SLANY ChapterNews Newsletter Spring 2004

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ChapterNews Volume 76, #1 Spring 2004

IN THIS ISSUE Message from the President


Message from the President
Agnes Mattis.. ............................1
Stop the Presses!
Agnes Mattis, President
Message from the
Director of Publications .............3
oes anyone ever say that anymore in this age of electronic publishing?

D
In Memoriam: From the Heart:
Charles Heller.............................5 But the big news is our very own Pam Rollo won the SLA election and
will become the 2004-05 President-elect and will be President of our
In Memoriam: Open Letters:
association in 2005-06. I want to thank all the members of the Chapter
Charles Heller.............................6
who responded to my messages and voted in the election. I would like to think
Chapter Announcements: we made the big difference. So, congratulations to Pam and to the other successful
Manion Promotion ...................10 candidates: Division Cabinet Chair Elect, Trudy Katz; Chapter Cabinet Chair
Insurance Information Institute..10 Elect, Patricia Cia; Directors, Susan Klopper and Dan Trefethen. You have big
20 Years of Library Consulting ..10
jobs ahead of you and we wish you much success.
Welcome New Members .........10
Other big news for the Chapter is Ellen Miller will be awarded the Hall of Fame
Global Outreach Awards .............12
Award at this year’s annual conference in Nashville. The award “is granted to
Queens College News ................12 SLA members at or near the end of an active professional career in recognition
Chapter Archives Updated .........13 of an extended and sustained period of distinguished service to the Association in
SLA-NY Career Day.....................14 all spheres.” Ellen “was selected for her longtime guidance, leadership roles, and
Championing the Profession ......15 exceptional service and commitment to SLA.” Ellen served twice as President
of the NY Chapter and served on the Association–level Tellers Committee,
Offshoring
Finance Committee and Conference Program Committee. Ellen was actually
Backlash Big Enough?.............16
the first professional colleague I met through SLA. But I would need Professor
Knowledge Services: Peabody and his “Way Back Machine” to tell that story so it will have to wait for
Fix Knowledge Management?...18
another day. Ellen recently served as the Chair of the Local Arrangements com-
Librarians – Get Out There!..........20 mittee for last year’s annual conference in New York. She currently serves as the
About Metro.................................21 chair of the Archives committee and she will hold that position until the archives
Metro & NYLC Classes ................21 are updated, re-indexed and moved out of my office. Ellen truly is a treasure to
Intelligence Course ......................22
the Chapter and I hope we can count on her wisdom, generosity and enthusiasm
for many years to come. A special thanks to Awards Chair Andrew Berner for
Small Group Learning ..................23
spearheading the effort to nominate Ellen for this award.
Balancing on the Tightrope .........23
President-Elect Tom Pellizzi and I attended the Leadership Summit (formerly
SLA 2004 Award Winners............24 the Winter meeting) in Albuquerque this past January. We were kept busy for 2
Career Day 2004..........................26 days with presentations intended to hone our leadership skills and learn of new
issues facing the association. We watched the Board of Directors in action at
ADVERTISERS their meetings and represented you at the Chapter Cabinet Meetings. The Cabinet
Dialog ..........................................11 meetings (for Chapters and Divisions) are held in January and June and our
attendance is required. January’s session was relatively tame. We gave final
Donna Conti Career Resources ...13
approval to the new governing documents that each Chapter will follow. These
EBSCO ........................................14
governing documents replace all unit Bylaws. Each unit will supplement the
EOS International........................16 Governing Documents with documents detailing the recommended practices for
Gatta Design & Co. .....................18 each Chapter (or Division). The Governing Document is the skeleton of what
Global Securities Information, Inc...4 we must do and recommended practices detail how each unit conducts the business
Pro Libra......................................19 of providing service to its members. It may sound confusing and cumbersome
Wontawk .....................................17 (Continues on page 2)

ChapterNews 1 Vol. 76, #1 Spring 2004


ChapterNews Stop the Presses!
New York Chapter (President’s Message continued from page 1)
Special Libraries Association
Spring Vol. 76, No. 1 but it makes changes and updating much easier. The
Recommended Practices can be changed as needed by
the NY Chapter Board. The Governing Document
PUBLICATION SCHEDULE
would need approval of the association’s Bylaws Committee
ChapterNews, the bulletin of the New York Chapter of the and then be voted on by the Chapter membership. Our
Special Libraries Association, is published four times a year. Governance Chair, Donna Abbaticchio, now has the task
of reviewing and updating our Guidelines and turning
them into Recommended Practices.
Deadlines for submitting materials:
The Cabinets also heard President-elect Ethel Salonen
Fall issue September 24
discuss the subject of expanding the membership outside
Winter issue December 15 of North America. She pointed out that the term “spe-
Spring issue March 15 cial library” is not used in Europe and has little signifi-
Summer issue May 14 cance outside of the United States and Canada. Ethel
suggested the Association adopt a DBA (Doing Business
As) model for marketing purposes. The cabinets met
Submit all material to: jointly and discussed the topic at length. The conclusion
Jennifer Kellerman was for the Board to proceed and adopt the DBA model.
ChapterNews Editor This is not a name change but a business practice that
E-mail: jkellerman@paulweiss.com allows the association to target communications to specific
audiences using the term SLA. We are still the Special
Submissions: Articles on topics of general interest to infor- Libraries Association for financial and legal purposes.
mation professionals and the New York Chapter are welcome. Most of us use the term SLA in our everyday conversation
Authors can send submissions via e-mail as text file or MS and when writing about the association. There is more
Word for Windows attachments, or with article in the body of information on this topic on the SLA web site for your
the e-mail. Please use single-line spacing, Courier font, with reference. So look for SLA and tagline “Connecting
minimal use of boldface and italics. Include a byline with your People and Information” with the updated logo to start
full name and place of work. appearing on all association and Chapter communication.
This year’s annual conference will be in Nashville, June
ADVERTISING inquiries should be addressed to: 5-10. You have until May 1st to register at the reduced
Nancy Bowles Early Bird rate. You can register, make your hotel reser-
235 East 22nd Street, Apt 9L vations and read all about Nashville on the SLA web site.
New York, NY 10010 If you are attending the conference please book your
Telephone: (212) 679-7088 or hotel reservations through the housing bureau. SLA has
E-mail: nancy.bowles@verizon.net reserved a very large room block and will face financial
penalties if the block is not filled. There is also a contest
and you could win up to $10,000. Now you would have
Special Libraries Association assumes no responsibility for the to be VERY lucky to win the 3 prizes of ($1,250, $1,250
statements and opinions advanced by contributors to the Associa- and $7,500) but it could happen. Your name will be
tion’s publications. Editorial views do not necessarily represent the entered in the drawing once for each night you stay at
official position of Special Libraries Association. Acceptance of the Opryland Hotel and book your reservation through
an advertisement does not imply endorsement of the product by the housing bureau. The raffle will take place Monday-
Special Libraries Association. Wednesday and you do not need to be present to win.
The winners will be announced in the SLA registration
CHAPTERNEWS STAFF area and the INFO-EXPO. Good luck to you all. The
Director of Publications Mike Gruenberg chance of monetary gain is not the only reason to go to
ChapterNews Editor Jennifer Kellerman Nashville. The conference program looks great. There
Advertising Manager Nancy Bowles will be two keynote speakers, Dr. Carl Ledbetter at the
Webmaster Shirley Loh opening session and Bill Ivey at the closing session.
Assistant Editor Brenda Ling (Continues on bottom right of page 3)

