THE BULLETIN - Business & Finance Divisionbf.sla.org/wp-content/uploads/BF131.pdf · Continuing Education Courses in Baltimore ... Gossen, the Section/Unit Chairs and many ... Diane

Number 131, Winter 2006

CONTENTS

IN THIS ISSUE . . .

Viewpoints From the Chair Toby Pearlstein Editor's Epitome Victoria A. Platt The Future of SLA Lois Weinstein Columns On the Job: Careers, Jobs, Recruitment & Life in the Business & Finance World Sylvia James Connections: Blogging Toward Business John Ganly The Return of Optimism Kevin Manion

Articles & Features Out of the Box: Global Librarian Ruth Pennington Paget Best of the Best: NASD Awards Grant Rita Ormsby What to Include in a Logo Design RFP Christine Olson Continuing Education Courses in Baltimore Christopher Hoeppner

NewsNotes Grant & Stipend Announcement Professional Grant Awards Student Stipend Awards B&F Awards 2005/2006 Centers of Excellence Awards Bibliography for Division Authors Board Roster

THE BULLETIN The Newsletter of the Business and Finance Division

Established 1958 Special Libraries Association

E d i t o r Victoria A. Platt Advertisement & Subscription Manager Trip Wyckoff Art Direction Diane Evans Division Webmaster Verna Riley © 2006 Business and Finance Division Bulletin (ISSN: 1048-5376) is published three times each year. Non-Division members may subscribe for $30.00 per year. Please send subscription requests to the Advertising & Subscription Manager.

The Bulletin is indexed in Library Literature and Information Science Abstracts.

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TThhee BBuulllleettiinn

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The Special Libraries Association and the Business & Finance Division assume no responsibility for the statements and opinions advanced by the contributors to the Association’s publications. Editorial views do not necessarily represent the official position of the Special Libraries Association. Acceptance of an advertisement does not imply endorsement of the product by the Special Libraries Association.

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Spring 2006, Nr 132: March 15, 2006 Fall 2006, Nr. 133: August 15, 2006 Winter 2007, Nr. 134: December 1, 2006

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Winter 2006 TThhee BBuulllleettiinn

From the Chair Toby Pearlstein

THE ROAD TO BALTIMORE

The turning of a new year always gives me pause for reflection—personally and professionally. As I look back on the past six months since we were all together in Toronto, it seems as if the time has passed in the blink of an eye. In my last message I talked about all we hoped to accomplish for our Division members as we had launched fully into planning for the Baltimore conference. Most of those hopes have now come to fruition and I’m happy to report that we have a truly exciting menu of continuing education courses, conference programs, open houses, and receptions on tap. As the Winter Leadership Summit in Houston approaches, B&F instructors, speakers, and sponsors are all being finalized in preparation for the publication of the 2006 Conference Program in February.

Take a minute to review some of the great learning and networking opportunities that will be available, as you think about whether or not to attend the Annual Conference in Baltimore, and as you plan for presenting your rationale for attending to your organization’s decision-makers.

• 10 CE courses (9 half-day and 1 full-day) including o a new course on the principles of

Islamic banking and finance o a new course on using U.S. government

sources to do industry research o a new course for managers on

creating sustainable improvements in business processes

• 11+ topical programs including o a first time program for MLS students

helping them to “land their dream job”*

o the Monday morning topical breakfast featuring Sam Stovall Chief Investment Strategist of S&P’s Equity Research Services (all B&F members should receive an invitation)

o a Leadership program focusing on practical strategies for self development co-sponsored with 7 other divisions and featuring Ken Haycock, Director, School of Library & Information Science, San Jose State University

a companion program on “continuing to learn” aimed at senior managers and focusing on keeping yourself and your teams motivated

o a copyright review covering developments from Texaco to Tasini to Legg Mason

o 7 Section/Unit breakfast programs diving deep on topics of specific interest to your type of organization*

o Dan Franklin, Editorial Director of The Economist, talking about business intelligence in a changing world

o Two division members who are experienced researchers talking about what to do “when your subject doesn’t want to be researched”

o How to “identify and deal with content provider business models’ with perspectives from an industry consultant and a highly experienced practitioner

o Tips and tricks for penetrating the new frontier of ‘researching Asian sources,” with a focus on China and the region

o The B&F annual Vendor Update where our sponsors offer quick presentations about what they are doing and field your questions

(continued on page 4)

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• 4 Open Houses/Receptions including o 2 late evening opportunities to greet

old friends and colleagues and make new ones, especially during our new open house for MLS students on Sunday evening

o Our new Awards Reception (on Monday 5:30–-7pm) to honor winners of the Division’s various award programs (Centers of Excellence, Student Stipends, Int’l Travel Award, Distinguished Service, and Professional Achievement)

o Our annual appreciation reception for Division Authors and Instructors, held this year as a cocktail event (Tuesday 5:30–7pm) to give you time for other networking opportunities later in the evening

• Division Annual Business Meeting and Luncheon* o in Baltimore this will be a short business

meeting and lots of opportunity for networking around your tables over lunch

* Indicates these are ticketed events

When you receive your preliminary program, don’t forget to check the Ticketed Event Index and the Business Meetings & Receptions Index to locate several B&F related events. You will not find these events in the main program.

I want to take this opportunity to thank everyone who has participated so far in planning for Baltimore including Chris Hoeppner, Miguel Figueroa, Sylvia James, Hal Kirkwood, Terri Brooks, Ann Cullen, Bob Clarke, Gayle Gossen, the Section/Unit Chairs and many others too numerous to mention. Without their hard work, the Division would not be able to bring you this valuable programming.

Baltimore will be a great venue for the Annual Conference and we hope the sample of learning and networking events above have whet your appetite to attend.

See you there!

Happy New Year, Toby Pearlstein

Chair

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Editor’s Epitome Victoria A. Platt

Historically, the winter issue of the Business & Finance Bulletin is shorter in length than the fall and spring issues, is printed in black and white by our printer in Stowe, Ohio and is mailed to over 2,000 division members in the month of March. It is with great excitement I announce that all of this is changing.

In this issue three of our favorite column editors return with thought provoking comments on the state of our industry. The manner in which Sylvia James, John Ganly, and Kevin Manion continue to meet their deadlines is greatly appreciated. Three is also the number of guest authors contributing to this issue with articles looking at broad topics relating to librarianship. It is with the thanks of the division that Lois Weinstein, Chris Olson, and Ruth Pennington Paget are recognized for sharing their talents with our membership. And finally, there are also three division board members who put together informative pieces on division activity. Thank you Christopher Hoeppner, Rita Ormsby, and Awilda Reyes.

About seven months ago at the SLA conference in Toronto, the division’s executive board voted to transition the distribution of the Bulletin from a print publication to an electronic format. After reviewing all SLA division and chapter newsletters and bulletins, a transition committee was formed to discuss how to handle various technical issues involved in implementing such a change. It is with heart-felt gratitude that I thank the following members for serving on this committee with me: Chris Hoeppner, Hale Kirkwood, and Trip Wyckoff.

Once the planning stage of the transition was complete, an art director was hired to create an initial design for electronically distributing the Bulletin. One of our own column editors, Diane Evans, took on this task and is helping to provide additional enhancements to the spring issue as well. For those members who

wish to comment on the new layout of the Bulletin, please feel free to e-mail me at [email protected].

With these changes the Bulletin will no longer be professionally printed in black and white, nor mailed to our entire division. For those members who do not have an e-mail address on file with SLA, an unbound print copy will be mailed to their address as in the past. If anyone wishes to provide an e-mail address solely to receive the Bulletin, they may mail or e-mail the editor to make such a request.

After the second electronic issue is distributed, a survey on the transition process will be mailed and e-mailed to the division membership. It is anticipated that this will take place in the beginning of May in order to allow enough time to compile the results for presentation at the Baltimore conference. Please take the time to complete this survey so we may continue to improve the Bulletin and meet the needs of our members.

While the transition required the efforts of many people, I wish to also thank those who worked on our print edition for many years; Arturo Esparza, our former art director, and James Hall, our liaison at Printing Concepts. Once again, for all of those who worked to make the Bulletin everything it is today, thank you for sharing your talents with the division. The transition is a work in progress and the transition committee and I hope you enjoy the process.

Victoria A. Platt

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Guest Leader Editorial Lois Weinstein

THE FUTURE OF SLA FROM THE LEADERSHIP AND MANAGEMENT DIVISION CHAIR

Who and What is SLA?

Once upon a time there was an organization of librarians who worked in corporate, government, academic, non-profit and other “special” libraries.

That was long ago, long before the World Wide Web, Yahoo, Google and others like them, “faster than the speed of light” information resources that work 7 days a week, 24 hours a day for FREE!! With the expansion of these “free” resources, librarians who toiled selflessly, efficiently and expertly for many years began to be released from their “servitude”. SLA used to be an organization that provided these librarians with continuing education (CE), colleagues to share with, and opportunities for learning new skills that went far beyond the CE courses. The “new” information resources did not need a professional community or an organization of like-minded beings since they were not human, but robots, and as Asimov explained to us many years ago, they are not the same as humans.

Where Does That Leave SLA?

Oh, there are still some librarians working in corporate, government, academic, non-profit and other “special” libraries, but their number grow smaller each year as the heads of these organizations realize that robots do not need salaries, benefits, sick leave or vacations. However, the skills, knowledge and competencies that librarians have excelled in are needed now more than ever because the robots (Yahoo, Google etc.) can make some distinctions between the right answer and stuff that is similar, but not anywhere near what the requester needs. In addition, librarians are doing more teaching, end user analysis, competitive intelligence, web design, system design, and other higher level analyses, then

ever before. These folk are not even called librarians any more, they have new titles that organizations consider more “valuable”. These people are SLA and, if they do not know about SLA, they need to because it is an organization that serves their needs for continuing education, networking and a place to develop and hone new skills and competencies.

Why Now?

It has come to my attention not once, but more then once that some members (and I include myself in this group) have been more than unhappy with some of the changes and some of the reasons for the changes. I have also learned that some members have not been as pleasant about these changes as maybe we ought to have been. Let us all take a pledge right this minute to cease and desist from all negative thoughts and behaviors. I believe that we have a new Executive Director who really likes us, the organization and wants us all to succeed. Let’s help her, our elected Board and our staff and give them our whole hearted support. Does this mean that we should lie down and let a steam roller run over us, heaven forbid!! But, if something doesn’t appeal to us, let us count to 10 and then communicate it professionally.

At the Leadership Summit meeting in Tampa, I listened to Janice LaChance’s “State of the Union” speech which included remarks about


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a small minority of angry members. I wrote to her with my ideas and she has written back to me.

The following is part of her letter:

"On the one hand, I am actually relieved to hear that some of our volunteer leaders in Tampa walked away wondering where my comments originated. That means they have been spared some of the hurtful, personal attacks that I have witnessed being levied against their colleagues and the SLA staff, and I am very glad for that. If you recall, I did state in my remarks that this was not the kind of behavior exhibited by the vast majority of our members. Yet in many ways this is what frustrates me the most—that such a small number of unprofessional members can have a truly detrimental effect on SLA.

Lois, the kind of behavior I described in Tampa has tangible results—it is the reason good, long-term staff are leaving the association and I have been told this is the reason a number of people decline to run for the SLA Board.

As an executive, I believe it is my responsibility and obligation to do more than just brag about our many accomplishments, but identify what I believe are true threats to the Association. Please believe me when I say that I am not doing this to divide, I simply want the best for SLA and I have witnessed too many instances where this behavior constitutes a fundamental roadblock to SLA's ongoing success. From where I sit, it is akin to a cancer that is slowing eating away at the very things we need to grow and succeed—dedicated volunteer leaders like you and motivated staff.

True culture change cannot occur with just a few people tilting at windmills, it has to be rooted in the entire organization deciding for itself what its values are and holding each other to those standards of behavior. That is why I need your help and the assistance of everyone who was in Tampa.

Also, please don't interpret this as my being unhappy or dissatisfied as SLA's Executive

Director. On the contrary, I love this job and I am gratified on a daily basis by the rank-and-file members who reach out to me and tell me the many ways SLA helps them succeed in their job and their careers. I am in my dream job and I love every single day at SLA. I am thrilled to be working for and with such smart people who impact the global economy and our society in so many significant ways. I could not ask for a better position.

