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ChapterNews Volume 75, #4 Winter 2003-2004

IN THIS ISSUE Message from the President


Message from the President
Agnes Mattis.. ............................1
Happy Holidays!
Agnes Mattis, President
Message from the
Director of Publications .............2
he holiday season is upon us and it seems there is more to do than ever.

T
Hot or Not? ....................................5
My cards are written and most of my shopping is finished — thanks to a
The Effect of Outsourcing and
husband who is very efficient and likes to shop! How rare is that? No,
Offshoring on the Information
you cannot rent him. The calendar is filling up with holiday parties and
Profession ..................................6
events that we will attend. I am delving through all my cookbooks to put together
Outsourcing and Offshoring menus for the events when friends and family will gather at our home. I am sure
of Information Services ............10 you are busy with similar activities in addition to actually doing your job! The
Chapter Announcements: Chapter’s Board of Directors has an additional task ahead. We are in the process
Lucy Lettis Speaks ..................12 of preparing our budget for 2004.
Increase in Hiring Librarians ....12
Because of the way the Chapter is structured, half the members of the Board of
Scholarship Award...................12
Directors are new each year. So the budget process is new to half the Board each
New Assistant Editor................12
year. At our preliminary meeting this year, there were many questions from the
Welcome New Members .........12
Advisory Council as well as from Board members about the budget. My repeated
Holiday Party 2003 ......................13 comments that we have to be very careful with our finances were met with blank
Legislative Alert: stares and comments along the line of “but the Chapter has lots of money.”
Database Protection Bill Intro- Someone suggested that a financial discussion would be of interest to all of our
duced in the House..................14 members. A further suggestion was made that, as your President, I should write
Knowledge Services: it in ChapterNews. You won’t need your green eye shades — I am going to keep
Strategic Learning:...................16 this as simple as possible.
Meet the Board The Chapter has two accounts: a Project/Reserve Fund and an Operating Fund.
and the Advisory Council.........18 The Project/Reserve Fund is in the Pooled Fund at SLA Headquarters. This means
MS Bike Tour ...............................23 our funds are put together with the funds from other Chapters and Divisions and
Report from IFLA .........................24 invested in SLA- (and IRS-) approved areas. The principle is guaranteed. We receive
quarterly interest and we can withdraw funds as needed. When we first joined the
Special Section:
Professional Development Pooled Fund, we had about $115,000 in the fund. I can hear you saying “see we
SLA Virutal Seminars ...............27 are rich!” But the fund has diminished over the last few years so we now have a
balance of about $75,000. The rule of thumb for a reserve fund is that you should
maintain one year’s worth of operating expenses in case of emergency. Guess
ADVERTISERS
how much it costs to run the NY Chapter? You guessed it! It costs more than
Dialog ............................................4 $75,000 a year to run the Chapter. (I’ll get to how we spend it in the section on
Clare Castle Partners..................13 the Operating Fund.)
Donna Conti Career Resources .10 Where did we get this large amount of money to contribute to the Pooled Fund?
The Chapter used to produce two publications, a Union List of Serials and a Chapter
EBSCO ........................................11
Directory. These publications brought in revenue over the years. The first Chapter
EOS International..........................3 Directory was published in 1940! The profits from the sale of these publications
Gatta Design & Co. .....................24 went to the Project Fund and were used as seed money for the next editions. In
the early 1990’s, the Board recognized that the books were diminishing in value
Info-Current...................................8
and took so long to produce that they were terribly out of date by the time they
Pro Libra........................................9 were printed. With the boom in electronic publishing, few of us spend the day
Wontawk .......................................7 (Continues on page 3)

ChapterNews 1 Vol. 75, #4 Winter 2003-2004


ChapterNews Message from the
New York Chapter Director of Publications:
Special Libraries Association Season’s Greetings
Winter Vol. 75, No. 4
learly, the events of 9/11 reshaped the lives of all
PUBLICATION SCHEDULE
ChapterNews, the bulletin of the New York Chapter of the
Special Libraries Association, is published four times a year.
C of us, not only here in the U.S. but throughout the
world. One of the more profound effects of the
brutal attack was the havoc it played on the world eco-
nomic stage. Hopefully, we are seeing signs of recovery,
but we will have to wait until the first or second quarter
Deadlines for submitting materials: of 2004 to know if we are really out of the woods.
Fall issue ....................September 24 Last year at this time, we were reeling from the Enron
Winter issue...............December 15 scandal that brought down Arthur Andersen. Much to
Spring issue................March 15 our chagrin, Adelphia, Tyco and Sam Waksal became
fixtures of the evening news further emphasizing that
Summer issue.............May 14
corporate America needed to clean house.
Government is usually slow to act, but when it does, it can
Submit all material to: result in far-reaching legislation. During the Carter years,
Jennifer Kellerman government regulations on business were severe, while
ChapterNews Editor the Reagan years gave business a much freer hand.
E-mail: jkellerman@paulweiss.com In this issue of ChapterNews, you will find a comprehensive
review of the regulations and legislation that have been
Submissions: Articles on topics of general interest to infor- enacted and proposed post-9/11. If we ever had any
mation professionals and the New York Chapter are welcome. thoughts that “Big Brother” was watching, we now know
Authors can send submissions via e-mail as text file or MS that to be true. Whatever our political beliefs may be,
Word for Windows attachments, or with article in the body of it is important to be aware of this legislation and how it
the e-mail. Please use single-line spacing, Courier font, with can affect our personal lives and the great impact it can
minimal use of boldface and italics. Include a byline with your have on our libraries.
full name and place of work.
On a lighter note, Jennifer, Shirley, Nancy and I would
like to wish everyone a happy and healthy holiday season
ADVERTISING inquiries should be addressed to: and look forward to a prosperous 2004.
Nancy Bowles
235 East 22nd Street, Apt 9L Mike Gruenberg
New York, NY 10010 Michael Gruenberg is the Strategic Accounts Manager
Telephone: (212) 679-7088 or at OneSource Information Services. He can be reached at
E-mail: nancy.bowles@verizon.net Michael_Gruenberg@onesource.com or 212-836-4161.

Special Libraries Association assumes no responsibility for the


statements and opinions advanced by contributors to the Associa-
tion’s publications. Editorial views do not necessarily represent the
official position of Special Libraries Association. Acceptance of
an advertisement does not imply endorsement of the product by
Special Libraries Association.

CHAPTERNEWS STAFF
Director of Publications Mike Gruenberg
ChapterNews Editor Jennifer Kellerman
Advertising Manager Nancy Bowles
Webmaster Shirley Loh
Assistant Editor Brenda Ling

ChapterNews 2 Vol. 75, #4 Winter 2003-2004


(Continued from page 1)
calling other libraries to borrow periodicals. The Chapter tion that would rent meeting space, please find out the
got out of the publishing business. There have been no details on the cost and send them to me (amattis@skad-
additions to the Project/Reserve Fund since. The Chapter den.com). We would like to put together a comprehensive
has been regularly withdrawing funds to use in the list of meeting spaces that are available to us. We typically
Operating Fund. need seating for a maximum of 200 and an area for a
The Operating Fund is the Chapter’s checkbook. We one-hour reception.
pay for all Chapter activities out of this fund. The only Other expense the Chapter incurs include the very success-
income the Chapter receives is advertising income for ful Career Day program. Career Day runs each Spring
ChapterNews, an annual allotment from SLA in the and costs almost $4,000 more than the sponsorship
amount of $12.00 per member (in 2003 we received income. We are very proud of this program and will con-
$14,556) and sponsorship income from our vendor com- tinue it in the future. We also offer scholarships totaling
munity. Since the NY Chapter does not charge members $4,000. The Virtual Seminars are free to members but
to attend meetings, we have to raise money from the cost the Chapter $4,000 a year. I don’t put these numbers
vendor community to cover the costs of the meetings. in here to alarm anyone but merely to illustrate that the
Our vendors have been impacted by the economy and do Chapter is expensive to run. We are getting less income
not support Chapter activities as much as in the past. from our vendor community and we’ve had to transfer
The cost of meeting space, refreshments and the other monies from the Project Fund to the Operating Fund.
costs associated with our meetings is rising. As an exam- President-Elect Tom Pellizzi and I have begun some pre-
ple, the expenses for our Fall meeting with Janice liminary discussions on how we might raise funds for the
Lachance totaled $3,506. (We had a contribution from Chapter to support our activities. (We are not thinking
Factiva of $3,000.) Meeting space in NY is expensive and bake sales here!) If you have an idea for something that
often difficult to find. If any of you work for an organiza- worked in another organization you belong to send the
idea to me (amattis@skadden.com). Tom and I want to
insure the financial health and continued success of the
Chapter and we want your help. It’s your Chapter as well.
In January, Tom and I will head to Albuquerque, NM for
the SLA Winter Meeting. We will meet with other
Chapter and Division leaders for two days of leadership
activities and will see the SLA Board of Directors in
action. We will report on this meeting in the next issue.
At the end of January you will receive your ballot for the
2004 SLA elections. Our very own Pam Rollo is running
for President Elect of the Association. It’s been too long
since a New Yorker ran the Association. Now, I am not
telling you how to vote, I am merely suggesting you
check the box with Pam’s name and return your ballot
by the deadline.
In closing I wish you a joyous holiday season and a Happy
and Peaceful New Year. As you make those New Year’s
resolutions this year think about the Chapter, resolve to
attend a Chapter Meeting, resolve to read and return
your ballot, resolve to volunteer for Career Day, resolve
to attend a Virtual Seminar. Hey, this is easier than losing
25 pounds or running 5 times a week, and your chance
of success is much higher!

Agnes Mattis
Agnes K. Mattis is head of the Corporate Library at Skadden,
Arps, Slate, Meagher and Flom LLC. She can be reached at
amattis@skadden.com.

ChapterNews 3 Vol. 75, #4 Winter 2003-2004


ChapterNews 4 Vol. 75, #4 Winter 2003-2004
Corporate Librarian An MLS or MLIS degree is almost absolutely essential
requirement for anyone going into the field now. Ms. Lee
Profession: Hot or Not? says corporations are “looking for the credential.” Ms.
by Thomas D. Sullivan Lettis says “the degree helps a lot,” and not having it is
the exception, not the rule.
The education in library school “instills a certain way of
approaching research problems,” Ms. Lettis says, which
n past months, CareerJournal (http://www.career-

