Category: Uncategorized

TRLN and Project ReShare Represented at Code4Lib

From February 20-22, a diverse community of developers and technologists for libraries, museums, and archives congregated in San Jose, CA, for the Code4Lib 2019 conference.  This annual event is an excellent opportunity to share ideas and foster collaboration surrounding open technologies.

This year, the conference program included presentations that highlighted two of TRLN’s high-priority collaborative efforts: the consortium’s new shared index, and Project ReShare (see this previous news post for more information on TRLN’s involvement with Project ReShare).

On day 1 of the conference, Emily Lynema, Department Head of Information Technology at NC State and the TRLN Discovery Product Owner for NC State, gave a presentation titled “Consortial discovery and resource sharing: Making it happen with (mostly) standard tools.” You can watch a video recording of Emily’s presentation on the Code4Lib Youtube channel (starts at 52:29).

On day 2, Genia Kazymova, TRLN Applications Developer, presented a poster session about the architecture of the shared index. The poster, titled “Need a Shared Index? TRLN Discovery Project: Software and AWS Architecture Overview,” can be viewed here. Click here for the accompanying handout.

Finally, on day 3, Jill Morris of PALCI and Kristen Wilson of Index Data presented on the challenges and opportunities present in the current landscape of resource sharing, and Project ReShare’s vision for how to meet them. View the slide deck here or watch a video recording of the presentation here.

Thank you to all of these women for helping share these exciting stories of collaboration and innovation!

Save the Date for the 2019 TRLN Annual Meeting!

Please save the date of Thursday, July 11 for the next TRLN Annual Meeting! After having hosted the 2018 Annual Meeting at the Durham Convention Center, this year we’ll be returning to the William and Ida Friday Center for Continuing Education in Chapel Hill, NC. 

We are delighted to announce that our keynote speaker will be Louise Bernard, founding Director of the Museum of the Obama Presidential Center. Dr. Bernard was formerly Director of Exhibitions at the New York Public Library. As a Senior Content Developer and Interpretive Planner in the New York office of the museum design firm Ralph Appelbaum Associates, she worked on the design team that developed the National Museum of African American History and Culture, Smithsonian Institution, along with other international projects. She previously served as Curator of Prose and Drama for the Yale Collection of American Literature at the Beinecke Rare Book and Manuscript Library at Yale, and as Assistant Professor of English at Georgetown University. She received her Ph.D. in African American Studies and American Studies from Yale, and her current research engages with the literary archive, material culture, museology, public history, and interpretive planning and design. She is a scholarly advisor to the International African American Museum in Charleston, SC, and sits on the Board of the Yale Graduate School Alumni Association.

A lunchtime program and other details, including registration and the call for proposals, will be announced in the coming months.

Please mark your calendars and plan to join us at the Friday Center on July 11!

Questions? Contact

TRLN Librarians Participate in ARL Liaison Institute

On November 1 and 2, 2018 TRLN hosted a Liaison Institute presented by the Association of Research Libraries (ARL) as part of ARL Academy’s Reimagining the Library Liaison program. 44 subject and functional liaisons from Duke, NCCU, NCSU, and UNC-Chapel Hill libraries took part in the highly interactive 1.5 day workshop designed to help participants achieve the following:

  • Understand the changing nature of higher education and the resulting needs of students, faculty, and researchers.
  • Learn how to evaluate and demonstrate their impact on teaching, learning, and research.
  • Apply a framework for rebalancing portfolios towards the most high-value and high-impact activities.
  • Develop ideas for evolving the liaison job description, ongoing professional development programs, and user engagement strategies to meet campus needs in this changing environment.

Participants were organized into small groups to discuss and respond to various future scenarios exploring the challenge of achieving balance at the intersection of technological change, social change, and libraries. Before working through the scenarios, the groups completed exercises that required them to “walk a mile” in the shoes of different library users, consider what the library does or can do to meet their needs, and then articulate a clear value proposition.