ChapterNews 2 Vol. 76, #1 Spring 2004


Message from the The bottom line is that libraries have always had chal-
Director of Publications: lenges. A wet copy problem which seemed insurmountable
twenty years ago is now replaced with other issues such
as understanding the effect Google will have on patrons
Librarians – Get Involved! using that form of search engine at home as opposed to
coming into the library and using the resources available.
aving been in this business for 20+ years, I have

H
The cost of library resources is rising at an alarming rate.
had the opportunity to be associated with many
Here at the NY Chapter, we are pleased that one of our
SLA members on both a local and national level.
own, Pam Rollo, has won the election as President-elect
My involvement all those years has been in not only the
of the organization. It is important for us to recognize
corporate world, but also the academic world. I can
that our efforts collectively will help solve the challenges
categorically state that I have been very lucky to have
facing us all. When we work together, most everything
been associated with such professional and social groups.
can be solved or at the very least, becomes manageable.
My first job was selling subscriptions to SEC documents When you congratulate Pam in person, by phone or
delivered within ten days of their filing on microfiche to e-mail tell her that you want to volunteer some time so
the libraries. On one of my first calls to a Wall Street that you can help SLA. It will be worth it for everyone
client, the librarian was quite upset and told me that she and most of all, for you.
would have to cancel the service. Clearly, this was not a
pleasant first visit. Upon further investigation, it was
determined that there was no problem with our service
Mike Gruenberg
and that the problem was in the ability to make paper
Michael Gruenberg is the Strategic Accounts Manager
copies from the fiche. At that time, the technology in
at OneSource Information Services. He can be reached at
paper reproduction had not caught up with the technology
Michael_Gruenberg@onesource.com or 212-836-4161
of the fiche. Apparently, copies made from the fiche were
made on a paper that came out of the printer in a wet
format. It was so wet that when the person making the
copy had to retrieve and read it, their clothing would be
damaged by the liquid from the paper. The stopgap Stop the Presses!
method to eliminate this problem was to have a raincoat (President’s Message continued from page 2)
on a hook by the copy machine so that when the wet
copy came out, the person’s clothing would not be damaged The INFO-EXPO will be open Sunday 11:00 – 6:00;
thanks to the raincoat. I was impressed with the librarian’s Monday 8:00 – 4:00 and Tuesday 10:00 – 5:00. The
ability to cope with a difficult situation, but questioned preliminary conference program was in the February
my future in an industry that could not solve what issue of Information Outlook, it’s on your desk some-
seemed to be a simple technology issue. where. You can also use the personal conference pro-
Many years have passed since that fateful day early in my grammer on the web site. Thank you to Brian Weisman
career and the profession is still coping with technology from HQ for making improvements to the planner
and the ability to adapt to forces beyond their control. each year. It is very easy to use, simply click the events
But what can you really control? Recently, I learned that you wish to attend and print. The planner is updated
a number of Wall Street librarians had gotten together constantly so make sure you print a copy right before
and formed an ad hoc group to meet with their largest you leave for Nashville and you will have the most cur-
data providers so as to make it clear that as a group they rent information. Now I have to admit I don’t really like
will not look kindly on large price increases and expect to country music or line dancing but I am looking forward
be consulted on changes in product offerings. Margaret to networking with my long time conference buddies
Landsman, writing in the January 2004 issue of The and meeting new colleagues. I hope to see you there!
Charleston Advisor speaks about the rising costs of
journals and how academic libraries are trying to cope. In
England, Crispin Davies, CEO of Reed Elsevier, Robert Agnes Mattis
Campbell, President of Blackwell, Richard Charkin of Agnes K. Mattis is head of the Corporate Library at Skadden,
Nature Publishing and Dr. John Jarvis, SVP of Wiley, Arps, Slate, Meagher and Flom LLC. She can be reached at
Europe had to defend themselves in front of MP’s in light amattis@skadden.com.
of “open access” and perceived huge profits based on price
increases they are charging for their publications.

ChapterNews 3 Vol. 76, #1 Spring 2004


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ChapterNews 4 Vol. 76, #1 Spring 2004


In Memoriam set up one or two more with other clients. I remember
one day interviewing downtown in the early morning.
Then, just as I was about to treat myself to lunch in
From the Heart... Chinatown, Charlie’s long-time and deeply cherished
And in Their Own Words… Assistant, Lisa Rini, called to tell me Charlie had something
interesting in Midtown. Can I drop everything and go?
Friends Remember Well I did and got an offer for our efforts. Talk about
faith and connections!!!
Charlie Heller (1949-2004)
But I also worked with Charlie from a client’s perspective.
When I needed a temp or a full-time placement, Charlie
sent the best. It was always “a fit” in terms of chemistry
and skill set. I’ve developed life-long friendships through

