2020 Expression of Interest, theUniversity of California Academic Senate and Libraries setforth to develop a new commitment to rapidtransformation of the scholarly publishing industry toaccomplish universal open access. The first step was todevelop a coalition in agreement on objectives, strategiesand tactics. This was achieved and announced in severalpublished documents in the first months of 2018, includingPathways to Open Access. The coalition then launchedstrategic initiatives to deliver on the ambitious goals. Inthis session Jeffrey will review how the coalition was built,the strategic roadmap they developed, and their first yearof actions, including a brief report on their negotiationswith publishers to obtain transformative agreements.

10. University of California multipayer model andworkflows for transformative agreements

The University of California Libraries developed a model fortransformative (publish-and-read) agreements that meetsthe needs of North American (and perhaps other)institutions with decentralized research funding and localresponsibility for funding scholarly communication. In thissession Jeffrey will present the UC model, and discuss thepublisher and library workflows needed to support it.

15. Breaking up with Elsevier

When developing its commitment to obtain a publish-and-read contract, the University of California Libraries knewthat they might need to cancel their Big Deal subscriptionwith Elsevier if agreement could not be reached. Thusplanning for possible cancellation began more than sixmonths before the end of the previous contract. In thissession Jeffrey will discuss the analysis they undertook toprepare for cancellation, and their plans for implementingalternative access. He will also discuss the extensivecommunications campaign developed to keep our facultyand students informed.

34. How the University of California prepares fornegotiations

The University of California met regularly with Elsevier overan eight month period; and has also been negotiatingtransformative agreements with other publishers. In thissession Jeffrey will discuss pragmatics: how the negotiationteam was formed, roles, preparation, and negotiationtactics.



StephenHawthorne

Stephen Hawthorne is VP Sales EMEAfor ProQuest and has over 20 years’global experience in the informationsolutions industry working with bothcommercial (Reed Elsevier) and not-for-profit (Royal Society of Chemistry)publishing organizations in sales,marketing and publishing roles.Stephen is a native of NorthernIreland where he graduated inEconomics from the Queen’sUniversity of Belfast. He now lives inCambridgeshire, United Kingdom.

2. What Do Students and Faculty Need in a ResearchDatabase?

Universities sit at the heart of an ecosystem focused onsolving global challenges. Learning, teaching and researchare taking more collaborative and multi-disciplinaryapproaches in helping address these challenges.Universities therefore are seeking resources and innovativebusiness models to support their patrons with the content,tools and services they need to enable critical thinking,engage with the wider society and build researchexpertise. ProQuest is working to ensure our universitypartners have such resources.

Colin Wright Colin Wright retired as Professor:Computational Mathematics from theUniversity of the Witwatersrand(Wits) with the rank EmeritusResearch Professor. In addition toconsiderable academic managementexperience he has also been theResearch Manager: Centre for HighPerformance Computing, hasmanaged the South African NationalResearch Network (SANREN) and, in2008, he motivated for theestablishment of the Very LargeDatabase initiative (now called theData Intensive Research Initiative forSA). As Special Advisor to the SANational Integrated CyberInfrastructure System (NICIS) he ledthe implementation. Colin was also amember of the G7+O5 Research DataInfrastructure Working Group, an EUFP7/9 reviewer and a member ofH2020 Research Infrastructures ande-Infrastructures Advisory Group. Heis currently a member of the SAResearch Infrastructure RoadmapSteering Committee and of the SADST-EU Working Group, and hasadvised on the SA national OpenScience policy.

3. The implications of recent Open Science developments

Open Science (OS), or Open Research has, in recent times,become a topic of intense interest … why? OS comprisesbroad and embracing strategies and practices with manyimplications. We explore the merits, advantages andchallenges as well as benefits of this innovative,contemporary mode of research. DST recently publishedthe now Cabinet adopted White Paper on Science,Technology and Innovation (March 2019) which advocatesthe adoption of the OS approach in the pursuit, practice,funding, governance and promotion of research in thiscountry. Open Innovation and Citizen Science require novelapproaches. Should South African institutions andresearchers embrace this approach in order to achievenational, global or local institutional researchcompatibility—or not? Are there implications for theprofessional librarian, the library and indeed for SANLiC?