Rita Vine (University of Toronto) and Elizabeth Waraksa (ARL) expertly facilitated the workshop and helped participants consider their work within the context of the entire institution, identifying gaps in services or services no longer of value. Many participants reported finding the value proposition exercise to be of particular value and something that can guide their efforts to improve communication and rebalance work portfolios at their home institutions.

Thank you to Rita Vine, Elizabeth Waraksa, and the other members of the planning team (listed below) for their significant contributions to the success of the Institute.

  • Angela Bardeen, UNC, Behavioral and Social Sciences Librarian
  • Eli  Brown, NCSU, Acting Associate Director for Collections and Research Services
  • Danielle Colbert-Lewis, NCCU, Reference Librarian
  • Lisa Croucher, TRLN, Executive Director
  • Kim Duckett, Duke, Head, Research and Instructional Services
  • Ginny Masterson, TRLN, Communication Specialist
  • Jacqueline Solis, Director of Research and Instructional Services


Participants read and provide feedback on each other’s value propositions on day 2 of the Institute.

TRLN Establishes Shared Print Monographs Program

The Triangle Research Libraries Network (TRLN) announces the signing of a Memorandum of Understanding (MOU) to establish a network-scale Shared Print Monographs Program. This new initiative will leverage the power of resource sharing to help member libraries:

  • Build and retain collections more intentionally, preserving bibliographic diversity while avoiding redundancy in the face of budget and space constraints.
  • Capitalize on long-standing relationships with one another to develop and oversee practices that are in line with national standards, thus ensuring seamless integration of our program into the emerging national network of retention programs.

The program has been established in response to a formal recommendation made by the TRLN Task Group on Analyzing Print Monographs and Expanding Their Cooperative Retention, which carefully studied the landscape and progress made by other institutions and within other regions. Based on the task group’s recommendations, no more than two copies with the same OCLC number will be recorded as retention copies within the TRLN program. Materials under this program will be retained until January 1, 2044 (i.e., 25 full years after the execution of the MOU).

The MOU was signed by Deborah Jakubs, Ph.D., Rita DiGiallonardo Holloway University Librarian & Vice Provost for Library Affairs at Duke University; Greg Raschke, Interim Vice Provost and Director of Libraries at North Carolina State University; Theodosia Shields, Ph.D., Director of Library Services at North Carolina Central University, and Elaine Westbrooks, Vice Provost of University Libraries and University Librarian at The University of North Carolina at Chapel Hill. 

The TRLN Advisory Council will charge a Collaborative Print Monographs Working Group to oversee the terms of the MOU. The group will establish standards for, and provide guidance and support to, all TRLN monograph retention activities.

Those interested in additional information about the program may contact Jeff Kosokoff (

TRLN Workshops Teach Data Management and Project Management Skills

The month of June held two professional development opportunities created by and for staff members of TRLN libraries. In both cases, the activities were outcomes of projects included in the 2017 TRLN Institute

On June 15, nearly 30 library information professionals from all four TRLN institutions attended a workshop entitled “Tips and Tools for the Data Lifecycle.” Developed and presented by Lorin Bruckner (UNC), Sophia Lafferty-Hess (Duke), and Alison Blaine (NCSU), the workshop provided an overview of the different stages of working with data, from data management to analysis and pre-processing to communicating results through data visualization. Participants used the Tableau software to complete several hands-on activities in processing and visualizing data.

This workshop was jointly administered by the members of TRLN’s Research Data Management and Use Task Group II (RDMUTG II), which was established on the recommendation of the original Research Data Management and Use Task Group (RDMUTG). RDMUTG members participated in the 2017 TRLN Institute with a project entitled Building a Research Data Community of Practice in NC. RDMUTG II coordinates initiatives and activities related to research data.

On June 29, the “Project Management Is for Everyone” workshop that initially ran in May was repeated due to high demand. Nearly 60 people representing a diverse array of library roles and service areas attended the workshop, which was developed by Jason Casden (UNC), Kim Duckett (Duke), Rebecca Miksch (NCSU), and Jennifer Solomon (UNC). The session was structured to equip people from any area of the library with a set of skills and a way of thinking that will help them organize and plan their work, as well as point them toward additional resources. 