T
Charlie for just this reason. Even when Charlie knew a
parent organization’s policy of no placement fees, he
he truth is there is beauty in every experience,
would link me up with superb professionals. One such
no matter how tragic IF you open your heart
person has contributed an open letter below.
and mind to it. Charlie Heller was a beautiful
person inside and out. A mensch who always looked as When I was asked to write this article, I knew I could not
though he’d just stepped off the cover of GQ. write a piece worthy of such a great and influential man
on my own. So with the help of Lisa Rini, I contacted
When I heard the terrible news of Charlie’s sudden and
colleagues whom we believed had a lot to say about
unexpected death in January, I was stunned and shattered.
Charlie’s contribution to their own lives and careers.
Only two weeks before, Charlie and I had been talking
My sincere apologies to anyone who might feel left out
about a special project he wanted me to collaborate with
of this tribute to Charlie. However, if you feel compelled
him on. Knowing I shared his position on a particular
-- and many should! -- to write something and believe it
topic, Charlie had asked me to co-write an article. I was
warrants publication, suggest it to Mike Gruenberg, the
thinking ChapterNews. Charlie had the magical gift of
Director of Publication for ChapterNews. Quite honestly,
always thinking BIG! He saw the piece as warranting
Charlie Heller deserves more than a mere article from
exposure in the Wall Street Journal, the New York Times
his friends. Our profession, hence our professional
or perhaps Time magazine! Needless to say, this work
association, should acknowledge Charlie’s many years
never had the chance to get off the ground. Quite honestly,
of service to the field of Library & Information Science.
without Charlie as my co-author, I doubt I will pursue
the initiative. Why? Because it’s highly controversial! Far beyond being respected, Charlie was loved and he
But Charlie never flinched when he believed in something will be sorely missed. The heartfelt memorials which
or someone. Charlie was fiercely passionate about, and follow attest to his goodness, his honesty and his vision.
protective of, everything and everyone he considered his Read on, and after you’re done, do not hesitate to share
own... his family, his business, his friends and colleagues. your thoughts and condolences with Mrs. Charlie Heller,
his family and Lisa Rini, by sending an email to,
Life has a funny way of playing itself out. I was asked to
cheller@brainlink.com, and realize that Charlie’s legacy
write this piece for ChapterNews as a tribute to Charlie.
continues. Mrs. Heller, a highly regarded Executive
I only hope I do justice honoring the memory of someone
Recruiter in her own right, has taken up where Charlie
to whom I owe so very much; the wonderful achievements
left off.
and deeds that were, are and always will be the hallmark
of Charlie Heller’s life. Rest in peace, dear friend…
I know and have worked with Charlie for so long, I don’t
even remember when I first spoke with, nor met him. Madeline J. Kiely-Eng, M.S., M.L.I.S.
Charlie’s faith in me never wavered, even in the darkest Director, The Palmer School of Library & Information Science
hours of my professional life. His attitude could be Long Island University’s Westchester Graduate Campus
summed up as, “… it’s their loss or problem, not yours;
get over it, move on!!!” A Sifu, or Master Teacher, from
the School of Tough Love. And his actions supported his
words. In the same conversation, he’d ask if he could
send my resume on to a client, counseling me on what I
had to offer that was uniquely my own in that particular
placement. And while I was on one interview, he’d have

ChapterNews 5 Vol. 76, #1 Spring 2004


In Memoriam
Whenever I speak to someone about my career, Charlie
Open Letters from the Heller always seems to have played a central role.
Friends of Charlie Heller I first meet Charlie by chance in 1989. I had just missed
the train at Grand Central after a long and frustrating
job hunt. The office was just about to close, but Charlie
was kind enough to speak with me for 15 minutes. Those
15 minutes gave me a career that has lasted 12 years.
Charlie Heller was instrumental in helping me secure my I always respected Charlie for his ability to tell me the
last two positions. The first time occurred after I graduated facts ~ pleasant or otherwise. He knew his stuff. He knew
from library school. I saw his ad in the paper and went to his industry and he was the best in his business. I will
his office. I spoke with him for a while and by the time miss him for his honesty, professionalism and insight.
I left he had arranged interviews with three different He was a mentor to me and many others.
clients. I subsequently began employment with one of
those targeted companies. Thanks Charlie.

A few years ago I relocated to Long Island and was leaving Jim Holderman, Vice President
my position in Manhattan. I talked to Charlie and asked Lehman Brothers
him to keep me in mind if he heard of any openings in
the area. A short while later he did connect me with the
manager of a library that was looking to fill a spot. Charlie
knew the company could not pay a placement fee, yet he I would like to express my deepest sympathy to Charlie’s
still recommended me for the position. wife, Gail Heller, and Charlie’s five children, for their
I am grateful to Charlie for the help and advice he gave sudden and tragic loss of such a wonderful husband &
to me over the last fifteen years. father. I pray that the family will find comfort in knowing
that Mr. Heller lived a full and exciting life. His contri-
David Cassidy, M.L.I.S., Research Librarian Editorial Library, butions to the professional development of many individual
Newsday careers over the years helped to enhance library services
in the New York tri-state area. His untimely death will
be felt for some time within the Greater New York
library community.
I met Charlie Heller shortly after taking my first manage-
ment job in 1987, and worked with him over the course I had the pleasure of meeting Charlie Heller during
of the following 15+ years. Charlie was a professional in the winter of 1989, when I visited his office in Midtown
every sense of the word - he always put his client first, Manhattan for a listed position. He was professional,
whether it was me as a candidate, or me as a hiring manager. quick-talking, humorous and always multi-tasking. Charlie
If he knew of a candidate or a position that he wasn’t was a very good judge of character and he could ascertain
going to benefit from, he would always let me know anyway. a candidate’s skill set for a particular position after talking
He understood that if he was forthright and honest today, and meeting with them even just once! If the candidate
that if he trusted me as a fellow professional, he would was not chosen, and he believed that a placement would
benefit down the line. Along the way, he not only guided have been a “good fit,” he would express his opinion on
me through the process of several hires and job changes, the one hand, and then, on the other, prepare the candidate
but became a career mentor as well. He looked at our for another client, without missing a beat.
relationship in the long-term. His role as a recruiter was Over the years, he and I worked together on many
necessarily political, but he played the game above board assignments and we established a close friendship.
and beyond reproach. He will be missed. Charlie was my sounding board while I pursued my
undergraduate, and then graduate, degrees. Three
Mark Biles, M.L.S., Director - News & Information Services, AIRS degrees later, we continued our friendship.
Since hearing the shocking and terrible news, I’ve often
had to stop myself from calling his office, just to talk.
I sincerely miss my friend, mentor and life coach.

Phyllis Hodges, M.S., Information Research Associate


(Americas), Library and Information Services (LIS)
CREDIT SUISSE | FIRST BOSTON

ChapterNews 6 Vol. 76, #1 Spring 2004


Charlie was special. Have you read all the stuff about Charlie Heller was a larger than life figure in the informa-
achieving results by hiring the best people? Charlie went tion professional world. He was excellent at representing
way beyond that. If you had a vision for an organization, the community to top executives who knew nothing at
he’d listen to what you had to say, think about it, and tell all about information professionals. When I was hiring,
you how he saw it. He had the courage to disagree with Charlie knew who the good candidates were. When
what you said. But then he’d find people who didn’t just I needed insight on the market, I always called Charlie.
achieve results in a job, but could help make your vision I am deeply saddened by Charlie’s death. He had a great
real over time. sense of humor. We often called each other to see if the
And what fine careers they’ve had doing it. They’re well- other was going to attend an event. I always enjoyed his
rounded because they’ve got the brains, personal impact, company.
and energy to do different types of jobs. They’ve grown There are many people who owe a debt of gratitude to
because they’re not afraid to take risks and be accountable Charlie Heller. I know he was instrumental to me in this
for error. They’re great people too. They’ve had their profession. I have had many people convey this.
troubles, but made good choices for themselves.
His death leaves a huge void in our profession and he is
Charlie could do this because he was never so bogged deeply missed.
down in position requirements and market factors that
he forgot about good character. He found people like Marty Cullen, Vice President, Client Review & Documentation
himself. Many of us were fortunate to travel in time with Lehman Brothers
Charlie and we will miss him.

Rich Willner, Director. Market Data Content Services,


Merrill Lynch I assume that I, like most people, met Charlie Heller
through word of mouth. I was temping during graduate
school when a colleague referred me to Charlie. He was
everything that a young professional could hope for:
The first time I met Charlie Heller I was a brand-new sincere, intelligent, straightforward and well-connected.
library school graduate. At that first meeting I was a bit
Therefore, it came as no surprise when I landed my
intimidated by his vibrant, larger than life personality.
first “real job” through Charlie. For the first time in
However, I soon realized that he was the man I wanted
my career, I had a job that reflected my educational
on my side as I started my career in the library field. He
background. I no longer went to work and wondered
took a personal interest in developing my career, placing
what I was doing there! Instead, I found myself working
me in two corporate library positions where I could grow
with intelligent and sincere colleagues on stimulating
and develop my skills as a librarian. Charlie offered
projects. I fully appreciated that this position was a
advice and guidance to me over the past few years that
reflection on Charlie, not my newly acquired degree.
I still follow even though I have left the corporate library
arena. I believe that I would not have the successful A year and a half later, the time had come for me to change
career that I have today without the guidance and support jobs and I again turned to Charlie. When I heard the
of Charlie Heller. description of a job he had in mind for me, it seemed a
bit out of my league. Out of courtesy, I interviewed for
Merrill Belson, M.L.I.S., Librarian the position. Though I was surprised when I received an
Rockville Centre Public Library offer, Charlie took the news as if it were the only possible
outcome.
I adored Charlie for guiding me in the early stages of my
career and becoming my friend after I learned how to
find my own way. It seemed to me that he always had my
best interests in mind, regardless of the consequences for
himself. Though I am still grappling with the knowledge
that I can no longer share my career with him, I have no
doubt that Charlie will always be with me.

Jodie Schaeffer, M.B.A., Vice President


Deutsche Bank

ChapterNews 7 Vol. 76, #1 Spring 2004


I met Charles Heller shortly after I moved to New York I have worked with Charlie Heller since I was fresh out of
and had started taking library science classes at Pratt college. He helped me put on paper the many skills I had
Institute. He agreed to meet with me, and assist me in acquired in an academic library that could be used in a
getting a leg-up in the professional world. At the time, corporate setting.
I didn’t realize how fortunate I was to have him on my The thing I loved most about Charlie was the fact that he
side. Our first encounter consisted primarily of him was a straight shooter. As a librarian, I’m always searching
taking a look at my resume and raking it over the coals. for authentic, credible sources and Charlie was the real
I think of it now as a form of tough love. thing. His many years in the business gave him the
As it turned out, Mr. Heller was a great advocate for my knowledge to help many library professionals find the
career. I really was very fortunate to have him on my right fit for them in all aspects of librarianship.
side. With my resume in the hands of Mr. Heller, I was What I will miss the most are our conversations about
always confident about his integrity. He was forthright, everything and nothing. He left an everlasting effect on
honest, and dependable. the profession and on me.
It was a real coup when he placed me in my current
position. He performed the almost magical feat of helping Dana Vazquez Castillo, Research Librarian, Business Information
me move from an investment banking library to a law Research Center, Time, Inc.
firm library two years ago. The usual law library protocol
is to start in technical services and work one’s way up
through the ranks. I was able to begin as a reference
librarian with a top salary primarily because I had These few words do little to express the deep sense of
Mr. Heller behind me. In my mind, this proves that he loss Charlie’s untimely death has left me feeling. I knew
was excellent at his job. As my career continues to Charlie Heller for fourteen years as a business man and a
progress, I will sorely miss not having Mr. Heller working true and valued friend; probably my only friend within
on my behalf. the New York City library community. As a business
man, Charlie helped place me or gave me advice and
Judith Cohn, M.L.S., Reference Librarian insight on some of the most pivotal positions in my
Kaye Scholer LLP
young career; sometimes saving it when it seemed I had
lost it all. As a friend he gave so much. He was always
there to lend an ear, even when it was just rubbish.
Though he used to say that he liked when I called or
dropped by the office because I would always say something
to make both him and Lisa laugh, I knew I was really
doing it for myself because I enjoyed Charlie’s company,
and I think he knew it as well. I will remember all the
discussions on information technology or some new gadget
Charlie had purchased. I will remember all his trips and
the interesting people he met. I will remember how
proud he was of his children and how they meant the
most to him. I will truly miss talking to my friend.

Preston Reginald Marshall, M.L.I.S., Contract Researcher


Morgan Stanley, Business Information Services

ChapterNews 8 Vol. 76, #1 Spring 2004


How sad it was to hear of the sudden passing of a Before I got to know him, I remember seeing Charlie
professional colleague, business leader, agent, mentor and Heller at one of those SLA holiday parties in the
good friend. He was one of the greats and a mainstay of McGraw-Hill ballroom. It was the late 80’s and I had
the library community. just seen the movie Tequila Sunrise with Kurt Russell.
My memories of Charlie Heller are only good ones span- I was talking with some of the revelers about databases
ning a period of more than ten years. I can’t remember and subject headings and fried food and bad wine when
when we first became acquainted… perhaps it was at a I spotted Charlie. His hair was slicked back and he was
LLAGNY meeting in the early nineties. But we became dressed much sharper than everyone else in the room.
working associates when I decided to leave the world of “Doesn’t that guy look a bit like Kurt Russell?” I asked.
law firms to become a freelance research librarian. After “That’s Charlie Heller,” someone said.
several years struggling on the street as a freelancer,
“Is he at the wrong party?” I asked. “He doesn’t look like
I began working with Charles Heller and Heller Associ-
a librarian.”
ates. It was a time of turmoil for libraries, but Charlie
could always provide a voice of sanity. And he kept me This led to a lengthy critique of librarian stereotyping
working. He was a consummate professional, at the top and association efforts to improve the image of informa-
of his game providing recruitment services and informa- tion professionals during which I learned that Charlie
tion professionals to libraries. Yet he always had a few was in fact not a librarian. He was described somewhat
minutes to take my call. Our conversations were candid mythically as “The Recruiter.”
and I valued his honesty and reliability. He always treat- That explained why he seemed to be talking and laughing
ed me with respect as a professional associate and would with everyone in the New York Chapter. He was a natural
offer me the support of his perspective as it was needed. salesman who knew how to work the room.
When 9/11 effectively curtailed the market for business I got to know him well over the years and he proved to
researchers, my years with Heller Associates ended. be a truly unique member of the New York library
I decided to change careers and study massage therapy. crowd. He had strong opinions about the profession,
Still, when I needed a letter of recommendation on short about the graduate programs and about the New York
notice, Charles Heller provided one. And he still took libraries and the people who ran them.
my calls. A small kindness for a previous employee, yet in
today’s world where no one has time for anything unless Charlie knew his clients, he understood their style and
it promises to turn a profit, it speaks volumes about the their business, and he was great at coaching his candidates
quality of the man. The small things are what one and matching them with the right clients.
remembers, the small acts of kindness and respect which At one point in the mid ‘90’s, almost every MLS working
add up to the character in a life. Thank you Charles in the BIS group at Lehman Brothers had been placed
Heller…you’re the best! there by Heller & Associates. Library school, SLA mem-
bership, friend and client of Charlie Heller were among
Mary Crosby, Research Librarian the things everyone had in common. We still do. New
& massage therapist student, Swedish Institute
York Libraryland won’t be the same without him.

Tom Fearon, Global Head, Business Information Services


Lehman Brothers

Special Note:
The preceding sections Open Letters were presented in
the order received.

Madeline J. Kiely-Eng, M.S., M.L.I.S., is the Westchester


Graduate Campus Director of Long Island University’s Palmer
School of Library & Information Science. She can be contacted
at either Madeline.kiely-eng@liu.edu or kielyeng@optonline.net.

ChapterNews 9 Vol. 76, #1 Spring 2004


CHAPTER ANNOUNCEMENTS
CHAPTER ANNOUNCEMENTS

Promotion at Consumers Union


Kevin P. Manion was promoted to Associate Director
of Strategic Planning and Information Services at
Consumers Union/Consumer Reports. He oversees a
staff of twenty and is responsible for research, including Welcome to the Special Libraries
market and consumer research, corporate records and Association New York Chapter!!
archives. Congratulations, Kevin!
Sarah Warner - SLA New York Chapter Membership Chair

Insurance Information Institute The New York Chapter of the Special Libraries Association
Free Offer will connect you with a spectrum of resources and keep
you abreast of the local, national, and international issues
The Insurance Information Institute (I.I.I.) has recently
related to the world of special libraries. The benefits
published four new books: the 2004 editions of the
include the chapter meetings, a chapter newsletter,
I.I.I. (Property/Casualty) Fact Book and the Financial Services
Career Day, professional development programs, job
Fact Book and a greatly expanded fourth edition of
hotline, internet discussion groups, special membership
Reinsurance: Fundamentals and New Challenges.
in the Midtown Executive and Chemist Club, and more.
The I.I.I. is offering single copies free of charge of to We look forward to meeting you at upcoming events.
members of SLA-NY. If you would like a copy please
send an email to books@iii.org. Single copies of the Laurence Abraham Philip Papas
2003 edition of the Institute’s International Insurance Doris Burke Sejal Patel
Facts are also being offered free of charge. Kris Burton Britton Perry
Information on the publications is posted on the Web at Maria Capucciati Tammy Raum
www.iii.org/media/publications. Diane Chernin Marguerita Rowland
Marisa Chicarelli Erin Senig
Alexandra Crosier Donna Severino
Library Consulting Services Michelle Dollinger Anna Shifton
Celebrates 20th Anniversary. Kristin Smith
Miguel Figueroa
Amy Smyth
Shirlee Schwarz, President of Library Consulting Sarah Funke
Services, a full service library consulting and placement Brenda To
Olga Ganitch
company located in Westport, CT, announced that 2004 Melanie Torres
Elisheva Hadar
marks the 20th anniversary of her company. LCS initiated Lisa Vizzotti
temporary and full-time placements for Fairfield County Edmund Jessup
Jennifer Walter
libraries in 1984 after recognizing that no agency existed Nora Johnson
Johnny Woo
in Connecticut to handle the need for librarians to fill Susan Kumar
Jing Xu
specialized assignments in local corporate libraries. Diana Lawsky
Shirlee Schwarz holds a Masters Degree in Library Science Luc Yeh
Michelle Leonard
from Wayne State University, and has consulted with Barbara Young
Judith Lieberman
corporate libraries nationwide on salary surveys, strategic
Tamilla Mavlanova
planning, management, outsourcing, and process evalua-
Terra McLeod
tions. Shirlee is a former Chairperson of the Consultant
Jill Milhorat
Section, SLA, former President of the Fairfield County
William Molinelli
Chapter and recipient of the Karen J. Switt Leadership
Corrina Moss
Award from the Library Management Division of Special
Jean Myers
Libraries Association.
Patricia Neil