E
is very valuable.
journal.com/sa laryhiring/industries/librari-
To prepare themselves for the corporate sector, library
ans/20031022-capell.html) and CNNMoney
school students need to put in a lot of effort in addition to
(http://money.cnn.com/2003/08/28/pf/saving/hotjob-
their coursework, according to Ms. Lee, SLANY’s Library
snow/index.htm) have suggested that corporate librarian-
School Liaison. To take the most critical example, they
ship is a growth profession. Is it?
should participate in “as many free database workshops”
It is — “for information professionals who have the abili- through SLA as they can possibly manage, she said.
ty and courage to break out of the traditional mold and
“I work very closely with students,” Ms. Lee says, and
mindset,” says Lucy Lettis, Senior Vice President &
she sees that the students who land jobs in corporate
Director of Business & Competitive Intelligence at
library work are those who have taken advantage of
Marsh USA Inc.
internships and other student programs offered by
Joanne Lustig, Director & Lead Analyst at Outsell, Inc., SLANY. Conversely, students who have trouble finding
puts it differently. “What’s hot is a skill set,” including jobs, she says, are those who haven’t done internships.
“developing taxonomies, knowledge management, creating
A number of corporate librarians hoped that library
and managing portals.”
schools would do more to teach students how to think as
“Traditional librarian is certainly not,” Ms. Lustig says, people in business do. Karen Krugman who runs research
“a hot job.” at CAPCO, a consulting firm for the financial sector,
CareerJournal noted “many openings for corporate wishes she had had an opportunity to learn “business
librarian no longer have the word ‘librarian’ in their school stuff” — how to manage a budget, how to get the
titles.” About the terms that corporate librarian now most out of a contract with a vendor.
goes under Suzan Lee of UBS says, “The umbrella has “It wouldn’t hurt,” Ms. Lustig says, if library schools
gotten bigger.” taught “a little bit of selling, a little bit of marketing,”
Beth McCleary, who now works at Marsh, runs down her as well as “how to sell a new idea.”
previous job titles: “information specialist” at Tillinghast,
“researcher” at PriceWaterhouseCoopers, and “reference When It Works
librarian” at Credit Suisse First Boston. Ms. Krugman, who runs a one-woman area at CAPCO,
Ms. McCleary’s Marsh colleague Shirley Loh, Assistant and Tzofit Butler, Director of the Information Center/
Vice President and Project Manager, points out that what Archives at HarperCollins Publishers, are both happy
was previously simply called “research” is now often termed in their roles.
“competitive intelligence” or “business intelligence.” The similarities in their situations are illuminating: both
There’s opportunity in this, according to Eric Reichert, have access to top levels of management in their firms.
Post-Closing Coordinator at LandAmerica Financial Ms. Butler reports to a manager, “a great boss,” who in
Services. “Librarian skills,” he says, that can lead to various turn reports to the CEO. Ms. Krugman says that she is
roles — data mining, online searching, creating websites “able to work with people at all levels” in her small,
— that don’t fall under conventional librarian categories. “non-hierarchical” firm. Ms. Krugman works closely
with the president to help him prepare presentations
As he sees it, corporate librarian is truly a hot job for librar-
for clients and colleagues.
ians who have also had a few years of expertise in a particu-
lar field now in demand, for example, pharmaceuticals. Ms. Butler and her colleagues consistently impress her
managers with the value of her area’s work. Executives
Qualifications are “shocked and amazed” by the quality of the research,
which gains her and her staff “a lot of respect.” Critically
First, the most important personality trait that will pro-
important, her managers “realize our value.” She adds
pel you in corporate library work is “curiosity about a lot
that she “tries to be pro-active.”
of different things,” Ms. McCleary says.
(Continues on page 6)

ChapterNews 5 Vol. 75, #4 Winter 2003-2004


(Continued from page 5)
When Ms. Krugman first started out, she was “very reac- The Effect of Outsourcing
tive,” but as she gained a fuller understanding of her firm
and its business, she was invited to participate in a wider and Offshoring on the
range CAPCO’s work. “It’s great,” she says, to help bring
in revenue and have input on the direction of her firm.
Information Profession
She credits her opportunity to a congenial corporate cul- By Christopher Fatherley
ture, and her arrival early in the life of the firm, which
allowed her to carve out a role for herself. Author’s Note: The following article is based on the author’s
personal notes from the SLA-NY panel discussion, Outsourcing
Formula for Success and Offshoring of Information Services (November 20, 2003), and
readings. Although no specific panel speaker has been quoted,
Corporate librarians need, as Ms. Lustig puts it, “skills
the related sources listed throughout the article address many
for speaking the language outside ‘libraryville.’ Interpret
of the same issues as presented during the discussion. It must
the value of what you do.”
be noted that several of these sources were new to the author at
Ms. Loh concurs, citing terms such as “reference interview” the time of the event. Gratitude and appreciation are expressed to
that mean little or nothing to non-librarians. That term the speakers for their comprehensive treatment of this “hot topic.”
simply means, “trying to understand what customers
need,” she says
his article is a modified version of a research propos-
Ms. Lustig argues that corporate librarians need to “under-
stand not just the information industry, but the industry
that their organization is in, to understand the business.”
This is what Ms. Lustig calls “content in context.” She
T al submitted as a Graduate level course assignment
for Research Methods in Library and Information
Science at the Palmer School, Long Island University.

offers an example: a colleague asks a corporate librarian Offshoring: The new “buzzword” for outsourcing.
for some information. Corporate librarians need to think: Outsourcing is an arrangement in which one company
“What’s that person’s function? What’s the context for provides services for another company that could also be
asking for this?” or usually have been provided in-house (SearchCIO.com,
The most critical context is: the business and its aims. 2003). Offshore simply means any other country than
Ms. Lettis urges a “strategic rather than tactical” attitude. one’s own (SearchCIO.com, 2003).
Corporate librarians need to be “always in tune with the The recent increase in popularity of offshore services is a
directions the organization is going in.” They need to be result of a globalized economic downturn, corporate budgets
“thinking always with an eye toward top management requiring doing more with less, addressing post-September
pain points and goals.” 11th terrorist concerns by decentralizing core business
“In the corporate world,” Ms. Lettis says, “everyone is functions, and new legislation dictating the separation
easily expendable unless you constantly find creative and between investment banking and in-house analyst
new ways to prove your value to top management.” research (New York State Attorney General Elliot Spitzer’s
In practical terms, corporate librarians need to focus on global settlement in April of 2003 and the regulations set
“how to add value to research” through “packaging and forth by the Sarbanes-Oxley Act in May of 2003).
analysis,” – “doing more than just synthesizing research” Additionally, globalization is opening up new markets
but also “distilling it and summarizing it.” providing lower cost manufacturing and services. The
The future of corporate librarians, Ms. Lettis says, recent trade tensions between the United States, Europe,
“Depends on how we position ourselves as professionals.” and China illustrate the degree to which we all live in a
global economy. The Indian service industry (in addition
As for the question about a hot job, Ms. Lustig offers
to China’s robust manufacturing capabilities) has become
this: the “key hot thing” is for corporate librarians to be
a dynamic economy well positioned for success in the
“business analysts, students of their organizations, who
twenty-first century. American labor opposition has been
understand what the business processes are and connect
gaining strength especially with the “jobless recovery and
this understanding to their knowledge of content.”
the imminent American Presidential election. This resis-
She offers a metaphor: “Technology is the pipe. Content tance has traditionally been from the unionized blue-collar
is the water. Information professionals are the engineers manufacturing industries. Through the forecasted large-
who direct the flow.” scale displacement of white-collar jobs, offshoring
represents a new and potentially significant chapter in
Thomas D. Sullivan is a freelance writer and a member of
American economic history.
the SLA New York Chapter. (Continues on page 7)

ChapterNews 6 Vol. 75, #4 Winter 2003-2004


(Continued from page 6)
To combat the growing offshoring trend and lessen the
chance of being subject to downsizing in challenging
economic climates, corporate business librarians must
strategically embed themselves in the company’s core
mission. In addition to being top-notch information
service providers, they must address the same issues of
efficiency, capital management, and long-term viability
as their partners in the executive (i.e. decision making)
tier of the company. The library must function as a well
organized profit center; a borderless microcosm mirror-
ing the whole. Librarians must be fluent in both the
language and practices of finance. High visibility must
be maintained through strategic partnerships with library
advocates who see it as imperative to the company’s success.
An identifiable brand must be created and promoted
throughout the company.
1. Think like a CFO (Bates, 1997). Since every organiza-
tion has a financial bottom line, it’s critical that library
managers understand the organization’s financial drivers
(Bates, 1997). Know your worth in dollars and cents
and in the added value of being the in-house experts
(Bates, 1997).
2. And although the bear market may be over, the Indian
analyst boom is a sure sign that the junior research
analysts who were laid off in droves aren’t likely to get
their jobs back-ever (Sargent, 2003). We can build the
model, but we are not going to make the assumptions
that go into the model. We’re just one-quarter of the
brain. Three-quarters of the brain stays on site (Sar-
gent quoting Sigelman, 2003).
▲ Joint Venture: A foreign company forms a partner-
3. Momentum has built rapidly within the industry, how-
ship with a company in the host country. Operations
ever, and we estimate that nearly three-of-four major
are conducted in the host country but oversight (con-
financial institutions will be offshore within two years
trol) is maintained from the foreign company’s head-
(Gentle, 2003). We estimate that $356 billion of cost
quarters generally in another overseas location.
for the global financial-services industry will be relocat-
ed offshore within the next five years (Gentle, 2003). ▲ Contract Outsourcing: Project to project based
We calculate that this will translate into a bottom-line transactions. No proprietary relationships exist
annual cost savings of $138 billion (or $1.4 billion each) between information seeker and the vendor.
for the world’s top 100 financial services companies by Vendor services include creation of PIBs (Public Company
2008 (Gentle, 2003). This translates into the potential Information Book), database searching, basic financial
movement of up to two million jobs (Gentle, 2003). modeling, quantitative analysis, competitive intelligence,
4. Vendor product is designed to be cost effective, conve- customized newsletters, patent mining, statistical analy-
nient (available 24/7), secure, and law-abiding (i.e. fol- sis, information management platforms, conference calls,
lowing American regulatory standards). The outsourcing presentations, back office support, web site creation and
hierarchy is as follows: maintenance, etc. Services can be delivered on-demand or
continuously (Evalueserve, 2003). Many vendor execu-
▲ Captive: A foreign company (in this case, American)
tives have graduated from U.S. business schools and
wholly owns and operates a remote office in another
possess hands on experience by working on Wall Street
country (in this case, India). A majority of the staff is
and in corporate America. Outsourcing/offshoring can
from the host country’s regional population.
(Continues on page 8)

ChapterNews 7 Vol. 75, #4 Winter 2003-2004


(Continued from page 7)
reduce costs by 60+%, and make costs variable (smartana-
lyst, inc., 2003). India has made substantial infrastructure YOUR SOURCE FOR SKILLED INFORMATION NAVIGATORS
investments supporting the enhancement of their fiber-
• The premier source for
optic telecommunications network. The technically high-caliber library &
skilled vendor staff is encouraged to be fluent in English information management
professionals
and maintain efficient time management skills.
• Executive search & direct hire
This article is not meant to advocate isolationist/xeno- placements nationwide
phobic sentiments, nor is India meant to be singled out.
• Temporary & temp-to-hire
In fact, as the word suggests, globalization touches every- assignments
one. In the future, we anticipate that offshore activity • Competitive candidate benefits &
will spread around the Indian Ocean Rim-from South training programs
Africa, through the Indian sub-continent, to China,
Malaysia and to Australia (Gentle, 2003). The hub market
will be India, potentially accounting for as many as one A Part of TeleSec CORESTAFF

million new positions from offshored financial services


(Gentle, 2003). Ideas, information, and the intangibles New York City Metro area
of personal capital are the growth industries of the future. nylibrary@infocurrent.com
In order to remain competitive in the world’s market 212-642-4321
place, the United States must continue to adapt to cul-
Washington, DC Metro area
tural change and nurture domestic talent through quality
dclibrary@infocurrent.com
education and training. Additionally, studies concerning
202-775-1890
the outsourcing of Information Technology (IT) and
Information Systems (IS) are generally available. In con- www.infocurrent.com
trast, the offshoring of equity research by investment
banks is a relatively new phenomenon with considerably
less coverage (for what seems to be the most comprehen- Bibliography
sive research to date (see: The Cusp of a Revolution: ▲ Bates, M. E. “Avoiding the Ax: How to keep
How Offshoring Will Transform the Financial Services from being downsized or outsourced.” Information
Industry by Chris Gentle). This will certainly change as Outlook. October 1997. <http://www.sla.org/
more companies are forced to sign on to this exploding content/SLA/professional/businesscase/octeng/
trend. Currently, the cost savings are simply too great to bates.cfm>
ignore. Successes and failures must be analyzed over an ▲ Downes, J., and J. E. Goodman. Dictionary
extended period of time in order to appropriately judge of Finance and Investment Terms,
whether offshoring is simply a quick fix or a complete
6th ed. Hauppauge, NY: Barron’s, 2003.
global shift in economic/cultural reality.
▲ Evaluserve. “EVS delivery modes.” November 26, 2003.
Questions for further consideration are: <http://evalueserve.com/Service/Services
WeProvide.asp>
▲ How many American MLS programs actually
offer business information curricula? ▲ Gentle, C. “The cusp of a revolution: How offshoring
will transform the financial services industry.” (3),
▲ In order to remain professionally competitive, will
p. 1. July 2003. <http://www.deloitte.com/dtt/arti-
corporate business librarians need to have a MBA
cle/0,2297,cid=15316&pv=Y,00.html>
in addition to their MLS?
▲ National Association of Securities Dealers. NASD
▲ Will this additional degree have an effect on
Regulation- Rule Filing 2002-21. New York, NY:
their salaries?
NASD, 2003. <http://www.nasdr.com/filings/
▲ If the additional degree becomes the norm, are rf02_21.asp>
librarians essentially functioning as analysts?
▲ Sargent, C. “The offshore voice.” Investment Dealers
▲ If not, what will be the difference be? Digest, November 2003, p 24.
▲ “Offshore outsourcing.” SearchCIO.com Definitions,
2003. <http://searchcio.techtarget.com/sDefinition/
0,,sid19_gci924479,00.html>
(Continues on page 9)

ChapterNews 8 Vol. 75, #4 Winter 2003-2004


(Continued from page 8)
▲ “Business overview.” smartanalyst.com, 2003,
<http://www.smartanalyst.com/SA_business%
20overview.htm>
▲ Tomer, J.F. (2003). “Personal capital and emotional
intelligence: an increasingly important source of eco-
nomic growth.” Eastern Economic Journal, 29(3), 456.

