NISO Plus Baltimore 2025: Full Schedule

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8:00am EST

Registration & Breakfast

Tuesday February 11, 2025 8:00am - 9:00am EST

Harborside Foyer

Tuesday February 11, 2025 8:00am - 9:00am EST
Harborside Foyer

Plenary

9:00am EST

Welcome

Tuesday February 11, 2025 9:00am - 9:15am EST

Harborside Ballroom DE

Speakers

Todd Carpenter

Executive Director, NISO

Wine, food, wine, Standards, running, wine, food, wine.http://orcid.org/0000-0002-8320-0491

Jason Griffey is the Director of Strategic Initiatives at NISO, where he works to identify new areas of the information ecosystem where standards expertise is useful and needed, and leads ongoing projects such as NISO’s participation in the Coalition for Seamless Access. Prior to joining NISO... Read More →

Tuesday February 11, 2025 9:00am - 9:15am EST
Harborside Ballroom DE

Plenary

9:15am EST

The Human Standard: Equal Library Access for All - Opening Keynote

Tuesday February 11, 2025 9:15am - 10:15am EST

Harborside Ballroom DE

Collaborative Notes

Speakers

Cindy Hohl

Director of policy analysis and operational support, Kansas City Public Library

Cindy Hohl, MBA/MLIS, is a member of the Santee Sioux Nation and director of policy analysis and operational support at the Kansas City Public Library She is a past president of the American Indian Library Association and committed to focusing her work around creating welcoming s... Read More →

Tuesday February 11, 2025 9:15am - 10:15am EST
Harborside Ballroom DE

Plenary

10:15am EST

Networking and Coffee

Tuesday February 11, 2025 10:15am - 10:45am EST

Harborside Foyer

Tuesday February 11, 2025 10:15am - 10:45am EST
Harborside Foyer

Coffee Break

10:45am EST

Trends and Innovations in Peer Review

Tuesday February 11, 2025 10:45am - 12:00pm EST

Laurel CD

Collaborative Notes

Speakers

Elizabeth (Beth) Craanen

Anna Jester

Director, Business Development, Wiley

Anna Jester works in Business Development at Wiley Partner Solutions. She frequently finds herself discussing submission and peer review, editorial and production services, and workflow consulting. She's also quite fond of conversation dealing with gastronomic pursuits, Salukis, March... Read More →

Chirag "Jay" Patel

Head of Sales, Americas, Cactus Global

Jay Patel is a business development professional with Cactus Global and specializes in working with publishers and professional societies on the implementation of AI solutions. He wants to improve the user experience by utilizing AI to better classify content, make content easier... Read More →

Tuesday February 11, 2025 10:45am - 12:00pm EST
Laurel CD

Track 1

10:45am EST

Artificial Intelligence and Transparency: Toward a Framework for Disclosure of AI Use in Learning, Research, and Publication

Tuesday February 11, 2025 10:45am - 12:00pm EST

Laurel AB

The rise of openly available and organizationally licensed generative artificial intelligence (GenAI) tools have signalled a paradigm shift in higher education and scholarly publishing. Over the past two years, the consistent point of needing to disclose the use of GenAI, but largely leaving guidance on how to do so in a consistent manner to the discretion of the individual.

This session addresses the current state of recommendation and policy around generative artificial intelligence disclosure in learning and research contexts and introduces the Artificial Intelligence Disclosure (AID) Framework. The AID Framework is a tool that provides a transparent, consistent, and targeted approach to attribute the use of artificial intelligence in teaching and research work. In addition to the introduction of the AID Framework itself, participants will have the opportunity to review sample AID statements, discuss where such disclosure is best integrated in learning and research tasks, and brainstorm potential missing or future criteria for the AID Framework.

Collaborative Notes

Speakers

Kari D. Weaver

Learning, Teaching, and Instructional Design Librarian, University of Waterloo

Dr. Kari D. Weaver (she/her) holds her Master’s in Library and Information Science from the University of Rhode Island and her Doctorate in Education in Curriculum & Instruction from the University of South Carolina. Since 2017 she has worked as the Learning, Teaching, and Instructional... Read More →

Tuesday February 11, 2025 10:45am - 12:00pm EST
Laurel AB

Track 2

10:45am EST

Imagining interoperable and usable accessibility metadata

Tuesday February 11, 2025 10:45am - 12:00pm EST

Waterview CD

Efforts by disability rights advocates have significantly advanced the development of accessibility metadata both in publisher and library-based standards. These concerted efforts have brought the stars into closer alignment, allowing us to more fully imagine how information about accessibility features may flow from creators into library discovery services. This alignment is crucial for ensuring that individuals with disabilities can access the information they need from libraries without unnecessary barriers.

