2019 Annual Conference Program

Wednesday, February 13, 2019
Creating Value: AI, Machine Learning, Workflow Tools & The User Experience

9:00am - 5:00pm: Registration (Marble Foyer)
9:00am - 12:00pm: NFAIS 2018-2019 Board Meeting (Potomac A)
1:00pm - 1:15pm:

Welcome and Opening Remarks (Grand Ballroom)
Deanna Marcum, NFAIS President 2019- 2020, Senior Advisor, Ithaka S+R

1:15pm - 2:15pm:

Opening Keynote (Grand Ballroom)
Moderator: Deanna Marcum, Senior Advisor, Ithaka S+R

Samuel Zidovetzki

Global health in the age of open access information.
Dr. Samuel Zidovetzki, MD, MPH,

Information is a commodity, one that is tightly controlled and regulated by many different entities public and private. This is also true when it comes to medicine and medical information. For developing countries gaining access to valuable and time sensitive medical information can mean the difference between life and death. Access to quality medical education can result in up-to-date medical education versus what exists now in many countries, educational curricula using decades old medical texts. There are many barriers to the dissemination of accurate and timely medical information and there are organizations such as Wikipedia, Wiki Project Medicine and other non-governmental and governmental organizations working to get medical information to those who need it most. I believe very strongly that ensuring the flow of high quality, timely information to medical professionals either at home or abroad can make all the difference in improving patient care.

2:15pm - 3:00pm: 

Panel Session(Grand Ballroom)
Moderator: Judy Luther, President, Informed Strategies

This session will focus on strategic initiatives that cut across libraries, associations and foundations, where partnerships have created opportunities to learn from each other and resulted in the ability to improve distributed learning experiences and higher education opportunities across libraries and campuses worldwide.  Presenters will share what they have developed and how they are working together to enrich academic research; how students are using available resources; and the impact these initiatives have had on creating value and in supporting research and student communities.

Research libraries as critical partners in the knowledge ecosystem [Slides]
Mary Lee Kennedy, Executive Director, Association of Research Libraries (ARL)

This presentation provides a view into the work of research libraries in advancing knowledge in a research and learning ecosystem focused on open science, adopting artificial intelligence and other fourth industrial revolution technologies, and facing big questions about what constitutes research in the 21st century.

Advancing Data and Information Science at Virginia Tech [Slides]
Julie Griffin, Associate Dean for Research & Informatics, Virginia Tech

It is widely known that libraries have and are continuing to adapt to the rapidly changing information and data needs of the communities they support. This presentation will focus on the evolution of Virginia Tech University Libraries, with special attention given to program and service developments in data science, learning spaces, digital literacy, and open education. Griffin will describe the full suite of information and data services provided by the Libraries (including data management, data education, open education and research, digital literacy, research impact and collaboration, and learning and research spaces), share stories about the Libraries’ partnerships in developing sustainable, human-centered, and technology-enhanced service infrastructures and experiential learning platforms, and paint a picture of the impact of these activities, systems, and services on learner, instructor, and researcher success. The presentation will end with an overview of challenges and lessons learned, as well as opportunities for future collaboration within higher education and beyond.

3:00pm - 3:15pm:

Connecting and Networking with Exhibitors (Grand Ballroom Foyer)

3:15pm - 4:15pm:

Publishers Creating New Value (Grand Ballroom)
Moderator: TBD 

This panel of speakers will address how publishers are either increasing or repositioning value, including designing intuitive experiences that drive results, researcher workflow tools and strategies, visual design, AI and machine learning strategies, and leveraing analytics, as well as other creative solutions that have addressed changing user needs.

How We Built an Analytics Service on Inspec [Slides]
Vincent Cassidy, Director of Academic Markets, The Institution of Engineering and Technology

Inspec is the IET’s leading information service and for 50 years has been a quality mark for A&I services in the practice of research in physics and engineering. The semantic tagging of our highly curated dataset has allowed the IET to develop new services, including analytics tools that support decision making in the business of research and research funding. This presentation will review the steps taken and lessons learned to apply AI technology to curated datasets, such as an established A&I product.