Recommended Readings
▲ Basu, S. C., Chen, and L., Palvia. (2003). “Business
Process Management.” The Encyclopedia of Library
and Information Science, Vol.1, p. 409-416. New York,
NY: Marcel Dekker, Inc.
▲ Bryce, D. J. and M. Useem. “The impact of corporate
outsourcing on company value.” European Manage-
ment Journal, 6(6), 1998: 635-643.
▲ Globerman, S. and A. Vining. “A conceptual frame-
work for understanding the outsourcing decision.”
European Management Journal, 7(6), 1999: 645-654.
▲ Kiker, B. F. (1966). “The historical roots of the concept
of human capital.” The Journal of Political Economy,
47(5), 1996: 481-499.
▲ Lavin, D., A. Saxena and S. Tyagi. “Leaping into off-
▲ Aeppel, T. “With foreign rivals making the cut, tool-
shore: What directors must know.” Directorship. 2003.
makers dwindle.” Wall Street Journal, November 21,
<http://www.inductis.com/images/directorship_arti-
2003, p. A1.
cle.pdf>
▲ King, N., Jr. “U.S. trade tack alarms Greenspan.”
▲ Pepe, R., ed. Securities Industry Yearbook 2003-2004.
Wall Street Journal, November 21, 2003, p. A2.
New York, NY: Securities Industry Association, 2003.
▲ McCarthy, J. C. “3.3 million U.S. service jobs to
▲ Keavney, J. “Wall Street to bolster research with over-
go offshore.” TechStrategy. November 21, 2003.
seas teams.” Reuters News, May 1, 2003, p 17.
<http://www.forrester.com/ER/Research/Brief/
▲ Grant, J., Ed. “Faith-based currency.” Grant’s interest Excerpt/0,1317,15900,FF.html>
rate observer, 21(14), July 2003: 1-9.
▲ “A tiger, falling behind a dragon.” The Economist,
▲ Ray, A. “BPO and new protectionism.” The Hindu June 21-27, 2003, p. 367.
Business Line, July 4, 2003.
▲ “Two systems, one grand rivalry.” The Economist,
▲ Pucik, V., and K. Xin. “Trouble in paradise.” Harvard June 21-27, 2003, p. 367.
Business Review,Special issue on globalization and
leadership, August 2003.
Christopher Fatherley is a member of the Engraving Services
▲ “Raising the barricades.” The Economist, September Department at Tiffany & Co. He is pursuing an MLS degree at
18, 2003. the Palmer School/Long Island University (Manhattan campus)
▲ Elstein, A. “Analyze this: Jobs go abroad; Wall St. with a Concentration in Business Information. He can be
reached at christopher@fatherley.com.
turns to India for research; outsourcing agencies gain
business.” Crain’s New York Business, September 19,
2003: p. 19.
▲ Slater, J. “Outsourcing: India’s Nifty Number-Crunchers.”
Far Eastern Economic Review, October 2, 2003: p. 3.
▲ Alden, E., and M. Dickie. “U.S. import curbs come
under fire from China.” Financial Times. November
20, 2003, p. 1.

ChapterNews 9 Vol. 75, #4 Winter 2003-2004


Outsourcing
and Offshoring of
Information Services Career Resources, Inc.
Meeting a Success DC On-Line, Inc.
By Rita Schaffer

here was great interest, as indicated by an audience

T of over 150 people, in the New York SLA Chapter’s


November 20, 2003 program on the topic of out-
sourcing information support functions by companies,
especially financial services firms. The cogent speakers
were Steve Medley and Mary Kay Walsh of Bear Stearns’
Business Information Group, which has been using out-
sourced staff for over a year, and Tom Fearon of Lehman
Brothers Inc, which is currently evaluating a pilot project
in information support outsourcing.
Steve Medley explained the difference between outsourc-
ing, where work is contracted out to workers who are
not employees of the firm, and offshoring, in which work
is done in a company-owned facility in another country.
In both cases, this is done to take advantage of cheaper
overseas labor. Mr. Medley then reviewed how these
trends started in manufacturing, have become wide-
spread in the IT support area, and are now taking hold into effect last year, and they have actually added person-
in the business process support sector, including infor- nel. Outsourcing some of the department’s more routine
mation research. requests is allowing the permanent staff in New York to
Much of this business process outsourcing is being done develop new competencies.
in India, which has a large well-educated English-speak- After Mr. Medley presented the theoretical framework
ing workforce. The spread of the Internet, low-cost for outsourcing, Mary Kay Walsh went over some of the
telecom connections, and more secure networks have more practical day-to-day issues of how Bear Stearns
allowed widespread outsourcing to become a viable went about implementing the outsourcing process. First
option for information-hungry financial service firms. she stated that the information professionals at Bear
Of course the first question everyone asks is what has been Stearns act as consultants and trainers to their con-
the effect of outsourcing on staff jobs. Mr. Medley noted stituents, who are the bankers. Removing the informa-
that, at Bear Stearns, the outsourcing decision was part tion gathering function from the analysts has also given
of an overall strategic review of operations. The role of more responsibility to the information professionals.
the investment banking analysts, whose duties had includ- Since they now interact more with senior bankers, the
ed a significant amount of information gathering, was of members of the New York staff receive enhanced finan-
special concern. One result of Bear Stearns’ push into cial training.
(Continues on page 11)
outsourcing was to allow these junior bankers to spend
more time doing financial analysis, as well as reducing
costs by removing expensive information products from
their desktop. No jobs have been lost in the Business
Information Group since the outsourcing project went

ChapterNews 10 Vol. 75, #4 Winter 2003-2004


(Continued from page 10)
Working with the outsourced staff in India was both a
challenge and an opportunity for the staff in New York. your life
Bear Stearns went to seven day a week staffing, and addi-
tional temp staff was hired to work the late shift and
weekends. As the outsourcing project became more active,
members of the New York staff became mentors to the
Simplify by using
EBSCO.
Place all your serials
staff in India. Training was done in two steps. Mr. Medley orders through one
went to India, training the staff there in basic investment company and receive
one itemized invoice.
banking databases such as Factiva and Investext. At that
No more dealing
point they started to do shadow research projects which with multiple pub-
were reviewed for six months by the New York staff. In lishers, invoices or
a second trip to India, Ms. Walsh and another staff mem- payments. EBSCO
ber instructed the Indian researchers in the more difficult has been successfully
financial databases such as Factset and Securities Data. serving the library
community for almost
They also identified one person in India to be their liai- 60 years.
son. The program is considered to be a success.
Let EBSCO put its
Tom Fearon reviewed Lehman’s experience with the experience and
process of evaluating an outsourcing initiative. First Mr. resources to work to
Fearon went over the major vendor companies which simplify your serials
provide outsourcing services in India. He then described management tasks.
some of the issues which needed to be resolved. Vendor
data and technology licenses had to be negotiated. IT
security issues had to be determined. Quality measures www.ebsco.com
had to be prepared. Outsourced vendor researchers had 205.991.6600 CUSTOMERFOCUSED CONTENTDRIVEN
to be integrated with the New York staff. Cost savings
had to be measured.
Lehman started the applied part of the project this sum-
mer with 250 representative requests assigned to the
outsourced staff in India. The outsourcing vendor per-
formed well, and the next step was to integrate the Indian
researchers with the New York staff. While Lehman has
not yet made a final decision as to the scope of their com-
mitment to outsourcing, Mr. Fearon is convinced a low-
cost offshore research model is here to stay. He concluded
by noting that almost all the Wall Street firms are looking
at outsourcing various functions at some level, to reduce
costs. It is necessary for information professionals to be
in the forefront of analyzing and implementing outsourc-
ing relationships, since research, content, training and
licensing skills are essential in establishing a successful
outsourcing operation.

Rita Schaffer is the principal of her own company, Morning-


side Information Consultants, which specializes in providing
business research services to small companies. Before that she
had worked as a researcher and administrator in the financial
services industry for over twenty years. She can be reached
at rschaffer@morningsideic.com

ChapterNews 11 Vol. 75, #4 Winter 2003-2004


CHAPTER ANNOUNCEMENTS
CHAPTER ANNOUNCEMENTS
SLA-NY Student Scholarship
Winner Announced
Lucy Lettis Speaks Margaret A. Smith, a library student at Pratt University, is the
Lucy Lettis, SVP and Director of Business Intelligence at recipient of the Fall 2003 SLA-NY Student Scholarship. Margaret
Marsh Inc., was the keynote speaker at the “Information Profes- won a $1,500 scholarship based on an essay, a letter from her fac-
sional Congress” held in Amsterdam, the Netherlands, October 2, ulty advisor and her GPA.
2003. The congress is sponsored annually by the Dutch magazine, Margaret is the Research Director at D.F. King & Co., a proxy
Informatie Professional. This year’s conference theme was “Steering solicitation firm. She has been employed there for 24 years. Mar-
a Course in Stormy Weathers,” with a focus on how strategic utiliza- garet is mid-way through her MLS degree and hopes to graduate
tion of business and competitive intelligence can help organizations in June 2005.
successfully combat challenges of operating in a down economy.
A student member of SLA, Margaret notes, “SLA has been an
Ms. Lettis’s presentation was entitled “Moving Up the Value Chain.”
amazing boon to me in my pursuit of growth and learning. Last
Conference attendees included research and knowledge directors
year, thanks to the SLA listserv, I was able to take my son and go
from global professional services firms, financial institutions, law firms,
on a teaching assignment to Southwest China – all expenses and a
the European Parliament, government ministries and academia.
stipend were paid. One of the most amazing vacations I have ever
taken.”
Congratulations and best of luck to Margaret!
Increase in Hiring of Corporate The Student Scholarship is awarded twice a year: at Career Day in
Librarians/Sarah Warner Quoted the spring and at the Professional/Student Mixer in the fall. For
New York Chapter member Sarah Warner of Wontawk was more information, please go to the SLA-NY website
quoted recently in an article titled, “The Hiring Tide Turns for (www.sla.org/chapter/cny) and click on “Students.”
Corporate Librarians,” by Perri Capell (http://www.careerjour-
nal.com/salaryhiring/industries/librarians/20031022-capell.html).
The article notes that demand for corporate librarians is on an
upswing, according to recruiters. Sarah Warner acknowledges that
Welcome New Members
hiring is up, particularly in pharmaceutical, medical and law By Sarah Warner - Membership Chair
libraries. Other industries seeing increased activity include the
executive search industry. Again, we are very pleased to welcome all of you as new or return-
Making the job search a little more challenging for librarians is the ing members to the New York Chapter. We look forward to
fact that position titles may not have the word “librarian” in them. meeting you personally at the various Chapter events such as the
More positions are often found under “information specialist” or Virtual Seminars and Chapter meetings during the year. Please
“knowledge manager,” says Rachel Singer Gordon, webmaster of contact any of the Board or Advisory Council with any questions
LISjobs.com. or if you would like to volunteer to assist with Chapter activities.
The Chapter Career Day is taking place in the Spring and volun-
According to Sarah, salaries in the corporate librarian profession
teers are needed.
remained the same in 2003 and the news isn’t promising regarding
bonuses this year. Anna Arzrumtsyan Amanda Hollister- Joanna Samperi
Janice Lachance, the executive director of the Special Libraries Henry Baker Patricia Humphreys Anne Schlitt
Association, was quoted in the same article, noting “there’s defi- Edward Kirtz Gayle Snible
Melissa Camp
nitely a change in the climate for the employment of corporate Natalya Kovalenko Ann Spahitz
Diana Carey
librarians.” Ann Kyrkostas Suzette Spencer
Jocelyn Castillo
For more information, go to www.careerjournal.com. Anne Marie Clift Rachel James Walther
Emily Crowell Mathieu-Leo Kathleen Wilko

Kevin De Vorsey Jennifer Nadeau Yuxin Yang


Jennifer Yao
Ling Named Assistant Editor Vija Doks Jean Ogrinz
Annmarie Zell
Brenda Ling has volunteered to be the Assistant Editor for Chap- Janice Easton-Epner Lynn Parliman
terNews. In that capacity, she provides valuable support editing Hinda Greenberg John Peverley
articles submitted for publication. Inna Routgauzer
Brenda has been a member of SLA for over ten years. She most
recently worked at JPMorgan Chase and is currently chair of her
condominium’s Internet committee.