Interest in the topic of Project Management has been on the rise across TRLN and was initially addressed by a 2017 TRLN Institute project entitled Supporting Scholarly Communications in Libraries through Project Management Best Practices. Members of that project team have continued to work together with other TRLN librarians to curate a set of resources that promote and deploy project management best practices within libraries.

Many thanks to the presenters for their outstanding work developing and delivering such useful content for their TRLN colleagues! 


Project Management workshop participants discuss their projects



TRLN Management Academy 2018 Recap

Earlier this month, 34 librarians from around the United States gathered in Chapel Hill to participate in the 8th TRLN Management Academy. This diverse cohort came from a wide range of personal and professional backgrounds, and their high engagement and thoughtful insights contributed significantly to the rich learning environment.

Consultant Kathryn Deiss once again lent her expert facilitation skills to keep each day’s program on track and ensure that learning objectives were met. This year’s faculty included several newcomers to the academy, but each one rose to the occasion and presented participants with useful concepts and engaging exercises to apply them.

On Monday, Roger Mayer from NCSU’s Poole College of Management kicked off the week with a session about Influence and Communication. Fay Cobb Payton, Professor of Information Systems/Technology at NCSU, delved into the topics of Diversity & Organizational Culture for most of Tuesday; the day closed with a panel discussion by the University Librarians of all four TRLN institutions. On Wednesday morning, Ann Elsner of Duke University Libraries and Joe White of NCSU Libraries presented fundamentals of Budget & Resource Planning. That afternoon the participants learned about Performance Management from Paul Mulvey of NCSU’s Poole College of Management. Thursday was a highly interactive day, as Dick Blackburn from UNC’s Kenan-Flagler Business School led an all-day session on Change Management. Finally, Kathryn Deiss closed out the week with an interactive Friday morning session that synthesized key themes from the week and gave participants tools to contextualize and apply them.

Participants shared that the training they received during the academy as dynamic, impactful, relevant, and timely. We wish all of them well as they begin applying what they learned to their unique contexts in their home institutions.

2018 TRLN Management Academy Participants

The task of deliberating between so many outstanding applications for a limited number of participant spots is always a difficult one for the TRLN Management Academy Selection Committee, and this year proved no exception!

After a close review, the committee was pleased to invite the following talented library professionals to form the class of 2018:

Francesca Allegri, University of North Carolina-Chapel Hill

Steven Baumgart, University of Wisconsin-Madison

Kevin Beswick, North Carolina State University

Mara Blake, Johns Hopkins University

Emily Campbell, University of Michigan

Sarah Cantrell, Duke University

Laura Capell, University of Miami

Lindsay Cronk, University of Rochester

Vernice Faison, North Carolina Central University

Elena Feinstein, Duke University

Ivey Glendon, University of Virginia

Harriett Green, University of Illinois at Urbana-Champaign

Wanda Gunther, University of North Carolina-Chapel Hill

Lori Harris, University of Cincinnati

Deidra Herring, The Ohio State University

Thea Lindquist, University of Colorado-Boulder

Lisa Martin, University of Houston

Virginia Martin, Duke University

Laura Morales, College of William & Mary

Ashley Morrison, North Carolina State University

Hafsa Murad, North Carolina Central University

Karen Newbery, Duke University

Elizabeth Ott, University of North Carolina-Chapel Hill

Ericka Raber, University of Iowa

Joseph Ryan, University of Colorado-Denver

Abby Scheel, Florida State University

Sarah Schmidt, Duke University

Weatherly Stephan, New York University Libraries

Gwyneth Thayer, North Carolina State University

Carissa Tomlinson, Towson University

Greg Tourino, North Carolina State University

Mitzi Townes, North Carolina Central University

Alice Whiteside, University of North Carolina-Chapel Hill

Lynn Whittenberger, North Carolina State University

Explore this interactive map to discover all the institutions invited to participate in this signature TRLN program: