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EBSCO User Group 2025
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Tuesday, April 29
 

9:00am EDT

Pre-Conference Workshop - Exploring AI in Libraries
Tuesday April 29, 2025 9:00am - 12:00pm EDT
554
Total Duration: 3 hours
Time: 9:00 AM – 12:00 PM
Description:
This pre-conference workshop aims to provide insights into how EBSCO is using AI to enhance library services, from traditional search functionalities and to reimagining user engagement. Participants will engage in collaborative discussions to identify and refine real-word AI use cases, refine best practices and learn how AI can help in evaluating content for relevance and quality. The workshop will also explore the role of conversational AI and AI-enhanced literature reviews in deepening user engagement with content.
EBSCO Presenters:
  • Mike Napoleone, Vice President Product Management
  • David Brickner, Principal Research Strategist
  • Ashleigh Faith, Director Product Management
Learning Objectives:
  1. Gain insights into how EBSCO is responsibly using AI to reshape library services, from traditional search functionalities to advanced knowledge exploration, empowering libraries to meet evolving user expectations for faster, more intuitive access to trusted information.
  2. Collaboratively identify and refine AI use cases and best practices from peers and experts that can enhance both front-end user experiences and back-end operational efficiency in your library, positioning your institution at the forefront of innovation.
  3. Learn how AI can assist users in quickly evaluating content for relevance and quality by going beyond traditional metadata and abstracts, fostering stronger information literacy skills in an AI-driven environment.
  4. Discover how conversational AI, chat interfaces, and AI-enhanced literature reviews can deepen user engagement with content, helping users make cross-content connections and enabling your library to play a central role in personalized research journeys.
  5. Discover how using AI can enhance catalog records, identify collection needs and assist with uncovering insights using analytics.
Agenda:
  • Introduction and Overview of EBSCO AI
  • Breakout Session 1: Best Practices and Use Cases for AI in Libraries
  • Breakout Session 2: Non-User AI Use Cases and Emerging Trends
  • Collaborative Planning: AI Integration in Libraries
  • Conclusion and Next Steps
Speakers
avatar for Michael Napoleone

Michael Napoleone

VP SaaS Product Management, EBSCO
DB
avatar for Ashleigh Faith

Ashleigh Faith

Director, Content Enrichment & Data Visualization, EBSCO Information Services
I LOVE data! Bibliographic data all around but specifically subject data. Mining for insights and data to help patrons and users find the research they need, when they need it is my #1 passion. Topics I am the most interested in are:-Knowledge graphs-Taxonomy and Ontology-User Experience... Read More →
Tuesday April 29, 2025 9:00am - 12:00pm EDT
554 1 Sabin St, Providence, RI 02903, USA
  Pre-Conference Workshop

9:00am EDT

Pre-Conference Workshop - Optimizing your EBSCOhost Experience
Tuesday April 29, 2025 9:00am - 12:00pm EDT
555
Total Duration: 3 hours
Time: 9:00 AM- 12:00 PM
Description:
This session will provide insight into a variety of areas around EBSCO’s New User Interface. It will include background on how EBSCO’s User Research and Design Team incorporates qualitative and quantitative user feedback into product choices. The session will provide a hands-on element to ensure New UI is best optimized for your institution. This includes configuring authentication options to ensure successful access; doing a small health check on content and settings; and discussion around future enhancements. Finally, the session will share best practices for pulling and interpreting usage reports – both EBSCO and COUNTER generated – and how to measure usage from a numerical and value-driven standpoint.
EBSCO Presenters:
  • Bonnie Leavitt, VP Product Management
  • Amanda Ferrante, Principal Product Manager
  • Ryan Walter, Principal User Researcher
Learning Objectives:
  1. Understanding of what settings and customizations can be applied to the New UI to have the most optimized user experience
  2.  Review standardized usage reports and learn how to understand quantitative usage (sessions, retrievals, etc.) and how those apply to New UI.
  3. Examine your institution’s authentication and access settings to ensure end users can reliably successfully access EBSCO interfaces from your library’s portal as well as from the open web.
  4. Gain insight into how EBSCO strives to build a platform that can cater to researchers of all backgrounds and skills.
Agenda:
  • Introductions
  • How EBSCO built New UI – discussion with EBSCO User Research about how the research and design best practices were leverages when building the New UI.
  • Getting users in – hands on review of best practices around configuring authentication. Review of how to optimize Find My Organization settings along with other options for getting users to EBSCO content from the open web.
  • Setting up New UI – review of EBSCOadmin and EBSCO Configuration portals and how they are used to customize New UI.
  • Usage – tips and tricks for pulling and interpreting usage reports, how to measure meaningful usage, Counter 5.1 updates.
Speakers
avatar for Amanda Ferrante

Amanda Ferrante

Principal Product Manager, EBSCO
Amanda Ferrante is Principal Product Manager for Identity & Access Management for EBSCO Information Services, focusing on removing barriers to access for researchers and supporting ease of administration for librarians. Her work is informed by the library community’s needs related... Read More →
BL
RW
Tuesday April 29, 2025 9:00am - 12:00pm EDT
555 1 Sabin St, Providence, RI 02903, USA
  Pre-Conference Workshop

9:00am EDT

Pre-Conference Workshop: Maximize EBSCO Tools for Effective Book Collection Development and Management
Tuesday April 29, 2025 9:00am - 12:00pm EDT
557
Participants will explore essential EBSCO tools and resources to develop, enhance, manage, and promote their library’s book collections. The session covers recent features and functionality supporting collection development through GOBI and Mosaic, and eBook Management through ECM (EBSCOhost Collection Manager). Attendees will gain hands-on experience with Mosaic, a new book acquisition solution, and learn about its current and upcoming features.
EBSCO Presenters:
  • Caroline Zappasodi, Vice President of Product Management
  • Bethany Pelletier, Director of Product Management
  • Emma Waecker, Director of Product Management
  • Julie Twomey, Senior Marketing Manager
Learning Objectives:
  1. Understand the functionalities of GOBI, ECM, and Mosaic for building and managing library print book and e-book collections.
  2. Gain proficiency in using eBook Manager for managing EBSCO eBooks collections.
  3. Explore available EBSCO resources to improve user experience and boost usage.
Agenda:
  • Introduction
    • Welcome, introductions, session overview, and learning objectives.
  • Building and Enhancing a Collection
    • Introduction to GOBI, finding eCollections and EBA options, benefits of Spotlight Lists, standard search, approval plans, awards, and faculty authors. Hands-on practice with GOBI exercises (optional).
  • EBSCOhost Collection Manager (ECM)
    • Introduction to ECM, DDA management, automatic upgrades, browsing EBSCO eBook collections for purchase, and integration with eBook manager.
  • Break (15 minutes)
  • Mosaic
    • Introduction to Mosaic, utilizing it for efficient collection development, current and forthcoming functionality. Hands-on practice with Mosaic (optional).
  • Managing EBSCO eBooks Collections with EBSCO eBook Manager
    • Introduction to eBook Manager, review of functionality, training resources, and how to stay updated.
  • Break (15 minutes)
  • Open Forum/Help Desk:
    • Open time for questions about GOBI/ECM/Mosaic/eBook Manager.
  • Driving Usage with EBSCO Marketing Resources
    • Finding EBSCO marketing tools and resources, strategies to promote collections and drive usage.
  • Improving Skills with EBSCO Connect
    • Introduction to EBSCO Connect, available resources, video tutorials, user guides, and notification groups.
  • Wrap-up
    • Q&A session, key takeaways, and next steps.
Resources needed: Laptop
Speakers
BP