ChapterNews 12 Vol. 75, #4 Winter 2003-2004


SLA-NY
Holiday Party Has It All
By Sharon Mosenkis

e descended the grand, curving staircase. We

W partied. We ooh-ed and aah-ed over the dramatic


displays of exquisite crafts. We listened to live
jazz and seasonal music. We renewed old acquaintances
and networked with new colleagues. All in all, the New York
Chapter’s annual holiday party, held December 10, 2003
at the Museum of Arts and Design, was better than ever.
The Museum, at 40 West 53rd Street, was a beautiful
and central location for the annual party. Apparently a
lot of our members thought so as well. Tom Pellizzi,
Chapter President-Elect and Program Chair, reported that
RSVPs for this year’s party were up 50% over last year.
Tom also reported that, due to his “friend in high places,”
(Holly Hotchner, Director of the Museum), our organi-
zation was given an unusually generous discount on the
rate for using the Museum’s meeting room. The room,
by the way, also contained selections from the Museum’s
collection on its walls. In addition to sponsoring the event, NetScribes gave out
Many thanks are due to Tom and his program committee: several generous raffle gifts. They also said they would
David Man, Leigh Hallingby and Vicki Dawson. David give ten free hours of research to any SLA member who
took on the duties of RSVP coordination and name tag requests it. To take NetScribes up on this offer, contact
production. We know there are many more details that Sayan at the U.S. headquarters in Bethesda: 301-469-8410
they attended to so that we could just relax and enjoy the or at his cell phone number: 240-350-3116. He can also
smoked salmon, the gingerbread men and catching up be reached at sayan@netscribes.com.
with our colleagues. Again many thanks to all involved in creating a warm
The holiday spirit of SLA-NY members showed in the and joyous holiday event for us all.
generosity of giving to the Global Outreach raffle. Rita
Ormsby announced that this project, which supports
Sharon L. Mosenkis is a Consultant in the Healthcare and
libraries in developing countries, raised $262 at the party.
Pharmaceuticals practice at Find/SVP, Inc. She specializes in
Chapter President Agnes Mattis reminded attendees that advising executives on healthcare industry trends and new
Chapter member Pam Rollo is running for the SLA pres- product development in the pharmaceutical industry. Prior to
idency, another reason to be proud of the caliber and joining FIND/SVP, she was Manager of Information Services for
commitment of our members. GE Capital’s Financial Guaranty Insurance Co. She also man-
aged business and competitive research at American Cyanamid
The event was sponsored by NetScribes, a research and
Company (now Wyeth). Sharon holds an MLS from Rutgers
information outsourcing organization. Representing University and BA from the University of Wisconsin.
NetScribes at the party were CEO Sourav Mukherjee,
who had traveled from Mumbai, India to attend, and
Vice President Sayan Bhattacharjee, who is based in
Bethesda, MD. Both gentlemen enjoyed the evening.
They are firmly committed to being part of the informa-
tion community and are in the information services busi-
ness for the long haul. The New York area is presently
their largest market.

ChapterNews 13 Vol. 75, #4 Winter 2003-2004


Legislative Alert The Chronicle of Higher Education article stated that

LEGISLATIVE ALERT
Representative Rick Boucher (D-VA), “an outspoken
critic of this bill, offered four amendments to the mea-
sure that were defeated. One of them would have
expanded the liability exemption to include libraries.”

Action Needed:
he government has reacted to the corporate scandals

T that have plagued us all by enacting legislation to


protect our interests. Within the library community,
some of that legislation, both enacted and proposed, may
Ask members of the House Judiciary Committee to
defeat HR 3261. Call the U.S. Capitol switchboard at
(202) 224-3121.
For a list of committee members, please visit
have serious implications for libraries. Below is a brief
summary of that legislation and how it is affecting the http://www.house.gov/judiciary/members.htm.
daily activities being carried out in our nations’ libraries. For more information about database protection legisla-
We would like to thank Jim Smith, Vice President and tion, please visit http://www.ala.org/Content/Naviga-
Director of Corporate & Special Libraries at EBSCO tionMenu/Our_Association/Offices/ALA_Washington/Is
Information Services, who called attention to the following sues2/Copyright1/Database_Protection_Legislation/Dat
updates on legislation affecting libraries and information abase_Protection_Legislation.htm.
professionals:
SAFE Act Introduced
Database Protection Bill Senators Larry Craig (R-ID) and Richard Durbin
Introduced in the House (D-IL) introduced S 1709, “The Security and Freedom
On October 8, Representative Howard Coble (R-NC) Ensured (SAFE) Act of 2003.” This bill would curb the
introduced HR 3261, the “Database and Collections of broad powers allowed to law enforcement by the Patriot
Information Misappropriation Act.” On October 16, the Act.—The bill, which has bipartisan support, would
bill was approved by the House Judiciary Committee amend the Patriot Act in the following ways:
Subcommittee on Courts, the Internet, and Intellectual ▲ restore privacy protections for library records;
Property. According to an October 17 Chronicle of ▲ exempt libraries from national security letters, which
Higher Education article, “the legislation is expected to are nonjudicial subpoenas issued internally in the FBI;
pass the full Judiciary committee next week, but could
▲ add oversight provisions to the Justice Department’s
encounter considerably more opposition from members
request for records from libraries and bookstores;
of the House Committee on Energy and Commerce.”
▲ extend the sunset provisions of the Patriot Act; and
The bill establishes conditions under which a person
is prohibited from taking a “quantitatively substantial” ▲ provide other civil liberties protections.
part of the information in a database and making it
commercially available. The library community and Action Needed:
other opponents believe that the bill could allow database Please make an effort to contact your senators to ask for
producers to maintain perpetual ownership rights in a their support of this bill. It is especially important to
wide variety of data. continue to gather the support of Republican senators.
The bill does allow educational institutions to make sub- The Capitol Switchboard number is (202) 224-3121.
stantial parts of databases available as long as the use is For more information about the Patriot Act, please visit
for nonprofit educational purposes. A draft version of the http://www.ala.org/patriotfix.
bill would have allowed the courts to decide if this use
(Alert continues on page 15)
was “reasonable under the circumstances.” The new ver-
sion of the bill states that “no liability shall be imposed
under this act” on higher-education and research institutions
or their employees.
ALA and other opponents of the bill maintain that exist-
ing laws are sufficient to protect the interest of
database producers. The bill fails to address fair use, to
include the “first sale” doctrine, to allow for the transfor-
mative use of the information, or to provide any safeguards
for monopolistic pricing.

ChapterNews 14 Vol. 75, #4 Winter 2003-2004


(Continued from page 16)
President Signs Reauthorization Act; Survey Reveals

LEGISLATIVE ALERT
Action Still Needed FBI Visited Libraries in California
On September 25, President George W. Bush signed into ▲ A statewide survey conducted this summer by the
law HR 13, the “Museum and Library Services Act of California Library Association (CLA) reveals that
2003.” This law, which is now Public Law 108-81, funds since September 11, 2001, FBI agents have formally
library programs, including the Library Services and contacted 14 libraries with requests for patron-record
Technology Act (LSTA). information. This information was released after the
Conferees have been appointed for the FY 2004 Labor, Department of Justice (DOJ) released a memo stating
Health and Human Services, and Education Appropriations that Section 215 of the Patriot Act has never been
bills. It is expected that these conferees will meet in invoked to access records of patrons’ library use.
the next few weeks to determine the final numbers for ▲ It is possible that the FBI visits were not covered by
programs in the bill, which affects library funding. Section 215 of the Patriot Act. Because it is a felony to
reveal the location of a Section 215 contact, the survey
Action Needed: did not ask for that information from the respondents.
Please contact the conferees and ask them to: ▲ Although some in the library community and some
▲ fund library programs (LSTA) in the Museum and legislators have questioned the assertions of the DOJ
Library Services Act at the newly authorized level of memo, a DOJ spokesperson dismissed as “laughable”
$232 million; and the idea that Attorney General John Ashcroft had
falsified reports.
▲ fund the Improving Literacy Through School
Libraries program at the House level of $27.5 million.
For more information on the CLA survey, please visit
Conferees on the FY2004,
http://www.ala.org/Content/NavigationMenu/Products_and_Pu
Labor HHS Education Appropriations bills are:
blications/Periodicals/American_Libraries/Current_news/News_
archive/2003/September_2003/California_Survey_Reveals_FBI_
Senate:
Visited_16_Libraries.htm.
Arlen Specter (R-PA); Thad Cochran (R-MS);
Jud Gregg (R-NH); Larry Craig (R-ID);
Kay Bailey Hutchison (R-TX); Ted Stevens (R-AK);
Mike DeWine (R-OH); Richard Shelby (R-AL);
Pete Domenici (R-NM); Tom Harkin (D-IA);
Ernest Hollings (D-SC); Daniel Inouye (D-HI);
Harry Reid (D-NV); Herb Kohl (D-WI);
Patty Murray (D-WA); Mary Landrieu (D-LA);
and Robert Byrd (D-WV).

House:
Ralph Regula (R-OH); Ernest Istook (R-OK);
Roger Wicker (R-MS); Anne Northup (R-KY);
Randy Cunningham (R-CA); Kay Granger (R-TX);
John Peterson (R-PA); Don Sherwood (R-PA);
Dave Weldon (R-FL); Mike Simpson (R-ID);
C.W. Bill Young (R-FLA); David Obey (D-WI);
Steny Hoyer (D-MD); Nita Lowey (D-NY);
Rosa DeLauro (D-CT); Jesse Jackson Jr. (D-IL);
Patrick Kennedy (D-RI); and Lucille Roybal-Allard (CA).