This love of the job is exactly why I am so passionate about ending the negative culture that dominates so many discussions and saps our volunteers and staff. I feel I owe it to SLA for the terrific opportunities it has given me."

Where Does That Leave Current SLA Members?

Many of our members, like myself, have been in this organization for more years than we like to count. Many of us wanted SLA to stay the way it always was. But!! If it does, it will cease to exist because the world has moved on and the “robots” are everywhere. I agree with Janice, all the members of SLA need to breathe new life into this organization. Here is how I think that all the members, but especially LMD members, can help in this process.

1. Volunteer to help your chapter or division. If called upon, say yes. If no one calls you, speak up, e-mail or call and offer your help.

2. Let go of the “old” and let in the “new”. You may not like some (or maybe all) of the changes, but give them a chance. Try to remember what it was like when you were in a new job and you made a mistake or two. Did someone give you another chance? Remember how great that felt and how you grew and did better and better. Let’s let that happen to SLA.


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3. If you are angry or mad about the changes, express them in a way that you would like it expressed to you if someone was mad or angry with you. Long ago I learned an important lesson, when someone yells at me or speaks harshly to me I do not hear their ideas, only the tone that they are using. Let our tone be one of peace, willingness to help and professional courtesy.

4. Reach out to colleagues in your organizations and let them know what SLA can do for them. Who knows? They might join and make SLA a better place to be!!

Lois Weinstein [email protected]

The Annual Bibliography of Business & Finance Division Authors recognizes Division members

who contribute to the development of the profession by authoring articles, books, blogs with a professional interest, or other substantive publications.

All B&F Division members are asked to submit citations for anything you have had published

since April 2005 in the literature of information science, business or any other professional area.

Please use the bibliography published in this issue of the Bulletin as a style guide.

The Bibliography will be published in the Bulletin, and will be distributed at the June 2006 conference in Baltimore at a reception in honor of our authors.

Give yourself some credit! Send your citations, or those of your colleagues, to:

[email protected]

Cynthia Lesky of Threshold Information Inc. is Chair of the Publications Committee.

Give Yourself Some Credit

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On the Job Sylvia R. M. James

CAREERS, JOBS, RECRUITMENT, & LIFE IN THE BUSINESS & FINANCE WORLD

My column for this issue was begun on a cold and frosty early morning commuter train ride on

my way to the largest annual information exhibition in Europe, the London Online Show. This visit prompts me into a discussion of networking as it applies to career progression. This would definitely be the main reason most of the professionals at this particular event would give as their prime reason for attending the show.

Whether you are planning a new independent business in information consultancy, looking for a new job, or looking for new inspiration in your current career, everything you read on these topics tells you to network, network and then network some more. In many of these articles though, there is an implicit assumption that the art of networking is understood and that it comes naturally to everyone. Well, of course, it doesn’t and many business information professionals find it hard to network effectively, especially with the additional pressures of beginning a new consultancy business and the very obvious need to bring in business or the need to find a new job following redundancy. If you are in either of these two positions, try not to be over-eager in approaching networking. It will be only too obvious and your anxiety may even put potential prospects off.

All the advice about networking also implies that there are job and career opportunities at every corner and in some much unexpected places. This is very true and I can certainly testify to this at the moment. I have just prepared my first proposal for a contact I met over 10 years ago as a fellow business traveler on a regular train to London. There is the rub. The opportunities exist, but can take a very, very, long time to work out into actual business projects or job opportunities.

So, for networking to be effective, it needs to be done in bulk, at every opportunity and

even when you are not really thinking about it. There will always be some possibilities from the latest round of opportunities to work on and develop.

Here are some ideas to improve the quality as well as the quantity of networking you do:

• Volunteer to help with any event that will bring you into contact with your potential market. Travel to a very specific information sector tradeshow, this seems like the ideal opportunity. SLA HQ took a booth at the Online Show and members of SLA Europe volunteered to help with booth duty. Could you do anything similar at a local information related show? It doesn’t have to be an information show. Are there any trade shows happening in your town or city? If not business trade shows, then how about events directed at some leisure activity? Better still is if it is a hobby or activity that you are particularly keen on. Use your research skills to identify likely events and contact the organizers to volunteer as a guide or in some hospitality role. This will bring you in touch with a whole new range of contacts.

• At least once a year make a point of attending a professional event that is not aimed at information professionals. I have always done this when both employed and


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self employed. Quite apart from the networking opportunities it provided, it certainly put my own professional concerns into context. It helped me get away from the navel gazing attitude that is very easy to fall into if you don’t lift your horizons out of the information world. So, last year I attended a major conference on Corporate Finance, a local workshop on Accountancy and a seminar on fund raising in the public sector. If you are employed, this will probably need to be done on your own time. To identify an event that you will enjoy and where you will meet a new group requires quite a bit of imagination and effort at first. As you gain confidence, you should realize that you have something very interesting to offer conference organizers in other professional groups by presenting a paper on information gathering or published sources in the sector that might well be welcomed with open arms. Other professions like to peer over the parapet too and it will certainly raise your profile in a new area as well as looking good on your C.V.

• At a directly relevant information conference/show, do your homework. From the conference program and exhibitor list plan your networking approach in advance. Have a few well thought out approaches and possible projects that you might be able to offer either for a new job or consultancy project. But, if something interesting comes up, don’t stick slavishly to your plan. Be prepared to devote time to someone who may be offering a promising project or opportunity.

• It may seem obvious, but enjoy the experience and smile, appear open and inviting. Networking is very pleasurable, even if you are shy and retiring. But, don’t be too aggressive. If someone you meet is patently not interested in hearing your

approach or being involved, even in the most mundane interchange, move on politely and courteously.

• Networking doesn’t have to be successful just at formal or social events. I met an interesting contact when buying a new pc in a showroom a few years ago, so be aware that interesting possibilities may crop up in more unusual places.

Exchanging business cards may seem an obvious part of the networking procedure. However, I have a natural caution about distributing these very freely, so I am careful about to whom and where I distribute all my contact details. A card with just a name and e-mail may be better for more casual and social networking, whilst full details may only be appropriate in the business context. After many years of networking, you will get a feel for what level of exchange of contact data is advisable.

If contacts are made and a possible project or further meeting is suggested, follow through with what you promised promptly after the event. Any promising meeting should be acknowledged with an e-mail, expressing interest and reiterating you understanding of any collaboration that might have been discussed.

One last word of caution, don’t over network yourself, even though many of the guides on career progression tell you there is no such thing. There is the point that if you are “everywhere”, how can you possibly be a serious professional who gets down to concerted periods of work?

Networking needs to be done and will provide you with one of your primary marketing routes. Keep at it, be patient and remain open to all possibilities. It will bear fruit.

Sylvia R. M. James [email protected]

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Connections Kevin Manion & John Ganly

In this Issue, John and Kevin write about particular trends they have noted in the profession over the past year regarding blogging and a return to optimism.

Blogging Toward Business

“Can you trust a blog?” is a phrase library educators frequently encounter from students. Now it seems to be a phrase that is taking on new dimensions.

Professionals call and ask, "do you use blog information?" It leaves you wondering if everything learned about credentials, currency and completeness all of a sudden became invalid. Blogs, of course I use them just as I use Google Scholar and the thousands of other immediate access tools the web provides. Can you trust them? Of course you can. Once you evaluate their credibility and recognize them as molecules in the universe of information and not the whole megilla.

The blog has taken on a life of its own in the information arena. Seminars are offered, an example is Weblogs & Libraries: Communication, Conversation, and the Blog People, which is scheduled for February 15, 2006 from 8 am to 9 am Pacific time by the SirsiDynix Institute, www.dynix.com/institute/seminar/. Books are published, among them, The Weblog Handbook by Rebecca Blood, Perseus Books,2002 and Blog!: How the World of Blogs and Bloggers is Changing Our Culture by David Kline and Dan Burstein, CDS Books, 2005. Hosts are identified on Web sites such as lights.com, www.lights.com/weblogs/hosting and links abound—emercedenz (latest news on M-B) and Demolition, Scrap Metal and Salvage News and Info (news on demolition business and safety) etc.

Just as biologists celebrate the discovery of a new species, I celebrate the discovery of a new avenue for information and drive the avenue with care.

John Ganly

The Return of Optimism

In a year that was marked by natural disasters and political turmoil around the world, there was a sense of returning optimism in our profession.

At the Toronto SLA Conference in June 2005, which drew some 5,300 attendees, I heard a lot of positive buzz not only about the overall conference but also about our own Division’s highly-attended programs and popular open houses. It was standing-room only, when we honored a model of Excellence in Management by awarding the Division’s Center Of Excellence Award to the National Geographic Society’s Libraries and Information Services. The past year also marked the beginning of electronic voting for SLA, the approval of a bylaws change restructuring membership fees and the launch of Click University.

This past fall, John and I interviewed SLA President Pam Rollo for the Bulletin. I heard that same optimism I noted at the conference in the interview with Pam. While acknowledging that times have been tough, Pam’s shepherding of an idea into implementation—the task forces on the profession—has given us an opportunity to come together as a community and think about ways to move our profession forward.

There were other signs all around us, several colleagues took their skills and expertise to other fields but chose to stay active and involved in the information community—extending our “knowledge culture” to other professions. Other colleagues found their departments restructured but were asked to participate in managing this change—one colleague even found himself working directly for a “Chief Knowledge Officer.” In my own


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operation at Consumer Reports, I continued a successful integration of researchers into the decision-making process, was able to add a Senior Researcher position (bringing our department complement to 17), got funding for some serious archives work and for putting together a book of images outlining the history and testing work of Consumer Reports.

As we begin a new year, I am filled with optimism and hope, not only for our world but for our profession. I remember a colleague years ago saying “our time is now”. I think our time is yesterday, today and tomorrow. We are aware of our history, our strengths and skills and we are ready to continue to move our profession into the 21st century. If there is any better sign that things are on the upturn is that recruiters are starting to complain about a shortage of candidates!

Kevin Manion The authors can be reached at:

John Ganly: [email protected]

Kevin Manion: [email protected]

WONTAWK

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Business/Finance Law Pharmaceutical/Medical

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Directors/Managers Library Assistants/Filers Tech Services Specialists

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WONTAWK.COM

Contact: Sarah Warner Cofounder & Director of Operations

25 West 43rd Street New York NY10036 Phone-212 / 869-3348 [email protected] [email protected]

Our 25th Anniversary

Year

The advertising rate card and ad specifications are

now available on the Division Web site

Students don’t let this be you!

© 2002 David Cowles. Used a direct URL link to http:/www.youllputyoureyeout.com/dreamjob.html

We can give you tips on landing that dream job.

Save the Date! (Registration is limited so buy your tickets early!)

When: Sunday, June 11, 2006 - 1:00 – 3:00 pm

Where: 2006 SLA Conference in Baltimore

Ticketed Event #460: Landing Your Dream Job (You must purchase a ticket as part of your conference registration to attend)

Panelists • Anne Caputo, Director, Knowledge & Learning Programs - Factiva • Robert Newlen, Author – Resume Writing And Interviewing Techniques

that Work!: A How-to-do-it Manual for Librarians • Susan Fifer Canby, VP, Libraries and Information Services – National

Geographic Society

All registrants will be entered in a drawing, for: • Free Business & Finance Division Continuing Education session @ SLA 2007 • Free Conference Registration for SLA 2007 in Denver

Sponsored by Factiva

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Out of the Box Ruth Pennington Paget

GLOBAL LIBRARIAN:

10 Translation Tips for Marketing Libraries to Multicultural Customers

“If you want to sell overseas, you must speak your customer’s language,” began the direct

mail letter I sent to multinational companies more than 20 years ago as the marketing manger of a “translation” company.

That refrain could easily adapt itself now to the U.S. domestic market, particularly in California, where libraries serve more than 12 million customers who speak a language other than English at home, according to the 2000 U.S. Census. The U.S. also serves as one of the world’s leading destinations for foreign scholars and researchers. The challenge in serving foreign-language-speaking library customers lies in motivating them to use American libraries to their fullest capacity. Marketing materials and presentations about library services should appeal to what motivates different cultural groups to act—using the library in this case (Copeland, 1984). Following the translation tips below will make your translation experience a success story rather than an opportunity for miscommunication.