Bethany Pelletier

Director Product Managemetn, EBSCO (Mosaic)
CZ
EW
JT
Tuesday April 29, 2025 9:00am - 12:00pm EDT
557 1 Sabin St, Providence, RI 02903, USA
  Pre-Conference Workshop

9:00am EDT

Pre-Conference Workshop - EDS/FTF Health Check
Tuesday April 29, 2025 9:00am - 4:00pm EDT
556
Total Duration: 7 hours (1 hour lunch break included)
Time: 9:00 AM – 4:00 PM
Description:
EBSCO Discovery Service and Full Text Finder play an integral role in providing discovery and access for your library resources. Join EBSCO trainers, Jaime Barrilleaux and Lisa Jones, and SaaS Manager Don Brown, as they guide you through a health check of these systems, emphasizing key areas that you need to maintain as an administrator.
This workshop is targeted toward existing EBSCO Discovery Service and Full Text Finder subscribers and focuses on system administration and maintenance.
Full Text Finder plays a vital role in the discovery and access of your full-text resources. We will review how to manage your collection in Holdings Management, how to test and review your access through the links powered by Holdings Management, and how to optimize the search experience through Publication Finder.
For Full Text Finder, we will review how to create, maintain, and evaluate your holdings in Holdings Management. We will review options for configuring Publication Finder. We will also review how to maintain your Full Text Finder links, including where to check link behavior and settings.
The health of your EBSCO Discovery Service, and the services it integrates with, is vital to the discovery of your resources. We will review key areas of control and maintenance in EBSCOadmin and EBSCO Experience Manager to ensure your software is optimized.
For EBSCO Discovery Service, we will review search options, metadata, and linking choices.  We will also explore the EBSCO configuration module within EBSCO Experience Manager to learn about interface customizations and integration options.
EBSCO Presenters:
  • Lisa Jones, Senior Customer Training Specialist
  • Jaime Barrilleaux, Senior Customer Training Specialist
  • Don Brown, SaaS Manager
Learning Objectives:
  1. Configure authentication options.
  2. Manage and update collections in Holdings Management.
  3. Optimize search experience for Publication Finder and EDS.
  4. Configure settings for FTF link resolver.
  5. Review and configure EDS search options and results page linking options.
  6. Optimize EDS for branding, navigation, and integrations.
  7. Manage searchable metadata including catalog/institutional repository, EBSCO databases, and partner metadata.
Resources needed: Laptop
Speakers
DB
JB
LJ
Tuesday April 29, 2025 9:00am - 4:00pm EDT
556 1 Sabin St, Providence, RI 02903, USA
  Pre-Conference Workshop
 
Wednesday, April 30
 

10:30am EDT

A Tale of Two Libraries
Wednesday April 30, 2025 10:30am - 11:20am EDT
554 | Achor
In 2020, the University of Texas System announced the consolidation of UT Tyler with the UT Health Science Center Tyler into a single institution that included the merging of the campus identity system and moving away from a self-hosted EZ Proxy instance. Despite the unified vision to "Rise as One," we maintained two distinct libraries to serve the academic and health campuses of the newly combined UT Tyler. This decision presented challenges in user authentication and access management. In this session, we will discuss how we implemented and continue to manage OpenAthens to address these challenges, ensuring seamless and secure access to library resources to our diverse user populations.
Speakers
avatar for Christine Forisha

Christine Forisha

Head of Electronic Resources & Collection Developm, University of Texas at Tyler
Wednesday April 30, 2025 10:30am - 11:20am EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Technology & Trends

11:30am EDT

Being the Designated Driver: Responsible AI in Psychology Research (APA Sponsor)
Wednesday April 30, 2025 11:30am - 12:20pm EDT
555 & 556 | Seahorse
During this session, attendees will learn about responsible AI practices from four perspectives – librarian, researcher, publisher, and platform vendor – and their impact on psychology research and learning. With responsible AI practices informing the entire development process, psychology researchers at all levels can have more confidence in the AI tools they are using, as well as more confidence in the AI they may develop for their own psychological research. This session will focus on psychology research, as a starting point, with the hope other disciplines will join the ride. As technology accelerates from “zero to sixty” in a minute, its responsible creation and use is often left behind in the exhaust. We will attempt to illustrate proactive practices being utilized by various members of the psychology driving pool engaged in the AI road race.
Speakers
KH
AF
Sponsors
avatar for APA

APA

American Psychological Association
Wednesday April 30, 2025 11:30am - 12:20pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Technology & Trends

1:20pm EDT

Improving the Knowledgebase Improves Access for All: Cornell & EBSCO Cooperative Work on Knowledgebase Enhancement
Wednesday April 30, 2025 1:20pm - 2:10pm EDT
Ballroom D | Ocean
The foundation of e-resource management tools is a quality knowledgebase, and access to electronic content fails when those management tools rest on a poor foundation. Since switching to the EBSCO knowledgebase and HLM tools in 2020, Cornell University Library has regularly expressed concerns to EBSCO about this knowledgebase, our frustrations with it, and the resulting negative impact on our users. In a partnership proposed by EBSCO, Cornell has worked closely with EBSCO over the past year to continue improving the knowledgebase, to ensure better access to all resources. These improvements benefit all users who rely on HLM tools to access their e-resources. In this session, Peter McCracken (CUL e-resources librarian, and – long ago – a co-founder of Serials Solutions) will describe the need for improved work, the work that Cornell and EBSCO have done together, and where Cornell hopes it will lead. This work is necessary if libraries want to successfully connect researchers and readers with electronic content.
Speakers
PM
Wednesday April 30, 2025 1:20pm - 2:10pm EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Technology & Trends