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


ChapterNews 11 Vol. 76, #1 Spring 2004
Global Outreach Exciting News from
Committee Awards Queens College...

he Global Outreach Committee has awarded gift

T
ecently, the Worker Education Program and the
certificates of $150 to two libraries to use for
ordering supplies from Brodart.
The first recipient is Michael Kasusse of The Mildmay
R Graduate School of Library and Information Studies
at Queens College-City University of New York
formed a partnership that allows MLS courses to be
Centre in Uganda. The Mildmay Centre is an outpatient taken at the Manhattan Extension Center of Queens
facility providing information and care to patients with College at 25 West 43rd Street, 19th Floor.
HIV/AIDS. The Information Resources Centre offers The Worker Education Program <www.qc.edu/workered>
health-related information to doctors and medical staff, has a twenty-year history of offering degree opportunities
as well as patients and support groups. In his application, to union members, and for building union leadership with
Mr. Kasusse notes that the library budget is very small innovative programs like Labor and Civic Participation
and that the award will be used for supplies that will benefit for union activists interested in electoral politics, Union
all patrons. Semester for full-time students interested in working in
The second recipient is Imo Akpan, who is the librarian NYC labor unions, Labor Breakfasts for those interested
at the Federal School of Radiography Library in Nigeria. in interactive monthly forums to discuss the future of
The library supports the academic program and serves labor, New Labor Forum, a contemporary journal of labor
the school’s academic staff and students as well as other issues, and more.
healthcare professionals. The library is heavily dependent The Queens College MLS program <www.qc.edu/GSLIS>
on donations and the Global Outreach award will help in is one of the most rigorous and affordable in the city, and
enhancing and improving the library’s offerings. had previously only been offered in the outer borough of
The Global Outreach Committee was started in 2001 by Queens. Recently, the three local library guilds, the three
Lilleth Newby and Lois Weinstein as a way for SLA-NY metropolitan library systems, and the Graduate School of
to help colleagues in special libraries in developing countries Library and Information Studies have partnered to make
provide for their patrons. The committee holds raffles use of the Manhattan Extension Center at 25 West 43rd
throughout the year to be able to award the gift certificates. Street, an extremely accessible location with classrooms
Members can help support the committee’s goals by outfitted with the latest technology. The goal is
purchasing raffle tickets and by letting the committee to increase opportunities for library employees to attain
chairs know of potential candidates for the award. undergraduate and graduate degrees.
The chairs can be reached at Rita_Ormsby@baruch.cuny.edu In addition to the MLS program, we also offer a MA
or jkellerman@paulweiss.com. in Urban Affairs, and a BA in either Urban Studies or
Labor Studies, as well as a BS in Applied Social Science.
We serve union members working in a wide range of
occupations throughout the city.

For more information, please call 718.997.3790 for the library


school or 212.827.0200 for Worker Education Program.

ChapterNews 12 Vol. 76, #1 Spring 2004


Chapter Archives
Get an Update
By Ellen Miller
Career Resources, Inc.
DC On-Line, Inc.

very once in a while, SLA in general and the New

E York Chapter in particular gives one of us the


opportunity to contribute to our professional asso-
ciation by taking on an assignment that is both useful and
fun. When Agnes Mattis sent out her e-mail last fall asking
for volunteers I responded in the hope that I would get
lucky and find a task that would fill both of those criteria.
And lucky I was! Agnes asked me if I would be interested
in updating and re-organizing the Chapter’s archives,
which were currently sitting in cartons in her office at
Skadden, Arps. Having been active in the Chapter since
1970, I figured I would be able to bring an historical
knowledge of the Chapter and its operations to the task.
Being retired, I knew I had the time to devote to this
project. My only problem was that I was newly relocated
out of the city and did not have the workspace needed to
take on twelve cartons of material. Agnes, of course,
came up with the perfect solution by offering me space
in her library to do the work.
While former Chapter archivists had organized documents
as they received them, there were approximately five car-
tons that had never been sorted. In addition, the older Once this re-sequencing occurs a new index will have to
material had been organized piecemeal over the years, so be prepared as well.
that not all like material was located in the same box.
Thankfully, Jane Reed had prepared an index of all the With all the organizational effort required by this assign-
sorted boxes a few years ago that I could use as a guide ment, you may be wondering where the fun part comes
for locating items. I don’t think I could have managed in. Part of that is personal, re-living my career growth
a project of this scope without her work preceding me. as it paralleled the growth and changes in the Chapter.
Beyond that, there is the enjoyment that comes from
I have been working on this project now for four months remembering specific events in the life of the Chapter
(more “off” than “on” if I am to be honest with you) and and the people that made them possible. When I finish
have almost completed the sorting of the unorganized the re-organization I hope to write another article, sharing
boxes. Using the Association’s retention schedule for with you the special moments in the history of the New
Chapter archives and Jane’s index, I have gone through York Chapter that some of you will recall fondly and that
the material and marked it with the box and folder number other, newer members may find interesting and inspiring.
of the most recent similar item (e.g., Chapter annual In the meantime, if any of you out there have any material
reports, Committee and Group reports, financial docu- that should be in the archives, please submit it NOW.
ments, etc.). Duplicates and those items past their “keep”
date have been discarded. I still have one box of this type
to sort, which I plan to have done by the end of February Ellen Miller retired from JP Morgan in 1999 after 35 years
(weather permitting). Next, the older material will need managing various investment banking and consulting libraries.
to be weeded according to the retention schedule and A two-time President of the New York Chapter, she continues
then the fun begins. My ultimate goal is to re-sort all the to be active in SLA, where she has held numerous positions at
both the local and national level. Since her retirement, Ellen has
archives into one continuous chronology by type, so that
done consulting work for a variety of special libraries in New
all the Chapter annual reports, for example, will be in
York and New Jersey, where she resides. She can be reached
sequence in one box (with room to grow), not split up in
at libelady@aol.com.
different locations based on when they were received.

ChapterNews 13 Vol. 76, #1 Spring 2004


SLA-NY Career Day 2004
Robin S. Sanders and Margaret T. Hennessey, Chairs

lans are once again underway for one of the chap-

P ter’s biggest events of the year — Career Day 2004.


Free of charge for all attendees, Career Day’s goals
are to promote the profession of librarianship and to
educate the public and would-be librarians about the
diversity and flexibility of the profession. Career Day
also seeks to create good publicity for the information
industry and its associated knowledge workers. A large
turnout is expected again this year. Almost 250 people
attended the event last year!
We are looking for volunteers to help play a part in making
this day a success. Consider the following ways you can
assist:
▲ Join the Career Day Committee by contacting us by
email: rsanders@tiaa-cref.org or mthennessey@tiaa-
cref.org or by phone: (212) 490-9000.
▲ Offer to serve as a host/ess at the highly successful
Career Café where you can share your experiences
and answer questions on a one-on-one basis with the
attendees. We need individuals from all library back-
grounds (i.e., medical, banking, museum, financial, etc.).
▲ Help the committee publicize the event in newspapers,
radio, TV, and the Internet.
▲ Offer to be a panelist to discuss what convinced you to
become a librarian/information professional. Take this
opportunity to share a “typical day in the life” of infor-
mation professionals.
▲ Send us a copy of the resume you used in your most
recent position. Past attendees have asked to see the
resumes of successful applicants. Anything of a personal
nature (i.e., names, addresses, and references) will be
omitted.
▲ We are always looking for new ideas and new topics
that may be of interest. Perhaps you have an idea for
a new program relating to the Career Day event. We
would like to hear from you.
▲ Volunteer to help set-up, greet, and assist the attendees.

DATE: May 22, 2004


WHEN: Noon-5PM
WHERE: Lighthouse International
111 East 59th Street
Refreshments will be served.

ChapterNews 14 Vol. 76, #1 Spring 2004


Championing the Let’s see how the MLS program is preparing future
researchers to deal with various subject areas. I may be
Information Profession missing something, but I do not find many choices for
By Vandana Ranjan researchers in the MLS program. I feel that, like specialized
MBAs, there should be similar specialization options
available in an MLS program. In my opinion, there
should be collaboration with other departments to enable
would like to offer many thanks to Agnes Mattis for

I allowing me to chair the SLA-NY Diversity Leader-


ship Development Committee (DLDC) this year. To
help ensure that the Association remains vital, relevant
MLS students to make up deficiencies in their chosen
research field.
Besides subject expertise, another gaping hole lies in our
business skills. There is a big disconnect between employers
and representative of its global membership, the DLDC
has committed to fostering the advancement of Informa- and librarians. It is often said that librarians do not
tion Professionals who reflect the diversity of the work- understand business or do not know the business lingo.
force. The DLDC strives to provide opportunities to Many job advertisements call for prior budgetary experience.
learn, network, gain recognition for accomplishments I wonder how many MBA graduates are asked the same
and be involved in the professional association. question. I feel that basic undergraduate–level business,
finance, and economics courses ought to be included in
One of the main goals of DLDC is to promote and the core MLS program to make the degree more valuable
encourage minorities to join our profession. We need to in the eyes of employers. If beauty lies in the eyes of the
strengthen our profession to create more opportunities beholder then we need to re-evaluate the skills and com-
for Information Professionals. As I see it, the two imme- petencies that are derived from our degree.
diate problems facing our profession are:
A school media specialist has to pass the school certification
1. The Labor Department’s projections for 1998 to 2008, program besides the MLS courses, whereas a researcher
showing lower than average growth in librarianship. is pushed into the real world without necessarily having
2. Companies seeking undergraduates for research and subject expertise or any other business credentials. No
analysis. For example, see jobs advertised at American wonder we feel overlooked by employers.
Job Bank, the SLA web site and monster.com. I think a determined, well-planned, two-pronged
I do not know why employers prefer a four-year degree to approach might save us. Restructuring the MLS program
an MLS, but my guess is that in these tough times, they and promoting our profession by forming alliances with
are demanding more for less. In my opinion, the days of other subject-oriented associations may be a solution.
“what you see is what you get” are over. Value-added We should use champions, such as Bill Gates, to promote
services are the rule of the day, and unless we research our profession. In addition, to keep our profession alive,
specialists provide both information retrieval and analysis, we need to form alliances with various industry associations
our future is bleak. as well as SCIP (Society for Competitive Intelligence
How many of us feel comfortable providing information Professionals), the Conference Board and others.
analysis in an unfamiliar subject area? Mostly, our skills We can’t afford to miss the boat this time. Unlike the
lie in the area of information retrieval and organization. Information Management and the Knowledge Management
Since we are generalists, we are often clueless about the eras when we felt as if a slice of our cheese was stolen,
subject that we are dealing with. this time there won’t be any cheese left. We are the
I don’t blame employers for hiring a subject specialist action people; we can turn the tide. We connect the right
who can provide both information retrieval and analysis. information with the right people at the right time. We
We usually feel that, as information professionals, we are are survivors. So let’s take action now and save ourselves
better at finding information. Perhaps that was true a from turning into a vanishing species.
decade ago. But can we say that today, when academic
institutions are turning out information-literate under- Vandana Ranjan is an active member of SLA since 1996 and
graduates? Since information literacy is a hot topic in has held several leadership positions at the local and national
academic institutions, almost all students are being levels. Currently, she is the chair of the SLA-NY Diversity
taught information retrieval know-how. Both academic Leadership Development Committee. She can be reached at
libraries and public libraries provide an impressive list of ranjanvr@msn.com. The preceeding are solely the author’s
databases to end-users. In addition, the databases are thoughts and opinions. Your comments, suggestions and
becoming more user-friendly. Yes, we can say that we feedback are appreciated.
deal with more complicated databases, but the argument
doesn’t hold water.
ChapterNews 15 Vol. 76, #1 Spring 2004
Offshoring:
Is the Backlash Big Enough?
By Kathryn Harkavy