Ina Smith Ina Smith’s research focus is onpromoting digital skills, open access,open science and open datapublishing in the global South, withspecific emphasis on Africa. She holdsa Masters’ Degree from the Universityof Pretoria in Computer-IntegratedEducation, a Higher EducationTeaching Diploma, and an HonoursDegree in Library and InformationScience. She has considerableexperience working in open access at

4. Accelerating science, technology and innovationthrough Open Data and Open Science – the AfricanOpen Science Platform

Data – both in raw and processed format, and in additionto monographs, research articles and other forms ofresearch output - is an increasingly valuable informationresource. This is the result of an environment driven bydata, referred to as the Fourth Industrial Revolution. Datahas always been at the heart of science, technology andinnovation but, while the sharing of information Increasedthe speed of technological change in the 18th Century,



the University of Pretoria andStellenbosch University; she hasdeveloped training materials andpresented training course in digitalskills. Ina is currently a projectmanager at the Academy of Scienceof SA, where she manages the AfricanOpen Science Platform project. She isalso a DOAJ Ambassador for southernAfrica. Ina is a long-standing activemember of LIASA and has won severalawards. In her personal capacity, Inaoffers training in digital citizenship asco-director of In the Cloud: CreatingDigital Citizens (MICT SETA accreditedtraining company). She takes a keeninterest in the research process andactively promotes lifelong learning inpreparation for the challenges of the4th Industrial Revolution.

data is the Fourth Industrial Revolution. To illustrate thispoint, in 2013, the total amount of digital data incirculation was estimated to be 4.4 zettabytes; by 2020 it isexpected to grow to 44 zettabytes. To be of benefit tocommunities, data needs to well curated and FAIR(findable, accessible, interoperable and re-usable). TheAfrican Open Science Platform conducted a study to findout the status of Open Data and Open Science on theAfrican continent. This paper will share selected findingsfrom the report with the aim of stimulating thought on therole of libraries in ensuring data remains available to thosecommunities that should benefit from it.

Belinda Boucher Belinda Boucher started her career in1996, as a junior librarian at theAgricultural Research Council (ARC).She moved to the IT and SystemsDepartment, as Systems Developerand Systems Librarian, responsible fordeveloping in-house systems for theARC, while managing the librarysystem. In 2003 she was appointed asElectronic Content Librarian at theTshwane University of Technology,where she assisted with thedevelopment of TUT’s own ElectronicResources Portal and thedevelopment of the electronicresources portfolio and themanagement thereof. In 2007 shejoined SWETS as Client ServicesExecutive and six months later asBusiness Development Executive. In2010 she moved back to the TshwaneUniversity of Technology as ElectronicContent Librarian and graduated in2016 as Master in InformationTechnology from the University ofPretoria.

5. Flipping out, over flipping the flip? Understanding thechallenges concerning the open access flip, not to flip-out but to flip-in.

Open access (OA) promised many advantages to academia.However, the main issue concerning the flip remains theever-increasing costs of the big deals but more so freeaccess and the right to use quality published research. It isclear that most publishing houses embrace OA, since theyhave found ways to maintain their stream of income, inspite of the OA flip, concentrating on quantity and notquality. Since gold OA publishing is being embraced byboth the academic sector and libraries, it maintains thehigh quality and standard of research articles, as the samejournals that authors were used to in the past, are used,simultaneously managing the stigma of predatorypublishing within the OA world. The investments in bigdeals are therefore the same investments to be made ingold OA access, but through author processing charges. Byway of manipulation, this paper will investigate and focuson the challenges faced in making the open accessmovement a success, in spite of the same pot of moneybeing used, making librarians flip in, not flip-out.

Asdaa Kotani Asdaa Kotani is the Vice President ofInstitutional Sales, Eastern Europe,Middle East, Africa and Central Asia(EEMEACA) at Springer Nature. Basedin Dubai, United Arab Emirates, hecurrently manages the InstitutionalSales teams for Eastern Europe,Russia, the Middle East and India. Hefinds the work both challenging and

6. Springer Nature e-books.

This presentation will briefly highlight the disciplinescovered by the collections, how they can be accessed andhow the collections can benefit library users with differentscientific backgrounds.



satisfying and enjoys meeting andworking with many interestingpeople. In his spare time, he enjoyscooking (especially barbeques),spending time with his family andplaying football.

Caroline Zhou Caroline Zhou has nine years’experience in the MarketingDepartment of CNKI International.She is currently head of GlobalGovernment and Research InstitutesBusiness Units of CNKI International.Caroline is responsible for providinginformation on Chinese academicachievements in the sciences andsocial sciences and knowledgesolutions to the global academicmarket.

7. Knowledge Empowers Innovation: CNKI’s InternationalServices

This presentation will introduce China National KnowledgeInfrastructure (CNKI), the biggest e-resources provider inChina. CNKI is the definitive gateway to Chinese scholarlycommunication. China has made great strides in scientificinnovation in recent years, and CNKI is the best resourcefor accessing this information.

Martin Rasmussen Martin Rasmussen is ManagingDirector of Copernicus Meetings andOpen Access Publications. Beforejoining Copernicus, Martin studiedgeoinformatics, environmentalchemistry and physics at the FriedrichSchiller University in Jena, completedhis MSC in hydrology and worked insystems analysis and modelling. Henow speaks regularly at conferenceson open access publishing and opendata and has contributed to workinggroups dealing with open accessfinancing, transparent peer-reviewapproaches, and data citation. He isco-founder of the Open AccessScholarly Publisher Association(OASPA), an advisory board memberof the Directory of Open AccessJournals (DOAJ), and a member ofboth the Publications Committee andthe Programme Committee of theEuropean Geosciences Union.

8. The real costs of OA publishing and the potential of afully OA paradigm in scholarly communication

The triumph of open-access (OA) publishing in the STMdisciplines has been enabled through the availability ofresearch funds, keeping the hurdle of article processingcharges (APCs) for authors relatively low. At the same time,STM publishing has suffered from the journal crisis with400% growth in subscription fees over 20 years. Thisartificially increased subscription income motivatedtraditional publishers to calculate their APCs for OApublications by dividing the turnover by the number ofarticles. They claim €3,000–€5,000 per article.Concurrently, newly founded pure open-access publishershave developed new business models. Their APCs aremuch lower. This presentation will show what the realcosts of OA publishing are. Furthermore, applying the OAprinciple has much more to offer than free access toscientific literature. The second dimension is public accessto the peer review of a manuscript with commentingoptions prior to publication, and the third dimensionmakes all assets of a paper freely accessible (e.g. data sets,software code, videos, or samples) enabling reproductionand reuse of scientific results.

Alexander Kohls In his capacity as SCOAP3 OperationsManager, Alexander Kohls supportsthe SCOAP3 collaboration to ensureits financial and operationaleffectiveness. Alex acts as anintermediary between the 3,000partner institutions of the initiative onthe one side and the commercial andsociety publishers on the other sideand coordinates. Alex is also heads upthe CERN Scientific InformationService, which includes the CERNLibrary and the CERN Historic Archive.

9. Collaborating for the good - an analysis of the impact ofSCOAP3

SCOAP3, the Sponsoring Consortium for Open Access inParticle Physics, was one of the pioneers of a large-scalecollaborative model to achieve open access to journalarticles. The initiative started in 2014 and has sinceconverted almost 30,000 journal articles at no cost toindividual authors. Alex Kohls, the Operations Manager ofSCOAP3 will present a review of five years of SCOAP3 andhighlight the impact the initiative had on the researcherand library community in particle physics and beyond.



In collaboration with internationalpartners, his team also develops andoperates some of the key digitalrepository solutions for particlephysics. Alex holds a degree inbusiness administration and joinedCERN with 20 years’ experience fromthe financial industry where heworked in various senior rolesprimarily in operations, project andbusiness management.

Ben Townsend andLiz Ferguson

Ben Townsend is VP of Global LibrarySales, EMEA & APAC. Ben joinedBlackwell Science in 1999, initiallyworking in Society membershipservices before moving on to anumber of different Sales andMarketing roles with BlackwellPublishing and subsequently Wiley(with a short stint as a medical bookspublisher in between). Ben isresponsible for the Wiley Library Salesorganization in EMEA and APACregions, leading the development andimplementation of global salesstrategies for the Library market.

Liz Ferguson leads Wiley’s OpenAccess strategy and is alsoresponsible for accelerated growthwithin key subjects in Wiley’s globaljournal portfolio. She played asignificant role in launching Wiley’sOpen Access program and developedWiley’s position on data sharing. Liz isa member of the Royal Society’sPublishing Board, the ExternalAdvisory Board of DataONE, and theUniversities UK OA EfficienciesWorking Group. She has served twoterms on the Board of Dryad, and hasbeen on the organizing committee ofthe Conference on Open AccessScholarly Publishing since 2013.

11. Supporting the transition to open access

This session will provide an overview of Wiley’sinvolvement in transitional agreements around Europe todate. Ben and Liz will share the successes, challenges andcomplexities encountered with the different Open Sciencemandates and individual customer requirements. Finally,they will discuss how Wiley has been engaging with itssociety partners in this transition process.

Colleen Campbell Colleen Campbell leads outreach andengagement in the Open Access 2020Initiative, which is coordinated by theMax Planck Digital Library on behalf ofthe global research community.Passionate about libraries and theexciting changes underway inscholarly communication, Colleenleads activities that enablestakeholders to take pro-active stepstoward creating a fair, sustainable and

12. Transformative agreements in practice

Libraries and consortia around the world are increasinglyadopting Transformative Agreements to enable the manybenefits of open access for their researchers and society atlarge. More recently, the Plan S Principles issued by theresearch funding organizations of cOALition S hascontributed to the uptake of Transformative Agreementsglobally. As an introduction to the panel session onTransformative Agreements, Colleen will provide an



open information environment.Recently she coordinated the 14thBerlin Open Access Conference inwhich delegations from 37 countriesvoiced the shared expectation thatsubscription publishers work with allmembers of the global researchcommunity to effect complete andimmediate open access. PreviouslyEuropean Director for StrategicPartnerships for JSTOR and the digitalpreservation service Portico, she hasover 20 years’ experience across allareas of the academic informationsector. Colleen serves on the LIBEROpen Access Working Group and is anelected member of the UKSG MainCommittee. Formerly an actress, sheholds a BA in Drama, an MA in ItalianStudies and lives near Florence, Italy.

overview of the underlying rationale for and mechanismsof transformative agreements.

16. How to deal with no deal: alternative access to journalarticles

Whether in the context of an agreement cancellation,stalled negotiations or merely because libraries cannotafford to license everything, it is important to understandjust how much subscription journal content is availableopen access and how institutions and their researchers aretapping into it. In this session, Colleen will highlight someof the many tools that can be used to connect researchersto the content they need.

17. Building blocks and benchmarks of the OA transition: theESAC Initiative

The ESAC Initiative defines Transformative Agreements as"contracts negotiated between institutions (libraries,national and regional consortia) and publishers thattransform the business model underlying scholarly journalpublishing, moving from one based on toll access(subscription) to one in which publishers are remunerateda fair price for their open access publishing services".However, as these agreements are, by nature, temporaryand transitional, there is no standard model, and theagreements negotiated to date are considered to beiterative by both libraries/consortia and publishers. At thesame time, all Transformative Agreements have certaincharacteristics that are consistent, starting with the veryprinciples and objectives and moving down to newworkflow requirements. In this session Colleen willintroduce the ESAC Initiative and its many features at theservice of libraries and consortia who wish to know moreabout transformative agreements.

Panel DiscussionModerator:Colleen Campbell -MPDL

Panellists:

Gerard Meijer –Projekt DEAL

Ben Townsend &Liz Ferguson -Wiley,Jeff MacKie-Mason- UC,

Moderator:Colleen Campbell - MPDL

Panellists:

Ben Townsend & Liz Ferguson -Wiley,Jeff MacKie-Mason - UCGerard Meijer – Projekt DEAL

Prof. Gerard Meijer is Director of theFritz Haber Institute (FHI) of the MaxPlanck Society in Berlin, Germany. Hisluminous scientific career andimpactful research have earned himnumerous recognitions among whichbeing elected member of theAcademia Europaea in 2013 and aroyal decoration and conference ofKnighthood in the Order of the

13. Panel Discussion - Exploring the largest nationaltransformative agreement for scholarly communication

In January 2019, the publisher John Wiley & Sons and theProjekt DEAL, a representative of nearly 700 academicinstitutions in Germany, entered a ground breakingtransformative agreement which allows researchers atProjekt DEAL institutions the opportunity to publish theirarticles accepted for publication in Wiley’s subscriptionjournals fully open access and provides all Projekt DEALinstitutions with access to read Wiley’s academic journalsback to the year 1997. The innovative “Publish and Read”cost model behind the agreement sees former subscriptionexpenditures shifted to support open access publishing, inline with the objectives of the Open Access 2020 Initiative.A panel of experts from the publisher, library and researchcommunities will discuss the significance of the agreementin the evolving landscape of scholarly communication.



Netherlands Lion in 2017. In 2012 hewas appointed President of theExecutive Board of RadboudUniversity in Nijmegen and during histenure lead, on behalf of the VSNU(Association of Universities in theNetherlands), the ground breakingnegotiations with the majorsubscription publishers (most notablyElsevier), effectively taking the firststep in the transition of today’sscholarly journals to Open Access.

George Kowal George Kowal has 20 years’experience in providing tools andresources to the scholarly andacademic community. Currently Headof Sales, Licensing and CustomerEngagement at the AmericanPsychological Association (APA),George is responsible for providingsolutions across all markets bybringing APA’s premier content to allthe communities served by our globalpublishing operations. In support ofAPA’s mission in “advancingpsychology to benefiting society andimprove people’s lives”, George isresponsible for APA Books whichincludes resources for APA Style, LifeTools, Magination Press andreference/scholarly titles.

14. American Psychological Association - The story behindour mission as an association publisher

This session will feature a look at the APA as an associationpublisher, and how our mission drives our products. Thesession will also review key updates to APA’s data baseproducts such as PsycINFO, PsycARTICLES, PsycBOOKS,PsycTHERAPY and PsycTESTS.

Daniel Solomon Daniel Solomon began his career ineducation over a decade ago, sellingprinted text books at universities inthe Middle East for PearsonEducation. He then went into globalonline student recruitment for IvyLeague Universities in the USA,Canada and the United Kingdom. In2016, he was hired as the countrymanager for Gale Cengage, based inDubai.

18. Digital Humanities Archives

Gale Cengage has, for many years, provided the world’slargest digital humanities archives collections, givingresearchers online access to rare historical manuscriptcollections previously restricted to academic readingrooms or microfilm. While some resources include highlyedited selections, these archives contain completecollections, allowing researchers to discover opposingviews and perspectives, and to conduct interdisciplinaryand comparative analyses. Researchers of all levels canexplore new questions, discover original connections andenrich lectures, papers and discussions.

Tracey October-Vilakazi

Tracey October-Vilakazi is the RegionalManager for Southern Africa andHead of Research ManagementSolutions for Africa at ClarivateAnalytics’s Web of Science Group. Shehas a Bachelors Degree inInternational Relations and a MastersDegree in Political Science from VrijUniversity Brussels and UniversitéLibre de Bruxelles, respectively.

19. The State of Open Access Publications in South Africa

Open Access is expected to enable and accelerateresearch discovery at a global level. This study shedslight on the state of open access in South Africa,through a data-driven approach. The study seeks toanswer questions around which fields and institutionsare the most prolific in this area, the type of OpenAccess most utilized in the region and what it means



For several years Tracey has workedwith research institutions across thecontinent, to increase their researchoutput and impact, and driveinnovation. One of her key areas offocus is to develop strategies tomanage and showcase Africanresearch on a global scale.

for the impact of research measured throughcitations. A critical component is to contextualize theSouth African research landscape within the trends ofglobal research and analyse the affects that the globalOpen Access agenda, such as plan S, will have onresearch funding in the Global South.

Caroline Dean Caroline Dean is Principal Librarian inthe Acquisitions Department at theUniversity of Cape Town (UCT)Libraries, a position she has held sinceJuly 2013. Prior roles includeElectronic Resources Librarian (June2000 to September 2013) andmanager of the CommerceInformation Services Section (August2007 to July 2011). Her library careerstarted out in the UCT HealthSciences Library where she occupiedvarious roles between December1991 and mid-2000. She holds a BScfrom Stellenbosch University and anMBibl from UCT.

