“Envisioning an Information Infrastructure for New York”

May 11 and May 12, 2015

2015 I2NY Summit Agenda

Gideon Putnam Resort, Saratoga Springs

Monday, May 11, 2015

1:30 pm to 2:30 pm                            Facilitators Orientation – Tom Clareson, Sheryl Knab

2:45 pm to 3:15 pm                            Registration Table Open

3:15 pm to 3:45 pm                            Welcome and Opening Remarks – Tom Clareson and Sheryl Knab

3:45 pm to 5:00 pm                            Lightning Rounds

5:00 pm to 5:15 pm                            Local Guest speaker

5:15 pm to 6:15 pm                            Reception/Complimentary Cocktails – Network

6:15 pm to 7:00 pm                            Buffet Dinner/Cash Bar

7:00 pm to 7:45 pm                            Keynote Speaker

7:45 pm to 8:00 pm                            Day One Closing Remarks, Tom Clareson

Tuesday, May 12, 2015

8:00 am to 8:30 am                            Breakfast

8:30 am to 9:30 am                            Session 1: Review Current Initiatives

9:30 am to 10:00 am                          Report Out

10:00 am to 10:15 am                        Break

10:15 am to 11:00 am                         Keynote Speaker

11:00 am to 12:00 pm                        Session 2: Large Group Discussion and Idea Generating – Nate Hill and Tom Clareson

12:00 pm to 1:00 pm                          Working Lunch

1:00 pm to 2:00 pm                            Session 3: Review Ideas

2:00 pm to 2:30 pm                            Review and Break

2:30 pm to 3:30 pm                            Session 4:  Large Group Prioritization

3:30 pm to 3:45 pm                            Day Two Closing Remarks, Tom Clareson

Six Original Initiatives

Empire State Digital Network – DPLA Service Hub – Kerri Willette, Empire State Digital Network Manager, Metropolitan New York Library Council (METRO)

The Empire State Digital Network (ESDN) has been working with the Digital Public Library of America (DPLA) for over a year to expose New York’s rich cultural heritage to the country-at-large. This session will provide updates and current status on the Empire State Digital Network, DPLA’s service hub for New York State.

Kerri Willette has worked with digital collections and content in academic, museum, and consortial settings since 2001. Before becoming the ESDN Manager at METRO, her career included project planning, metadata creation, and digital project work at various institutions in Chicago and Wisconsin. Kerri received her MLS from the University of Illinois GSLIS in 2005.

Library as Publisher – Kathy Miller, Executive Director, Rochester Regional Library Council (RRLC)

Library as Publisher can mean different things to different people. That was the challenge facing the I2NY Library as Publisher Task Group — comprised of librarians from different types and sizes of libraries — when they first met in the fall of 2013.  The Group determined that educating the New York library and archive community about the richness of library publishing would be their first priority, culminating in a grant opportunity to put what was learned to use in an “innovation” project.

Kathy Miller, in addition to her duties at RRLC, is the Chairperson of the NY 3Rs Association, Inc and the project coordinator for Library as Publisher.

Communications Clearinghouse – Kathy Gundrum, Executive Director, Capital District Library Council (CDLC)

One outcome of I2NY was to create a communications clearinghouse for initiatives and ideas and sharing between and among libraries and archives.  After much discussion amongst the working group, a web site, NYProjectShare.org, was developed to inventory existing projects occurring at libraries and archives across the state. Currently in beta, the site was populated with projects that the working group was aware of and presented this at conferences in Spring 2014. A potentially valuable tool, the Clearinghouse needs to be assessed for its ongoing sustainability and scalability.

Kathleen Gundrum is a co-facilitator of the working group with Mike Nyerges and will provide an update and seek input for moving the initiative forward. Prior to becoming CDLC’s Director in 2014, Kathleen was CDLC’s Program and Communications Manager. She also held several positions during her fourteen years at Nylink.