How University Presses Are Learning to Digital Humanists Presentation [Slides]
Peter Berkery, Executive Director, Association of University Presses (AAUP)

As scholars in the Humanities and Social Sciences become increasingly comfortable with both digital research and publishing, university presses are finding new ways to support their output. This presentation highlights a number of important initiatives within the university press community to increase their digital publishing capabilities.

Determining Our Own Knowledge Futures: How Independent and Open Publishing Tools Can Lead Us Forward [Slides]
Catherine Ahearn, PhD Senior Project Editor, MIT Knowledge Futures Group

The MIT Knowledge Futures Group (KFG) is a new joint initiative of the MIT Press and the MIT Media Lab and is the first of its kind between an established publisher and a world-class academic lab devoted to the design of future-facing technologies.

The KFG’s mission is to transform research publishing from a closed, sequential process, into an open, community-driven one, by incubating and deploying open source technologies to support both rapid, open dissemination and a shared ecosystem for information review, provenance, and verification. Catherine will briefly discuss the goals and projects of the KFG, focusing mostly on PubPub, an open access publishing platform. She will then walk through two case studies and discuss the ways they each posed challenges and opportunities for authors, readers, and publishers, as well as how they create new ways of providing value.

4:15pm - 5:00pm:

Plenary Session (Grand Ballroom)
Moderator: Paula Krebs, Executive Director, Modern Language Association 

Tim M. McGearySolutions for Discovery [Slides]
Tim M. McGeary

The amount of resources and information available to users seems infinite, but what is discoverable and accessible is few in comparison. Among the many longstanding roles of libraries is guiding users to the resources they need, and technology has expanded the possibilities of this service, while also exposing new risks and challenges. Libraries also have a unique position within the technology-driven marketplace, as both consumer and provider, while both protecting users while also competing for users. This presentation will explore these dynamics of the impact on technology on user-centric strategy and solutions.

5:00pm - 6:00pm:

NFAIS Annual Business Meeting (Grand Ballroom)

5:30pm - 7:00pm:

 Welcome Reception (Grand Ballroom Foyer)


Thursday, February 14, 2019
Enabling Access: Technologies, Open Initiatives, Collaborations, Partnerships

8:00am - 5:00pm:  Registration (Marble Foyer)
7:45am - 8:30am:

Continental Breakfast (Grand Ballroom Foyer)

8:30am - 9:00am:

Plenary Session (Grand Ballroom)
Moderator: TBD

Sabine Louët

AI: the promises of automated solutions to tell the story of research Presentation [Slides]
Sabine Louët

The science publishing industry has been rather slow in adopting technologies, related to artificial intelligence, which have been available for some time. In this presentation, Sabine Louët, CEO of digital content creation and publishing platform SciencePOD will share her journey in the realm of AI. She will explain why it matters that science publishers start creating quality content telling the stories of research they publish to raise its profile at the post-publication stage. You will learn about her progress in automating the editorial process to raise the profile of authors, particularly in the lesser known, emerging, Open Access publications. New tools based on Natural Language Processing (NLP) and Natural Language Generation (NLG), two sub-fields of Artificial Intelligence, are now available to augment the activity of writers and editors— complementing their skills. These tools also help to automate the editorial process required in the creation of news stories, plain language summaries and infographics, explaining the meaning of research papers in simple, accessible and compelling language. Based on examples of specific next generation products, she will map out how she examined the various options available in the AI toolbox and identified practical solutions to develop productivity tools for science publishers while staying clear of overhyped gadgets.

9:00am - 10:15am:

Unconventional Partnerships (Grand Ballroom)
Moderator: Mary Onorato, Director, Bibliographic Information Services, Modern Language Association

This session will focus not on the threat of disruption, but on how it is advancing this industry.  By aligning with the enemy and partnering with those we see as potentially threatening, these cooperative relationships have the potential to increase use of content among the very customers they are competing for.  By bringing together the best features from both sides to attract and retain loyalty, partnerships create an opportunity to expand and improve offerings, as well expand the customer base.  Our panelists will address the proliferation, access, convenience, service and value of these unconventional partnerships.