1. Know Your Customer

Customer motivation drives all marketing materials production. The same should hold true of the marketing materials you direct toward foreign-language speakers. What educational level does your audience have (Boyar, 2005)? This information will affect the language a translator uses to write your library’s materials. What country do your targeted customers come from? Translators cannot use simplified characters from mainland China for a Taiwanese audience, for example Deschamps-Potter and Bahr, 2005). Do first-generation immigrants have the same language translation needs as second-

and third generation immigrants (Zolkos, 2005)? As the client, your library will have to communicate information such as this to:

• Translators (cultural adapters of the written word),

• Interpreters (cultural adapters of the oral word), and

• Foreign language narrators/directors (cultural adapters of film).

(Part II of this series will discuss the concerns of using interpreters and foreign language narrators and directors.)

2. Convey the Message vs. Word-for-Word Substitution

As the client, you must let your translator know what action you wish the reader of your text or slogan to take. You probably spent a lot of time developing the message in English. You do not want the translator to second-guess at your meaning and waste time and money translating an idea that may not be the one you intend (Boyar, 2005).

Making the translated text read just as smoothly as if it were the original text remains the goal of all translators. Variation in the text can occur as the translator adapts what makes a credible product or service and/or credible organization/representative come through in the text. As an example, Paul Herbig writes in “The Handbook of Cross-Cultural


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Marketing” how we have a tendency in the U.S. to point out that library services are free. However, “free” in many cultures, such as the French, connotes inferior quality. In this case, a translator may point out that tax dollars or institutional fees support the library, making it a valuable service.

3. Translator Credentials, Education, & References

Regardless of whether you use a freelance translator or a translation agency, you will find that no mandatory certification agency exist in the United States. The American Translators Association (www.atanet.org) offers a voluntary certification program for its members and a referral list of translators.

The typical way to evaluate a translator or a translation agency is to request a list of previous assignments completed and sample work. Sometimes for confidentiality issues, it may be difficult to obtain actual work samples, but this applies more to legal translation than marketing translation.

In California, the Monterey Institute of International Studies (www.miis.edu) trains translators at the graduate level. Their graduates represent a talent pool when considering freelance translators. However, Marsha Bindel, who has worked as a French-to-English translator for more than 20 years, points out that nothing can take the place of experience in translating marketing materials; each project makes one a better writer.

When you work with an individual translator, you will most likely have to arrange for the production of marketing materials and for quality control such as proofreading and back translating, which requires a second translator in most cases. When you work with an agency, they will usually provide you with a bid broken down by the translation of the text, production and quality-control aspects of your project.

4. Work Processes

Regardless of whether you choose to work with a freelance translator or an agency, you

should always give a FINAL English text as the basis for project cost estimate. Translators base their fees on the word count in the original document.

Normal turnaround for an experienced translator is approximately 2,500 words per day without editing. Based on this word-per-day count, translators can supply clients with a timeline or benchmark dates.

Translators and agencies will often ask for 50 percent of the fees upfront with the remainder to be paid upon completion of the project.

As a client, you should expect questions from a translator. This usually means they are seeking to clarify terms and concepts, which is a good sign. (See more about this under “Economies of Scale”.)

5. Quality Control

Since there is no national certification agency for translators, it often helps when dealing with agencies to ask them if they have an in-house certification process in place. The translation company I worked for had its own test and Board of Reviewers for new translators. Other companies use examples of previous work to judge whether or not to hire translators.

Secondly, even when you write in English, you usually ask someone to proofread your text. As a translation client, you should make sure that you have the same done with your foreign-language marketing materials before they are printed. A second pair of eyes will catch typographical errors as well as gaffes like using commas where periods should go in numerical notation for European translations.

Finally, if you want to make sure that the marketing materials convey your message, you can arrange for a back translation. This usually entails an additional cost. The back translation will not match your original word-for-word, because the translator adapted it for


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the particular culture (Boyar, 2005). However, the action the marketing materials incite should be same as your original one in English.

6. Economies of Scale

Translators are often “Jacks of all trades, masters of none.” It often helps with technical or marketing slogans to build a glossary that the translator and library can refer to over and over again. These databases also “serve as the foundation for translation memory databases,” writes one translation specialist (Deschamps-Potter and Bahr, 2005). The same writers advise clients to have translators “add a ‘notes’ column to your glossary, too, where you can explain any obscure or company-specific terms.”

Another concept developed in technical translation and used for marketing as well is to save repetitive text in a linguistic database. This text, along with glossaries, allows your translator to consistently use the phrases that your library prefers.

Marsha Bindel notes that specialized computer programs, such as Wordfast or Trados, can translate voluminous repetitive jobs that change very little. The computer programs find passages that are either “perfect matches” or “fuzzy matches” of other passages that have already been translated. They ensure coherent vocabulary and can also mean big savings in time and money.

7. Color Associations in Different Cultures

Catherine Deschamps-Potter and Scott Bahr note in their succinct article on translation (2005) that certain colors have different associations in other cultures than they do in the United States.

• Black—celebration in Asia • Red—celebration and luck in China • Blue—safe color in most cultures • Purple—royalty and death in Europe, but

has negative associations in the rest of the world

• White—color of mourning in Asia • Brown—color of mourning in India • Green—danger in most tropical countries;

also the color of Islam • Yellow—sacred or imperial in Asia These are general guidelines, but it behooves librarians to ask their translators what the best colors are for their marketing materials before investing in printing materials that will send the wrong message based on their color.

8. Space Used by Different Languages

Different languages take up more or less space than English once translated due to the length or number of words needed to express the same word in English.

Chinese, Japanese and Korean shrink in comparison to the original English text. You might be tempted to fill the empty space with images, but all three of these cultures value empty space in their national aesthetics. Romance languages, on the other hand, such as Spanish, French, Italian and Portuguese, usually run 25 percent longer than the original text (Deschamps-Potter and Bahr, 2005).

As a client, you should also avoid narrow columns when working with German, Scandinavian and Slavic languages, as they feature many long words that would not hyphenate well and leave gaps in the column space (Deschamps-Potter and Bahr, 2005).

9. Global English—Syntax, Metaphors & Concepts

In a perfect yet somewhat sterile world, some communicators advocate writing “global English” text for translation purposes. The text would feature simple sentences uncomplicated by “ifs, ands, or buts.” Librarians would write phrases like “Read and Succeed” instead of using a metaphor like “Climb the ladder of success with books.” Finally, librarians would


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spell out concepts and functions of a library in American society for cultural groups that do not have the experience of this particular cultural phenomenon. This kind of stripped-down English works for translations of legal documents, computer software instructions and engineering plans; it makes for dull copy in marketing materials. If you start with dull English language marketing copy, you will most likely end up with a dully translated text as well.

10. Revisions

The bottom line on revisions is that they cost money. Changing a noun in a Romance language like Spanish, for example, entails making sure those adjectives and noun genders agree and that all associated pronouns throughout an entire text agree.

Conclusion

The final word on translating marketing materials is that it is a cultural adaptation; the translator writes the text as if it were new. The best translators write well in their own language. They are often multilingual, but only translate into their maternal tongue. Their scarcity in the United States means that their fees are often high, but it pays for libraries to seek competing bids and to negotiate with agencies and/or translators that you really

want to work with. Berlitz (www.berlitz.com) and Inlingua (www.inlinguausa.com) are the largest international agencies, but local agencies do favorably compete, particularly if they specialize in marketing translation.

Sources

Bindel, Marsha. French-to-English Translator Specializing in Marketing Translation. ([email protected]).

Boyar, Ellen. (2005). “Found in Translation: True Translation Specialists do More than Interpret your Words. They Interpret your Intentions as Well.” Applied Clinical Trials. Vol. 14, No. 7.

Copeland, Lennie. (1984). “The Art of International Selling.” Business America. Vol. 7.

Deschamps-Potter, Catherine and Scott Bahr. (2005). “Creating Translation-Ready Marketing Documents: Follow These Tips to Ensure that the Content and Layout of your Materials Carry your Message Around the World.” Communication World. Vol. 22, No. 5.

“U.S. Census Bureau: American FactFinder.” Retrieved on November 22, 2005, from http://factfinder.census.gov

Zolkos, Rodd. (2005). “Cultural Competency is Key to Success with Ethnic Groups.” Business Insurance.

Out of the Box is a periodic column which features an article authored by an SLA Member not in the Business & Finance Division. Ms.

Pennington Paget is a member of SLA’s San Francisco Bay Region Chapter and originally published this article in the Bayline. Our thanks to

Ms. Pennington Paget and the editor of Bayline, Heather Gamberg.

If you are interested in recommending an author for future columns, please contact the Bulletin editor at [email protected].

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Best of the Best Rita Ormsby

NASD FOUNDATION AWARDS GRANT TO BARUCH COLLEGE

FOR INTERACTIVE INVESTMENT GUIDE

Recently, the NASD Investor Education Foundation announced a two-year grant totaling

$240,829 to Baruch College, The City University of New York (CUNY), for the development of an interactive computer-based investment guide for young adults making career choices. The grant was among seven grants awarded by the NASD Foundation in 2005 for projects aimed at improving and expanding educational resources for young adults about to enter the workforce.

When the Baruch grant application was submitted, a letter signed by Sylvia James, who then headed SLA’s Business & Finance Division, was among letters of support for the proposed project. Other letters were from the National Association of Colleges and Employers, the Career Services Association of the City University of New York, and the president of the Librarians Association of the City University of New York (LACUNY.)

The project, entitled Young Investors Online Guide, will encourage young people to consider investment opportunities when making career decisions, and will enable users to test investment strategies. The guide will be offered online and in a CD-format at college career development centers and libraries and through members of the National Association of Colleges and Employers.

The NASD Investor Education Foundation supports innovative research and educational projects that give investors the tools they need to better understand the markets and the basic principles of financial planning. The Foundation has awarded more than $3.7 million to organizations for educational programs and research projects targeting the underserved segments of the population.

In addition to the letter of support from SLA’s Business & Finance division, a special thanks is due SLA for the grant. Attending SLA’s annual

conference in 2002 helped obtain the grant. How? That year I organized a program on “The Effects of Enron on Accounting Librarians.” The Director of the Office of Investor Education and Assistance of the Securities and Exchange Commission (SEC), Susan Ferris Wyderko, spoke about the SEC’s investor education efforts. That renewed an interest of mine in investor education. I started to follow the efforts of the SEC, as well as those of the NASD Investor Education Foundation. The SEC announced in Fall 2005 the transfer of funds it had received for investor education from the 2003 Global Settlement to the NASD Investor Education Foundation. It’s easy to follow the NASD Foundation’s efforts through its e-mail newsletter.

Early in Spring 2005, I read about the NASD Investor Education Foundation grant programs for the year. Based in part on my own experience of not knowing much about investing or financial planning when I graduated from college, I thought it might be possible to gather help from the Baruch community of people interested in applying for this grant. I first ran the suggestion by other librarians, including administrators, who encouraged me to talk with the Sponsored Programs and Research office. Soon discussions and meetings were underway with


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them, the Career Development Office, and Kognito Solutions LLC, an educational software developer. I also approached James Coyle, a Baruch marketing professor, who became the project principal. Working under a tight deadline, he drafted the grant proposal for submission to the NASD Foundation’s Investor Education for the Nation’s Young Adults grant program.

As the Newman library’s liaison to Baruch’s department of accountancy, I also forwarded information about two other NASD Foundation 2005 grant programs to faculty members.

The NASD Investor Education Foundation will soon announce details of its 2006 grant programs. For an overview of the programs, and details on subscribing to the NASD Foundation’s e-mail newsletter, please see www.nasdfoundation.org.

If you want to learn more about the Baruch project as it develops, please e-mail me at rita_ormsby@baruch. cuny.edu.

Rita Ormsby

Chair, B&F Division Investment Institutions Information Centers Section

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Feature Article Christine Olson

WHAT TO INCLUDE IN A LOGO DESIGN REQUEST FOR PROPOSALS (RFP)

There will come a day, if it hasn't already arrived, when you or your communications team will seek graphic design services to create a logo or retool an existing one. It could be for your library, a unique product, an event, or special promotion campaign. Regardless of the reason, the decision to have a logo created implies that you are adding a visual element to your brand strategy—a decision that should not be treated lightly. A logo is going to visually represent the brand name, and enhance its memorability and recognition. You want a design which can stand the test of time and visually convey the essence of the brand.

A successful logo design project begins with homework. Whether you have the design created in-house, by a friend or by an agency, you should acquaint yourself with the components which make up a logo design and the steps that most designers follow when developing a logo graphic. If you are unsure of what to expect, invite 2 or 3 graphic designers to make presentations about their process over lunch that you provide. (Remember, you're asking someone who earns their living by the hour, so the least you can do is buy them lunch in exchange for the education. Be honest with them about your intentions and what you're looking for.)

RFP Components

With your homework done you're now ready to draft a Request for Proposals (RFP). The RFP is a document which outlines a project and seeks written responses which summarize and propose how the project can be accomplished along with a cost estimate. It is imperative that the RFP for a logo design project clearly articulate the parameters, conditions, and expectations of the project in order to receive accurate price estimates.

Although more information can be added to the document, the components I have listed here represent a basic outline for an RFP requesting logo design services.

1. Project Background

Provide a brief overview about your library/ information service.

2. Project Scope

This section sets up the task to be done by providing a short overview about it, similar to an executive summary of a report. Points which should be addressed include:

• A short overview about the brand to be represented by the logo. This is a brief statement. Save the details for the next section.

• A brief description about the logo design project and how the project will be managed. Again, this is just a short statement of 2 or 3 sentences written to help acquaint readers with the overall project.

• Budget range. Many people don't like to give budget figures in their RFPs because they think it drives the cost estimate. However, not including a budget ceiling can waste everyone's time. You want to receive proposals within your price range and which best match your requirements. Putting a budget ceiling in the RFP will ensure that all the proposals fall within your budget.


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• Time frame. When is the final logo design needed? Do you need a logo in 6 weeks? 3 months? 1 year? Is there any flexibility in the schedule? If your schedule is tight, is there a financial incentive for delivering the final logo by a certain date? Depending on the turnaround by the client and the design complexity, I have seen some logos developed within 8 weeks. I've also seen logo designs take 10 months.

• Ownership. Some designers will not turn over the rights to the logo design you select. Copyright law protects creative works, and a logo design falls under that protection unless a provision is made to transfer copyright ownership. If the designer retains the rights to the design you could be responsible for royalty payments each time you use the logo design. Many designers work under "work-for-hire" conditions, meaning that you are buying their creative talent to be put to work for you. However, most designers contracted under these conditions will stipulate that only the final, selected logo design is eligible, and all roughs, preliminary sketches and ideas remain their property. In other words, you can't use designs or the design ideas you didn't select. The issue of ownership can be a negotiating point and is usually spelled out in the final contract terms, but it's important to mention expectations in the RFP.

3. Brand Name and Logo Design

This section provides a basic overview of the logo's branding and design environment, and what influences can impact the design and the process.

• What is the complete brand name to be used for the logo? (You'd be surprised how many people forget this!) Is it imperative that initial caps be used in the brand name? (Remember, you do not have to adhere to grammatical rules in

design.) Will the logo need to have different versions for different uses?

• Describe any requirements for acronyms, taglines, co-branding and brand hierarchy relationships. If it's an acronym, does the meaning need to be spelled out? Is the brand name trademarked or undergoing trademark review? This may necessitate a "TM" or "R" to be included in some variations of the logo design.

• Who is the target audience for the brand and its logo design? Is it a local audience? Regional? Global? Are you targeting older adults? Young children? Students? Professors? What about the culture of the intended target market? Is there a bi-lingual spelling requirement?

• What brand perceptions do you want the logo to evoke? What words do you want to come to mind when people see the logo?

• What do you want the logo to achieve? What are the goals for the logo? Do you want the brand to be instantly recognized by a symbol without the words -- like the Nike logo swoop?

• Will the logo stand alone or will it part of a brand hierarchy? If the brand is part of a hierarchy, where in the lineage does it fall?

• What is the external environment in which the logo will exist? Are there visual interferences which can detract from your logo? From competitors? From partners? From other organizational units? From vendors? From the visual culture of the target market?

• If this project is to replace an existing logo, include a copy of the current artwork in the RFP and briefly explain why the design is being replaced or modified.

• In a sentence or two describe the design style you are seeking. Use adjectives to describe the "look and feel" of the logo design


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you would like. Indicate that examples of designs that you like and dislike will be reviewed with the designer. 4. Design Requirements

This section gets into the technical aspects of the design work.

• Are there color palette and font treatment requirements or preferences for the logo design? This is especially critical if your brand is embedded in an established brand hierarchy.

• Are there corporate identity guidelines from your organization that must be followed?

• Explain how the logo will be used. In what environments: electronic? physical? On what surfaces will the logo be applied: building signs? bookvans? staff badges? black and white flyers? web sites? silk-screened t-shirts? faxes? e-mail signature blocks? embroidered hats? painted walls? entryway carpets? animated Flash banners? videos and TV ads?

• If you are design savvy, you can specify the graphic file formats you require, along with the computer platforms and software you will be using. Otherwise, listing how the logo will be used will enable the designer responding to your RFP to propose the file formats you'll need.

• Briefly describe who will be using the logo and how it will be made available. Are communications materials created by an in-house production team? Will the logo be distributed to staff members to use at their discretion? Will it be posted to a web site for downloading? Sent out on a CD? If you intend to monitor logo usage and standardize the brand visual image, then you should include another task section in your RFP outlining the need for a set of graphic specifications and standards be developed to accompany the logo design.

• Specify the minimum requirements for the design process. In other words, you want at least X rough thumbnails showing the logo design concept in black and white. Specify that you want the roughs delivered via a annotated PDF file, one design per page. Or perhaps you want a personal presentation of the logo designs by the graphic artist. Do you require specific design presentations such as showing logo designs mocked up in different layouts? If you are not sure of the design process, include a requirement in your RFP for proposals to include a step-by-step description of their logo development process so you know what to expect.

5. Project Management

This section sets up the project scenario and how you anticipate the project will proceed.

• Briefly describe the conditions under which the logo will be reviewed and approved. Who will be involved in the preliminary and final selection process? How will the final logo be selected? By a majority vote? By upper management? Will a 25 member committee be involved in the decisions? A 3 person review team?

• Who will be the main point of contact for the project? And what is the address of where in-person meetings will be held, if the design work is not to be done electronically.

• Are there any third parties (subcontractors, etc.) that will also be involved in the project?

• Identify when you expect the design project to begin. The more specific you get, the better. Do you have interim deadlines, such as committee meetings? List the schedule milestones.

6. Proposal Submissions

This section outlines any requirements for formatting and presenting proposals.


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• If you have difficulty reading small print you can specify the proposal be done in a font and size that suits you.

• For a logo design you will want to see examples of prior work. You should specify the format for the portfolio examples. For instance, do you want a CD? A web page of examples? A personal presentation?

• What file format will you accept for the proposal? Do you prefer an PDF file? An MS Word document?

• If you have any other conditions to impose on the proposals, you should state them in this section. Sometimes RFPs require formal proposals, with the cost information presented in a separate document. Other times, a proposal can take the shape of a friendly 2 page letter. If the proposal is to be submitted as a paper document, how many copies do you need?

Comments

• Don't use an RFP to gather information and not intend to make an award. If you want to gather information and determine what resources are available to accomplish your project, then issue an RFI (Request for Information).

• Don't consider the RFP process to be adversarial. Whether the successful bidder is an agency or a freelance designer, be considerate and adhere to the scope of work in your RFP or work with them to modify it. Don't try to get something for nothing, because most times you will get what you pay for.

• Keep the scope of work in the RFP focused. If you want a logo design, then don't mix in the requirements for a brochure and bookmark. If you need a logo, a brochure, and a web site banner, then your RFP should have 3 distinct task descriptions. One for the logo, another for the brochure, and a separate description of what's needed for the web site banner.

• I recommend that you request people receiving the RFP to notify you of their intentions to submit a proposal. That will give you an idea of how many responses you may get.

• Don't forget the due date and time for proposals to be received. If you are soliciting proposals over a wide geographic area, it's important to note the time and time zone when proposals are due.

• Please take the time to acknowledge the receipt of every proposal! Preparing a tailored proposal can take many hours and you want to be sure to thank everyone for their submission and when they can expect to learn if their proposal has been selected.

I hope this overview about preparing RFPs for a logo helps you obtain the design services best suited for your logo development project. While the specifics I have covered here address logo designs, the outline and many of the points can be applied towards other design projects. Good luck with your design endeavors!

Reprinted with permission from Marketing Treasures, December 2005, Vol 14, N. 12

Visit the Business & Finance Division’s Web Site at

www.slabf.org

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SLA Conference News Christopher Hoeppner

BUSINESS & FINANCE DIVISION CONTINUING EDUCATION COURSES

BALTIMORE 2006

The Business & Finance Division has successfully arranged and presented continuing education courses for many years. At the Baltimore conference in June 2006 a total of ten courses will be offered. Six of these are new to the Division. The other four courses have been offered at the 2004 or 2005 conferences and were well-received by participants. All are presented by experienced instructors who are experts in their subjects. Consider enriching your conference experience with one or more of these offerings!

Champions of Change: The Manger’s Guide to Creating Sustainable Improvements in Business Processes Instructor: Jeffrey A. Berk Saturday, June 10, 2006 8:00 am to 5:00 pm $375 (SLA members) ▪ $499 (nonmembers)

This workshop is a teaching tool for information professionals, regardless of industry or functional area, who seek to improve their own business processes or to better support those in other areas of their organizations. Participants will learn the concepts and tools needed by business owners and managers in leadership positions to make process changes in the areas for which they have accountability.

Participants will:

• Learn a process improvement methodology • Learn principles of change management • Learn best practices on process improvement • Review real world cases and examples • Understand the continuous improvement

movements of today • Understand how to show accountability

for process improvement change Jeffrey A. Berk is Vice President for a learning analytics technology company. He previously worked for Andersen, spearheading the development of tools to measure business processes. Berk teaches a graduate

course on process improvement at Loyola University Chicago and at Northwestern University’s Kellogg School of Management in Evanston, Illinois. He has participated in performance improvement projects internationally. He is the author of Champions of Change: The Managers Guide to Creating Sustainable Improvements in Business Process. Berk, a CPA, is a former auditor. He has an MBA from the University of Chicago and undergraduate degrees from the University of Kansas.

Industry Research Using U.S. Government Sources Instructor: Jennifer Boettcher Business Reference Librarian, Georgetown University Saturday, June 10, 2006 8:00 am to 12:00 pm $250 (SLA members) ▪ $350 (nonmembers)

Learn about finding industry norms and creating specific ratios for comparing your company with the industry at a national or local level. This short course will put you in command of pulling the data out of Census Bureau and other government and commercial sources. Exercises will strengthen your data presentation and interpretation skills. Discover the ins and outs of the formats available. A DVD of current Economic Census data will be included. Participants will:

• Become proficient at finding industry information from the Economic Census.


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• Learn how to critically evaluate various data sources for additional industry information.

• Further their abilities in developing research strategies based on possibilities.

• Develop critical thinking skills related to working in a business-supportive environment.

• Practice extracting data and bibliographic text to put in a useable format.

An Introduction to the Principles of Islamic Banking and Finance: Resources for the Information Professional Instructor: Abdulkader Thomas President and CEO SHAPE Financial Corporation Saturday, June 10, 2006 1:00 pm to 5:00 pm $250 (SLA members) ▪ $350 (nonmembers)

This course will present the pattern of recent growth of Islamic banking, including in the Americas. An analysis of the reasons why and how this business is growing will be followed by an overview of the key principles of the business. Participants will gain a clear understanding of the nature of this global market, how it is integrating into the global capital markets, how it is integrating into the global regulatory framework, and how it is distinct from traditional banking and finance. The course will close with a case study showing interaction between Islamic bankers and the New York capital market. Participants will gain an understanding of where to identify suitable resources for their clients.

The instructor, Abdulkader Thomas, is president and CEO of SHAPE Financial Corporation, a firm that provides Islamic banking training resources and consulting services to the U.S. and international financial community in matters relating to Sharia’a compliant financial structuring and to sukuk and other forms of Islamic transactional issuance. He is a frequent speaker on Islamic financial and banking matters and is the author of several works in the field including Islamic Bonds: Your Guide to Issuing,

Structuring and Investing in Sukuk with Nathif Adam (London: Euromoney, 2004).

Back to Basics Business Research: Strategies, Tactics and Sources Instructor: Dr. Roberta Brody Associate Professor, Graduate School of Library and Information Studies, Queens College, City University of New York Sunday, June 11, 2006 8:00 am to 12:00 pm $250 (SLA members) ▪ $350 (nonmembers)

Business information seems to be everywhere, but is it the information we really need and does it answer our client’s questions? This course is designed to help special librarians find, evaluate, and structure the business information that is needed in their work. In addition to discussing the basic business sources and practical research tactics and strategies, it offers a framework of decisions, processes and methods for developing answers without being overwhelmed by multiple information products and sources.