Library Assessment and Return on Investment – Mary Carol Lindbloom, Executive Director, South Central Regional Library Council (SCRLC)

This presentation will include a review of and status report on the library assessment initiative, ideas for its future, and the relevance & usefulness to the library community of carrying this program forward.

Mary-Carol Lindbloom holds an M.L.S. from Syracuse University and has worked in a variety of library types: university, public, museum, hospital, and library system. She currently serves on two school library system advisory councils, the Library Journal Public Library Advisory Committee, and Syracuse University’s iSchool LIS Guiding Council. She is also directing a multi-year IMLS grant, which focuses on online learning for library workers.  Ms. Lindbloom has been working with the I2NY assessment initiative since its development.

E-resources: Enhancing Access to Research Databases – John Hammond, Executive Director, Northern New York  Library Network (NNYLN)


Collaborative Initiatives, Pilots, and Possibilities

NY EAD Project – Deirdre Joyce, Assistant Director and Digital Services Manager, Central NY Library Resources Council (CLRC)

Building HARMONY is a collaborative effort to describe the Historic Archival Records and Manuscripts of New York in a single online metadata repository which creates and collects encoded archival description (EAD) from institutions of all types and sizes from across the state. The presentation will briefly discuss the origins of the project as well as its current developments, goals, and benefits to New York’s historical records’ repositories.

In addition to her role at the Council, Deirdre Joyce serves as the state coordinator for New York Heritage Digital Collections as well as the project manager for the Building HARMONY initiative.  She is a Certified Archivist as well as a Librarian, holding dual masters’ degrees in History and Library and Information Studies from the University of Wisconsin, Madison.

Empire Shared Collection –  Nicole Collello, Coordinator for Information Access and Delivery Projects, University at Buffalo

The Empire Shared Collection Program promotes the cost-effective management and preservation of low-use print legacy collections. The tools, standards, services, costs and policies that are needed to create and sustain a collaborative print repository will be discussed. Questions such as who makes the decisions, who owns the materials, how membership costs are developed, how records for the collection are discovered, and how access to the collection is provided will be answered.

Lastly, we will also review the advantages for membership such as optimizing local library space, saving money, and extending library collections.

Nicole Collello has more than 20 years of experience in Access Services.  She has held numerous positions including most recently managing operations of the Libraries Annex. She is currently working to achieve efficiencies by incorporating emerging and innovative technologies into document delivery operations. Nicole has played a leadership role in the development and implementation of the Empire Shared Collection Program.

New York Historic Newspapers – John Hammond, Northern New York  Library Network (NNYLN)

The New York State Historic Newspapers project provides free online access to a wide range of newspapers chosen to reflect New York’s unique history. It runs on the Library of Congress’ open source newspaper software (Chronam) and is administered by the Northern New York Library Network on behalf of the NY 3Rs Association.  Libraries can submit previously digitized materials for hosting at no charge.  John will also talk briefly about NNYLN’s Digitization Service Center that will scan newspaper microfilm on a fee basis, prepare it for ingestion, and provide hosting services.

In addition to his role as Executive Director of the NNYLN, John Hammond is Project Manager of the NYS Historic Newspapers Project.

State-Wide Catalog: Developing a Roadmap – Robert Drake, Technology Operations Manager, Mid-Hudson Library System

Building on research performed last year for the New York Alliance of Library Systems, this presentation will cover the high level benefits and challenges of creating a state-wide catalog.  This presentation will also cover a handful of potential technical options and a rough roadmap of how this project might be completed.

Robert Drake has worked at the Mid-Hudson Library System since 2009.  In that time, he has been an active trainer, researcher, and presenter on a variety of library technology topics as well as project chair for the aforementioned New York Alliance of Library Systems State-wide ILS/catalog working group.  When not busy answering support tickets, he enjoys long walks in the Catskills.