20. e-Resource collection development policy

“Libraries without collection development policies are likebusinesses without business plans.” So writes PeggyJohnson in her book Fundamentals of collectiondevelopment and management (2014, 3rd ed). In thispresentation we will define what a collection developmentpolicy (CDP) is and outline its purpose. We will touch onthe various components that comprise a CDP and discussthe need for an e-resource CDP.

Mathew Willmott Mathew Willmott is the Open AccessCollection Strategist at the CaliforniaDigital Library (CDL), where hisprimary role involves conducting dataanalysis, financial modelling, andstrategic planning relating totransformative agreements, whichencompass both access to contentand open access publication. Prior tothis role, Mathew served as the dataanalyst on the Pay-It-Forward project,a Mellon Foundation-funded projectconducted by UC Davis and the CDL toinvestigate the feasibility andsustainability of the APC model forlarge North American researchinstitutions. Before starting thisproject with CDL in May of 2015,Mathew worked for the MIT Librariesin a multi-faceted role includingphysics librarian responsibilities,collections analysis and assessment,and development and administrationof infrastructure supporting theimplementation of the MIT FacultyOpen Access Policy.

21. Tools for Transition: The University of California Pay-It-Forward project and modeling tool

In June 2016, the University of California (led by UC Davisand the California Digital Library) completed an 18-monthstudy to examine the sustainability and feasibility of thearticle processing charge (APC) business model for large,research-intensive universities in NorthAmerica. Outcomes from this study help to guide theUniversity of California’s efforts to transform the scholarlypublishing system, and the publicly-available ModelCalculation Tool (MCT) developed as a part of the project,can extend the analysis to other research institutions. Thissession will provide an overview of the project and itsfindings, as well as a brief primer on the MCT and how itcan be leveraged for use elsewhere.

22. Tools for Transition: Data analysis to supportnegotiations for transformative OA agreements

Transformative OA agreements represent a new way ofdoing business with publishers. In order to be properlyprepared to negotiate for and enter into theseagreements, libraries must employ data analysis strategiesthat go beyond the standard return on investment that iscommonly used to measure the value of traditionalsubscriptions. This session will examine the analysisstrategies and tools that were developed at the CaliforniaDigital Library to support the University of California’snegotiations for transformative OA agreements with



Elsevier, Cambridge University Press, and many otherpublishers.

David Elek David Elek is Sales Manager for theMiddle East, South Asia and Africa atBrill. He formerly held similar positionsat Springer, Blackwell and OCLC.

23. Brill Evidence Select: A New Evidence-Based Acquisition(EBA) Model for eBooks

This presentation will provide a brief overview of the newBrill Evidence Select EBA model. Brill Evidence Select giveslibrarians control over the development of theircollections, while enabling them to address the e-bookdemands of their users.

Mary Lister Mary Lister is the Library Manager atthe University of Cape Town (UCT)Graduate School of Business (GSB).Mary’s passion for supporting andguiding students and faculty includesfacilitating introductory informationtraining sessions on the informationresources available as well as one-on-one sessions throughout the year.This has honed her presentationsskills and her interest and expertisewith user interfaces and userexperiences. She holds a BA, anHDLIS, and an HDE (PG)Sec all fromUCT, a Post Graduate Diploma inSchool Media Studies (UNISA), and aTrain the Trainer Certificate (CPUT).She is a Certified Mendeley Librarian.

24. User Experience = User Interface + Role of the Librarian

User experience begins with the user’s initial interface withan academic portal and at each interaction, the user,depending on their skills, knowledge, motivation andpersistence, may continue or drop out. It is the function ofthe library website to facilitate the initial engagement, andthen the responsibility of each database or platform toprovide an experience that will allow the user to accesswhat they need and discover the full potential of thatdatabase. The question is asked: Do users who need anarticle which an academic has written and published in ajournal need to understand this “land between” – the roleof Google, Google Scholar, Primo (or another libraryplatform), the filter of the Library website, the databases,the platforms, open-access vs paid for content? Thispresentation explores the role of the librarian and the userinterface in ensuring an excellent user experience andultimately, the quality of research they produce.