Six basic finding strategies and four basic research strategies will be explained and examined in groups. They will include concrete tactics relating to core ideas of (a) information quality and reliability, (b) answering the questions asked, (c) conceptualizing and interpreting the underlying communication/ information issues, and (d) managing the larger process of research in the business information center context.

Mergers & Acquisitions Research: Behind the Scenes Instructors: Pamela L. Handman Research Manager, KPMG LLP Kathleen Nichols Research Analyst, KPMG LLP Sunday, June 11, 2006 8:00 am to 12:00 pm $250 (SLA members) ▪ $350 (nonmembers) Mergers and acquisitions (M&A) are on the rise, with global deal activity reaching $1.4 trillion in the first half of 2005. Whether you are


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working for a buyer, seller, lender, investor, or advisor, M&A research questions are most likely crossing your desk. Are you fully prepared? This course will give you background on the industry and expose you to the key resources and research strategies you need to research a myriad of M&A-related topics with confidence.

Whether you are a researcher at a public or private company, a private equity firm, an institutional investor or a transaction advisor (investment bank, accounting, legal), M&A can play an important role in your institution. As in any other industry, specialized skills are needed when providing M&A research. Topics covered will include: the M&A life cycle, deal analysis, trends and statistics, financing options, target screening, and others. Key resources, both free and subscription-based, and their searching and reporting capabilities will be reviewed, so that attendees will gain a thorough understanding of their information options for researching M&A-related questions.

Researching Listed and Private Companies Globally: A Guide and Model Instructor: Sylvia James Sylvia James Consultancy Sunday, June 11, 2006 8:00 am to 12:00 pm $250 (SLA members) ▪ $350 (nonmembers)

Researching company activity globally is one of the key areas of business information. Much of this information is in the public domain, but sourcing the information can be complex and demands a systematic approach from the special librarian. The course gives an overview of the successful research strategy that can be used in information projects to provide excellent company reports, by using a model to guide and collect all available information.

Participants will take away:

• An ability to understand how to research global companies effectively, especially in short time frames

• A business knowledge of company structures and legal filings that are required to conduct good research into companies in any area of the world.

• A knowledge of the analytical skills that add value to the compilation of reports on global companies.

• The methodologies that are best for locating the sources of information used for global companies.

• The best types of global sources and services to use in researching global companies.

Market Research: Primary Issues behind Secondary Sources Instructor: Alexey Panchenko Director, Business Development Vashe’ Research Sunday, June 11, 2006 8:00 am to 12:00 pm $250 (SLA members) ▪ $350 (nonmembers)

Many information professionals are knowledgeable about secondary sources of market research data, but much less familiar with primary research methodologies behind market reports. This course will provide insight into primary research, beginning with an overview of its various stages, from data gathering through processing and analysis to data presentation. The instructor will share advice on evaluating the sources depending on methodologies used, and avoiding potential pitfalls in case market research findings get misconstrued and/or misused.

After taking the course, participants will:

1. be familiar with the general types of primary research techniques, qualitative (focus groups, in-depth interviews, ethnographic studies) versus quantitative (phone surveys, online survey, central location testing studies);


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2. be able to evaluate the suitability of a certain primary research methodology for a particular study;

3. have a basic understanding of different types of errors that may compromise the quality and reliability of results in a primary research study; and

4. be able to exercise reasonable judgment on how usable the data from a certain primary research study is in the context of their secondary research needs.

Challenging Greed, Corruption, and Exploitation: The Role of the Information Professional in Corporate Governance Instructor: Neil Infield Sunday, June 11, 2006 1:00 pm to 5:00 pm $250 (SLA members) ▪ $350 (nonmembers)

Corporate Governance is recognized as a topic of growing importance to information professionals due to the many corporate scandals in the United States and Europe over the past few years. This course will review the development of Corporate Governance up to the present day. It will cover information sources and research strategies and will include the impact of Sarbanes-Oxley on U.S. and international corporations. The instructor, Neil Infield, served as the Manager of Business Information Services at Hermes Pensions Management, widely considered to be the leading proponent of corporate governance outside of the United States.

Participants will take away:

• An understanding of the history of Corporate Governance and its importance for today’s business environment

• Knowledge of the main sources of information for Corporate Governance

• An understanding of the practical aspects of Corporate Governance of a publicly listed corporation

Private Equity Research: Tools of the Trade

Instructor: Clifford Perry Director, Information Services Warburg Pincus LLC Sunday, June 11, 2006 1:00 pm to 5:00 pm $250 (SLA members) ▪ $350 (nonmembers)

Private equity (PE) and Venture Capital (VC) play a fundamental role in providing capital to companies throughout their various stages of development. Finding information on PE and VC firms along with their investments is quite difficult given the lack of public disclosure requirements. This course will explore the inner workings and key terms of the industry along with an examination of the various data sources used to gather information on this sector on a global basis.

Private equity investments occur in almost every industry (i.e., IT, telecom, health care, media, entertainment, energy, consumer products and services, retail etc.). This course will interest researchers not only in the aforementioned industries, but also those in the legal and financial (investment bank and insurance) sectors. There are no prerequisite skills required as the course will be based on the assumption that most people are unfamiliar with the industry and therefore the topics will be sequenced such that we begin with the history of the industry through closing a deal. We will examine how researchers contribute to this process and focus on the key information resources of the industry.

Making a Business Case for the Information Center: Key Strategies for Business and Financial Libraries Instructor: Lesley Robinson Lesley Robinson Consultancy Services Sunday, June 11, 2006 1:00 pm to 5:00 pm $250 (SLA members) ▪ $350 (nonmembers)

This course will provide practical tools and strategies to help business and financial information professionals prepare a business


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case for their libraries/information centers. With diminishing or static budgets and a growing organizational focus on return on investment, there has never been a greater need for the library/information professional to articulate and justify their purpose to the organization. Participants will learn key methodologies to develop a plan and will construct plans for their own organizations, deriving immediate practical benefit.

Participants will develop the ability to:

• evaluate a business information service

• identify key business processes and drivers in professional service and other financial/business organizations

• understand the structure of an effective business case

• identify evidence to support the case • develop scenarios to demonstrate value • increase their profile and contribution in a

business setting

Christopher Hoeppner [email protected]

DDIIVVIISSIIOONN NNEEWWSS Effective August 1, Susan M. Klopper is the Executive Director of the Goizueta Business Library, Emory University. Susan has been working at Emory since December 2002 as the Manager for Research Services. Prior to coming to Emory, Susan was the Director of Arthur Andersen's Business Research Center.

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SLA Conference News Awilda Reyes

2006 Professional Grant Award The Special Libraries Association Business & Finance Division is offering professional grant awards in the amount of $1,200 each to help cover expenses at the 2006 SLA Annual Conference in Baltimore, MD, June 11–14, 2006. The conference theme is "2006— Putting Knowledge to Work®."

Eligibility

• Applicants must have an MLS degree from an accredited library or information science program. • Applicants must be members of the SLA Business & Finance Division since March 1, 2005. • Applicants must demonstrate interest in business librarianship. • Recipients of past B&F student stipends are ineligible unless they received their awards before 2003. • First priority will be given to those wishing to attend the SLA annual conference. • Unemployed or under funded will get preference (pending review of a quality essay). • Depending on the number of applicants, funding might be considered for those who would

use the grant for a developmental initiative in the field of business librarianship. This could include a research project or travel to develop a library in a foreign country.

Application Procedures

• Fill out the application. A copy is included in this issue. • Prepare an essay, in English, of approximately 700 words, detailing the significance of the

grant to your professional growth in business librarianship. • Include a current resume. Post Award Requirements

• Recipients receiving the award for conference attendance will write a brief article (approximately 1,000 words) on their conference experience for the Fall 2006 Bulletin.

• Other recipients will write a longer article (approximately 1,500 to 2000 words) to be published in the Bulletin describing their professional development project. The article should be submitted for publication upon completion of the project or within one year of the project's commencement, as applicable.

• Recipients will be asked to consider serving on the Grants and Stipends Committee in the future to ensure continuity on the committee and enthusiasm for the award program.

Notification

• All applicants will receive notification of award status by mid April 2006. • Winners of the award to attend the Conference MUST attend the B&F Division’s Annual

Business meeting on June 13, 2006 in Baltimore to receive their checks. If an award is given for some sort of developmental initiative in the field of business librarianship, other arrangements will be made.

• Submit the above documents in Rich Text (RTF) or Microsoft Word by e-mail, no later than March 15, 2006 to: [email protected].

31



Application for 2006 Professional Grant Award

The Special Libraries Association Business & Finance Division is offering professional grant awards to help cover expenses at the 2006 SLA Annual Conference in Baltimore, MD, June 11–14, 2006. The Division will award professional grants and student stipends for a total of up to six $1,200 awards. The conference theme is "2006—Putting Knowledge to Work. ®"

For details on eligibility and procedures, see Award Announcement in this issue of the Bulletin.

NAME

TITLE

INSTITUTION/COMPANY

ADDRESS

PHONE

FAX

E-MAIL

MLS RECEIVED FROM in

Institution Date

Note: Depending on the number of applicants, funding might be considered for those who wish use the grant for a developmental initiative in the field of business librarianship. This could include a research project or travel to develop a library in a foreign country.

Funding will only be granted either for Conference attendance OR the developmental initiative.

Please check below the purpose of your application:

_____ I am applying to attend the 2006 SLA Annual Conference.

_____ I am applying for the developmental initiative. (If you are applying include a proposed budget and a timeline for completion.)

Answer the following two questions if you are applying to attend the 2006 SLA Annual Conference:

When was the last time you attended an SLA conference? __________________________

Will you be able to attend this conference if you do not receive this award? (Please answer yes or no) ___YES ___NO

Return this application, along with your essay and resume by e-mail no later than March 15, 2006 to: [email protected].

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33



2006 Student Stipend Award

The Special Libraries Association Business & Finance Division is offering student stipend awards to help cover expenses at the 2006 SLA Annual Conference in Baltimore, MD, June 11–14, 2006. The Division will award student stipends and professional grants for a total of up to six $1,200 awards. The conference theme is "2006—Putting Knowledge to Work. ®"

Eligibility

• Applicants must be enrolled in an accredited graduate level library or information science program during the 2005/06 academic school year and be interested in a career in business librarianship.

• The 2006 Baltimore conference must be the first SLA conference attended. • Applicants should be members of SLA Business & Finance Division by March 1, 2006 to be

eligible. Membership in other divisions will not replace membership in the B&F Division. Be sure to provide enough time for SLA to process your membership and inform them that you need to be a member of B&F by March 1. Students can join online at the following Web site: http://www.sla.org/content/membership/joinsla/index.cfm.

• The recipient may not accept a travel award for the 2006 conference from any other SLA Division or Chapter.

Application Procedures

• Prepare a written statement*, in English, of approximately 500 words on any one of the following three essay topics: 1. What is the biggest challenge facing the profession? 2. What skills must the new information professional possess? 3. What do you hope to gain from the conference? Note: All essays must incorporate the conference theme. Essays on topic #3 must demonstrate the anticipated benefits of conference attendance to you and should not list what you will do at the conference.

*If your essay is available on a public web server, you may submit a URL in lieu of a paper document.

• Include a letter of recommendation from either a faculty advisor from your institution or an SLA Student Group Faculty Advisor.

• Include a resume. Post Award Requirements

• Recipients will write a brief article (approximately 500 words) for publication in the Fall 2006 issue of the Bulletin on their conference experience.

• Recipients will work as Proctors, helping with the CE courses offered by the Business and Finance Division.


Winter 2006

34


• Recipients will agree to serve on one of the B&F Committees or Roundtables, such as the B&F Mentoring Committee or the College & University Business Libraries Roundtable during 2006/2007.

Notification

• All applicants will receive notification of award status by mid April 2006. • Winners MUST attend the B&F Division’s Annual Business meeting on June 13, 2006, in

Baltimore to receive their checks. Submit the above documents, along with your address, telephone number, e-mail address in Rich Text (RTF) or Microsoft Word by e-mail no later than March 15, 2006 to: areyes@wcupa edu.