ChapterNews 15 Vol. 75, #4 Winter 2003-2004


Knowledge Services: As it turns out, that attention to learning has relevance in
the specialized libraries community, although most of us
Strategic (Performance-Centered) who work as specialist librarians don’t think of ourselves as
Learning: A Double Opportunity teachers. Most knowledge workers employed in special-
for Specialist Librarians ized libraries find that they are required to provide the
by Guy St. Clair information itself, not provide direction in how to find
the information, or instruction in how to use the tools
that lead to the information.
Yet this is not always the case, not in every situation in
which a specialist librarian is approached. On those occa-
nowledge Services is the new profession evolving sions when we are invited to give our clients assistance with

K from the convergence of information management,


knowledge management, and strategic (perfor-
mance-centered) learning. As I’ve stated before in these
using a particular tool or information source, or when it is
the role of the specialized library to provide such direction,
the first opportunity for strategic learning comes into play.
There are a variety of such situations, and each and every
columns, it’s a profession made up of many knowledge
workers, from many different professions, disciplines, one of us has a large repertory of techniques and activi-
and types of work. In my opinion, though, it is specialist ties that enable us to provide strategic (performance-cen-
librarians who are best qualified for leading knowledge tered) learning. They can be as simple and easy to organize
services in their organizations. These knowledge workers as our profession’s famous “brown-bag” lunches, those
are the ones who are most directly committed to Knowl- informal and usually pretty delightful occasions when we
edge Development/Knowledge Sharing (KD/KS) in invite our clients to come to the information center to
the workplace. KD/KS is the defining characteristic of have a demonstration and/or participate in a discussion of a
knowledge services, and it’s the specific professional new tool or search technique, or to hear us enthuse about
expertise that specialist librarians bring to their work. some new concept or idea we want them to know about.
For many of us, the hardest element of knowledge ser- On the other hand, our strategic learning offerings can be
vices, the one we have the most difficulty “getting our (and often are) more formal, such as the training sessions
arms around,” as some would put it, is strategic (perfor- we put together, either on our own or with the coopera-
mance-centered) learning. Unlike the folks who come tion of our vendors and suppliers. Larger specialized
from backgrounds that are not information- or library- libraries, in fact, are now frequently committing consid-
focused, we specialist librarians practice strategic learning erable resources to the support of dedicated staff (some-
all the time. It, too, is part of our professional expertise times part-time, sometimes substantially more) hired
(although generally unacknowledged as such, as we don’t specifically to organize, manage, and implement strategic
necessarily think of ourselves as being affiliated with the learning programs as part of the library or information
educational community, or as teachers, per se). For the center’s established service offerings.
people who come from general management back- Such activities are usually designed to help our customers
grounds, or from a subject specialization, it’s the knowl- get up to speed in the utilization of a particular database,
edge management “piece” of knowledge services that is or to provide hands-on (and, preferably, project-related)
the major challenge. Not so for specialist librarians. As instruction in using particular tools provided through
with information management, we’ve been comfortably the library or information center. In some cases, though,
providing knowledge management for our clients for these more formal training activities can be as broad-based
many decades, although we didn’t call it that. as providing user education relating to the differences
Strategic (performance-centered) learning is a little dif- between a specialized research library and the types of
ferent. First of all, the definition of strategic learning (or libraries the customers may have been accustomed to in
training, or development, or whatever it’s called in the their past research work. Or they can be as simple as pro-
company or organization where you work) requires that viding users with information about their responsibilities
such learning be application-based, and relate directly to with respect to such subjects as ILL/document delivery
how it will be used. That requirement is built into the (including such things as addressing user expectations
definition that I generally use when I speak about strate- with respect to turnaround time, etc.), or the role of the
gic (performance-centered) learning: the successful service level agreement and its relationship to research
achievement of skills, competencies, knowledge behav- success. Finally, in the grander scheme of things, man-
iors, and/or other outcomes required for excellence in agers of specialized research libraries — particularly in
workplace performance. the humanities and social sciences — often find them
(Continues on page 17)

ChapterNews 16 Vol. 75, #4 Winter 2003-2004


(Continued from page 16)
selves responsible for very formally organized programs, ▲ If it’s an ad hoc situation, identify two or three units in
such things as lecture series, authors’ or experts’ visits, the organization where there are distinct and identified
and the like. All of these activities, in one way or another, needs for better strategic learning. Perhaps you’ve
relate to our role as a learning provider. heard one of the other managers commenting about
Yet the new knowledge services profession also provides some performance weakness in his or her staff. Perhaps
specialist librarians with another opportunity for strategic some managers are complaining about how much money
learning, and it is one we still haven’t quite taken advantage is required for training and development. Listen to what’s
of, not to the extent that we could. This opportunity is being discussed, with respect to strategic (performance-
found in the “connection-collaboration-constructive centered) learning. As the organization’s expert in the
cooperation” idea written about in a previous column, field, you can make suggestions and — if you’re so
when the role of the specialized library as the organiza- inclined — use your department to work cooperatively
tional knowledge nexus was discussed. In the larger orga- in solving particular problems in other units.
nization with which the specialized library or information There are, obviously, distinct advantages for the special-
center is affiliated, learning is going on all the time. This ized library or information center, and because we spe-
learning (all of it, safe to say, being strategic by definition) cialist librarians already have a good understanding of
provides a wonderful opportunity for the people who best the advantages of strategic learning in the organization,
understand the role of learning in the organization — the these don’t need to be detailed at this point. You know
specialist librarians — to take on a leadership role. The you’ll get higher visibility in the organization, that your
opportunity is there, and we should take advantage of it. department’s reputation for providing solutions will be
Of course it can’t happen overnight. To be an active partner better recognized, and, best of all, you and your staff will
in the organization’s larger training and development be able to expand your service sphere. What more could
effort requires managers in the information center to have you want, as a conscientious specialized librarian and
a desire to go this route, to have an understanding of what enterprise leader in the larger organization? It’s a classic
their department can contribute to the larger organiza- “win-win” situation.
tional learning effort. These managers must also under-
stand the culture of the organization and understand it Guy St. Clair is Consulting Specialist, Knowledge Management
clearly and without sentiment, or romanticizing the role and Learning, SMR International, New York, NY. He is the author
of the library in the organization. When these two basic of Beyond Degrees: Professional Learning for Knowledge Services,
requirements are met, and if there is indeed a desire to published by K.G. Saur. A past president of the Special Libraries
move in this direction and to establish a “learning” rela- Association and of the New York Chapter, St. Clair actively
tionship between the specialized library and the larger solicits readers’ responses to this column. He can be reached
organization, there are several initial steps to be taken: at GuyStClair@cs.com.

▲ Identify the organizational structure for strategic


(performance-centered) learning. Is there a central
training and development unit (in larger organizations,
this is often connected with the Human Resources
Department)? Or is learning and training ad hoc,
conducted on an “as-needed” basis?
▲ Know who’s in charge of strategic learning. If the
function is centralized, identify the manager with
strategic learning responsibility and establish a relation-
ship. Go slowly and gently, and listen to what’s being
done (as well as – when the time is right – sharing your
own thoughts and ideas). Be prepared to support your
assertion that the specialized library or information
center has a viable role as an organizational “knowledge
services” center. For the moment forget about the
benefits to the library. Think about what’s in it for the
larger organization. Or what’s in it for the unit that
currently has training and development responsibility.

ChapterNews 17 Vol. 75, #4 Winter 2003-2004


SLA NY BOARD MEMBERS
Meet the Board and the PRESIDENT-ELECT – Thomas Pellizzi
Thomas Pellizzi is a founding partner of InfoSpace
Advisory Council Consultants, which he established in 1987 to provide
design consultation and project management services
for specialized libraries and information centers.
He also consults on document management issues.
Tom has designed specialized libraries and information
ccasionally, one will read a bold-faced name in

O ChapterNews or receive an email announcement from


a board/advisory council member and wonder, “Who
IS this person and what exactly does s/he do in SLA?”
centers for a prestigious group of clients within the NY
Chapter and elsewhere. He has an outstanding reputation
for designing functionally effective and space-efficient
libraries.
We thought this would be a good time to introduce our-
Tom has also been active in the NY Chapter for several
selves and tell you a little bit about what we do in SLA
years, first as Mid-town lunch (and breakfast) co-Chair,
and outside the library.
followed by Director of Publications (and interim
ChapterNews Editor). Currently he is President Elect of
Board Members the NY Chapter, and responsible for organizing Chapter
programs. Tom was also co-Chair of Programs for the
PRESIDENT – Agnes Mattis
Leadership and Management Division at the Annual
Agnes K. Mattis is the Head of the Corporate Library at Conference in New York City this year.
the international law firm of Skadden, Arps, Slate, Meagher
Tom has a B.A. in Economics from Rutgers College,
& Flom LLP in New York, NY (1998-). Prior to joining
New Brunswick, New Jersey.
Skadden, Arps, Agnes was the library manager at San-
tander Investment Securities (1996-1998); head librarian SECRETARY – Andrew Gazzale
at Brown Brothers Harriman & Co. (1982-1995); and a
Andrew Gazzale is the head librarian for the New York
reference librarian at Ernst & Whinney (1980-1982) and
Investment Banking Library at Jefferies & Company, Inc.
Donaldson, Lufkin & Jenrette: (1977-1980).
Prior to Jefferies, Andrew was director of the Business
Agnes has an M.L.S from Pratt Institute (1978) and Information Center at Arthur Andersen. Andrew received
a B.A. from York College (1975). his MLS from Pratt Institute and is currently serving as
She has been an extremely active SLA member since 1979: Secretary of the New York Chapter.
SLA Chapter Activities: New York Chapter: past presi-
dent (1994-1995); president (2002-2004), (1992-1994); TREASURER – Susan Gormley
secretary (1991-1992); treasurer (1997-1999) Ways & Susan Gormley is a Manager of the Business Information
Means committee chair (1999-2000); employment com- Center at The McGraw-Hill Companies, Inc., and is the
mittee chair (1995-1996); nominating committee chair current Treasurer of SLA-NY. Susan has been active for
(1996-1997); membership committee chair (1990-1991); several years with SLA-NY in various positions, includ-
Northeast Regional Conference Steering Committee ing Membership, Downtown and Midtown Luncheons,
member (1992-1994); Northeast Regional Conference and Chapter Secretary. She’s also a current member of
Fundraising committee chair (1992-1994). The Conference Board’s Information Services Advisory
SLA Division Activities: Business and Finance Division: Council.
Seattle Conference chair and program planner (1996-1997); Susan earned an M.S. in Library Service from Columbia
chair-elect (1995-1996); awards committee chair University. Her hobbies include theatre, and inline skating.
(1997-1998); nominating committee chair (1998-1999). (Board list continues on page 19)
Legal; Library Management; and Museum, Arts and
Humanities Division: member.
SLA Association-level Activities: Finance committee
member (1996-1999); Conference Committee Chair
(New York Conference) 2001-2003)conference planning
committee member (Boston Conference) (1994-1996).
In 1995 and again in 2003, Agnes was awarded the
New York Chapter Distinguished Service award.
Agnes lives in Cranford, NJ with her husband of 20
years, Rick. They enjoy travelling and entertaining.
ChapterNews 18 Vol. 75, #4 Winter 2003-2004
(Continued from page 18)

SLA NY BOARD MEMBERS


DIRECTOR OF FINANCE – Lilleth Newby DIRECTOR OF PUBLICATIONS – Michael Gruenberg

Lilleth Newby is Library Director at the Public Health I have been selling information products to libraries for
Library of the New York City Department of Health & almost 25 years. In that time, I have called on Corporate,
Mental Hygiene. She started eight years ago at what was Legal, University and Public Libraries. My career began
then the HIV Resource Library which was expanded to the with a job selling microfiche copies of SEC documents
Public Health library in 2002. Lilleth has been a librarian for a company called Disclosure. I had the great pleasure
for thirty-nine years. After graduating from the Universi- to be there for 20 years. After leaving Disclosure, I worked
ty of the West Indies with a B.A. in Library Studies, she for a UK-based company selling analysis of country risk.
started working with the Jamaica Library Service. In 1993 For the last three years, I have been with OneSource
she received her M.L.S. from St. John’s University. Information Services. I am in the Financial Services ver-
Lilleth has been very active in the SLA New York Chapter tical where my responsibility is to represent the company
since the early 1990s and has worked in various capacities to the major Investment Banks.
such as Library School Liaison for two terms during Throughout my years at Disclosure, we strongly supported
which she developed the first brochures geared toward the efforts of SLA. When I was asked to be Director of
library school students in the NY metro area. She has Publications for ChapterNews of the New York chapter,
also worked on such committees as Outreach and Diversity I accepted the position for two reasons. 1. It gave me the
Leadership. In 2000 she was awarded a Certificate of opportunity to give something back to SLA which has
Recognition form the Chapter as well as an SLA Diversity been so good to me over the years. 2. It also gave me the
Leadership Development Award from the Association. opportunity to work with two of my friends, Agnes Mattis
Lilleth is presently in her second year on the Chapter’s and Andrew Gazzale, who I have known for many years.
Board as Director of Finance responsible for compiling Not surprisingly, the other Board members are just as
the budget. delightful as Agnes and Andrew.
As Director of Publications, I coordinate the efforts of
DIRECTOR OF PROFESSIONAL DEVELOPMENT the staff that tirelessly produce ChapterNews. Jennifer,
– Steven Johnson Shirley, Kevin, Nancy and I continually strive to give the
Steve Johnson manages the Bronx Zoo Library of the membership the best possible publication. Whether it’s a
Wildlife Conservation Society, where he has worked discussion on obtaining ads from vendors, getting a
since 1979. He is a graduate of the library school of the member to write an article or simply critiquing a design
University of Wisconsin-Madison. He also earned an idea, we all try to be available and helpful to one another.
M.A. in American history at Wisconsin. In 2002, What’s interesting to me is that we have set no rules or
ChapterNews published his article “Growing an ejournal regulations as to how we will accomplish our tasks and
collection at the Bronx Zoo Library” 74(3):11-14. yet we have produced three issues of ChapterNews with a
In 2003, he spoke on zoo archives at the mid-west minimum of difficulty and a maximum of efficiency.
regional workshop of the American Zoo and Aquarium Our commitment is to provide the membership with
Association. From time to time, he posts writings on a content that is both helpful and informative. Remember,
personal website, www.westnet.com/~sjohnson/toc.htm this is YOUR publication and we welcome your ideas
Steve is convener of SLA’s Natural History Caucus and a and comments.
member of the advisory council of NYLINK, the New York (Continues on page 20)
State regional affiliate of the OCLC library network.
He lives in Yonkers with his wife, Allegra Hamer, and an
Airedale terrier and two cats. Bicycling is his main hobby.