This panel invites thought leaders in the area of accessibility metadata to imagine the potential for beneficiary communities, the risks of inaction, and what steps we can take to make the future we want. By bringing together experts from the field, we aim to explore the transformative potential of well-implemented accessibility metadata. Without continued progress and commitments, we risk perpetuating the exclusion of disabled individuals from vital information resources – affecting education, employment, and overall quality of life. To mitigate these risks, the panel will outline actionable steps that stakeholders can take to ensure a more inclusive future. This includes advocating for the adoption of standardized accessibility metadata, fostering collaboration between publishers and libraries, and promoting awareness of the importance of accessibility in emerging practices.

Collaborative Notes

Speakers

Morris Levy

Consulting Database Specialist, OCLC

Claire Holloway

Manager, Publisher Relations, OCLC

Victoria Owen

Information Policy Scholar-Practitioner, University of Toronto

Victoria Owen holds a joint appointment as Information Policy Scholar-Practitioner in the Faculty of Information at the University of Toronto and as Special Advisor to the Dean on Information Accessibility at UTSC. Her particular focus encompasses copyright, access, accessibility... Read More →

Tuesday February 11, 2025 10:45am - 12:00pm EST
Waterview CD

Track 3

10:45am EST

NISO Working Group Update 1

Tuesday February 11, 2025 10:45am - 12:00pm EST

Waterview AB

Join us for updates on

Tuesday session:
KBART Standing Committee (Noah Levin)
Open Access Business Processes (OABP) Working Group (Yvonne Campfens)
ODI Standing Committee (Bobbi Patham)
Transfer Standing Committee (Keondra Bailey)

Collaborative Notes

Speakers

Keondra Bailey

Assistant Standards Program Manager, NISO

Cristin Hipke

Standards Program Manager, NISO

Yvonne Campfens

Executive director OA Swtichboard, Stichting OA Switchboard

Collaborative, industry-wide initiatives. More specifically: the OA Switchboard.Yvonne Campfens has over 25 years in publishing and related service sectors, with a Masters in applied econometrics from University of Amsterdam (1993). Early in her career she held a publishing position... Read More →

Noah Levin

Manager, Metadata and Digital Asset Management, Springer Publishing

Noah Levin is the Co-chair of the KBART Standing Committee. Noah works for Springer Publishing and has spent 20+ years designing and creating metadata workflows for Academic and Trade Publishers; managing their Link Resolver/Discovery data, MARC Records, ONIX Feeds and internal metadata... Read More →

Bobbi Patham

Discovery & Discovery Services Manager, Springer Nature

Bobbi Patham is the Manager of Discovery & Discovery Services at Springer Nature. She has over 15+ years of experience in content management, metadata standards, subject classification and bibliographic collection. She earned a Bachelor's degree in Chemistry and a Master's degree... Read More →

Tuesday February 11, 2025 10:45am - 12:00pm EST
Waterview AB

Track 4

12:00pm EST

NISO Awards Lunch

Tuesday February 11, 2025 12:00pm - 1:30pm EST

Harborside Ballroom DE

Speakers

Jason Griffey

Director of Strategic Initiatives, NISO

Kimberly Graham

Education Program Manager & DEIA Advocate, NISO

Todd Carpenter

Executive Director, NISO

Wine, food, wine, Standards, running, wine, food, wine.http://orcid.org/0000-0002-8320-0491

Tuesday February 11, 2025 12:00pm - 1:30pm EST
Harborside Ballroom DE

Plenary

1:30pm EST

Cost-per-what? Redefining the value of publishing services in an open science world

Tuesday February 11, 2025 1:30pm - 2:45pm EST

Laurel CD

With the accelerated push to an "open science future" in the last five years, the mixed-model economy dominating publisher/library discussions gets more complex and yet more reductive with each new model launched. As the ecosystem gets more complex, resource-strapped publishers and libraries are seeking new ways to evaluate the benefits of new models -- often resorting to reductive proxies. Many libraries publicly avow commitments to mission-aligned, transparent, equitable models but recoil at changes in pricing or services that enable that kind of investment. Are reductive, transactional conversations around proxies like "cost-per-article" the only means for evaluating "value" in an open science/open access context?

This panel discussion aims to provocatively delve into this question through the lens of non-profit publisher and librarian perspectives -- organizations that are mission-driven and yet also resource constrained.