Preprint Power in Scholarly Communication [Slides]
John R. Inglis, Co-founder, bioRxiv and medRxiv, and Executive Director of Cold Spring Harbor Laboratory Press

Scholars in many disciplines now make a version of a research manuscript freely available through a preprint server before the final version is published by a journal. In this presentation John Inglis will draw on 6 years’ experience of founding and managing preprint servers to demonstrate the advantages that preprints offer individual scholars and their communities of practice, the integration and collaboration that is possible between servers and journals, and ways in which upstream discovery and assessment of a preprint may help optimize the published version of record of the manuscript concerned.

Morphing Unconventional Enemies into Strategic Partners [Slides]
David Kochalko, Co-founder, ARTiFACTS

When new technologies and innovative ideas spring onto the scene, they are oftentimes accompanied with their own promotional hype of revolutionizing something or other. Not surprisingly, the established ecosystem counters initially with skepticism, reluctance, if not outright resistance. But then rational self-interest prevails, as what’s “new” gets unpacked, understood, modified and – where it contributes true value – it is appreciated and applied to the benefit of producers and consumers. We’ve all experienced this with products in our professional and personal lives. So, let’s explore how we jump across the hype chasm of blockchain to see what new value lies ahead both for consumers and producers of research information.

Partnerships at EBSCO [Slides]
Nathanael J. Lee, Strategy Analyst, EBSCO Information Services

I will be talking about EBSCO’s philosophy of partnerships, how new opportunities have emerged, and how our partnership strategy has evolved over the years to adapt to the changing landscape of Education, Scholarly Publishing, and Technology.


10:15am - 10:45am:

Connecting and Networking with Exhibitors (Grand Ballroom Foyer)


10:45am - 12:00pm:

Plenary Session (Grand Ballroom)
Moderator: Rhonda Ross, Manager, Assistant Director, Marketing Programs Management, CAS

Roger C. Schonfeld

The Role of Library Consortia in the Transition to Cloud-Based Infrastructure and Open Access Publishing
Roger C. SchonfeldDirector of Libraries, Scholarly Communication, and Museums ProgramIthaka S+R    

Library consortia and systems have played a major role in the development of collaborations to expand the availability of collections and licensed content and reduce duplicative expenditures. Today, the transition towards open access, and new generations of library systems platforms, are among the factors that are changing the nature of library collaborations. Shifts in the nature of the collaboration sometimes involve pressures on strategy, membership, and governance. This has implications not only for consortia themselves and their member libraries, but also for the publisher and vendor communities. In addition to a basic overview of some of the most important shifts in the environment and among consortia, this talk will examine some of the key trends to watch, and to get ahead of, in the years to come.

12:00pm - 1:45pm:

NFAIS Members-only Lunch Event (Grand Ballroom)
Moderator: Ghazal Badiozamani, Vice President of Product Management, Elsevier

Jon Tennant

What would scholarly publishing look like if we rebuilt it from scratch in 2019? [Slides]
Dr. Jon Tennant, Nomadic Palaeontologist, Rogue Open Scientist; PhD, MEarthSci, MSc, independent researcher and consultant, working on public access to scientific knowledge

Despite a number of recent innovations in scholarly communication and publishing, much of the focus still is around products and processes developed in a pre-Web era. Based on the tools and technologies that we have readily available to us today, what would the world of scholarly communication look like if we rebuilt it from scratch? What would the roles of the present stakeholder groups be in this hypothetical world, and how would the key elements of certification, reputation, incentivisation for engagement, and moderation and quality control be managed? That is what this session will address and provide an opportunity to discuss among attendees.