1:20pm EDT

Transforming Library Services: The New York Public Library EDS Implementation Adventure
Wednesday April 30, 2025 1:20pm - 2:10pm EDT
Ballroom B | Coral
In November 2024, New York Public Library (NYPL) successfully implemented EBSCO Discovery Service (EDS) as Article Plus for their patrons. This change, along with a single-search box on a newly-launched Online Resources and Databases page, facilitates a transformative experience for NYPL patrons. The implementation of EDS marks a significant milestone by providing patrons with enhanced access to hundreds of online resources and databases.
In this session, NYPL’s Elliot Clement, Research Electronic Resources Coordinator, and Laura Leone, Collections Access and Discovery Project Manager, will share their experiences and insights on the implementation process of EDS. They will discuss the strategic changes made to the NYPL website to integrate EDS, support received from the EBSCO implementation team, and the work it took to create and promote the launch of Article Plus.
Key highlights of the session will include:
• An overview of the implementation process, including details about the redesign of the
previous Articles and Databases user interface.
• The collaborative efforts among NYPL and EBSCO stakeholders to ensure a seamless integration.
• The impact of EDS on improving access to resources and information.
• A live demonstration of the new features and functionalities added to the NYPL website.
Speakers
LL

Laura Leone

Senior Project Manager, The New York Public Library
EC

Elliot Clement

Research Electronic Resources Coordinator, The New York Public Library
Wednesday April 30, 2025 1:20pm - 2:10pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Library Services

1:20pm EDT

TBD - Placeholder for IET
Wednesday April 30, 2025 1:20pm - 2:10pm EDT
554 | Achor
TBD - Placeholder for IET
Sponsors
avatar for IET

IET

The Institution of Engineering and Techn
Wednesday April 30, 2025 1:20pm - 2:10pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Collection Development

2:20pm EDT

Mosaic Readiness: A Town Hall Q&A
Wednesday April 30, 2025 2:20pm - 3:10pm EDT
555 & 556 | Seahorse
This session addresses one of the most common questions we hear: When will Mosaic be ready for my library? It’s a town hall-style forum designed to encourage open dialogue and direct engagement with customers, EBSCO/GOBI staff, and Innovation Partners. Instead of presenting canned information, this session creates an interactive space to answer live questions and discuss Mosaic’s capabilities, readiness, and future.
Speakers
BP

Bethany Pelletier

Director Product Managemetn, EBSCO (Mosaic)
LB
MS
Wednesday April 30, 2025 2:20pm - 3:10pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Collection Development

2:20pm EDT

Leveraging Analytics in Academic Libraries: Enhancing Decision-Making and Resource Allocation
Wednesday April 30, 2025 2:20pm - 3:10pm EDT
Ballroom B | Coral
Session Overview: This session will explore the pivotal role of analytics in driving insights and enhancing the understanding of academic libraries’ contributions to both students and the institution as a whole.

Objectives:

- Identify the Importance of Analytics within Academic Libraries:
Discuss the critical role of analytics in modern academic libraries.
- Showcase Real-World Applications:
Highlight case studies and practical examples, focusing on the work done at Rensselaer Polytechnic Institute and Biola University.Discuss the tools used in these applications.
- Dive into Panorama Analytics:
Present the features, benefits, and practical applications of Panorama Analytics from EBSCO. Preview new dashboards and tools.
- Engage in Interactive Discussion and Q&A session to address specific use cases and challenges faced by attendees.
This session aims to provide attendees with a comprehensive understanding of how analytics can be leveraged to demonstrate and enhance the value of academic libraries.
Speakers
avatar for Chuck Koontz

Chuck Koontz

Librarian for Systems and Special Collections, Biola University
Chuck Koontz is the Librarian for Systems & Special Collections at Biola University in La Mirada, CA. He also serves as liaison for the Arts and Humanities schools. Chuck graduated from Biola with a Bachelor of Music degree in 2000, and from San Jose State University in 2019 with... Read More →
avatar for Andrew White

Andrew White

Director, Library Information Services, Rensselaer Polytechnic Institute
Dr. Andrew White has 35+ years of experience in academic libraries including public and technical services, as well as information systems administration. Prior to his role at Rensselaer, he held a variety of positions in Stony Brook University including Associate Director of the... Read More →
avatar for Amy Thurlow

Amy Thurlow

Director, SaaS Sales, EBSCO Industries Inc
Amy has been with EBSCO 19 years. During this time she primarily worked directly with academic libraries throughout New England. By talking with our clients and listening to their needs Amy has been able to identify how our software solutions can help. Amy currently handles several... Read More →
Wednesday April 30, 2025 2:20pm - 3:10pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Technology & Trends

2:20pm EDT

Our Journey from the Pandemic to FOLIO
Wednesday April 30, 2025 2:20pm - 3:10pm EDT
554 | Achor
At the end of the pandemic, Thompson Rivers University Library discovered that some of the temporary processes we developed during the interim were not just beneficial, but also invaluable. For instance, we found that the EDS system modifications, initially used for touchless delivery, continued to add significant value for holds and after-hours pick-ups. The pandemic encouraged us to concentrate on and evaluate core library functions. Similarly, we used critical evaluation of our processes to inform our migration to Folio.
We will discuss:
How we are simplifying its circulation system by reducing the number of item types, loan rules, and patron types.
Why we will be selective in our use of new patron empowerment features in the EDS.
Why a system migration is an excellent opportunity to streamline library processes and to examine what a library can do.
Why examining fines and loan periods before the migration is essential during the migration. Addressing complex or difficult questions before the upgrade allows you to spend more time training staff and fine-tuning the configuration during the migration.
Speakers
MP
KW
Wednesday April 30, 2025 2:20pm - 3:10pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Change Management

3:20pm EDT

Unlocking Insights: OpenAthens UX review and future Innovations
Wednesday April 30, 2025 3:20pm - 4:10pm EDT
555 & 556 | Seahorse
Overview: This session is focused on sharing the outcomes of the OpenAthens product UX review. This session will provide librarians with detailed insights into the review process, key findings, and the implications for future product development.

Session Highlights:

OpenAthens UX review findings: A comprehensive presentation of the findings from our recent UX review of the OpenAthens system, highlighting areas of success and opportunities for enhancement.

Discussion on next steps: An interactive discussion on the proposed next steps based on the review findings, encouraging feedback and suggestions from librarians.

Potential improvements: Exploration of potential improvements and how they can be implemented to better meet user needs and enhance overall user experience.
Speakers
ID
Wednesday April 30, 2025 3:20pm - 4:10pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Technology & Trends

3:20pm EDT

Holdings Management: The New Collection Assessment Tool
Wednesday April 30, 2025 3:20pm - 4:10pm EDT
554 | Achor
Ready to take your collection management to the next level? Join us for a hands-on dive into the new Collection Assessment tool, designed with you—busy library administrators—in mind. Whether you're juggling acquisitions, renewals, or content upgrades, this tool simplifies the complex decisions you face daily.

Imagine effortlessly comparing resource and coverage overlaps, running title-level analyses, and generating detailed reports—all from a user-friendly interface. With the ability to export comprehensive insights and dive into package- and holdings-level statistics, you'll have everything you need to make smarter, data-driven choices for your library's future.