Collaborative Notes

Speakers

Sara Rouhi

Director, Open Science and Publishing Innovation, AIP Publishing

Sara Rouhi is the Director of Open Science and Publishing Innovation at AIP Publishing. Driving AIPP’s open science strategy, she focuses on developing new publishing models and sustainable business strategies to accelerate AIPP’s mission to advance pragmatic, researcher-focused... Read More →

Katherine Brooks

Collection Analysis Librarian, Columbia University

Katherine Brooks is a Collection Analysis Librarian at Columbia University. She has worked at academic institutions for over 14 years, first as an evolutionary biologist and college instructor, and currently as a science librarian and collections analyst. In her role in the Columbia... Read More →

Robin N Sinn

Director, Collections and Open Strategies, Iowa State University

Robin is Director of Collections and Open Strategies at Iowa State University. This position merges collections and scholarly communications work. My goal is to support research and learning at ISU while moving academic publishing to a more open system. In addition to purchasing and... Read More →

Scott Delman

Director of Publications, Association for Computing Machinery

Wendy Queen

Chief Transformation Officer, hopkins press

Wendy Queen is the Director of Project MUSE. Wendy was the Manager of Publishing Technologies at JHUP during the time when Project MUSE grew to become a leading provider of digital humanities and social sciences content. In addition to her work at MUSE, she also serves on the COUNTER... Read More →

Tuesday February 11, 2025 1:30pm - 2:45pm EST
Laurel CD

Track 1

1:30pm EST

The 2025 Content Technology Hype Curve

Tuesday February 11, 2025 1:30pm - 2:45pm EST

Laurel AB

Ready for a wild ride through the publishing technology world? Join us for an electrifying NISO session where two publishing execs, a consultant, and an accessibility expert square off in a no-holds-barred debate! As the publishing technology and AI landscape evolves at lightning speed, our panel will tackle the tech hype cycle—sorting the breakthroughs from the buzz. From standards and regulations to content formats, platforms, and user-friendly products, they’ll dive deep into what’s trending and what’s just a flash in the pan. Expect fast-paced discussion, fiery opinions, and a lightning round that’s sure to spark some surprises. Don’t miss out on the fun, controversy, and insights!

Collaborative Notes

Speakers

Barry Bealer

Vice President - Publishing, Education, and Media, Impelsys, Inc.

Barry is currently Vice President - Publishing, Education, and Media for Impelsys where he leads a sales and account management team serving clients in both North and South America. He also leads M&A activities to identify and acquire software product and services companies that... Read More →

Bill Kasdorf

Principal, Kasdorf & Associates, LLC

Bill Kasdorf, kasdorf.bill@gmail.com, is Principal of Kasdorf & Associates, LLC, focusing on editorial and production workflows, XML/HTML/EPUB modeling and specification, standards and best practices, and accessibility. He is a founding partner of Publishing Technology Partners. Bill is the W3C Global Publishing Evangelist and is active in the W3C Publishing@W3C work. He co-chairs NISO’s Accessibility Remediation Metadata (ARM) Working Group, is a member and Past President of SSP, and is also a member of BISG’s Workflow Working Group, IPTC, and the D... Read More →

Jabin White

Director, Data Ingest & Quality, OCLC

With ~30 years experience in publishing, mostly on the digital side, I have a unique blend of technical knowledge, content management, and executive experience (with an MBA). I am passionate about leveraging technology to help the publishing process, not just because it is "cool."In... Read More →

Kristen Ratan

CEO, Stratos

Kristen Ratan is the Principal of Strategies for Open Science (Stratos), working with open science funders, advocates, and infrastructure providers to produce tangible results towards open scholarship. Kristen has a 20+ year history working to accelerate advances in science and research... Read More →

John Shaw

SVP and CTO, Sage Publishing

Tuesday February 11, 2025 1:30pm - 2:45pm EST
Laurel AB

Track 2

1:30pm EST

SeamlessAccess and Browser Changes Updates

Tuesday February 11, 2025 1:30pm - 2:45pm EST

Waterview CD

Collaborative Notes

Join us for an in-depth look at how evolving browser technologies may affect authentication to electronic resources, from user experiences on the open web to the reliability of common access methods.

This session will feature insights and recommendations for technical librarians, IT and identity professionals, and product experts from publishing and service providers. Additionally, attendees will receive the latest updates from the SeamlessAccess initiative, which aims to streamline online access for users of scholarly tools, information resources, and research infrastructure.