ChapterNews 19 Vol. 75, #4 Winter 2003-2004


(Continued from page 19)

SLA NY ADVISORY COUNCIL


Advisory Council: for the 2nd edition of the Encyclopedia of Library and
Information Science. (New York: Marcel Dekker, Inc.
ARCHIVES – Ellen Miller 2002). Andrew loves to travel, some of which he gets to
Ellen Miller has been a member of the New York Chapter do as part of his job, while the remainder is purely
for over 30 years and has held almost every major office recreational. He loves New York (and is a native) and
in the Chapter during that time. She has twice served likes few things better than showing it off to visiting friends.
as President of the Chapter and, most recently, was the
BUSINESS AND FINANCE GROUP CHAIR
Chair of the Local Arrangements Committee for this
– Richard Riccomini
year’s annual conference. She spent her career managing
a variety of investment banking and consulting libraries, Rick Riccomini is a vice president of Business Information
most recently at J.P.Morgan, from which she retired in Services at Lehman Brothers.
1999. Since then she has worked part-time as a library He has a BS from Binghamton University School of
consultant and begun to learn the joys of gardening since Management and an MSLS from Long Island University,
moving to the suburbs. Palmer School. He is currently managing Lehman
Brothers Financial Data Services (FDS) and Business
ARRANGEMENTS – Leigh Hallingby Information Systems Groups.
Leigh Hallingby, Arrangements Chair, holds a BA in Rick is married with two children.
political science from Wellesley College, a Master’s in
Social Work (MSW) from the University of Pennsylvania, CAREER DAY – Robin Sanders
and an MS in Library Service from Columbia University. Robin Sanders is the new Cybrary Manager at TIAA-
She has been working as a special librarian since 1979, CREF. As the 2004 Chair for SLA-NY Career Day, she
setting up and managing new libraries for the following is responsible for organizing the annual career day event.
five non-profit organizations: Sexuality Information and When not working, she enjoys spending time with her
Education Council of the U.S. (SIECUS), National Center family, friends, and her dog Miranda.
for Children in Poverty at Columbia University’s School
of Public Health, National Center on Addiction and CHAPTERNEWS EDITOR – Jennifer Kellerman
Substance Abuse at Columbia University (CASA), Drug Jennifer is a Corporate Reference Librarian at Paul Weiss
Policy Alliance, and Soros Foundations/Open Society Rifkind Wharton & Garrison. This is her first year as
Institute. Leigh also served as the Psychology Librarian ChapterNews editor. She’s responsible for soliciting, edit-
at Columbia University for two years. Leigh has been ing, and sometimes writing, pieces for ChapterNews. She
active with the Association of Population/Family Planning also serves as co-chairperson for the Global Outreach
Libraries and Information Centers (APLIC), Substance Committee.
Abuse Librarians and Information Specialists (SALIS),
and Special Libraries Association (SLA). Outside work, Jennifer has an MSLS from the University of
Leigh has been active for many years with the National North Carolina-Chapel Hill and a BA from
Organization for Women (NOW) and Shelter Our Sisters New School University.
(local domestic violence services agency in Bergen County,
CHAPTERNEWS ADVERTISING MANAGER
NJ). She enjoys collecting porcelain in the Indian Tree – Nancy Bowles
pattern, soaking up NYC cultural activities, and traveling.
Nancy Bowles has two roles on the New York Chapter
AWARDS – Andrew Berner Advisory Council: Ways and Means Chairperson and
Advertising Manager for Chapter News. Currently, she
Andrew Berner is Library Director and Curator of
is a Consultant. From 1997-2002, she was a Director and
Collections at The University Club, where he as been on
Head of Information Services in the Americas for UBS
the Library staff since 1982. He administers not only the
A. G. Prior to that, she spent many years at Dillon, Read
world’s largest private club library (with a sizable rare
& Co. Inc. where she was Vice President and Head of
book collection), but also a significant art collection
the Library. While at Dillon Read, she also arranged for
including numerous paintings, sculptures and prints.
the publication of a history of the firm: The Life and
Andrew has served the New York Chapter in many
Times of Dillon Read, by Robert Sobel. Nancy can be
capacities, including a stint as Chapter President (1995-96).
reached at: 235 East 22nd Street, New York, N. Y. 10010;
He is currently serving as Awards Chair. Andrew is honored
tel.: 212 679 7088; e-mail: nancy.bowles@verizon.net.
that this past June, at the New York Conference, he was
(Council list continues on page 21)
named a Fellow of the Special Libraries Association.
Last year he wrote the entry on “Rare Book Collections”

ChapterNews 20 Vol. 75, #4 Winter 2003-2004


(Continued from page 20)

SLA NY ADVISORY COUNCIL


DISCUSSION LIST MANAGER – Michael Rivas track at Baruch, she has to worry about doing research
Michael’s face may be unfamiliar to some, but his email and publishing. So she spends a lot of time in libraries.
address (mrivas@gis.net) is recognizable chapter-wide. (She has discovered she can’t work at home.) A goal for
As the New York Chapter’s Discussion List Manager, the coming year is to have a neater office and a neater home.
Michael Rivas keeps members aware of upcoming meetings,
special events, and important issues that affect them as GOVERNANCE – Donna Abbaticchio
SLA librarians. This is his second year on the Advisory I am the Associate Chief of the Donnell Library Center at
Board as List Manager. Having spent much of his career The New York Public Library. I’ve had many different
in electronic information management, he is now with roles in the Chapter; currently, I am the Governance
H.W. Wilson as a Subject Analyst helping to build their Chair. In the early nineties, I was President of the Chap-
authority file/thesaurus. When he’s not busy organizing ter. Although my current position is very public library-
information, you may find him enjoying long nature oriented, I enjoy still being involved with the chapter
hikes upstate or reading 20th century European classics. and the friends I have made through the years.

DIVERSITY - Vandana Ranjan LIBRARY SCHOOL LIAISON – Suzan Lee


Vandana is an excellent researcher and trainer, well- known Suzan Lee, a Senior Research Librarian with UBS
for her quality work and fast service. She was the Knowl- Securities LLC, is the Library School Liaison for the
edge Management Specialist at Bates WorldWide until NY Chapter of SLA. She runs programs for the student
October 2003. Prior to that she worked at the Brooklyn members of the NY Chapter. Some of the programs
Public Library’s fast-paced Telephone Reference Center. offered include the Professional/Student Mixer, a
Vandy has several years of experience in reference and resume workshop and review, Student-to-Student
library management. She worked as a solo librarian in Meetups, the Internship Program, various database
India and built, from the ground up, two successful workshops, Speakers Bureau and scholarship programs.
libraries — one academic library and one special library. In addition to SLA, she is an Adjunct Professor at
She came to the United States in pursuit of online informa- LIU-Palmer School.
tion retrieval skills and received her second Master’s in
Library Science from Clarion University of Pennsylvania. MEMBERSHIP – Sarah Warner
In her spare time she enjoys nature-gazing, biking, Sarah Warner is Director of all Operations at Wontawk,
photography and classical music. providing specialized recruitment for librarians and other
This year she is wearing two hats, one as the Chair of information professionals. She is responsible for seeing
SLA-NY Diversity Leadership Development Committee that all placements are an optimum match for the
and the Co-Chair of SLA-LMD Program Planning Wontawk clients’ specialized needs.
Committee. In the past years, Vandy has chaired the Previously, bitten by the dot.com bug, Sarah was the
SLA-Innovations in Technology Award Committee, content licensing manager at Amulet, whose InfoWizard
co-ordinated the SLA-NY Web Committee, and innovative service provided an automated research service.
managed the SLA-NY Discussion List and the For over 10 years at high-tech Wang Laboratories in
SLA-ITE Discussion List. Massachusetts, she managed and grew the corporate
library operations and researched, wrote and published
GLOBAL OUTREACH Co-Chairpersons
– Jennifer Kellerman (see ChapterNews)
competitive analysis reports. Earlier at Parsons Brinckerhoff
and Rita Ormsby Quade and Douglas, an international engineering firm,
Sarah was manager of the information center. Her library
Rita Ormsby is a co-chair of the SLA-NY Global
career began as a serials cataloger and a reference librarian
Outreach Committee this year.
at the Engineering Societies Library here in New York City.
By day, she is an information services librarian at The
She received her MLIS from Pratt Institute and has been
William and Anita Newman Library of Baruch College,
an active member of Special Libraries Association for
The City Univeristy of New York. Her main responsibilities
many years, including president of the Boston Chapter
are reference and instruction and serving as the library
and NY Chapter Treasurer and is currently the Membership
liaison to the accountancy and tax faculty. When she is
Chair of the New York Chapter.
not working, she enjoys going to museums, and enjoying
other benefits of living in New York, traveling, getting (Council list continues on page 22)
together with friends and family, and doing some volunteer
work. She thinks about going to the gym more often
than she actually does. Since she is now on the tenure

ChapterNews 21 Vol. 75, #4 Winter 2003-2004


(Continued from page 21)

SLA NY ADVISORY COUNCIL


NOMINATIONS – Martin Cullen PROGRAMS – Bert Schacter
Marty Cullen is a Vice President with Lehman Brothers I have been a library director for more than 25 years,
managing the Firms’ Patriot Act compliance. In 1993, he most recently at Scholastic and earlier in advertising.
founded Legal Research Services (LRS), Lehman Brothers’ I have been an active member in SLA at both division
virtual legal library and the Due Diligence Research and local levels, serving on many chapter committees.
Group which has become a model for Wall Street. From This year I am helping with program planning - my role
1996-2003 Marty managed Reference Services, Lehman is to come up with opportunities that will allow subject
Brothers global research support group. groups to continue networking and meeting together on
He has authored numerous articles and made presentations meaningful issues. I can be reached at 212-242-4459 and
on the electronic law library and the management of bschachter@earthlink.net and welcome contact with
information centers. Marty has made presentations to all my SLA buddies.
the Information Innovators Institute, Practising Law
WAYS AND MEANS – Nancy Bowles
Institute, and SLA.
See ChapterNews Advertising Manager
Marty has served as President of the New York Chapter
of SLA and the Chair of Business & Finance Division of WEBMASTER – Shirley Loh
SLA. He has appeared on the cover of Library Journal
and has been nominated to the Top 100 on Wall Street Shirley is an Assistant Vice President at Marsh Inc. She
for the Irish America magazine for 2004. is the Project Manager for the Business Intelligence Unit,
specializing in competitive intelligence research. Shirley
Marty has over twenty years experience as an information has eight years’ experience doing corporate research.
manager. He holds an M.L.S. from Pratt Institute and a
B.S. from Bradley University, which he attended on an Shirley took over the SLA-NY webmaster position in
athletic scholarship. September 2003 and is responsible for the maintenance
and upkeep of the Chapter’s website. She has plenty of
experience in this department as she helped design the
intranet site for Arthur Andersen’s Business Information
Center. Her original exposure to web design was hand-
coding HTML at Rutgers as a graduate student.
When she’s not busy with work or website maintenance,
Shirley likes to travel.

ChapterNews 22 Vol. 75, #4 Winter 2003-2004


Librarians good cause and my husband’s good nature would carry
me along.
Making A Difference: Along the way we experienced a great deal of water, mud,
dirt and assorted detritus that flies up toward your face as
MS Bike Tour Provides Personal you ride on a wet surface. We bumped along wet cobble-
Challenge and Raises Funds stones in Harlem, crossed the Borough and started down
by Jessica Frankel the West Side Highway, also closed to traffic. There is a
new perspective riding a bicycle in New York City and
you get to see, smell and taste the city in a whole new way.
The next highlight was traveling through the Lincoln
Tunnel. It’s a bizarre experience to pedal downhill into
redit Suisse First Boston (CSFB), a leading global the tunnel as cyclists are screaming at the top of their

C investment banking and financial services firm, has


recently created an internal initiative for all staff,
referred to as “Building the Franchise.” The program
lungs just for the fun of listening to the echo. Onward,
we rode through New Jersey and north through the Palisades
where the trip became interesting. The flat roads disappeared
and were replaced by rolling hills — lots of them. And a
includes mentoring, volunteerism and service in industry
associations as well as internal committees. The Firm few large hills, I might add. By now the sun started peeking
believes that such participation enhances its ability to through the clouds and we started to sizzle and sweat in
attract and retain talented people and makes CSFB a the heat! Because we were soaking wet, I do believe
better firm in the process. steam rose off our bodies. After 32.5 miles and a soggy
peanut butter and jelly sandwich, the group turned around
The CSFB Libraries have enthusiastically participated at
and, despite one more deluge pelting our bodies, it was
all levels in Firm-sponsored events, sharing experiences
literally all downhill from there. We crossed the George
with their Library colleagues as well as other CSFB staff.
Washington Bridge, a beautiful spot to see the city, and
Recently, a group of New York Library staff members joined
finished at West 14th Street on Pier 54.
others from IT, Product Control and Operations to spend a
Saturday hanging sheetrock as part of a Habitat for Humanity Bob and I each pedaled 65 miles that day and met a great
project in which the Firm participates year round. A few new group of CSFB staff members. The CSFB team
weeks ago our London Library staff baked cakes and surpassed its $20,000 fund-raising goal, making our team
muffins as a contribution to the “World’s Largest Coffee one of the largest contributing teams for the event. It
Morning,” a national event of Macmillan Cancer Relief, was a personal challenge for me (and a personal best)
held in the Library and in various locations around CSFB’s that really boosted my spirits by the end.
Canary Wharf location. CSFB’s catering supplier, I urge everyone to get out there, find a cause, become
Restaurant Associates, donated the coffee and people involved. Others will benefit from your expertise, and
were asked to make donations to the Sargent/ Macmillan I guarantee you will be enriched by the experience.
CSFB London’s 2003 joint charity of the year. The
Library site raised over $500.
Jessica Frankel is the Director and Global Head of Library and
On September 14, 2003, the Firm sponsored a 35 member Information Services at Credit Suisse First Boston. She can be
team (almost exclusively from CSFB) for the MS Bike Tour, reached at jessica.a.frankel@csfb.com.
an annual New York cycling event that raises money for
the National Multiple Sclerosis Society. That morning,
my husband, Bob, and I started the journey from our
home at 5:45 a.m. in a steady rain. We carried our bicycles
up and down two flights of stairs to the #2 train and
joined other intrepid riders heading down to Battery Park.
The ride started at 7:30 a.m. in a foggy mist and we pedaled
north onto an FDR Drive that was closed to traffic.
Bob and I spent six days cycling in Italy this summer, in
the foothills of the Dolomites, but I had only done one
day trip of over 45 miles. On this Sunday, I was committed
to the 60+ mile ride, hoping that my knees/back and/or
my bicycle would not give out in the process. It was a
personal challenge I made for myself, hoping that the

ChapterNews 23 Vol. 75, #4 Winter 2003-2004


Report from IFLA 2003
by Leigh Hallingby TO SEE A SAMPLE
OF OUR WORK...
n August 2003, I went to Berlin, Germany, to attend SCROLL THROUGH
I IFLA’s 69th (and my first) World Library and Infor-
mation Congress. I was drawn, in part, to see the
famous/infamous city of Berlin, and also to learn more
THE PAGES.
about The International Federation of Library Associations Gatta Design is proud to help SLA-NY design and
and Institutions. Founded in Edinburgh, Scotland, in 1927, produce ChapterNews. We’d be happy to help
IFLA, according to its website, “is the global voice of the
you, too. With projects ranging from small business,
library and information profession.” IFLA’s mission also
non-profit and corporate promotional collateral
includes promoting high standards of provision and delivery
of library and information services, and encouraging wide- to full-scale identity and branding programs,
spread understanding of the value of good library and packaging and illustration, creative design will get
information services. your message across. Call us for an SLA-NY discount.
There were in attendance about 4,500 participants from To see more of our work and client list log on to
133 countries, of whom only about 10% were Americans. www.gattago.com
The venue for IFLA 2003 was Berlin’s International
Conference Center, which, typical of such edifices, is
long on modernity and efficiency but short on coziness.
The theme of the conference was “Bibliothek als Portal,” 286 SPRING STREET, SUITE 301
rendered into English somewhat wordily as “Access Point NEW YORK, NY 10013-1427
TEL (212) 229-0071, FAX (212) 229-0074
Libraries — Media, Information, Culture.” Berlin’s sig-
e-mail: mail@gattago.com
nature Brandenburg Gate, now the symbol of German www.gattago.com
reunification, was the conference’s appropriate logo.
There was a plenary opening session at the end of the
first day including addresses by the Mayor of Berlin,
the retiring IFLA President, Christine Deschamps of For the latter, I went to the Berlin-Brandenburg Academy
France, and keynote speaker Klaus Gerhard Saur of of Sciences and Humanities, which was established in the
K.G. Saur Publishing. Generally, the IFLA conference 18th century and now includes 850,000 volumes and 1,300
revolves minimally around huge plenary sessions with journals, plus 150,000 manuscripts of the members of the
well-known speakers and maximally around many simul- Academy. It was fascinating to see samplings from this
taneous smaller sessions extending throughout the four unique collection on the period of the Enlightenment and
main days. These sessions are divided into themes related the history of science, including, for instance, a notebook
to kinds of libraries, library functions, or geographic areas. in the hand of Albert Einstein.
There were also many opportunities to attend conference Since I was actually at IFLA as a private citizen, rather
activities offsite. I made a point of doing this as often as than under the sponsorship of my employer, I was free
possible, as I consider access to wonderful old European to attend sessions that did not relate to my job running
libraries a major attraction of going to a library conference the library at a foundation dealing with human rights.
in Europe. I also took advantage of two other offerings So I enjoyed sitting in on the Art Librarians session and
covered in the registration fee of all conference participants: learning about Elsa Buffington, who, as a youthful librarian
a half-day bus tour of Berlin and a visit to one library at the turn of the 20th century, set up the original library
I could select from a list of tantalizing possibilities. at the Rhode Island School of Design; about a collection
of photographs of public art taken by a librarian in
Los Angeles (who did the presentation); and about recent
(Continues on page 25)

ChapterNews 24 Vol. 75, #4 Winter 2003-2004


(Continued from page 24)
developments in museum libraries in France. A session In the afternoon, as part of the same workshop, we were
I attended on the theme of reading focused on the positive bussed to the Deutsches Musikarchiv Berlin (German
impact of the Internet on reading in China, Iran, and Music Archive Berlin), located in an old mansion in the
Mexico. In honor of the conference city and of my past outer reaches of Berlin. It is, among other things, a
experience running a library on human sexuality, I also depository library, receiving annually one copy of each
attended a Government Libraries session which included of the 20,000 musical recordings (in all formats) released
a presentation on the pioneering Institute for Sexual Science in Germany. There was a fascinating display for our ben-
Library, founded in 1919 in Berlin by the leftist and efit of all the forms that recorded music has taken, from
early homosexual rights advocate Magnus Hirschfeld. vinyl disks to tapes to laser disks to video, etc., culminat-
Its 10,000 books were destroyed by the Nazis in the ing, of course, in the current CD. One could not help
1930s. The presentations that I attended varied, as they but think that the CD will not be the end of the line
usually do at any conference, from crisp and effective, either and will eventually take its place as a stop along
to excruciatingly detailed and ineffective. the way to newer technologies. The Archive also buys
The crème de la crème, by far, of the sessions I attended special collections from private collectors and perform-
was an all-day rare books workshop on “Music collections ers. Unfortunately, the Archive’s catalog records do not
in Berlin,” held in the State Library of Berlin/Prussian go into OCLC.
Cultural Center. My thinking that Berlin would be an
outstanding venue for a workshop of this type was, not Berlin Travelogue
surprisingly, on target. For instance, in honor of IFLA, Of course, I managed to be in Berlin for the much-publicized
there was a special exhibition of musical scores of many 2003 European heatwave and to return to New York for
of the greatest composers such as Bach, Beethoven, the much-publicized 2003 blackout. Berlin was mercifully
Mendelson, and Mozart. There were speakers on the far from the heatwave’s epicenter, but was plenty toasty
holdings in the State Library’s collection, on restoration with temps every day in the 80’s or 90’s. However, the
and digitization of music manuscripts, and, most fasci- experience was unlike any that I have ever had during a
nating of all, on papersplitting. We saw a film of this Northeast U.S. heatwave. The European air was quite
astonishing, heart-stopping process in which one page dry (probably 40-50% humidity), which meant that
of thin, brittle paper, after being chemically treated, can although the days were seriously hot, the evenings and
literally be neatly split into two pages by hand or by mornings were seriously pleasant. The dry air also meant
machine. This works because the fiber links in the paper unfortunately that there would be no rain, an extremely
are weaker (due to acid content, etc.) than the links pro- disturbing situation given the great need for rain in Europe
duced between the paper and the “carriers” attached to it for growing crops and for quelling fires. Although both
in this process with a specially formulated adhesive. The the conference center and my hotel were mercifully air
two halves, after getting a strengthening insert, are then conditioned, air conditioning remains a relative rarity in
reattached, dried, and rebound. One huge advantage of Europe. Generally, libraries, museums, and universities
this process is that the front and the back of the page, are not air conditioned, so I couldn’t help but ponder the
where the text is, remain unchanged, but become much fate of books and manuscripts, as well as of people and
stronger. A stack of pages treated in this manner amaz- crops, in the searing heat.
ingly gains so little thickness in the process that it can Berlin is financially broke (due in part to a scandal).
usually be put back into its original binding. In spite of this, the public transit buses and subways
(none with air conditioning) ran frequently, even though
they were far from full. One wonderful perk of being a
conference attendee was that our badges were also in
effect free Metrocards, giving us full access to the user-
friendly Berlin public transportation system. This local
equivalent of the MTA operates on the honor system in
terms of payment, a great curiosity to a New York rider
like me who cannot fathom such a system here.
(Continues on page 26)

ChapterNews 25 Vol. 75, #4 Winter 2003-2004


(Continued from page 25)
Another curiosity in Berlin, given the lack of money, is Conclusion
the impressive amount of construction around the city. It is not easy to draw generalizations from a conference
One interesting explanation for this is heavy use of black that literally spanned the globe. Freedom and equality of
market laborers from Eastern Europe who are willing to access to information, as well as freedom of expression,
work for significantly lower wages than the unionized were pervasive sub-themes throughout. Unfortunately,
Germans would demand. Apparently there is considerable there is significant reason for pessimism in these areas.
concern in Berlin about how the employment/unemploy- IFLA just published a report showing that 48 % of
ment situation will play out when nearby Poland, where library associations around the world support Internet
the workers are used to much lower wages than the filtering – and not just to protect children from unwitting
Germans, enters the European Union. exposure to pornography. Lively debates also took place
Although Berlin is not known as a “river city” – the way on the impact of the anti-terrorism legislation being
Budapest, London, and Paris are — it turns out that it is introduced around the world, which often impedes free
indeed home to the Spree River, which with its accompa- access to information. The IFLA Congress approved a
nying canals, actually takes half a day to navigate on the resolution deploring the introduction of legislation that
equivalent of the Berlin Circle Line tour. This is an violates fundamental human rights to privacy and
excellent way to see the sprawling city, as the Spree, like unhampered access to information in the name of
the major city streets, runs East/West right through the national security. The resolution calls for the repeal or
middle of Berlin. amendment of all such legislation in order to protect
Berlin is a terrific museum town, and I especially appre- these rights. Reporting on a recent visit to Iraq, Jean-Marie
ciated the fact that many of the museums are specialized, Arnoult, France’s Inspector General of Libraries and the
thereby helping the tourist to avoid walking into the only librarian on the summer 2003 UNESCO Expert
equivalent of the Metropolitan Museum of Art and won- Mission, showed distressing images of libraries and
dering where to even begin. There’s the Pergamon which archives damaged and destroyed during the war.
has a world class collection of antiquities from Greece, But if there are reasons for serious concern, there are
Rome, and the Muslim world. The Egyptian Museum also causes for optimism. The presentations from speakers
rivals the best in that category and is especially famed for at the Reading session indicated that the Internet is making
the head of Nefertiti which appeared in Time magazine more information and reading material available to people
the week that I returned. There is the Brohan specializing in developing countries, especially young people. And if
in Art Nouveau and Art Deco and the Berggruen across regime change such as that in Iraq can devastate libraries,
the street with an impressive collection of Picasso, Matisse, political change in other countries can lead to the develop-
and Klee. And of course, the newest addition to Berlin’s ment of libraries and archives, as has happened in Mali
museum landscape is the architecturally angular and since the Traoré dictatorship was ousted in 1991.
exciting Jewish Museum, designed by Daniel Libeskind, IFLA will be in Buenos Aires, Argentina, in 2004 and in
the World Trade Center site designer. Oslo, Norway, in 2005. Attending an IFLA conference is
certainly a highly recommended way to get a global view
of the library and information profession and to see a
world class city in the process. Much more information
about the organization and its conferences can be found
at: www.ifla.org

Leigh Hallingby is Head Librarian at the Soros Foundations/


Open Society Institute in New York City. She can be reached
at lhallingby@sorosny.org

ChapterNews 26 Vol. 75, #4 Winter 2003-2004


SLA Virtual Seminars: The virtual seminar format makes it possible for SLA

SLA VIRTUAL SEMINARS


to plan and announce new seminars on relatively short
New Opportunity for Learning notice. The New York Chapter did not offer Barbara
Quint’s May 2002 seminar because it was a late addition
By Steve Johnson
to the schedule and too close to the annual conference.
The chapter also decided not to offer the Virtual Association
seminars held during the 2002 and 2003 SLA annual
conferences. In these cases, the regular audience for the
seminars would be attending the conferences in person.
n 2002, SLA began a series of web-enabled Virtual

I Seminars in order to extend continuing education for


SLA members and other interested parties. The seminar
speaker communicates with the virtual audience via tele-
Thanks to M.E. Greene-Cohen, Susan Gormley, Anne
Lehman, Vandana Ranjan, Harriet Schick, and Sarah
Warner for helping with the Virtual Seminar series.

phone — an 800 number is provided to registrants — Web Seminar Service


and with PowerPoint slides provided via secure web site. and Technology Vendors
Audience members can receive the program from any
location with a telephone line permitting 800 calls and SLA’s Virtual Seminars are disseminated by KRM Informa-
an internet connection. tion Services, using the Placeware system for web enabled
telephone seminars. In 2003, Microsoft purchased Place-
During the program’s first year, SLA offered eight seminars, ware and rebranded the product as “Microsoft Office
two of them in conjunction with the SLA Annual Conference. LiveMeeting, a Placeware Service.”
Using a rented conference room at the New York Public
Library’s Science, Industry and Business Library, the KRM’s conferencing services are described at www.krm.com.
New York Chapter of SLA offered free access to six of For Placeware, see http://main.placeware.com/.
the seminars. The New York Chapter paid registration KRM has great customer service. The service reps saved
fees for each seminar and room rental. the day for me on more than one occasion.
By the end of 2003, SLA will have offered fourteen In my experience, the SLA Virtual Seminars are compa-
programs in the second year of virtual seminars. The rable in quality to presentations at the SLA conference.
New York Chapter made ten of the programs available to The use of PowerPoint for presentations is certainly a
members, again without charge. As in the previous year, common format whether the speaker is in the room or
two of the seminars were held in conjunction with the remote. In the virtual seminar, the lack of eye contact
SLA annual conference. obviously makes a difference in presentation for both
For 2004, SLA has announced plans for sixteen seminars. the speaker and the audience. In a recent seminar, Jane
As I write, your Executive Board is determining how Dysart and Rebecca Jones commented on the absence of
many seminars to include in the budget for professional the visual feedback from the audience, to which they are
development for calendar 2004. accustomed.
In the first two years, seminar speakers have included Audience members may communicate with the seminar
Guy St. Clair, Rachel Singer Gordon, Jane Dysart, and speaker, using either the computer keyboard or the
Rebecca Jones. Other speakers have come from a speaker phone. Access to the keyboard or telephone is
variety of allied fields. A list of past speakers and topics obviously limited by the number of individuals in the
appears at the end of this column. Speakers already audience at a given site. For a seminar of crucial interest,
announced for 2004 include Gary Price, Rebecca Jones, one might want to register one’s own site to ensure the
Mary Lee Kennedy, Donna Scheeder, and Stephen Abram. ability to communicate with the speaker by telephone.
The speaker phone is probably the weakest link of the
virtual seminar room experience. Anyone who has attended
several of the seminars in New York can probably recall an
instance of the audio being dropped briefly or an unsuc-
cessful attempt to talk to the speaker during the “Q&A”
session. In retrospect, these glitches seem minor.
One of the characteristics of the virtual seminar format is
that SLA also sells the program in “v-paks” consisting of
audio recordings of the session and printouts of the
PowerPoint presentations. The price of the v-pak is
(Continues on page 28)

ChapterNews 27 Vol. 75, #4 Winter 2003-2004


(Continued from page 27)
lower than the price for in-person attendance. SLA continues I hope you will consider participating in a Virtual Seminar

SLA VIRTUAL SEMINARS


to sell v-paks for all past virtual seminars. Although some in calendar 2004. Seats are available at almost all seminars,
material may become dated, the v-pak format provides a which are announced via e-mail to SLA-NY chapter mem-
way for a person to obtain the substance of a seminar they bers and via the Chapter website, http://www.sla.org/
could not attend in real time. chapter/cny/.
If you don’t receive e-mail announcements for the
Bringing an SLA Vir tual Seminar seminars, you should make sure your e-mail address is
to Your Home or Workplace in your Who’s Who record at SLA. This is the source
To bring an SLA Virtual Seminar to your home or work- of the SLANY-ANNOUNCE mailing list.
place, or learn more about past and forthcoming virtual I welcome your comments and questions about the
seminars, visit SLA virtual association pages, as follows: Virtual Seminar series and other professional develop-
ment activities. My email address is sjohnson@westnet.com.
Virtual Learning Series
I can usually be reached by phone at 718 220-6719.
http://www.sla.org/
content/events/distance/virtsem2004/index.cfm
Conference Room 018,
http://www.sla.org/ Where Virtual Seminars Happen
content/Events/distance/virtsem2003/index.cfm
The New York Chapter holds the Virtual Seminar series
http://www.sla.org/ in the Conference Room 018 at New York Public Library’s
content/events/distance/virtsem2002/index.cfm Science, Industry and Business Library,188 Madison
Avenue. Conference Room 018 is located off Healy Hall
Career Development Series on the lower level of the library, down one level from the
http://www.sla.org/
library entrance. The conference room is on the same
content/learn/careerdevelopment/index.cfm
floor as the Electronic Information Center and the
Virtual seminar registration fees are based on site, rather McGraw Information Services Center.
than by number of persons at the site. Registration for a The Virtual Seminar series is not a public program of
ten person site costs no more than a one person site. For the New York Public Library.
2004 series seminars, registration costs $190 per site for
members, $240 for non-members. SLA Virtual Seminars, 2002-2003.
Members may purchase past seminars in V-Pak format Note: Seminars marked with an asterisk (*) were not hosted
for $95. The non-member price is $145. V-pak prices for locally by the New York Chapter of SLA.
future seminars are increasing to $105 for members, $155
2002
for non-members. The V-pak consists of an audio recording
in cassette format, a printout of the presentation slide, February 27 Ulla de Sticker, Is consulting for you?
and instructions for accessing the presentation on the web. April 24 Chris Olson, Grooming Passionate
KRM Information Services handles credit card and other Library Evangelists.
billing for SLA. June 10* Jan Sykes, Return on Information Investment:
Quantifying Your Value in the Organization.
Audience Seating June 12* Sue Henczel, Planning an Information Audit.
Audiences at the SLA-hosted virtual seminars have June 26 Guy St. Clair, Knowledge Services:
ranged from a low of 14 to a high of more than 50, Specialist Librarians in the New Profession.
in a room which normally seats 48. Typically, audience September 25 Debra M. Amidon, Knowledge Innovation -
members show up just in time for the program and the True Competitive Intelligence.
disperse almost immediately afterward, minimizing the October 30 Alison J. Head, Beyond the Firewall:
social interaction so common at SLA events of all types. New Research About the Usability of Corporate
SLA has suggested that individual chapters host discussions Research Intranets.
at the conclusion of the seminars. December 4 Tina Byrne, Marketing Your Special Library:
Some SLA chapters charge a fee to their members for Create Desire for Your Services.
admission to sites hosting the Virtual Seminar series. (Continues on page 29)
At the New York Chapter, president Agnes Mattis has
affirmed the tradition of free admission to meetings and
educational events.

ChapterNews 28 Vol. 75, #4 Winter 2003-2004


(Continued from page 28)
2003

SLA VIRTUAL SEMINARS


January 24th Jay Van Eman, Taxonomies for Indexing.
February 26th John Deveney, Crisis Communications.
April 30th Randy Englund, An Organic Approach to
Project Management.
May 21* Barbara Quint,
Information Research Strategists.
June 9* Roy Tennant, XML in a Nutshell.
June 20* Amy Affelt, Nancy Carlson, Jill Konieczko,
The Value of the Information Professional.
June 23* Jay Van Eman, Taxonomies for Indexing -
Advanced Seminar.
September 24 Chris Olson, Branding Master Class.
October 8 Rachel Singer Gordon, Job Hunting Online.
October 29 Michael Kull, Knowledge Management:
the Role of Story Telling.
November 5* Kerry Patterson, Crucial Conservations.
November 19 Judy Siess, The Visible Librarian: Asserting
Your Value through Marketing and Advocacy.
December 3 Jane Dysart and Rebecca Jones, Business Planning:
Building the Plan and the Buy-In.
December 17 Cindy Hill and Terry Huwe, Competencies for
Info Pros: the Critical Balance.

Steve Johnson is the Director of Professional Development for


the New York Chapter of SLA. He is also Manager of the Bronx
Zoo Library, Wildlife Conservation Society. He can be reached
at sjohnson@wcs.org.

ChapterNews 29 Vol. 75, #4 Winter 2003-2004