Guest Speakers

Local Guest Speaker

mmayNational Digital Platform, Micah May, New York Public Library

It’s time for libraries to come together to take ownership of their eBook service and their relationships with users by building a national digital platform to support library e-content acquisition and distribution.  In his talk Micah May will lay out the case for such a building such a national platform and the NYPL’s in progress and planned work to do so.

About Micah May:

Micah May began working at the New York Public Library in 2009 as Director or Strategy.  He is now Director of Business Development, a new role in which he is focused on incubating new initiatives, especially leadership work intended to scale up and have impact on a national level.  Before he joined the Library, Micah worked as a consultant at McKinsey and Co, where he also accelerated innovation by helpful to found a center focused on advanced problem solving techniques.  Micah has a JD from Harvard Law School and a BA in Philosophy and Political Science from the University of Colorado at Boulder.

Keynote Speakers

pmorvilleThe Architecture of Understanding, Peter Morville, Semantics Studio

We think we’re designing libraries, websites, and services. But we’re not. We are agents of change. The systems we build shape the beliefs and behaviors of our users and our colleagues. If we hope to be better, user-centered design isn’t enough. We must also wrangle with culture, governance, methods, and metrics, because the things we make are reflections of how we see and sort ourselves. In this spirited tour of information architecture, organizational strategy, and systems thinking, Peter Morville draws from his new book, Intertwingled, to reveal how everything is connected from code to culture. It’s a trip into the wilderness of cognition and complexity that delivers a powerful message: since the library is a courageous act of inspiration architecture and a keystone of culture, our work together matters more than we know.

About Peter Morville:

Peter Morville is a pioneer of the fields of information architecture and user experience. His best-selling books include Information Architecture for the World Wide Web, Ambient Findability, Search Patterns, and Intertwingled. He holds an MLIS from the University of Michigan, and advises such clients as AT&T, Cisco, Harvard, IBM, Macy’s, the Library of Congress, and the National Cancer Institute. His work has been covered by Business Week, The Economist, NPR, and The Wall Street Journal. Peter lives in Ann Arbor, Michigan with his wife, two daughters, and a dog named Knowsy.

nhillOpen Data and Libraries: Mapping Partnership Opportunities, Nate Hill, Chattanooga Public Library


Government produces an enormous amount of data. Historically, a lot of this has lived on library shelves, in filing cabinets, or on government worker’s computers, stored in unwieldy, disconnected containers or formats that were not designed for regular access, much less machine readability.  The Open Data movement has exploded in recent years, with cities, counties, states, and the federal government all scrambling to release structured data in useful, useable formats so that data can be easily consumed and interpreted by machines as well as humans.  This cultural phenomenon represents a great opportunity for libraries, both academic and public, to drive the collection, curation, and interpretation of this medium.  Right now, libraries of all types are jumping in, but they have not yet emerged as leaders or top-level conveners in this arena.  This talk at the NY3Rs’ I2NY Summit will be a provocation highlighting existing work being done by libraries at the local, state, and federal level, and it will challenge attendees to consider their organizations’ expertise as well as the niche they can serve in an open data ecosystem.  Attendees will leave with a clear understanding of the open data movement, and will leave with fresh ideas about how they can lead, participate, and collaborate.

About Nate Hill:

Nate Hill is Deputy Director of the Chattanooga Public Library, where he leads The 4th Floor project.  The 4th Floor is a 12,000 square foot library loft space featuring a public access makerspace, civic laboratory, and gigabit laboratory.  In addition to his work at the library, Nate serves on the board of Chattanooga’s Enterprise Center as well as the nonprofit Causeway. Nate has worked in, with, and for public libraries across the country from New York to California, and he was named a “Mover and Shaker” by Library Journal in 2012.  Nate has an undergraduate degree in art from Skidmore College, and a master’s degree in Library and Information Science from Pratt Institute.  He spends his free time traveling, hiking, or playing blocks, cars, and trains with his awesome wife, son, and daughter.