Speakers

Amanda Ferrante

Principal Product Manager, EBSCO

Amanda Ferrante is Principal Product Manager for Identity & Access Management for EBSCO Information Services, focusing on removing barriers to access for researchers and supporting ease of administration for librarians. Her work is informed by the library community’s needs related... Read More →

Heather Staines

Senior Consultant, Delta Think

I'm a consultant for scholarly publishers and vendors, and I am also Director of Community Engagement for the Delta Think Open Access Data & Analytics Tool. In my spare time I write musicals about metadata!

Tuesday February 11, 2025 1:30pm - 2:45pm EST
Waterview CD

Track 3

1:30pm EST

Elevating Research Integrity with Identity Verification

Tuesday February 11, 2025 1:30pm - 2:45pm EST

Waterview AB

A critically important, but often overlooked, component of research integrity is verifying researcher identities. Significant efforts have been made over the last few years into checking the content of manuscript submissions. However, most scholarly publishers require little more than a working email address to allow users to submit manuscripts for peer review and, if accepted, to become part of the permanent scientific record. This implicit trust in researcher identities is now being exploited in several ways, including authors recommending fake peer reviewers or claiming false co-authors, researchers using a fake identity to apply to become a guest editor, etc.

A cross-industry working group, established by The International Association of STM Publishers and reflecting input from across our community, has developed a set of recommendations for applying more stringent identity verification steps throughout the peer review process. In this session, we will present these recommendations and engage with the audience to hear their views on their value and feasibility.

Collaborative Notes

Speakers

Ralph Youngen

Sr. Director, Strategic Partnerships, American Chemical Society

Tim Lloyd

CEO, LibLynx

Tim Lloyd is founder and CEO of LibLynx, a company providing Identity, Access & Analytics solutions for online resources. His career spans several decades in a variety of product development and operational roles in online publishing, with a particular focus on developing innovative... Read More →

Tuesday February 11, 2025 1:30pm - 2:45pm EST
Waterview AB

Track 4

2:45pm EST

Coffee Break

Tuesday February 11, 2025 2:45pm - 3:15pm EST

Harborside Foyer

Tuesday February 11, 2025 2:45pm - 3:15pm EST
Harborside Foyer

Coffee Break

3:15pm EST

Improving the Kludge: Complexities of Open Access Usage Metrics

Tuesday February 11, 2025 3:15pm - 4:30pm EST

Laurel CD

The scholarly communications ecosystem has reached a tipping point where the value of open access (OA) content needs to be better measured and articulated by all stakeholders, including librarians, publishers, funders, and researchers. Research and educational organizations seek reliable means to assess their spending in support of OA. Funders need to demonstrate the benefits of the research projects they support.Publishers, meanwhile, seek to assess how organizations engage with their publications in key subject areas. These assessments must be credible, consistent, and comparable, echoing the principles established by COUNTER, but they should also help tell a story with data. What is missing from our industry is a recommended practice designed specifically to address the multi-faceted analysis needs of open access content.

This panel will introduce the current landscape of open access reporting, including the development and evolution of COUNTER Metrics, the COUNTER API (formerly SUSHI), and other reporting strategies used to assess OA usage. Following this introduction, the panel will facilitate a group discussion with the goal of identifying reporting gaps and opportunities to generate and communicate socially, financially, and academically meaningful metrics. Particular emphasis will be paid to the necessary metadata required to generate robust data for analysis.

Collaborative Notes

Speakers

Michelle Urberg

Client Success Manager, LibLynx

Athena Hoeppner

Interim Associate Dean for Resources and Discovery, University of Central Florida

Athena Hoeppner is the Discovery Services Librarian at the University of Central Florida, in Orlando, Florida, and currently serving as Interim Associate Dean for Resources and Discovery. She has served UCF Libraries for over 29 years, with roles in public services, systems, and technical... Read More →

Tuesday February 11, 2025 3:15pm - 4:30pm EST
Laurel CD

Track 1

3:15pm EST

Charting the Way Upward: Preliminary Findings in AI Services and Adoption in Higher Education

Tuesday February 11, 2025 3:15pm - 4:30pm EST

Laurel AB

The rapid advancements in Generative AI (GAI) have profound implications on the landscape of higher education and it is imperative that these implications are considered through an inclusive lens. Careful and thoughtful examination of GAI's most impactful applications for teaching, learning and research in the academic environment is necessary to ensure equitable access and outcomes for all students. Many institutions globally have recognized this need. In the Summer of 2023, Ithaka S+R launched a research and consulting project, “Making AI Generative for Higher Education” that assists 18 higher education institutions in identifying ways and areas GAI is poised to revolutionize educational practices, yet these areas are not receiving sufficient attention from our institution or the higher education sector at large. This panel discussion aims to explore the preliminary findings of our ongoing project, which investigates the potential impacts of GAI on research and teaching within the higher education environment, with particular attention to issues of equity and access. Representatives from Stony Brook University and Ithaka S+R will share insights on navigating the evolving educational landscape shaped by generative AI technologies, with a focus on ensuring that these technologies are leveraged to promote inclusivity and reduce barriers to success.