1:45pm - 2:45pm:

Miles Conrad Memorial Lecture (Grand Ballroom)
Moderator: Chris Burghardt, Vice President, Product Management at ProQuest

Martin Kahn

2019 Award Recipient: Martin KahnChairman, Code Ocean

NFAIS’ Miles Conrad Award, long considered the information community’s premier annual honor for achievement in fostering the growth of information services, will honor Martin Kahn this year, as he joins the esteemed industry leaders, innovators, and opinion-makers from the full breadth of the information community who have previously received this award.

Kahn is widely known and respected throughout the information industry, having led a variety of companies to success through the dynamic years before and after the birth of the Internet.  He has served as Chairman of Code Ocean—a cloud-based computational reproducibility platform that enables code to be peer reviewed, reused, or re-run with entirely new data, all directly within their compute capsule—since 2014.  Kahn was Vice Chairman of ProQuest, LLC (2011 – 2013) after serving as ProQuest’s Chief Executive Officer when it was acquired by Cambridge Information Group in 2007.  Before joining ProQuest, Kahn was Chairman of the Board of Directors of OneSource Information Services, Inc. (1993 – 2004).  He also served as Chairman of the Board of Directors of Ovid Technologies, Inc. (1989-1998), and as Chairman of the Board of Directors of Vista Information Solutions.

2:45pm - 3:15pm:

Afternoon Tea in Honor of the 2019 Miles Conrad Award Recipient (Grand Ballroom Foyer)

3:15pm - 5:00pm:

Unlocking the Benefits of Semantic Search (Grand Ballroom)
Moderator: Bob Kasenchack, Director of Product Development, Access Innovations

Researchers and other consumers of scholarly content are among the most advanced and demanding users of information systems and specialized repositories.  However, as publishers and content aggregators, we have not yet advanced search to the point at which we can posit to Google or Alexa, "find me a scholalry journal article on nonlinear optics." But we are advancing toward that goal.

As we prepare our content for semantic search and AI, the adoption of accurate, structured text for the storage and display of scholarly content will make it easier to extract, clean, and structure the data in order to maximize AI, MLO and ontological structures. Since AI-based search models are based on inferential reasoning, disambiguated subject categorization is essential to proper functioning.

In this session, panelists address new initiatives and real-world semantic search examples; the opportunities semantic enrichment offers for improving discovery and its use in synthesizing a vast amount of information into contextual, meaningful and useable results; and examples of how the scholarly communication community can harness the technologies and capabilities of AI and to reshape the scientific research community.


Things, Not Strings: Introduction to Semantic Search [Slides]
Bob Kasenchack, Director of Product Development, Access Innovations

Bob’s discussion will provide an overview of semantic search (including the various and sundry definitions floating around) and explain some of the technologies and applications thereof. In part, my talk (the first in the session) will serve to frame the two subsequent talks (Travis Hicks and Duane Degler) in this session.

User and Information Design Considerations for Effective Semantic Search [Slides]
Duane Degler, Strategic Design Consultant, Design For Context.com

Semantic search seeks to enhance the meaning in content, to more closely align the searcher and the available information resources. This means there is a strong user-centered aspect needed to unlock the benefits. What scenarios, needs, experiences, and mental models do our user bring to their search task? How does that inform our modeling of the “meaning” derived from the content? How do we avoid encoding rigidity of meaning by creating learning opportunities for both the users and the underlying search index and algorithms?

As we model content, we recognize that its character, structure, and context all matter. Alongside strategies for incorporating taxonomies and indexing the content itself, we will explore how you can prepare a knowledge graph that increases the potential for aligning meaning between your content and your users.

On the user experience side, we will introduce design approaches such as supporting iteration for exploratory search, modeling a language landscape, applying user context identification, creating feedback loops based on results selection and use, and using visual signposting for lightweight semantics in the user interface.

Making Sematic Search Work for You: Optimizing Content and Meeting Audience Expectations [Slides]
Travis Hicks, Director, Web Operations, at American Society of Clinical Oncology (ASCO)

How users interact with external and internal search engines has changed exponentially over the last decade. Along with the change in approach also has come shifting expectations, with “good” results no longer sufficient.