31. Is there an alternative to “death by PowerPoint?”

Do your PowerPoint presentations send your audience tosleep? Do your Prezi presentations make your audiencefeel seasick? A range of skills, an ability to read youraudience, good knowledge of your topic, combined with apassion for your area of expertise are all elements that willresult in a successful presentation. In this presentation, wewill focus on how to make your presentations relevant,interesting and memorable.

Matthew Ragucci Matthew Ragucci SEEPRECONFERENCE FOR PHOTO ANDBIO

25. 99 Knowledgebase problems: a KBART crash course

Seldom do aspiring librarians predict that they will be theones managing the intricacies of electronic resources. Yet,many are charged with complicated and unique tasks, likehaving to align resources in vendor knowledge bases. Thiscan often be a confusing and frustrating process forlibrarians. This session will provide a brief overview of theKBART standard, its place in the electronic resourceworkflows, trends, and how librarians can avoid somecommon knowledgebase issues.



Kusturie Moodley Kusturie SEE PRECONFERENCE FORPHOTO AND BIO

26. Influencing the collection: small-scale Patron-driven acquisitions at the Durban University of Technology(DUT) Library

The challenge for all libraries is creating an effective andappropriate library collection. Historically, collectiondevelopment in academic libraries was based onassumptions about patron needs. However, the trend overthe past couple of years has shifted from a “just-in-case”model to an evidence-based “just-in-time” model. Patron-driven acquisition (PDA) has been gaining much popularity,predominately in the online information environment,involving the patron in the process of building and shapingthe library’s collections. The DUT Library has beenexperimenting with the use of patron-driven acquisitions(PDAs) since 2016 and library patrons—unbeknownst tothem—have been playing a part in building the librarycollections. This paper will discuss the experience of theDUT Library’s foray into small-scale patron-drivenacquisition (PDA) and will explore the benefits andchallenges in implementing a PDA plan.

Naomi Visser Naomi Visser is Manager: e-Resourcesat the Library and InformationService, Stellenbosch University. Shehas held this position since 2013,before which she was FacultyLibrarian for Arts & Social Sciences atthe same institution.

27. An investigation into alternatives to IP authenticationfor access to e-Resources at Stellenbosch University(SU)

Until recently, IP authentication combined with a proxyserver for off-campus access has been the most commonsolution worldwide to authorizing access to licensed e-resources. This is also the case at SU where EZproxy is theproxy server of choice. For various reasons, however, therehas been a growing interest in eliminating IPauthentication in favour of federated access and singleuser sign-on. At SU, a working group was tasked toinvestigate next-generation systems in order to make arecommendation regarding an alternative to EZproxy foraccessing online information sources, for implementation,if indicated. The working group compared EZproxy,OpenAthens and RA21 based on the following points: cost,user experience, impact on library staff, privacy andvendors. The results of this investigation are summarized inthis presentation.

Guy Halse Guy Halse is the Director: Trust &Identity at TENET. Trust & Identity is aterm used within research andeducation networking to describe asuite of related services andtechnologies focused around buildingand supporting collaborationcapability within institutions andacross borders. In South Africa, Guy'sTrust & Identity portfolio embracesORCID, eduroam, the SAFIRE identityfederation, and a certificationauthority. Prior to joining TENET, hewas Rhodes University's IT Operations

28. The library and the NREN (co-presenting)Just as libraries are evolving, so too are the world’snational research and education networks (NRENs). Thelast few years have seen great synergies between thelibrary and the NREN. Globally, publishers, libraries andNRENs have been working together under the banner ofthe RA21 (Resource Access for the 21st century) project tomake access to journals and other electronic resourcessimpler and more intuitive for users. While RA21 is stillfinalising its recommendations, TENET, as the operator ofthe South African NREN, has already offered to host anAfrican instance of the infrastructure that would berequired to make this a reality. Similarly, through theSAFIRE identity federation we have helped South African



Manager, and was involved in thetechnical operations of the SEALSlibrary consortium.

university consortia to leverage expensive resources moreeffectively. No discussion of “the library and the NREN”would be complete without mention of ORCID, and therole NRENs are playing in supporting ORCID in theircommunities.Wesley Barry Wesley Barry is a Systems

Administrator and ORCID specialist atTENET. Wesley started his careerbuilding and supporting librarysystems at the University of CapeTown before moving into moregeneral IT. At TENET, his librarybackground has made him the idealperson to provide ORCID consortiummembers with integration support.He is also more broadly involved inthe suite of trust & identity servicesTENET provides.

Gladys Ngwenya Gladys Ngwenya completed a BBibl atthe University of the Western Capeand began her career as a librarian in1999 at Bramley Primary School inJohannesburg. In 2001, she joined thePharmaceutical Society of SouthAfrica as a trainer and a year laterjoined the Air Traffic and NavigationServices SOC Ltd. (ATNS) as Air TrafficManagement Officer. In 2009, ATNSestablished a specialized libraryproviding International Civil AviationOrganization documentation andinformation services. Gladys becamethe first library manager. She ispassionate about encouraging ATNSstaff to use the library resources.

29. Air Traffic and Navigation Services (ATNS) Roadmap ofreviewing and implementing the e-Library InformationServices

Air Traffic and Navigation Services SOC Limited (ATNS)provides air traffic, navigation, training and associatedservices within South Africa and a large part of thesouthern Indian and Atlantic Ocean, comprisingapproximately 10% of the world's airspace. ATNS strives tobe the preferred supplier of air traffic managementsolutions and associated services to the African continentas well as selected international markets. Recently, ATNSreviewed its strategies and, amongst others, decided toexpand the library services to meet its organizationalobjectives of becoming a transformative organisation thatinvests in its staff; and, providing effective solutions andassociated services that meet the needs and expectationsof the ATM community. Based on this, the library teamreviewed and optimised the library services and resourcesto meet the organisational vision and objectives. Thispaper will outline the roadmap that they followed.

Gemma Deakin Gemma Deakin is a Research Managerin the Customer Insights team atElsevier, having joined the company in2011 after six years working in amarket research agency in London.She manages several researchprograms used to drive action in thebusiness and to help shape Elsevierstrategy. The Customer Insights teamworks in partnership with externalgroups to deepen understanding ofthe scholarly landscape across theindustry. Gemma has a BA Honoursdegree in Sociology from theUniversity of Sussex.

30. What will the world of research look like 10 years fromnow?

The research ecosystem is undergoing rapid and profoundchange. This transformation is being fuelled by a widerange of factors, from advances in technology and fundingpressures to political uncertainty and population shifts. Tounderstand how these trends might shape the researchlandscape in the decade ahead, Elsevier joined forces withIpsos MORI, one of the world’s largest research agencies.Together, they conducted a large-scale, future-scoping andscenario-planning study that examines how research willbe created and exchanged. The presentation will reviewthe three plausible future scenarios developed as part of‘Research futures: drivers and scenarios for the nextdecade’ project. We will discuss how they were derivedand their implications for the present.

Link to report:



https://www.elsevier.com/connect/elsevier-research-futures-report

Louis van Niekerk Louis van Niekerk is an attorneyspecialising in commercial law and apartner at Dorrington Jessop Inc. inCape Town. He assists clients with awide variety of commercial matters,including company law, commercialagreements, non-profit law, Broad-Based Black Economic Empowermentstructures and consumer law. Hisclients range from start-ups, non-profits, schools and universities tosmall, medium and multinationalcommercial enterprises. Louis enjoysthe challenge of engaging withcomplex problems and trying to findsimple, effective solutions. His firmhas a strong commitment to socialupliftment, conservation andeducation and assists many non-profitorganisations operating in thosesectors. Louis has a passion forlearning new things and believes thatit is our duty to share our knowledgewith others.

32. Subscription Agreements and South African Law

Subscription Agreements are the cornerstone ofeducational institutions’ access to essential electronicresources, yet may pose a number of challenges where oneparty is located in South Africa and the other is overseas.This talk briefly considers the key provisions of suchagreements as well as potential challenges that arise in theSouth African context, including the use of electronicsignatures, jurisdiction, protection of personal informationand the use of alternative access methods, such as Sci-Hub.

Johan Mouton Prof Johan Mouton – CREST [tbc] 33. Research Publishing in and from South Africa [tbc]

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SANLiC Conference Programme · currently serves as vice chair of the NASIG Standards Committee and is a member of the NISO Platform Migration Working Group. He also ... 2016), Librarian