B&F AWARDS 2005/2006 The Division has a long history of recognizing exceptional achievement amongst our members.

How can you help identify our exceptional members? The Awards Committee would like lots of nominations from B&F members. If you have any suggestions for any of the awards, or would like to nominate yourself, please contact the appropriate B&F Board Member (details below).

There will be a new B&F Awards Reception at the Annual Conference in Baltimore next June, which is to be sponsored by LexisNexis, where all B&F award recipients will be honored.

There are 5 groups of awards and the B&F Board Member responsible for the awards is indicated in the list below:

B&F Award for Outstanding Achievement in Business Librarianship Sponsored by BNA, Inc. Nominations: Sylvia James [email protected]

B&F Distinguished Member Award Nominations: Sylvia James [email protected]

Centers of Excellence Nominations: Leslie Reynolds [email protected]

International Travel Award Nominations: Robert Clarke [email protected]

Professional & Student Stipends Nominations Awilda Reyes [email protected]

For more details on each please consult the Awards page of the B&F Web site at http://www.slabf.org/division_awards_desc.html

35


SLA Conference News Leslie Reynolds

Centers of Excellence Awards Want to see what some of the best Business & Finance special libraries are doing? Come to the B&F Division Awards reception and learn about quality, innovation and excellence.

The Business & Finance Division of the Special Libraries Association (SLA) encourages you to attend the fifth annual “Centers of Excellence” Awards at the SLA Annual Conference in June 2006. The awards recognize quality as a priority for successful management, service and delivery of information. The presentation of these awards will be at the Business and Finance Division Awards Reception 5:30–7:00 Monday evening, June12, 2006. While you enjoy cocktails and hors d'oeuvres provided by Lexis-Nexis, the Centers of Excellence Award winners will speak about their best practices.

The awards take their inspiration from the Malcolm Baldrige National Quality Awards, which are given annually to U.S. organizations to recognize and promote quality as a critical part of innovation and competitiveness. The “Centers of Excellence” Awards, like the Baldrige Award, recognize customer driven quality and leadership within the framework of an organization dedicated to gathering, analysis and dissemination of information within the business community. The awards serve to recognize the best of “best practices” in three categories: Service, Management, and Technology. Any Member of the Business & Finance Division can apply for their organization for consideration in any of the three categories.

A distinguished panel of judges evaluates all entries. There may be as many as three winners who represent excellence and quality at its highest level. Judges names will remain confidential until after the review of each entry is completed. Neither Hal Kirkwood nor Leslie Reynolds is serving as a judge.

To apply for the 2007 Business & Finance Centers of Excellence Awards, please see the application guidelines on the Business and Finance Division Web site http://www.slabf.org. For additional background information about the Business & Finance Division’s Centers of Excellence Awards, please see also the Fall 2001 B & F Division Bulletin.

Please also join me at the reception to thank Hal Kirkwood for acting as Chair of the Centers of Excellence Awards for the past three years. I will be taking over the reigns for the 2007 awards. If your organization is a Center of Excellence, please consider applying to:

Leslie Reynolds, Associate Professor 5001 TAMU

West Campus Business Library College Station, TX 77843-5001

ATTN: COEA

Or by e-mail: [email protected] (e-mail is the preferred method of submitting your application.

Leslie Reynolds Incoming Chair, Centers of Excellence Awards Committee

Business & Finance Division

Winter 2006

36


SLA Division News Cynthia Lesky

Twentieth Annual Bibliography of Division Authors 2004–2005

For some authors this list is representative of their total published work.

Abram, Stephen. “The Value of Canadian Libraries.” Letter of the Library Association of Alberta. March 2005.

––––. “Channeling my Next Gen Device.” Information Outlook. March 2005.

––––. “Nexthead Technologies: New Ideas Worth Investigating.” Information Outlook. Feb. 2005.

––––. “Twenty Ways for All Librarians to be Successful with e-Learning.” Information Outlook. Dec. 2004.

––––. “Lessons from the Past Require Your Past to be Preserved.” Information Outlook. Nov. 2004.

––––. “Twenty Reasons for Special Librarians to Love IM.” Information Outlook. Oct. 2004.

––––. “The Value of Libraries: Impact, Normative Data and Influencing.” OneSource. May 2005.

––––. “The Really Big Picture.” OLA Access. March 2005.

––––. “CLA Inaugural Address.” Feliciter. Sept./Oct. 2004.

––––. “Communities: A Modest Proposal.” Library Journal NetConnect. Winter 2005.

––––. “Google: Danger & Opportunity: Google’s New Initiatives are Rocking Our World. Here’s How to Rock Back.” Library Journal. Feb. 1, 2005.

––––. “Once More with Feeling: What Does Information Literacy Look Like in a Google World?” Multimedia and Internet @ Schools. March/April 2005.

––––. “The Top 5 Priorities for School Libraries and their Boards: Enhancing and Improving the Learner Experience.” Multimedia and Internet @ Schools. Jan./Feb. 2005.

––––. “Visualizing Language: Using Technology to Enhance Vocabulary.” Multimedia and Internet @ Schools. Sept./ Oct. 2004.

––––. “Bridging the Gap: What Information Providers Need to Know About Their Users.” University of Toronto. March 2005. (Presentation).

––––. “The Information Tornado: Toto, I Don't Think We're in Kansas Anymore.” Alaska Library Association. March 2005. (Presentation).

––––. “The Perfect Storm: Libraries in a Google Age CyberTour.” Computers in Libraries. March 2005. (Presentation).

––––. “Millennial Users Different? You Bet!” PLA Institute. March 2005. (Presentation).

––––. “Service Strategies for the Millennium.” Medical Libraries Association. March 2005. (Presentation).

Ashcroft, B. “Review of Business Information Handbook 2003….” Reference Reviews. 18, 2004.

––––-. “Review of Witzel, M. Fifty Key Figures in Management….” Reference Reviews. 18, 2004.

37


––––-. “Review of World Food Marketing Directory 2002/2003….” Reference Reviews. 18, 2004.

––––-. “Review of Chartered Management Institute Dictionary of Management….” Reference Reviews. 18, 2004.

––––-. “Review of UNIDO International Yearbook of Industrial Statistics 2003….” Reference Reviews. 18, 2004.

––––-. “Review of Advertisers Annual 2003 – 2004….” Reference Reviews.18, 2004.

––––-. “Review of Webster’s New World Finance and Investment Dictionary….” Reference Reviews. 18, 2004.

––––-. “Review of Govoni, N.A. Dictionary of Marketing Communications….” Reference Reviews. 18, 2004.

––––-. “Review of European Marketing Information Sourcebook….” Reference Reviews. 18, 2004.

––––-. “Review of Gabler, J. Wine into Words: A History and Bibliography of Wine Books in the English Language….” Reference Reviews. 18, 2004.

––––-, C.D. Reid and P. McInnes. “Response to Royal Bank of Scotland’s Wealth Creation in Scotland Report.” Fraser of Allander Quarterly Economic Commentary. Aug. 2004.

Barsh, Adele L. “Online Directory of Special Libraries in Pittsburgh and Vicinity.” Pittsburgh Chapter, SLA. 2004. http://www.sla.org/chapter/cpit/dirpages/intro.html.

Bates, Mary Ellen. “Marketing for the Info-Entrepreneur: Top Techniques to Build Your Business.” FreePint Report. May 2004. http://www.freepint.com/shop/report/mie/.

––––-. “Squishy Boolean.” Online. March/April 2005.

––––-. “Supersize That Hard Drive!” EContent. Jan./Feb. 2005.

––––-. “A9.com.” Online. Jan./Feb. 2005.

––––-. “Would You Trust Joe Isuzu's Blog?” EContent. Dec. 2004.

––––-. “What Makes Information 'Public'?” Online. Nov./Dec. 2004.

––––-. “It's Not Who You Know, It's Who's Linked To You.” EContent. Nov. 2004.

––––-. “Proving a Negative.” Online. Sept./Oct. 2004.

––––-. “The Law of Unintended Consequences.” EContent. Sept. 2004.

––––-. “idEXEC.” Online. July/Aug, 2004.

––––-. “Free, Fee-Based and Value-Added Information Services.” Factiva. June 2004.

––––-. “Tapping Into the Brains of the Web.” EContent. June 2004.

––––-. “Finding Authoritative Sources.” Tip of the Month. March 2005. (www.BatesInfo. com/tip.html.)

––––-. “The New Wave of Bookmarks.” Info-Entrepreneur Tip of the Month. Feb. 2005. (www. BatesInfo.com/tip.html.)

––––-. “Googling Better.” Info-Entrepreneur Tip of the Month. Jan. 2005. (www.BatesInfo. com/tip.html.)

Winter 2006

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––––-. “Partnering With Your Clients.” Info-Entrepreneur Tip of the Month. March 2005. (www.BatesInfo.com/ib-tip.html.)

Beristain, M. “Review of ¿Cómo Saldo de Mis Deudas?: Suéltese Para Siempre de Ese Monstruo Que lo Ahoga.” Críticas. July/Aug. 2004.

––––. Review of “Creativamente.” Críticas. May/June 2004.

––––. “Review of Cómo Hablar en Público: Entrenamiento y Recursos Para Alcanzar Objectivos” and “Cómo Estudiar: Técnicas y Recursos Para Estudiantes.” Críticas. Nov./Dec. 2003.

––––. “Review of ¡Adelante! Una Guía Personal del Éxito Para Usted y su Familia.” Críticas. Nov./Dec. 2003.

Beristain, M. and R. Stevens. “Canadian Guide to Gaming Industry Resources.” Reference Services Review. 32 (3). 2004.

Boettcher, Jennifer. "Company-Specific Information Found in Federal Government Sources." Online. March/April 2005.

––––. Interview with Robert Berkman. "Research Tips for Using the Economic Census.” Information Advisor. March 2005.

––––. "Economic Census." ALA/GODORT Midwinter. Boston, MA. Jan. 2005. (Presentation)

–––– and Leonard M. Gains. Industry Research Using the Economic Census. Greenwood Press, 2004.

Boyd, Stephanie. “What's Next for Corporate Virtual Libraries?” Online. Nov./Dec. 2004.

Brigevich, Larisa. “Building a Virtual Library for a Global Corporation: Workshop.” Information Online 2005. Sydney, Australia. Feb. 2005. (Presentation)

––––. “Making Content Work for the End Users or the Benefits of Customization.” Information Online 2005. Sydney, Australia. Feb. 2005. (Presentation)

Chochrek, Denise. “How to Research Corporate Governance Issues.” Information Outlook. Jan. 2005.

de Stricker, Ulla. “Hunches and Lunches: Using the Information Audit to Understand Information Culture.” Searcher. April 2004.

––––. “Is Management Consulting for You? Part One - The Basic Realities” Searcher. March 2005 (Subsequent parts 2 and 3 to appear in April and May issues)

––––. “The Organizational Information Audit: How to Uncover the True Information Culture.” A Dynix Institute web-delivered lecture. Feb. 2005. http://www.dynix.com/institute/seminar/ index.asp?sem=20050223

Diamond, Wendy. “Marketing Information: A Strategic Guide for Business and Finance Libraries: Part II.” Journal of Business & Finance Librarianship. 9 (4). 2004.

–––– and Michael R. Oppenheim. “Marketing Information: A Strategic Guide for Business and Finance Libraries: Part 1.” Journal of Business & Finance Librarianship. 9 (2/3) 2004.

Drezen, Richard. “Review of Holden, Mark. The Use and Abuse of Office Politics: How To Survive and Thrive in the Corporate Jungle….” Library Journal. July 2004.

39


––––. “Review of Morrison, David A. Marketing to the Campus Crowd: Everything You Need to Know to Capture the $200 Billion College Market…..” Library Journal. July 2004.

––––. “Review of Yeomans, Matthew. Oil: Anatomy of an Industry…” Library Journal. Aug. 2004.

––––. “Review of Brandon, Rick and Marty Seldman. Survival of the Savvy: High-Integrity Political Tactics for Career and Company Success…” Library Journal. Nov. 2004.

––––. “Review of Sirota, David and Others. The Enthusiastic Employee: How Companies Profit by Giving Workers What They Want….” Library Journal. Dec. 2004.

––––. “Review of Janove, Jathan. Managing to Stay Out of Court: How to Avoid the 8 Deadly Sins of Mismanagement….” Library Journal. Jan. 2005.

––––. “Review of Fraser, Steve. Every Man A Speculator: A History of Wall Street in American Life….” Library Journal. March 2005.

Fasi, Alicia. “Career Building Program at Simmons.” Boston (SLA) Chapter Bulletin. Summer 2004.

––––. “Finding a Summer Job.” Simmons College Libraries Newsletter. Spring 2004.

Frost, Michelle. “Finding Skeletons in Online Closets: Background Investigations of Companies and Executives.” Searcher. June 2004.

Gaulin, Dennis. “The 8 A's of Information.” The Courier. Spring 2004. http://www.sla.org/chapter/ ctor/newsletter/courier/v41n3/v41n3a10.htm

––––. The Credit Manager's Internet Handbook: From Data to Decisions. N.d. http://www.prismthinking.com

––––. “Around the Web in 80 Ways: A Concise 14 Page PDF on Researching Companies Online.” N.d. http://www.prismthinking.com/articles/AroundWeb_80ways.pdf

Gil, Esther. “Review of Building and Running a Successful Research Business.” Serials Librarian. 47, 2004.

Lily Griner, Eileen Abels, and Maggie Turqman. “If You Build it, Will They Come?” Information Outlook. Oct. 2004.

Hamilton-Pennell, C. “CI for Small Businesses: The City of Littleton's Economic Gardening Program.” Competitive Intelligence. Nov./Dec. 2004.

––––-. “Thriving in a Big Box World: Strategies for Independent Business Owners.” Economic Developers and Business Owners Gathering. Glenwood Springs, CO. May 2005. (Presentation).

Helfer, Doris Small. “Is the Big Deal Dead?” Searcher. March 2004.

–––– and Wakimoto, J. C., “Metasearching: The Good, the Bad and the Ugly of Making it Work in Your Library.” Searcher. Feb. 2005.

Hoeppner, Christopher. “Accounting and Taxation.” In: Magazines for Libraries, 13th ed. New York: Bowker, 2004.

––––. “Business & Finance Division Continuing Education Courses: Toronto 2005.” Business & Finance Division - Bulletin. Winter 2005.

Winter 2006

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Horne, Angela K. “Review of Design and Implementation of Web-Enabled Teaching Tools.” Business Information Alert. 16. 2004.

Huerster, Bob. “Car Talk: Consumers Union's Internal Alert Service Adds Appeal with Auto Trivia Quiz.” Information Outlook. Oct. 2004.

Hurst-Wahl, Jill. “Conference Reports 2: Recruiters Roundtable.” One-Person Library. July 2004.

––––-. “Digitization 101.” (http://hurstassociates.blogspot.com.)

James, Sylvia R.M. “Careers, Jobs, Recruitment & Life in the Business & Finance World.” Business & Finance Division - Bulletin. Spring/Summer/Fall 2004, Winter/ Spring 2005.

––––. “Researching Pan-Asian Company Information: The Challenges.” Business Information Alert. June 2004.

––––. “The Challenges of Researching Pan-Asian Company Information: Pan Asian Sources.” Business Information Alert. July/Aug. 2004.

––––. “Researching South American Company Information.” Business Information Alert. Nov. 2004.

––––. “Researching Central American Company Information.” Business Information Alert. March 2005.

––––. “Valuing Information Services - Corporate Information Issues.” Nord I&D, Knowledge and Change. Sept. 2004.

––––. “Valuing Business Information Services.” Business Information Review. May 2004.

––––. “Valuing Business Information Services Part 2 - Premia and Discounts That Can be Used in the Valuation Model.” Business Information Review. May 2005.

––––. “Researching Private Companies Globally.” B&F Division CE Courses. Nashville. June 2004. (Presentation).

––––. “Researching Listed & Private Companies Globally; A Guide and Model.” B&F Division CE Courses. Toronto. June 2005. (Presentation).

Kassel, Amelia. “The Many Faces of EDGAR.” Online. May/June 2005.

––––. “Alternative Careers, Info Career Trends.” LISJobs.com. March 2005. http://www.lisjobs. com/newsletter/archives/mar05akassel.htm

––––. “Text Mining for Reputations: SCOUG Spring Workshop 2004.” Searcher. July 2004. http://www.infotoday.com/searcher/jul04/kassel.shtml

––––. “Perspectives on Change.” AIIP Connections. Spring 2004.

––––. “FACTIVA.COM: Comparison of Features and Benefits.” Searcher. March 2004.

––––. “Euromonitor's GMID Has It All.” Searcher. Feb. 2004.

––––. “Education Quotient 2004: The Future of the American Economy Lies in Our Public Schools.” Expansion Management. Dec. 2004.

––––. “Excess of Lawyers Is a Costly Problem.” Crain's Cleveland Business. April 2005.

––––. “Health Care Cost Quotient 2005: Health Care Expenses Are a Key Site Location Factor.” Expansion Management. Feb. 2005.

41


––––. “The Keating Report 2005: Optimistic Predictions Resound for Government Budgets & the U.S. Economy.” Government Product News. Jan. 2005.

––––. “A Lesson in Savings: Schools & Other Government Organizations Find Costco Saves Them Money.” Inside Costco. Aug. 2004.

––––. “The 100 Most Logistics-Friendly Cities in America.” Expansion Management. Sept. 2004.

––––. “Publishers Look to Economic Recovery for Boost in 2004.” B2B Media Business. June 2004.

––––. “2005 Quality of Life Quotient.” Expansion Management. March 2005.

Keiser, Barbie E. “Untangling the Web: Making the Most of Social Science Content for the Faculty of Social Sciences.” University of Ljubljana, Slovenia. Oct. 2004. (Presentation)

––––. “Competitiveness in the Global Marketplace” Ekonomsko-Poslovna Fakulteta. University of Maribor, Slovenia. Oct. 2004. (Presentation)

––––. “Gaining the Competitive Edge through Intelligent Use of Business Information.” 7th Market Workshop on Business Information (Ljubljana, Slovenia) Oct. 2004. (Presentation)

––––. “New Techniques for Old Responsibilities: How Reputation Monitoring Contributes to the CI Process (and the New Tools to Employ).” SCOUG. Los Angeles. April 2004. Updated for Internet Librarian International. London. Oct. 2004 (Presentation).

––––. “Emerging Opportunities for Information Professionals for Career Transition Day.” DC/SLA. March 2004. (Presentation)

––––. “Information: The Critical Link between CI and Information Managers.” SCIP. Washington, DC. Feb. 2004. (Presentation)

––––. “Convergence, Overlap, and Synergistic Opportunities in Managing Information Resources.” ARMA. Northern Virginia. Feb. 2004. (Presentation)

––––. “Safety First: Should We Care?” Searcher. Jan. 2005.

––––. “Safety First: Part 2.” Searcher. June 2004.

––––. “Safety First: Where? When? Why Me?” Searcher. May 2004.

–––– and Pacifici, Sabrina. “Competitive Intelligence: Resources and Practices for an Effective CI Research Program.” Internet Librarian. Monterey, CA. Nov. 2004. (Presentation)

Kirkwood, Hal P. Jr. “Talking Business Information: A Conversation with Stephen Abram.” Business & Finance Division - Bulletin. Winter 2005. (http://www.sla.org/division/dbf/bulletin2.cfm)

––––-. “Talking Business Information: A Conversation with Susan DiMattia.” Business & Finance Division - Bulletin. Fall 2004. (http://www.sla.org/division/dbf/bulletin2.cfm)

––––-. “Talking Business Information: A Conversation with Susan Chenowith.” Business & Finance Division - Bulletin. Spring 2004. (http://www.sla.org/division/dbf/bulletin2.cfm)

––––-. “Management Discussion Series: Introduction to Competitive Intelligence.” Krannert Graduate School of Management. Purdue University. Feb. 2005. (Presentation)

Lesky, Cynthia. “Opportunity Knocks.” (Blog). http://www.threshinfo.com/opportunity_knocks/

Lynn-Nelson, Gayle and John J. DiGilio. “The Millennial Invasion: Are You Ready?” Information

Winter 2006

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Outlook. Nov. 2004.

Manion, Kevin. “Integrating Archives, Records, and Research: Consumers Union/Consumer Reports has Successfully Integrated its Records, Archives, and Research Operations into the Everyday Business of the Organization.” Information Management Journal. Jan. 2005.

––––-. “Three Pillars: Managing your Library, Archives, and Records.” SLA Conference. Nashville TN. June 2004. (Presentation)

––––-. “Three Pillars: Managing your Library, Archives, and Records.” SLA DC @ Library of Congress. Oct. 2004. (Presentation)

Marvin, Stephen. “Copyright on Campus.” (Blog) www.bloglines.com/blog/MarvelousMarv.

––––. “B&F Mentoring, Communities of Practice.” Business & Finance Division - Bulletin. Spring 2005.

––––. “Review of Oxford Companion of the Mind by Richard L. Gregory.” Choice Reviews. N.d.

––––. “Review of Encyclopedia of Elder Care ed. by Mathy D. Mozey.” Choice Reviews. N.d.

––––. “Blogs.” TCLC Annual Conference. American College, Bryn Mawr, PA. April 2005. (Presentation)

––––. “Blogs.” Roundtable Presentation at the ACRL XII Conference. Minneapolis, MN. April 2005. (Presentation)

––––. “Blogs.” Philadelphia Chapter of SLA Roundtable Program. Philadelphia, PA. Feb. 2005. (Presentation)

Matheson , Arden. “Blended Learning; A Model for Instruction.” SLA 2004 Annual Conference. Nashville, TN. June 2004. (Presentation)

McGuigan, Glenn S. “Publishing Perils in Academe: The Serials Crisis and the Economics of the Academic Journal Publishing Industry.” Journal of Business & Finance Librarianship. 10. 2004.

––––. “Marketing Library Services in a Digital Environment: Notes on Brand Identity, Differentiation, and Informational Asymmetry.” The Information Technology Newsletter. July-Dec. 2004.

––––-, Gregory A. Crawford and Jessica L. Kubiske. “Accreditation and Library Collections: The Monographic Holdings of Academic Libraries that Support AACSB Accredited and Non-Accredited MBA Programs in the State of Pennsylvania, USA.” Collection Building. 23. 2004.

Moss, Rita W. Strauss's Handbook of Business Information: a Guide for Librarians, Students, and Researchers. Libraries Unlimited, 2004.

––––. “Knowledge Management and Libraries.” Gale Business Community Newsletter. May 2004.

––––. “Promoting a Library.” Gale Business Community Newsletter. March 2004.

Mueller, Britt. “Targeted Science Searching on the Web.” B/ITe. May/June 2004. (http://www.sla.org/division/dite/bite/MayJune2004/TargetedScienceSearch.pdf)

Mueller, B.K.; G. Sorini and E. Grossman. “Information Seeking Behavior of Engineers in the Corporate Environment: Implications for Information Delivery.” SLA Annual Conference. Toronto. June 2005. (Contributed Paper)

Murphey, Rebecca M (Missy) “Ultimate Accountants’ Reference by Steven M. Bragg (Book

43


Review).” Journal of Business and Finance Librarianship. 10(2). 2005.

Neely, Glenda S., Angel Smith Clemons and Fannie Cox. “A Refreshing Look at Faculty Collaboration.” EDUCAUSE Midwest Regional Conference. Chicago. April 2004. http://www.educause.edu/librarydetailpage/666?id=mwr0430 (Presentation)

Ojala, Marydee. “Library Stuff” (Blog) http://www.LibraryStuff.net

––––. “Online Insider” (Blog) http://www.OnlineInsider.net)

Olson, Chris. “Marketing Treasures.” (Web site) http://www.chrisolson.com/marketingtreasures/.

Ormsby, R., R. Blendermann, J. Sharp, and E. Zimmerman. “Is Contracting Out in New York City Tinkering or Reinventing Government?” Journal of Public Procurement. 4(1). 2004.

––––. “The Global Reporting Initiative Offers Voluntary Guidelines for Sustainability Reporting.” Business & Finance Division - Bulletin. Fall, 2004.

Pagell, Ruth A. “Creativity and Leadership: The More Things Change: The Past as a Signpost for the Future.” C&RL News. Jan. 2005.

––––-. “Doing the IFLA Tango: The View from Buenos Aires on the World Library and Information Congress 2004.” Access. Sept. 2004.