Collaborative Notes

Speakers

Mona Ramonetti

Interim Associate Dean for Library Technology, Di, Stony Brook University

Head of Scholarly Communication. Stony Brook University Libraries.

Claire Baytas

Analyst, Ithaka S+R

John Fitzgerald

Senior Programmer Analyst, Stony Brook University

Tuesday February 11, 2025 3:15pm - 4:30pm EST
Laurel AB

Track 2

3:15pm EST

Driving Standards Adoption: Strategies, Lessons, and Discussions from the R&E Federated Identity Community

Tuesday February 11, 2025 3:15pm - 4:30pm EST

Waterview CD

Join us for to hear updates from Internet2 and InCommon pertaining to the Research & Education Federated Identity Community.

We will present progress and recommendations from several working groups active during 2024, including the SAML Subject Identifier Deployment Guidance Working Group and Federation Proxies Working Group. Each of these initiatives was convened to facilitate the refinement and adoption of various standards related to data privacy, user experience and trust. Additionally, we will encourage an interactive discussion on driving standards adoption within the R&E Federated Identity community.

Collaborative Notes

Speakers

Albert Wu

InCommon Federation Manager, Internet2

Amanda Ferrante

Principal Product Manager, EBSCO

Tuesday February 11, 2025 3:15pm - 4:30pm EST
Waterview CD

Track 3

3:15pm EST

Trust Indicators for Research Integrity: Collaborating to Combat Mis- and Dis-information in the Scholarly Record

Tuesday February 11, 2025 3:15pm - 4:30pm EST

Waterview AB

With increased concerns about the integrity of the scholarly record and rising numbers of retractions, it is more important than ever that researchers understand when they are about to read an article that’s been retracted or has received material updates. This sessions brings together several initiatives that aim to improve the visibility of retraction information for readers: The NISO CREC (Communication of Retractions, Removals, and Expressions of Concern) Working Group, the STM group on Content-update Signaling and Alerting Protocol (CUSAP), GetFTR and Crossref with their collaboration around Retraction Watch Errata and Retraction information, and ORCID. Panelists will discuss the benefits and drawbacks of various approaches to improve ‘retraction visibility’ and help researchers avoid problematic research. The conversation will also highlight how the GetFTR browser extension enables researchers to see retracted content alongside entitlement signals and how the ORCID author identifier can support research integrity and combat fraud.

Collaborative Notes

Speakers

Heather Staines

Senior Consultant, Delta Think

Emily Hazzard

Product Operations Analyst, Silverchair

In my role as a ProductOps Analyst at Silverchair, I support Silverchair's product solutioning and vision, foster collaboration and communication around Silverchair product, and work across the organization to improve business processes and implement best practices. I started at Silverchair... Read More →

Shivendra Naidoo

Senior Engagement Lead - Vendor Development, ORCID

With over a decade of experience working in the Academic Publishing and Educational Technology industries, Shivendra is passionate about supporting Research and Scholarly Communications. He holds a BSc in Physics with Astrophysics, and postgraduate qualifications in Business, and... Read More →

Patrick Hargitt

Senior Director of Product Management, Atypon

Patrick Hargitt is the Senior Director of Product Management at Atypon, where he leads the Atypon Experience Platform. With a career in the software industry dating back to the mid-1990s, Patrick brings a wealth of experience in leading product development, building scalable platforms... Read More →

Tuesday February 11, 2025 3:15pm - 4:30pm EST
Waterview AB

Track 4

4:30pm EST

Day One Closing

Tuesday February 11, 2025 4:30pm - 5:00pm EST

Harborside Ballroom DE

Tuesday February 11, 2025 4:30pm - 5:00pm EST
Harborside Ballroom DE

Plenary

6:00pm EST

Conference Reception

Tuesday February 11, 2025 6:00pm - 8:00pm EST

Raven Room

Join us for drinks and snacks as we celebrate NISO Plus 2025 and all of our attendees!

Raven Room
Marriott Baltimore Waterfront

Tuesday February 11, 2025 6:00pm - 8:00pm EST
Raven Room

Plenary