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EBSCO User Group 2025
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Subject: Tips and Tricks clear filter
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

Steering the Ship: Piloting the EDS UI Migration
Wednesday April 30, 2025 10:30am - 11:20am EDT
Ballroom B | Coral
This session will provide a deep dive into the challenges of migrating to the new EDS user interface. I'll share the library’s experiences in customizing the interface to align with the users' specific needs and expectations.

Key topics will include:
- Customizing the User Experience: Learn how we developed and implemented custom filters, placards, and search extensions to enhance the search experience and improve discovery.
- Effective Training and Communication: Discover the strategies we employed to train staff and communicate effectively with the entire university community, minimizing disruption and maximizing user satisfaction.
- Monitoring and Responding to User Feedback: Explore how we tracked user feedback and implemented changes to address concerns and improve the overall user experience.
- Looking Forward: Review the key upcoming features coming to the interface in 2025.
Speakers
avatar for Meghan Salsbury

Meghan Salsbury

Lead, Library Systems & Instructional Multimedia, National University
Hi! I'm Meghan, and I am the Systems & Instructional Multimedia Librarian for National University. I work to ensure all the library's systems work properly for our patrons and also create videos, tutorials, infographics, presentations, and more to help our students understand how... Read More →
Wednesday April 30, 2025 10:30am - 11:20am EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Change Management

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

The SaaS Implementation Playbook: Strategies for Success
Wednesday April 30, 2025 11:30am - 12:20pm EDT
554 | Achor
Implementing new software as a service platforms take time and effort. This session will review best practices, tips, and general advice on how to work with our implementation team for the best outcome for your institution. We will share thoughts on how best to prepare for the project, general tools and workflows used, pitfalls to avoid, and other general ways in which to optimally stand up the product purchased. Products to be reviewed will include EBSCO Discovery Service, Full Text Finder, Custom Catalogs, Stacks, OpenAthens, and more.
Speakers
BP
AW
Wednesday April 30, 2025 11:30am - 12:20pm EDT
554 | Achor 1 Sabin St, Providence, RI 02903, USA
  Track 4 | Anchor, Change Management

1:20pm EDT

Ins and Outs of Changing Everything: Migrating to New EDS and OpenAthens
Wednesday April 30, 2025 1:20pm - 2:10pm EDT
555 & 556 | Seahorse
This presentation explores how one academic library serving an entirely online university executed a deep overhaul of its online infrastructure while navigating an unexpected medical crisis.

The institution made three major changes on the same day by implementing the new EBSCO Discovery Service, transitioning to the OpenAthens authentication system, and launching a redesigned website. The discussion reviews the thought processes and decisions behind combining these migrations, including resource allocation, risk assessment, and timeline management explained, as well as communicating with key stakeholders, managing expectations, and testing so, so very many links.

The presentation also addresses crisis management when the project lead, the presenter, was diagnosed with Bell's Palsy two days before launch. Learn what happened, what to prepare for with your own migrations and projects, and how to make sure you can expect the unexpected. The impact of the changes after one year will also be discussed.

This presentation offers valuable insights for library professionals planning EBSCO Discovery Service and OpenAthens migrations, or similar system migrations and changes.
Speakers
MS
Wednesday April 30, 2025 1:20pm - 2:10pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Change Management

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

3:20pm EDT

Strategies for Ensuring Access to Electronic Resources from HLM MARC Records
Wednesday April 30, 2025 3:20pm - 4:10pm EDT
Ballroom B | Coral
The importance of discovery is often brought up in academic settings, but ensuring access is just as vital for connecting patrons with materials. For resources from EBSCO’s Holdings & Links Management (HLM) record service, access takes the form of linking URLs. The details of these links are often dependent on the host, and access issues can arise in collections large and small. The number of links and potential problems scales upwards as an institution adds more collections to HLM. Manually testing URLs is a proactive method of ensuring access, as patrons finding a nonfunctional link may just move on to another resource instead of submitting a ticket and waiting for a resolution. This presentation is concerned with breaking down different types of access issues The University of Alabama has encountered and exploring tools used for more efficiently and precisely troubleshooting access problems in HLM records as well as the importance of communication with electronic resources personnel from a metadata perspective in addressing access problems and establishing more streamlined workflows.
Speakers
TS
Wednesday April 30, 2025 3:20pm - 4:10pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, UX/UI/Online Presence