In this new world, what steps should you take to push your content to the forefront of billions of indexed documents? What changes should you consider to your internal platform’s search to more align its performance with that of external search engines like Google?

This presentation will discuss steps organizations can take to optimize their digital content for discoverability when it is indexed by a semantic search model, including content structure and metadata strategy. In addition, we will explore steps an organization can take to better understand how far they should dip their toe into semantical waters when it comes to their own internal search engines, including the benefits of structured thesauri.

5:30pm - 7:00pm:

Networking Reception (Grand Ballroom Foyer)


Friday, February 15, 2019
Best Practices & Standards: Ownership and Privacy

8:00am - 12:00pm: Registration (Marble Foyer)
7:45am - 8:30am:

Continental Breakfast (Grand Ballroom Foyer)

8:30am - 9:00am:

Plenary Session (Grand Ballroom)
Moderator: Suzanne Daulerio, Product Manager, ASTM International 

Daniel Barron

Democratizing Data—Whose Decision Is It? [Slides]
Daniel S. Barron, MD PhD,
Resident Physician, Neuroscience Research Training Program, Department of Psychiatry, Yale University

As we continue to democratize research, data will play a more significant role, from personal Information that we garner and their output, to the end-users who make use of it—but just what this means terms of policies remains unclear as do the implications. 

Dr. Barron shares the challenges we must address, including what researchers want, how others use it, and what the implications may be as the result. 

9:00am - 10:30am:

Startup Challenge (Grand Ballroom)
Moderator: Peter Simon, Vice President, NewsBank, Inc. 

Judges: Kent R. Anderson, Chief Executing Officer, RedLink; Ann Michael, President and founder, Delta Think, Inc., Jignesh Bhate, Founder & CEO, Molecular Connections

Four information industry startup companies — somewhere between "garage" stage and Round B funding stage — pitch their ideas and business models to a panel of expert judges. They will prepare and share the following: • What role do they play in a changing landscape? • What is their value proposition? • Who do they help? What is the risk, benefits? • How does what they do or the service they provide add value? • What partnerships do they seek to develop? • Can they be seamlessly integrated into an already established infrastructure, or are they forging a new path?

10:30am - 10:45am: 

Connecting and Networking with Exhibitors (Grand Ballroom Foyer)

10:45am - 11:45am:

Lightning Talks (Grand Ballroom)
Moderator: Mary Sauer-Games, Vice President, Product Management, OCLC

These are short, concise presentations that include sensible solutions to problems, overviews on new projects, the latest news, and other critical issues that are meant to spark ideas, forge new strategies, and open up discussions and debate. This session will feature six back-to-back 6-minute presentations, followed by discussions, questions and answers between our presenters and conference attendees.

The Challenge of Getting Discovered [Slides]
Mark Gross, President, DCL

STM and scholarly publishers must navigate a complex ecosystem to ensure their content is discovered by researchers and students. Publishers have invested heavily in creating structured content that facilitates discoverability; yet after 21 years of XML we are still talking about the challenge of being discovered! In this presentation, Mark Gross, president at DCL, outlines the landscape of online platforms, discovery vendors, abstracting/indexing services, metadata, structured content. Mark will present considerations for your organization’s ongoing curation to provide discovery vendors and your audience with exactly what they are looking for.

Facilitating Peer Review of Code and Data [Slides]
Pierre Montagano, Director of Business Development, Code Ocean

Reviewing the code and data associated with an article is often necessary for evaluating its scientific claims. Reviewing code and data presents an added burden for both authors and reviewers. Eliminating friction in the review process is a huge benefit for authors and publishers alike, allowing reviewers to skip the process of downloading, installing, and getting code and data to work on their own computers.. Code Ocean has launched a new service that provides publishers with a private link for executable code uploaded by the author during submission. Using container technologies, code execution is agnostic to programming languages, versions, or operating systems. The link can then be shared with reviewers who can easily change parameters, modify the code, upload data, run it again, and properly vet the submission. This will hopefully empower reviewers to conduct a more rigorous review of the science and help ensure reproducibility.