This session is more than a demo—it's your chance to see how this tool can transform the way you manage collections. We will dive into Overlap Analysis export, how to create package-level and holdings-level analysis and much more. Bring your questions, curiosity, and aspirations for a stronger digital library presence. Don't miss out on this opportunity to streamline your workflow and elevate your decision-making!
Speakers
LL
Wednesday April 30, 2025 3:20pm - 4:10pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Collection Development

4:15pm EDT

Exploring the New Publication Finder: Features and Benefits
Wednesday April 30, 2025 4:15pm - 5:05pm EDT
Ballroom D | Ocean
Join us for an in-depth session on the updated Publication Finder, designed to enhance your search experience within your institution's collection. Publication Finder includes many features requested by you, our customers, which include a new interface, the ability to select from a larger set of subject groupings, the return of A-Z browse, the ability to browse by database and you’re able to pre-filter searches against a sub-set of content. Additionally, we’ll cover the introduction of database search and browse and other recent enhancements.

During this session, we will cover:
• Responsive User Interface: Discover the modern, intuitive design that adapts seamlessly to any device, ensuring a smooth and efficient search experience.
• Advanced Search Options: Learn how to utilize both basic and advanced search functionalities to quickly locate journals, eBooks, magazines, and newspapers.
• Enhanced Browsing Capabilities: Explore the ability to browse by subject, database, or title, and filter searches by book or journal content.
• Integration with EBSCO Discovery Service: See how Publication Finder integrates with other EBSCO tools to provide a cohesive and powerful research experience.

Whether you are a seasoned researcher or new to the platform, this session will equip you with the knowledge and skills to make the most of the new Publication Finder.
Speakers
DM
Wednesday April 30, 2025 4:15pm - 5:05pm EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, UX/UI/Online Presence

4:15pm EDT

Tips, tricks, and new workflows: Migrating from Sierra to FOLIO as part of a consortium
Wednesday April 30, 2025 4:15pm - 5:05pm EDT
555 & 556 | Seahorse
After months of planning and training our consortium went live on FOLIO in May of 2024. In this session an Assistant Library Director, Cataloger Librarian, and Acquisitions Librarian will share the decisions and preparations that had to be made before the migration, new workflows that were created, and all the “little things” we weren’t expecting to navigate but made it through. Focus will be on preparation of the catalog data, training, folio apps: inventory, users, permissions, lists, finance, orders, receiving, and settings. Most of all we will share why even through the chaos we are happy with where we are now.
Speakers
BB
avatar for Sarah Jones

Sarah Jones

Head of Library Technical Services, Northwest Missouri State University
avatar for Abha Niraula

Abha Niraula

Research Librarian, Acquisitions, Northwest Missouri State University
Wednesday April 30, 2025 4:15pm - 5:05pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Change Management
 
Thursday, May 1
 

9:00am EDT

The E-Resources Lifecycle: The EBSCO Ecosystem
Thursday May 1, 2025 9:00am - 9:50am EDT
Ballroom D | Ocean
The TERMS framework, developed by Jill Emery, Graham Stone, and Peter McCracken, postulates that e-resource resource management follows a recurring lifecycle, from evaluation to licensing to acquisitions to activation and access to discovery to management back to analysis and evaluation. This presentation intends to showcase how EBSCO's suite of products represents and enables the TERMS cycle for libraries. Attendees will leave with a better high level understanding of how EBSCO's products from GOBI to FOLIO integrate together and create a cohesive e-resource ecosystem.
Speakers
ZS
Thursday May 1, 2025 9:00am - 9:50am EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Collection Development

9:00am EDT

Partnering For Success: Jackson Library's Journey with EBSCO FOLIO
Thursday May 1, 2025 9:00am - 9:50am EDT
Ballroom B | Coral
Pam Childers, the System & Web Librarian at Jackson Library, Indiana Wesleyan University, chose to collaborate with EBSCO FOLIO to enhance their integrated library system (ILS). This decision was motivated by the need for a flexible, open-source platform that could adapt to the evolving needs of the academic community. FOLIO's modular architecture and robust infrastructure effectively managed collections, circulation, and user interactions. Additionally, the partnership with EBSCO facilitated seamless integration and support, improving the overall experience for staff and patrons. This presentation will discuss the factors that influenced the decision, the implementation process, and the benefits realized, offering valuable insights for other libraries considering a similar transition.
Speakers
PC
Thursday May 1, 2025 9:00am - 9:50am EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Change Management

9:00am EDT

New UI Accessibility
Thursday May 1, 2025 9:00am - 9:50am EDT
554 | Achor
This presentation will introduce EBSCO’s core accessibility team and talk and walk through EBSCO’s New UI. Built in accessibility features will be covered as well as a screen reader demonstration. We’ll talk about EBSCO’s approach to accessibility, testing and creating accessible products.
Speakers
AR

Amber Russell

Accessibility & Globalization Product Manager, EBSCO
CC
Thursday May 1, 2025 9:00am - 9:50am EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, UX/UI/Online Presence

10:00am EDT

Searching in EBSCO’s new Business Searching Interface
Thursday May 1, 2025 10:00am - 10:50am EDT
Ballroom D | Ocean
We are excited to present the new Business Searching Interface (BSI), a state-of-the-art platform designed to revolutionize business research. The BSI offers an intuitive and efficient way to explore a vast array of business content, including company profiles, industry information, country economic data, and market research. With its modern design and improved navigation, the BSI enhances the user experience by providing a visually appealing and user-friendly interface.

Key features of the BSI include:
• Discover Popular Topics: Clickable images of trending business topics that launch keyword searches.
• Explore Featured Content: Access to unique business content sets and popular publications.
• Company Profile Reports: A two-level drill-down experience for detailed company information.
• Country and Industry Reports: Comprehensive reports with multiple levels of detail.
• SWOT Analyses: Easy access to relevant SWOT analyses records.
• Featured Collections and Magazines: Notable business articles and popular magazines.
• Spotlight On: Highlights articles on trending topics.

Join us for a live demonstration of the BSI, showcasing its advanced features and how it can transform business research.
Speakers
AD
SE
Thursday May 1, 2025 10:00am - 10:50am EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Change Management

10:00am EDT

Charting a Course with GOBI Library Technical Services
Thursday May 1, 2025 10:00am - 10:50am EDT
Ballroom B | Coral
With changes in staffing, increasing complexity in workflows, and more demands on staff time, GOBI can help you with the day-to-day of your Library Technical Services. Using GOBI to streamline your Ordering process can enable automated acquisitions and brief records from GOBI into your Library Management System. A range of Cataloging Services, from basic to advanced, can help your catalogers have time to work on the rare materials, special collections, and donated items. Whilst many libraries are moving towards electronic materials, print materials are still necessary in many libraries. Customize your needs with GOBI’s Book Processing services. This session will enumerate the many areas GOBI can assist you in saving time and creating efficiencies for your Technical Services team.
Speakers
avatar for Carol Seiler