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

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

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

Creating Short, Targeted, Effective EDS Tutorial Videos for Patrons
Thursday May 1, 2025 1:00pm - 1:50pm EDT
555 & 556 | Seahorse
EDS is incredibly powerful, but can sometimes feel overwhelming to students and other patrons. In this presentation Simon Ringsmuth, a Digital Services Librarian at Oklahoma State University, will demonstrate the process he has used to create a series of short, targeted, effective, and engaging videos to help patrons learn various aspects of EDS including basics such as keyword searching to advanced features like custom folder sharing and boolean operators. This collaborative video-creation process utilizes free tools for ideation and scripting, as well as off-the-shelf software like Final Cut Pro and Camtasia to handle editing and screen-captures. This process is also not limited to EDS: Librarians can use this process to create tutorial videos about all manner of software tools to help patrons learn to use them more effectively. While some technical knowledge is useful, it is not required and anyone can learn to use this process to create engaging, effective tutorial videos. To see the videos that this presentation is based on, visit bit.ly/OSU-EDS-Search-Videos.
Speakers
avatar for Simon Ringsmuth

Simon Ringsmuth

Digital Services Librarian, Oklahoma State University
Thursday May 1, 2025 1:00pm - 1:50pm EDT
555 & 556 | Seahorse 1 Sabin St, Providence, RI 02903, USA
  Track 2 | Seahorse, Library Services

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

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
 
Friday, May 2
 

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

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

1:20pm EDT

Some of the things we wish we had known and understood early in our FOLIO implementation
Friday May 2, 2025 1:20pm - 2:10pm EDT
Ballroom B | Coral
Widener University libraries consists of 3 libraries, each on a separate campus – the main campus is in Southeastern Pennsylvania, with two Law School campuses, one in Delaware 20 minutes from the main campus and the other in Pennsylvania, about 2 hours away.
We migrated to FOLIO from III’s Sierra ILS, after many years with the same library system. We expected that there would be a rather sharp learning curve with many changes to our workflows as we moved to FOLIO.
As part of the standard FOLIO migration we met weekly with our wonderful IPM team, meeting often amongst ourselves, via Teams and Zoom. Many of the librarians and staff have never met one another in person, but after many months of regular meetings as well as training sessions, we grew comfortable working together.
At some points in the migration there were unexpected hiccups, times when the migration team didn’t stop to hit us over the head and tell us we needed to see our data differently. I would like to focus on some of these hiccups, to hopefully help the next wave of new FOLIO libraries save time and effort.
Speakers
avatar for Roz Goldstein

Roz Goldstein

Head of Collections & Resource Management, Widener University
Friday May 2, 2025 1:20pm - 2:10pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Migration & Change Management

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

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

Enhanced Consortia Support Discussion: Meeting the needs of complex systems
Friday May 2, 2025 3:20pm - 4:10pm EDT
Ballroom B | Coral
Learn how FOLIO Enhanced Consortia Support is evolving to meet the requirements of a wider variety of system models. Gain insights and offer feedback on specific enhancements being made in the following areas: Administration and authorization, inventory and authority control, Circulation, bulk editing and reporting, and acquisitions.
Speakers
KM
avatar for Dennis Bridges

Dennis Bridges

Principal Product Manager, EBSCO Information Services
SB
MZ
Friday May 2, 2025 3:20pm - 4:10pm EDT
Ballroom B | Coral 1 Sabin St, Providence, RI 02903, USA
  Track 3 | Coral, Users & Usage
 
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