Author Choice in an Open Access World [Slides]
Serena Tan, PhD, Senior Editor, Publishing Development, John Wiley & Sons, Inc.

In an open access world, authors will need a variety of venues through which to communicate their research findings. As expectations around open access continue to evolve, publishers and research communities equally value the freedom of researchers to choose precisely where to publish their work. How will developments around open access affect author choice in publishing and what does this mean for publishers? What are the other issues that will require further attention as we navigate this rapidly changing publishing landscape? This talk will speak to these challenges and consider approaches to addressing them in a sustainable manner.

I am Scott Livingston. I am not a book. [Slides]
Scott Livingston, Executive Director, OCLC

Public libraries strive for deeper and greater community engagement. At the same time, ecommerce and social media have established new expectations around personalized and customized service. OCLC’s Wise takes a different approach to library management and community engagement workflows by designing them around people – not books. In doing so, OCLC Wise provides libraries with the tools and data to tailor programming, messaging and collections to meet the unique needs of their local communities.

The future of access:  how a mosaic of next gen solutions will deliver more convenient access to more users [Slides]
John Seguin, MLS, President, Chief Librarian, Third Iron, LLC.

Rogue services like SciHub deliver a clear message that users demand fast, convenient access to content.  In this lightening talk, I discuss how the landscape of user access to content is being defined by RA21, CASA and LibKey.  I will review the reach and limitation of each approach, discussing how the future of user experience will be a mosaic of services that while different all share core attributes.

Formation of a Research Data Management Librarian Academy [Slides]
Jean P. Shipman, VP, Global Library Relations at Elsevier; Librarian Emerita & Director for Info Transfer, CMI, University of Utah

A team of librarians are creating a free, online Research Data Management (RDM) Librarian Academy aimed primarily for practicing librarians, but also for researchers to gain knowledge about RDM principles and best practices. The training modules will be available to any one across the globe. The development team includes librarians from Harvard Medical School, Tufts Health Sciences, MCPHS University, Boston University School of Medicine, Northeastern University, Elsevier, and Simmons University. Simmons University will grant continuing education credit for those desiring such. This is a unique partnership between librarians, library educators, and a publisher.

The need for this training was evidenced through interviews and surveys which identified gaps in current training offerings and highlighted what skills librarians and researchers need to contribute to their RDM success. An inventory of existing courses was prepared as well. This session will highlight outcomes of the needs assessment and inventory, and it will share proposed training modules content. The audience will be asked to provide feedback about the content and their personal insights into training needs.

11:45pm - 12:00pm:

Startup Shootout Winner Announced (Grand Ballroom)

12:00pm - 2:00pm:

Awards Luncheon and Closing Keynote (Grand Ballroom)
Moderator: Deanna Marcum, Senior Advisor, Ithaka S+R

Willy Lai

Designing User Experience for Business Impact
Willy Lai, Vice President of UX, Macy's

Your users are only a click or tap away from leaving you for your competitors. In an ever-increasingly competitive environment, it's critical your users have a good experience each and every time they use your app or site. This is a crucial session for all stakeholders in the scholarly communications information exchange industry but will be invaluable to product managers, marketing managers, technologists and designers.

In this talk, Willy will contrast good and bad user experience designs and their respective ROI, based on real world data. You will learn:

  • How to launch successful products and prevent failures in the marketplace.
  • Why good user experience design isn't just about satisfying the needs of your users, but your business goals as well.
  • The fundamentals of good user experience design and the value it brings to your business. 
2:15pm - 3:30pm:  NFAIS 2019 - 2020 Board Meeting (Potomac A)


For information on becoming a sponsor of the NFAIS 2019 Annual Conference, contact Benjamin "Maverick" Turley at (443) 221-2980 ext. 103 or [email protected]

NFAIS is grateful for the support of our sponsorsFor information on becoming a sponsor of the NFAIS 2019 Annual Conference, click here to view our 2019 Sponsor Prospectus.