Carol Seiler

Acct Serv Mgr, Lib Tech Serv, GOBI Library Solutions
Carol Seiler started her career in libraries as a cataloger and has worked in almost all areas of the library. She has primarily worked as an academic/medical librarian but has also served at a public library and as a technical services trainer with a consortium. At GOBI, Carol works... Read More →
Thursday May 1, 2025 10:00am - 10:50am EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Collection Development

10:00am EDT

Navigating the FOLIO Frontier: Lessons Learned and Best Practices
Thursday May 1, 2025 10:00am - 10:50am EDT
554 | Achor
FOLIO (If submitting for FOLIO, please note your session will likely be on the 3rd day of the User Group);
Speakers
avatar for Amy Thurlow

Amy Thurlow

Director, SaaS Sales, EBSCO Industries Inc
Amy has been with EBSCO 19 years. During this time she primarily worked directly with academic libraries throughout New England. By talking with our clients and listening to their needs Amy has been able to identify how our software solutions can help. Amy currently handles several... Read More →
LS
avatar for Lisa Thornton

Lisa Thornton

Acquisitions and Collections Librarian, SETON HALL UNIV SOUTH ORANGE
Thursday May 1, 2025 10:00am - 10:50am EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Library Services

11:10am EDT

Enhancing Library Services at Andrews University with FOLIO, One Year On: Successes and Challenges Beyond the Honeymoon
Thursday May 1, 2025 11:10am - 12:00pm EDT
Ballroom D | Ocean
Join Zorislav Plantak from Andrews University as he shares comprehensive insights from James White Library's transformative journey with the FOLIO library management system, alongside key EBSCO services such as Panorama and Bibliograph. These tools have collectively redefined how the library manages resources, analyzes data, and supports scholarly research, positioning the institution at the forefront of library innovation. Drawing on a year of hands-on experience, Zorislav will explore the significant successes achieved, from improved workflows to enhanced user satisfaction, highlighting specific examples that have made a tangible impact. The discussion will also address the challenges encountered during this period, including technical hurdles, staff training, and user adoption, and how these obstacles were overcome. By examining the lessons learned through this implementation, attendees will gain valuable perspectives on effective strategies for navigating similar transitions in their own institutions. This presentation aims to provide practical takeaways, focusing on both the operational advancements and the areas where further growth is needed, making it an essential session for libraries pursuing modernization.
Speakers
ZP

Zorislav Plantak

Systems Librarian, Andrews University - James White Library
Thursday May 1, 2025 11:10am - 12:00pm EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Library Services

11:10am EDT

Navigating Success Post-Migration: Mastering the Enhanced EBSCOhost UI
Thursday May 1, 2025 11:10am - 12:00pm EDT
555 & 556 | Seahorse
Join us for an in-depth session on navigating the key features and enhancements of the updated EBSCOhost user interface. Designed to ensure a smooth transition post-migration, this session will cover the most significant UI updates, including streamlined navigation, improved search functionality, and personalized tools to optimize research workflows. We’ll also highlight troubleshooting tips, support resources, and new customization options to help you maximize the platform's potential. The session will conclude with a live Q&A, providing an opportunity to address specific questions and concerns.
Speakers
BL
JG
Thursday May 1, 2025 11:10am - 12:00pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Change Management

11:10am EDT

Increasing access to resources using free software tools from EBSCO
Thursday May 1, 2025 11:10am - 12:00pm EDT
Ballroom B | Coral
Join two of our software team to learn about a variety of tools to help increase user engagement with content and drive usage of the library. This session will include a review of several free tools, as well as where to find instructions and help in implementing them. Upon completion the library should have a list of options to consider, at no charge, that will help increase access to content.
Speakers
avatar for Amy Thurlow

Amy Thurlow

Director, SaaS Sales, EBSCO Industries Inc
Amy has been with EBSCO 19 years. During this time she primarily worked directly with academic libraries throughout New England. By talking with our clients and listening to their needs Amy has been able to identify how our software solutions can help. Amy currently handles several... Read More →
DB
Thursday May 1, 2025 11:10am - 12:00pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, UX/UI/Online Presence

1:00pm EDT

Linked Data at EBSCO: Enhancing Discoverability, Engagement, and Interoperability
Thursday May 1, 2025 1:00pm - 1:50pm EDT
Ballroom D | Ocean
Linked data is at the forefront of EBSCO’s efforts to enhance information discoverability and interoperability, benefiting libraries and their communities. Our research services employ linked data, with ongoing efforts to expand its use.

This session will cover linked data basics, EBSCO’s current applications, and future plans. Topics include improving discoverability, knowledge graph development, and the resulting benefits: increased user engagement, satisfaction, and industry recognition of EBSCO’s search capabilities.
Speakers
GG
avatar for Amy Thurlow

Amy Thurlow

Director, SaaS Sales, EBSCO Industries Inc
Amy has been with EBSCO 19 years. During this time she primarily worked directly with academic libraries throughout New England. By talking with our clients and listening to their needs Amy has been able to identify how our software solutions can help. Amy currently handles several... Read More →
Thursday May 1, 2025 1:00pm - 1:50pm EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Technology & Trends

1:00pm EDT

Enhancing the Discovery Experience: Customizations, Collaboration, and User-Centered Design
Thursday May 1, 2025 1:00pm - 1:50pm EDT
554 | Achor
Join us for an in-depth presentation on the enhancements and customizations we've implemented in the new Discovery UI, developed in collaboration with the expert support of our EBSCO Library Services engineer. Highlights include features like a 24/7 chat image, streamlined catalog integration, and custom labels tailored to user needs. We'll also share insights into our decision-making process, incorporating user feedback forms, in-house support documentation, and collaborative discussion methods such as Librarian Q&A sessions and faculty training. This session is ideal for those seeking practical strategies for improving user engagement and streamlining library services.
Speakers
avatar for Adrian Graham

Adrian Graham

e-Resources Librarian, Austin Community College Library Services
MK
Thursday May 1, 2025 1:00pm - 1:50pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, UX/UI/Online Presence

2:00pm EDT

EBSCO: History, context, and Innovation
Thursday May 1, 2025 2:00pm - 2:50pm EDT
Ballroom D | Ocean
EBSCO Information Services has steadily grown from humble roots in the 1940’s to one of the largest global businesses focused on libraries. Marshall Breeding will conduct a tour of EBSCO through resources and data sources available on Library Technology Guides, highlighting its impressive history of business acquisitions and product development. EBSCO Industries is a diversified group of companies, including EBSCO Information Systems as its largest enterprise. Owned by the descendants of its founder, Eldon B. Stephens, EBSCO represents a distinctive ownership model that contrasts with other major industry players. The session will cover the trajectory of FOLIO, from its initial announcement in 2016 to a mature product selected by some of the world’s largest and most complex libraries and consortia. EBSCO’s support and investment in open source software is unprecedented in the industry, supporting a product strategy that blends FOLIO components with its own commercial components. This session will provide information and perspective about the factors that have led EBSCO Information Services to its strong position as a successful library vendor with products and services spanning content, discovery, and resource management.
Speakers
avatar for Marshall Breeding