––––. “Introduction to E-mail Management and Knowledge Management.” 70th IFLA General Conference. Buenos Aires, Argentina. Aug. 2004. http://www.ifla.org/IV/ifla70/papers/ 043e-pagell.pdf. (Presentation)

Phelps, Marcy M. “Beyond Google! Finding the Business Research You Need on the Invisible Web.” Magellan Explorer Magazine. July 2005.

––––. “Back Into the Fold: Strategies for Attracting and Retaining Information Professionals Within Libraries.” Colorado Libraries. Summer 2005.

––––. “Research Case Study on Rocky Mountain Country Club.” In Introduction to Online Market & Industry Research. Cynthia Shamel, Editor. South-Western Publishing, a division of Thomson Learning, 2004.

––––. “Sharpen Your Web Search Skills.” Boulder Writers Alliance. Boulder, CO. Jan. 2005. (Presentation)

––––. “Online Secondary Market Research: What? Why? How?” Denver Metro Chamber of Commerce Business Excellence Forum. Denver, CO. Nov. 2004. (Presentation)

––––. “Beyond Google: Using the Internet for Market Research.” Business Marketing Association of the Carolinas. Charlotte, NC. Sept. 2004. (Presentation)

––––. “Beyond Google: Using the Internet for Business Research.” Colorado Business Show Professional Development Seminars. Denver, CO. May 2004. (Presentation)

–––– and Jane John. “So You Can’t Change the Budget—Now What?” Association of Independent Information Professionals (AIIP) Annual Conference. Tucson, AZ. April 2005. (Presentation)

–––– and Blair Koch. “Market Research.” Business Marketing Association CBC Certification Training. Denver, CO. March 2005. (Presentation).

Winter 2006

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–––– and Blair Koch. “Staying Ahead of the Competition: How Well Do You Know Your Competitors?” Denver Metro Chamber of Commerce. Denver, CO. Jan. 2005. (Presentation)

Pietraszewski, Barbara A., Daniel Yi Xiao and Susan P Goodwin. “Full Stream Ahead: Database Instruction Through Online Video.” Library Hi Tech. 22. 2004.

–––– and Michael M Smith. “Enabling the Roving Reference Librarian: Wireless Access with Tablet PCs.” Reference Services Review. 32. 2004.

Reid, C.D. “Reaching Out to Users: How Database Providers Could Help, Not Hinder.” Business Information Review. June 2004.

Reynolds, Wendy. “Legal Research for the Non-Legal Librarian.” Ontario Library Association Conference. Toronto. Feb. 2005. (Presentation)

––––-. “Securities Law.” Association of Law Libraries. Toronto. April 2005. (Presentation)

Rieger, Lucy. “Paper or Electronic?” New Jersey Law Journal. Jan. 17, 2005.

Rosen, Nathan. “Notary Law: How to Become a Notary Public WITHOUT BEING SUED.” Law Library Association of Greater New York. Dec. 2004. (Presentation)

––––. “Emerging Technologies Roundtable.” Legal Division of the SLA. June 2004 & June 2005. (Presentation)

––––. Interview. “Creating a Law Department Library.” in Law Department Administrators: Lessons from Leaders. Hildebrandt Institute, 2004.

––––. “Law Librarians: Transitions and Change.” Law Library Association of Greater New York. April 2004. (Presentation).

Ross, Celia. “Making Sense of Business Reference.” Metropolitan Library System. Chicago. Ongoing, quarterly. (Presentation). http://condor.depaul.edu/~cross5/MLS/makingsense.html

––––. “Sargent, Ronald L.” Entry in Gale International Directory of Business Biographies. St. James Press, 2004.

––––. “Business Statistics on the Web: Find Them Fast--At Little or No Cost.” (Book Review) Business Information Alert. May 2004.

––––. “Illustrated Dictionary and Resource Directory of Environmental & Occupational Health.” (Book Review) Choice Reviews. Dec. 2004.

––––. “An Annotated Bibliography on the History of Usury and Interest from the Earliest Times Through the Eighteenth Century.” (Book Review) Choice Reviews. Nov. 2004.

––––. “Healthy Work: An Annotated Bibliography.” (Book Review) Choice Reviews. April 2005.

––––. “United States Executive Branch: A Biographical Directory of Heads of State and Cabinet Officials.” (Book Review) Choice Reviews. March 2004.

––––. “CSA Worldwide Political Science Abstracts.” (Database Review) Choice Reviews. 2004 Supl.

––––. “Conference Board.” (Web site Review) Choice Reviews. 2004 Supl.

––––. “Sources of Investment Information.” In Fundamentals of Investment Management, 8th ed. Hirt and Block, forthcoming 2005.

Schroeder, Alan T., Jr. “The Legend of Lost Links: If Your Research Depends on a Citation That’s

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Moved, Read This.” Darwin: Information Technology for Executives. June 9, 2004. http://www.darwinmag.com/read/060104/links.html

–––– and Jue Wang. “The Subscription Agent as E-Journal Intermediary.” Serials Review. 31(1). 2005. (http://authors.elsevier.com/sd/article/S0098791304001790.)

Shamel, Cynthia L. Introduction to Online Market and Industry Research. Shamel, Cynthia L. (ed.) South-Western, a division of Thomson Learning, 2004.

––––. “The Drug Business: Regulation, Competition, and Market Size.” CyberSkeptic’s Guide to Internet Research. May 2005.

––––. “Market and Industry Research Focusing on Biomedical Business.” SLA Pre-Conference Workshop. Toronto. June 2005. (Presentation)

Singletary, Russell P. “Virtual Corporate Information Centers.” Knowledge Sharing Network of the American Productivity & Quality Center. Houston, TX. Aug. 2004. (Presentation)

Tipton, Roberta. “Opportunities for Advanced Research at Rutgers-Newark.” Writing Across the Curriculum at Rutgers-Newark: Launching the Next Phase. 2004 WAC Colloquium. Rutgers-Newark. Newark, NJ. May 2004. (Presentation)

––––. “Toward the Attainment of Information Literacy at Rutgers Newark: Dana Library Instructional Support Across the Curriculum.” Writing Across the Curriculum at Rutgers-Newark: Launching the Next Phase. 2004 WAC Colloquium. Newark, NJ. May 2004. (Presentation)

––––. “EOF: An Evolving Relationship.” Getting Their Attention: Library Instruction for the Young and the Restless. New Jersey Library Association Spring Conference 2004. Long Branch, NJ. April 2004. (Presentation)

––––. and Libutti, Patricia. “The Importance of the Reference Interview in a Digital Information Environment.” In Libutti, Patricia O'Brien, ed. Digital Resources and Librarians: Case Studies in Innovation, Invention, and Implementation. Chicago, IL: ACRL, 2004.

––––. and Bender, Patricia. “Teaching Alone and with Others: A Collaborative Approach to English 122.” Crossing Borders, Making Transitions: Information Literacy in Primary, Secondary, and Higher Education. New Jersey Library Association User Education Conference. Lincroft, NJ. July 2004. (Presentation)

Business & Finance Division 2005–2006 Executive and Advisory Board

Executive Board Chair, Toby Pearlstein Global Information Services Bain & Co 131 Dartmouth St Boston, MA 02116 617-572-2943 Fax 617-572-2427 [email protected] Chair Elect, Hal Kirkwood Associate Prof. Instruction Coordinator Mgmt & Econ Library 504 W. State St. - KRAN Purdue University West Lafayette, IN 47907-2058 765/494-2921 Fax 765-494-2923 [email protected] Past Chair, Sylvia James Sylvia James Consultancy Daymer Birchen Lane Haywards Heath W Sussex, RH16 1RY UNITED KINGDOM 44-1444-452871 Fax 44-1444-452871 [email protected] Secretary, Kevin Manion Information Services Consumer Reports 101 Truman Ave Yonkers, NY 10703-1057 914-378-2263 Fax 914-378-2913 [email protected] Treasurer, Terri Brooks Director, Library Services Investment Company Institute 1401 H St NW Washington, DC 20005 202-326-5904 Fax 202-326-8309 [email protected] Director, Christopher Hoeppner DePaul University DePaul University Libraries 2350 N Kenmore Ave Chicago, IL 60614 773-325-7852 Fax 773-325-7869 [email protected]

Director, Miguel A. Figueroa Neal-Schuman Publishers 100 William St., Ste 2004 New York, NY 10038-4512 212-925-8650 Fax 212-219-8916 [email protected] Membership Chair, Cris Kinghorn Business Info Svcs Deutsche Bank AG London Winchester House 1, Great Winchester Street London, EC2N 4DB UNITED KINGDOM 44 207 547 2747 Fax 44 207 547 3388 [email protected] Advisory Board Archivist, Roberta Brody Assc. Professor, Grad School Library Info Studies Queens College , City U of NY Kissena Blvd Flushing, NY 11367 718-997-3790 Fax 718-997-3797 [email protected] Awards Committee Past Chair, Sylvia James Sylvia James Consultancy COEA Chair, Hal Kirkwood Chair, Grants and Stipends, Awilda Reyes Govt. Docs and Map Librarian Francis Harvey Green Library University of Pennsylvania West Chester, PA 19383 610-436-3206 [email protected] International Relations Chair, Robert Clarke McGill University Howard Ross Library of Mgmt 1001 Sherbrooke St. W Montreal, PQ H3A1G5 CANADA 514-398-4690 Fax 514-398-5046 [email protected]

Bulletin Editor, Victoria Platt Willamette Mgmt Assn 8600 W. Bryn Mawr Ave., Ste 950N Chicago, IL 60631 773-399-4314 Fax 773-399-4310 [email protected] Advertising Manager, Trip Wyckoff Specialissues.com PO Box 13177 Tallahassee, FL 32317-3177 850-668-1833 home/fax 850-284-0620 cell [email protected] Bylaws and Governing Documents Inactive through 2006 pending review of Division Best Practices Manual Gayle (Kiss) Gossen, Project Manager for Practices Manual List Owner, Alexey Panchenko [email protected] Mentoring, Stephen Marvin Bus & Social Services Librarian Harvey Green Library West Chester University Rosedale & High Avenue West Chester, PA 19383 610-436-1068 [email protected] Nominations, Cynthia Lenox, Past Past Chair Bus Librarian, Grasselli Library John Carroll University 20700 North Park Blvd University Heights, OH 44118 216-397-3056 [email protected] Professional Development, Christopher Hoeppner Publications, Cynthia Lesky President Threshold Information, Inc. 1910 First St., Suite 400 Highland Park, IL 60035 847-433-8306 [email protected]

Public Relations, Gayle (Kiss) Gossen Toronto, Canada 416-214-4797 [email protected] Strategic Planning Sylvia James Vendor Relations Ann Cullen Business Information Librarian Curriculum Services Baker Library 480G Harvard Business School Soldiers Field Boston, MA 02163 617-495-5918 [email protected] Web Master, Verna Riley Assistant Director of Resources Ctr. for Community Capitalism Campus Box 3440 UNC-Chapel Hill Chapel Hill, NC 27599 919-962-8843 [email protected] Web Content, Karin Rausert [email protected]

UNIT CHAIRS/ COORDINATORS College& University Business Libraries Section Glenn S. McGuigan Bus & PA Reference Librarian Penn State Harrisburg -- Capital College 351 Olmsted Drive, Middletown, PA 17057-4850 717-948-6078 Fax 717-948-6381 [email protected] Corporate Business Information Centers Section, Cynthia Lesky Financial Institutions, Information Centers Section Nola Sterling via Kit Harahan, Mgr Information Resources America’s Community Bankers 900 19th Street NW Washington, DC 20006-2104 202-857-3100 [email protected] Investment Institutions Information Centers Section Rita Ormsby Info Srvc Librarian & Asst Prof The William and Anita Newman Library, Room 232 Baruch College, CUNY Box H-0520, 151 E. 25th St. New York, New York 10010 646-312-1608 Fax 646-312-1601 [email protected]

Private Equity Section Jan Whittington Research & Info Manager Advent International plc 123 Buckingham Palace Rd London, SW1W 9SL 44 +(0)20 7333 5548 Fax: +44 +(0)20 7333 0801 [email protected] Cliff Perry Director of Information Services Warburg Pincus LLC Info Ctr 466 Lexington Ave 10th Flr New York, NY 10017-3140 212-878-9314 Fax 212-878-9451 [email protected] Real Estate Round Table Andrea Harpole Head Real Estate Institute Library New York University Libraries 11 W. 42nd Street, Rm 510 New York, New York 10036 212-992-3629 Fax 212-992-3684 [email protected] Updated as of February 2006