Marshall Breeding

Independent Consultant, Library Technology Guides
Marshall Breeding is an independent consultant, speaker, and author. He is the creator and editor of Library Technology Guides and the libraries.org online directory of libraries. His monthly column Systems Librarian appears in Computers in Libraries; he is the editor for Smart Libraries... Read More →
Thursday May 1, 2025 2:00pm - 2:50pm EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Technology and Trends

2:00pm EDT

"Too Good To Be True?": Exploring the Ways Generative AI is (and isn't) Reshaping Student Research
Thursday May 1, 2025 2:00pm - 2:50pm EDT
555 & 556 | Seahorse
This talk will summarize research conducted by EBSCO’s user research team on how generative AI tools like ChatGPT, SciSpace, and Semantic Scholar have shaped student research workflows. We will first take a deep-dive into the ways AI technology has (and hasn’t) shifted student mental models and expectations of research interfaces. We’ll give real-world examples from user interviews detailing how students integrate AI into various aspects of discovering, summarizing, and outlining research, as well as some of the areas where AI falls short of student needs. We’ll also discuss some of the most common barriers to student adoption of AI tools ranging from scholarly concerns over accuracy and information sources to institutional concerns over appropriate usage and academic integrity. Finally, we’ll discuss the ways these insights are guiding EBSCO’s user-centered approach to AI initiatives and what to expect from future development.
Speakers
RW
AS
Thursday May 1, 2025 2:00pm - 2:50pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Technology & Trends

2:00pm EDT

Sharing and Citing Information in EDS
Thursday May 1, 2025 2:00pm - 2:50pm EDT
554 | Achor
This session will cover discussion on current, expected and new options to Share (results, searches, alerts (Journal/search) and Cite information using available formats or various bibliographic managers / tools from Results List (non-personalized) and Dashboard (personalized) areas.
Speakers
RT
DM
Thursday May 1, 2025 2:00pm - 2:50pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Library Services

3:10pm EDT

Research Databases as Community Practice: Three Perspectives on the MLA International Bibliography
Thursday May 1, 2025 3:10pm - 4:00pm EDT
Ballroom D | Ocean
Research databases are both repositories of diverse forms of knowledge and instigators of knowledge production that require the community-driven, collaborative efforts of humans. Three panelists and a moderator will discuss how, with thoughtful cultivation and use, research databases can account for various practices of knowledge gathering, preservation, and creation. Case studies will include a classroom experiment in which students gather and then visualize metadata from the MLA International Bibliography (MLAIB) to identify patterns in and omissions from the scholarship, with an eye toward history and new directions for research. The goal is to develop critical literacies about power relations built into bibliographic classification and indexing, as well as generate ideas for restorative description. Drawing on experience developing databases of Indigenous texts and iconography, one panelist will consider Western versus Indigenous ways of knowing: What are some of the differences between Western and Indigenous ways of interrogating received knowledge, and how might a database serve and promote Indigenous ways of knowing? What community, cultural, linguistic sensitivities, and other factors and etiquette need to be considered when building a database that serves Indigenous ways of knowing? Throughout, panelists will reflect on how the MLAIB bolsters community in the work that they do.
Speakers
DC
AB

Amy Barlow

Associate Professor and Reference Librarian, Rhode Island College
JB

Jill Baron

Research Librarian, Dartmouth College
I'm a librarian and filmmaker, co-director & producer of Change the Subject (2019).
GV
Thursday May 1, 2025 3:10pm - 4:00pm EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Collection Development

3:10pm EDT

EBSCO’s Voice of the Customer Program Update and Enhancement Request Deep Dive
Thursday May 1, 2025 3:10pm - 4:00pm EDT
Ballroom B | Coral
Join EBSCO senior product managers Heather White and Rachel Hally to learn about EBSCO’s Voice of the Customer (VOC) program and how we use data to make decisions about product development. First, Rachel will provide an overview of VOC and its evolution over the past two years into a multi-faceted program that incorporates customer feedback from numerous communication streams. Then Heather and Rachel will show us their own VOC workflows and explain how she used enhancement requests to make data-driven decisions about which features were the most important to support customers’ migration to the new UI.
Speakers
RH

Rachel Hally

Sr Product Manager, EBSCO
avatar for Heather White

Heather White

Senior Product Manager, EBSCO
Before joining EBSCO in 2021 as a product manager, I was an academic librarian for 17 years. I started my career in a high school library, moved into Reference & Instruction positions in college and university libraries, and then settled into community college libraries. I spent the... Read More →
Thursday May 1, 2025 3:10pm - 4:00pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Technology & Trends

4:05pm EDT

Supporting OER with EBSCO
Thursday May 1, 2025 4:05pm - 4:55pm EDT
Ballroom B | Coral
Open Educational Resources (OER) are vital for enhancing educational access and affordability. EBSCO's has taken great care in licensing OER content to help provide a comprehensive and reliable solution for institutions looking to support these efforts. By integrating EBSCO's OER content into your institution's curriculum, you can offer students and faculty access to high-quality, peer-reviewed educational materials at no cost. This not only reduces the financial burden on students but also promotes academic success by providing diverse and up-to-date resources. Additionally, EBSCO's platform offers advanced search capabilities, making it easy for educators to find and incorporate relevant OER materials into their courses. Supporting OER efforts with EBSCO's content aligns with the broader goals of educational equity and innovation, ensuring that all students have the resources they need to succeed. By adopting EBSCO's OER content, your institution can lead the way in creating a more inclusive and effective learning environment.
Speakers
DB
avatar for Heather White

Heather White

Senior Product Manager, EBSCO
Before joining EBSCO in 2021 as a product manager, I was an academic librarian for 17 years. I started my career in a high school library, moved into Reference & Instruction positions in college and university libraries, and then settled into community college libraries. I spent the... Read More →
Thursday May 1, 2025 4:05pm - 4:55pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Collection Development

4:05pm EDT

The Next Step in Serials Transformative Agreement Management: Evaluation using Read and Publish Dashboards
Thursday May 1, 2025 4:05pm - 4:55pm EDT
554 | Achor
This session will guide you through the basics and explore trends in Transformative Agreements (TAs), including how they aim to transition traditional subscription models to open access and their implications for libraries. We will discuss their role in advancing open scholarship, the challenges they pose in terms of budgeting and administration, and how libraries can strategically assess their value. Following this, we’ll introduce the features of our innovative Read and Publish Dashboards. These dashboards integrate serials management with SaaS, providing actionable insights into your library’s data to help you make informed decisions about usage and expenditures. Whether your library is managing multiple Transformative Agreements or is just beginning to explore them, this session will deliver practical tools and insights to optimize your approach and make the most of these evolving models.
Speakers
avatar for Ashley Fast

Ashley Fast

VP Sales, North America, Subscription Services Div, EBSCO
avatar for Amy Thurlow

Amy Thurlow

Director, SaaS Sales, EBSCO Industries Inc
Amy has been with EBSCO 19 years. During this time she primarily worked directly with academic libraries throughout New England. By talking with our clients and listening to their needs Amy has been able to identify how our software solutions can help. Amy currently handles several... Read More →
Thursday May 1, 2025 4:05pm - 4:55pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Collection Development
 
Friday, May 2
 

10:30am EDT

Collecting Course Reserves and Annual Report stats: Lessons learned
Friday May 2, 2025 10:30am - 11:20am EDT
Ballroom D | Ocean
As a smaller institution with limited resources, Douglas College library has to rely for its reporting needs on tools provided in Folio and by Ebsco: Circulation Log, Lists app, API queries and Panorama. Collecting Reserves statistics ended up being one of the most challenging tasks for us, with our data in Panorama not aligning with what we had in the Courses app. Besides other circulations stats for the annual report needed some extra massaging. In this session I’m going to share some of the changes that needed to be made on our side and in Folio/Panorama that helped us to get the needed data for the internal and external library reporting.
Speakers
avatar for Olga Kalachinskaya

Olga Kalachinskaya

Systems and Access Services Librarian, Douglas College
Friday May 2, 2025 10:30am - 11:20am EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Users & Usage

10:30am EDT

AI Workflows with edge-ai and FOLIO
Friday May 2, 2025 10:30am - 11:20am EDT
555 & 556 | Seahorse
An experimental FOLIO backend module, edge-ai, utilizes Large Language Models (LLMs) such as ChatGPT and Claude to automate the creation and enhancement of inventory records and other workflows using Apache Airflow. This presentation will demonstrate the functionality of edge-ai, incorporating feedback from cataloging and other staff regarding their experiences using LLMs in their work.
Speakers
JN
Friday May 2, 2025 10:30am - 11:20am EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Integrations & API's

10:30am EDT

From Chaos to Clarity: A FOLIO Inventory Cleanup Project
Friday May 2, 2025 10:30am - 11:20am EDT
554 | Achor
In many libraries, inherited data can often be disorganized, outdated, and difficult to access, creating major challenges in day-to-day operations. As UTM's new ERM Librarian, Ronne Jones Cox inherited a FOLIO inventory that included many duplicates of e-package titles and eBook Collections. She worked with EBSCO Library Services Engineer Christine McClure to clean up this chaotic data and transform it into a more efficient collection for staff and patrons alike.

This session will delve into the collaboration between a new library school graduate and a vendor rep to tackle these challenges head-on. We will explore how we partnered to clean up chaotic data, transforming it into an easily accessible, efficient system for staff and patrons alike.

The session will also highlight the use of technology and best practices in organizing vast amounts of data, making it easier to retrieve, update, and maintain it by using key strategies implemented, including data standardization, inventory auditing, and system integration, as well as the importance of clear communication and mutual goals between vendors and libraries.

This presentation will offer practical insights for libraries facing similar issues, with actionable takeaways on how to effectively manage inherited data and turn it into a well-organized, findable resource.
Speakers
RC
CM
Friday May 2, 2025 10:30am - 11:20am EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Migration & Change Management

11:30am EDT

FOLIO Product Management Update: Exploring Ramsons and Sunflower Metadata Management & Lists Enhancements
Friday May 2, 2025 11:30am - 12:20pm EDT
Ballroom D | Ocean
Join us for a session on the latest developments in FOLIO, highlighting the new features and improvements in Ramsons (Winter 2024) and Sunflower (Spring 2025) releases. This session will delve into metadata management and lists enhancements designed to enrich user experience, streamline library workflows, and enhance system performance.
FOLIO product owners will provide a live demonstration, illustrating the practical applications and benefits of these updates.
Attendees will learn about:
• Key improvements in the Ramsons and Sunflower releases
• Enhanced functionalities and user interface updates
Speakers
CS
KM
RT
Friday May 2, 2025 11:30am - 12:20pm EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Features/Functionality/Apps

11:30am EDT

User journey and advice for migrating to FOLIO, OpenAthens, and new EBSCO Discovery Search UI
Friday May 2, 2025 11:30am - 12:20pm EDT
555 & 556 | Seahorse
In August 2024, Emporia State University successfully migrated from Sierra/EZproxy to FOLIO/OpenAthens while simultaneously upgrading to the new Discovery Search platform. Join us to learn about the preparation and migration process, along with valuable insights and best practices for ensuring a smooth and successful transition to FOLIO and OpenAthens.
Speakers
JG

John Gage

IT Librarian and Assistant Professor, Emporia State University
Friday May 2, 2025 11:30am - 12:20pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Users & Usage

11:30am EDT

GALILEO here we go again: migrating to FOLIO after 7 years of Alma
Friday May 2, 2025 11:30am - 12:20pm EDT
Ballroom B | Coral
When it comes to libraries in the University System of Georgia (USG), we tend to do things together and that ranges from small institutions, comprehensive regional universities, to the big R1s like University of Georgia. This isn’t our first rodeo with a large consortial migration. We did it in 2017 with Alma, 2019 with OpenAthens, and in 2025 all USG libraries will migrate to FOLIO. This presentation will focus on how these libraries and GALILEO work together to share knowledge and create a cohesive shared bibliographic environment.
Speakers
avatar for Jessica Lee

Jessica Lee

Electronic Resources & Serials Librarian, Valdosta State University
SB
Friday May 2, 2025 11:30am - 12:20pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Migration & Change Management

1:20pm EDT

Acquisition and Finance: the FOLIO ERM lagniappe
Friday May 2, 2025 1:20pm - 2:10pm EDT
Ballroom D | Ocean
Worcester State University wanted an ERM to better manage its electronic resources. While implementing the FOLIO ERM stand-alone in fiscal year 24, we discovered something extra in the acquisition module. We will share what we discovered during the implementation process as we learned what the Acquisition could do to help manage multiple aspects of the library's budget.
Speakers
JB
Friday May 2, 2025 1:20pm - 2:10pm EDT
Ballroom D | Ocean 1 Sabin St, Providence, RI 02903, USA
  Track 1 | Ocean, Features/Functionality/Apps

1:20pm EDT

eReserve Plus FOLIO Application
Friday May 2, 2025 1:20pm - 2:10pm EDT
555 & 556 | Seahorse
Join us for an engaging session where we explore the work eReserve Plus has done in developing a FOLIO application that's transforming library services. eReserve Plus has been leading the way in integrating advanced technology to streamline library operations and foster the integration of library resources into the learning environment. Their FOLIO app is a comprehensive solution for managing electronic reserves, improving accessibility, ensuring copyright compliance and fostering collaboration among library staff and patrons.

We'll take you through the features of the FOLIO app, such as its intuitive interface, powerful copywrite compliance capabilities, and seamless integration with existing library systems. Additionally, we'll share insights into the development process, including the challenges we faced and the strategies we used to overcome them.

This session is perfect for anyone interested in the future of library technology. Come discover how eReserve Plus's FOLIO app is setting new standards in library management and learn about the potential benefits it can bring to your institution.
Speakers
KP
Friday May 2, 2025 1:20pm - 2:10pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Integrations & API's

1:20pm EDT

From Manual to Magic: Automating User Imports in FOLIO
Friday May 2, 2025 1:20pm - 2:10pm EDT
554 | Achor
Discover how MOBIUS has revolutionized patron account management in FOLIO with an innovative automated process.
In this session, we’ll explore how MOBIUS transitioned from Sierra’s scheduler software to FOLIO while maintaining compatibility with existing file formats. Instead of requiring libraries to overhaul their workflows, we developed a seamless solution that converts text files of patron data into JSON format, enabling integration with FOLIO’s mod-user-import API.
Key Highlights:
• Automated Integration: Our solution leverages the mod-user-import module to create and update user records daily. The script runs automatically at 1:00 AM, importing patron data for 50 libraries, with scalability for additional libraries as requested.
• Comprehensive Web Interface: Empower help desk staff with tools to:
o Monitor metrics and review import history.
o Identify failed records and manage patron groups.
o Configure email notifications for import outcomes.
• Technical Implementation Insights: Learn about the use of the POST /user-import endpoint to streamline user data imports.
• Detailed Metrics: See how MOBIUS provides robust metrics on user import outcomes, ensuring transparency and efficiency.
Why Attend?
This session demonstrates how automation can enhance efficiency while maintaining flexibility for participating libraries. Attendees will leave with a deeper understanding of how MOBIUS ensures FOLIO’s patron management processes remain robust, transparent, and user-friendly.
Speakers
avatar for Stephen Strohl

Stephen Strohl

Associate Director, Member Services, MOBIUS
Please allow me to introduce myselfI'm a man of wealth and taste...
VG
Friday May 2, 2025 1:20pm - 2:10pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Users & Usage

2:20pm EDT

Unlocking FOLIO: Transforming APIs and SQL queries into Innovative Library Services
Friday May 2, 2025 2:20pm - 3:10pm EDT
555 & 556 | Seahorse
Join me for a walkthrough on accessing and utilizing data from FOLIO through its APIs and PostgreSQL database. I'll begin with how to set up and use the FOLIO APIs and move to accessing raw data through PostgreSQL including utilizing tools such as DBeaver.

Building on these basics, I'll delve into real-world applications by showcasing several projects undertaken at Smith College Libraries. Examples such as:

Collection and Purchasing Reports: Utilizing PostgreSQL queries to create reports that visualize collections and purchasing data, including automating ACRL statistics.

New Materials Browsing: Enabled patrons to browse new books and videos combining EDS APIs with FOLIO data.

Enhanced Course Reserves: Access to Course Reserves through the FOLIO API.

Equipment tracking: Simple equipment tracking utilizing FOLIO's inventory APIs and real time availability tracking to give students a clear picture of what is available.

These examples will illustrate how raw data access can improve library services. Attendees will gain practical insights and actionable knowledge to apply in their own institutions, making the most of FOLIO's robust data capabilities.

Speakers
avatar for Rob O'Connell

Rob O'Connell

Director of Collections, Discovery, and Systems, Smith College
Friday May 2, 2025 2:20pm - 3:10pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Integrations & API's

2:20pm EDT

All about the Package POL in FOLIO–from the original vision for the feature design to use cases in practice and ideas for shaping future development
Friday May 2, 2025 2:20pm - 3:10pm EDT
Ballroom B | Coral
Ever wonder about that box with the word ‘Package’ next to it, when setting up a new Order/PO Line in FOLIO? What does checking the box let you do when creating a new Order/PO Line? What are all the flavors of Package POLs? Hear from Dennis Bridges, the PO for Orders and all things FOLIO Acquisitions, about the original vision for the feature design and from Sara Colglazier, a fully implemented FOLIO user since 2022, about why it is one of her favorite FOLIO things–even if she cannot quite come up with 32 flavors, she will share a wide variety of use cases. Finally, together, let’s discuss and brainstorm ideas for shaping future development of the Package PO Line.
Speakers
SC
avatar for Dennis Bridges

Dennis Bridges

Principal Product Manager, EBSCO Information Services
Friday May 2, 2025 2:20pm - 3:10pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Features/Functionality/Apps

2:20pm EDT

Coming Around: MOBIUS' First ILS Conversion in 25 Years
Friday May 2, 2025 2:20pm - 3:10pm EDT
554 | Achor
How does a consortium of 60+ libraries based on a shared ILS platform and a resource sharing system handle disruptive change? Perhaps more importantly, why would you do this in the first place? In many ways it is like turning a battleship. Also, many of these new and essential products are either in development (Locate and OpenRS) or are architecturally new (FOLIO ECS) so providing feedback and testing is all part of the mix. Large, diverse, and geographically dispersed, how do you help lead your membership on his new adventure, so they engage with you throughout the process, so they feel like they have an ownership interest in its success? Come and learn from us on what went right, what went wrong, and what we would do differently during our 2-year odyssey into the brave, new world of open-source software.
Speakers
avatar for Donna Bacon

Donna Bacon

Executive Director, MOBIUS
I am the Executive Director of MOBIUS, a multi-type (mostly academic) 501(c)(3) library consortium for 80 libraries in Missouri and contiguous states.  We have a shared ILS and will go live with FOLIO and OpenRS in May 2024!  I currently serve on the leadership of the Open Library... Read More →
avatar for Stephen Strohl

Stephen Strohl

Associate Director, Member Services, MOBIUS
Please allow me to introduce myselfI'm a man of wealth and taste...
Friday May 2, 2025 2:20pm - 3:10pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Migration & Change Management

3:20pm EDT

From Roadmap to Release: Maximizing Your FOLIO Enhancements
Friday May 2, 2025 3:20pm - 4:10pm EDT
555 & 556 | Seahorse
As a community-driven system, FOLIO thrives on engagement with its adopters. Join our panelists as they share their experiences with FOLIO pre-release testing and bug-reporting (Bugfest), highlighting the value of participating in this community event. Presenters will discuss how to stay informed about FOLIO development and release schedules, including key communications to watch for and how to prepare for an upgrade. They will offer practical advice, with real-life examples, on how FOLIO libraries can make the most of their dry-run environments, utilize training and other resources, and seamlessly integrate new and enhanced functionalities into everyday processes. Additional topics will include scheduling downtime, reporting issues, steps for upgrading to a new release, and where to find further information.

Attendees will learn firsthand how engaging in these processes ensures early issue detection, thorough staff preparation, and smooth upgrades, allowing the library to fully leverage FOLIO’s new features and improvements.
Speakers
RB
SK
Friday May 2, 2025 3:20pm - 4:10pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Features/Functionality/Apps
 
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