he strong surge among corporations and states to

T send core information, communication, and tech-


nology functions to foreign countries now faces
mounting opposition in the United States.
The State of Indiana recently cancelled a $15.2 million
contract with Tata America International Corp., India’s
largest software company, to upgrade its computer
systems. The governor announced that local companies
should be able to bid for public outsourcing contracts.
Dell, the personal computer maker, backtracked last year
when it suffered heavy criticism about quality-control
issues resulting from their offshore outsourcing. Clients
complained of blurred communications and the company
relocated voice-based services from Bangalore, India, last
November. The shift was an embarrassment to India’s
call centers, whose remarkable annual growth has
triggered political hostility in the U.S. and the U.K.
Following Dell’s move, Lehman Brothers — responding
to customer complaints about the American Express
Indian staff — relocated call center operations from Delhi
back to the United States about three months ago.
Lehman was dissatisfied with an IT help desk outsourced
to India’s biggest call center, WibroSpectramind.
The backlash has taken a firm hold in the form of new
legislation. Eight bills in Congress and thirteen bills in state
legislatures would restrict the employment of foreign
workers in the U.S. — foreign workers who are brought
in to be trained and then sent back to their countries to
establish offshore offices. Indiana lawmakers are determined Turning a Blind Eye
to see that the specter of offshoring doesn’t raise its head to the Backlash
again. In January a proposed bill to ban non-U.S. citizens The offshoring backlash has not fazed giants such as
from taking state jobs was introduced to the Indiana IBM, which is considering a move of 4,700 jobs to
Senate. Washington State will soon be the first state to India and China. Dominated by players like General
ban non-U.S. workers from snapping up state jobs. Electric and American Express Financial Advisors, India’s
President Bush signed the Omnibus Appropriations Bill on call centers currently form one-fifth of the ten billion
January 23, 2004, much to the joy of offshoring opponents. dollar IT services sector in the U.S. The $35,000-a-year
Hidden inside the labyrinthine legislation was the Thomas- customer service jobs and the $50,000-a-year technical
Voinovich amendment, blocking segments of government support jobs are steadily sliding over to educated, English-
from employing foreign companies when outsourcing speaking Indians. Wall Street is pushing it — handing
government jobs. out rewards to companies that create offshore outsourcing
Despite his hectic schedule, Senator John Kerry introduced plans. A good indicator of the mood in business is that
one of the eight bills in Congress. Rather than ban off- Forbes Magazine’s “Face of the Year” for 2003 was Kiran
shoring, it would simply require call center telephone Karnik, the Indian businessman who is directing the
operators to identify themselves and their location. Despite “offshoring tsunami.”
(Continues on page 17)
its limited objective, Kerry’s legislation strongly suggests
that offshoring will become a bone of contention in the
presidential debates.
ChapterNews 16 Vol. 76, #1 Spring 2004
Another case that hits close to home is that of Westlaw,
the prime database for legal librarians, paralegals, and
attorneys in the U.S. Owned by West, Westlaw relies on
more than 150 editor/lawyers who quickly review legal
decisions, summarize them, and compose “headnotes”
for each point of law, which are immediately keyed in to
the database. The Westlaw editor/lawyers are at present
a little jittery — a small “test office” in Bombay is currently
using Indian lawyers to furnish online interpretation and
classification of minor decisions from U.S. state and
lower courts. Despite the fact that the Indian lawyers
are trained in British Common Law, they are receiving
tutoring from West trainers in Bombay. Back in chilly
Minnesota, the West editor/lawyers - some of whom
make $100,000 - and their support staff, are keenly aware
that Indian lawyers will work for five times less than they
do. As if to confirm this trend, Mindcrest - a Chicago
outsourcing firm with an Indian subsidiary that does
legal work - has cheerfully announced that business is
booming for basic research and low-rung law work.
From telephone operators to lawyers — will the backlash
be big enough?

Onshoring
As Fatherley noted in his article on business librarians,
to combat offshoring librarians “must strategically
embed themselves” in the mission of their institution.
Creating high visibility through “strategic partnerships”
with those at the helm is one of the keys to success. Not
(Continued from page 16) only is it necessary to be first-rate information providers,
but information professionals must also be committed to
Nor has the backlash stopped all state governments.
efficiency and financial viability in the same way as those
After New Jersey welfare recipients phoned Human
at the top echelon of our institutions. (ChapterNews #4,
Services and got a call center in India, state legislators
Winter 2003-4, 7)
introduced a bill to regulate call center communications.
It died in the House. Along with New Jersey, Florida, Information professionals have to demonstrate that their
Connecticut, Maryland, New York, Michigan, North onshore proximity to and intimate knowledge of the
Carolina, and Indiana all introduced anti-outsourcing workings and objectives of their institutions make them
bills in 2003, and all of them died. irreplaceable.
It is not just telephone calls that are being offshored.
The trend affects all information providers. In his report Kathryn Harkavy does research and content delivery in the
on the outsourcing and offshoring of information services, documentary film industry and is a member of SLA-NY.
Christopher Fatherley noted that almost three-out-of-
four major financial institutions will go offshore within
two years. Moreover, an estimated $356 billion in costs
for the financial-services industry will go offshore within
the next five years. The bottom line: approximately 200
million financial service jobs will move out of the country.
White- collar professionals — from IT experts to tax
preparers — are now at risk. (ChapterNews #4,
Winter 2003-4, 6-9)

ChapterNews 17 Vol. 76, #1 Spring 2004


Knowledge Services:
Fix Knowledge Management?
INFORMATION
Move to Knowledge Services
by Guy St. Clair
ORGANIZATION
NEEDS GOOD
DESIGN TOO.
e’re hearing a lot of talk these days about how

W knowledge management didn’t turn out the way


we thought it would. Certainly in the last couple
of years or so, executives in any number of organizations
Gatta Design is proud to help SLA-NY design and
produce ChapterNews. We’d be happy to help
you, too. With projects ranging from small business,
have not been shy about asking when they’ll see the non-profit and corporate promotional collateral
“real” return on their investment in KM. And in the to full-scale identity and branding programs,
October, 2003, issue of the Harvard Business Review, packaging and illustration, creative design will get
David Gilmour, president and CEO of Tacit Knowledge your message across. Call us for an SLA-NY discount.
Systems in Palo Alto, California, goes so far as to ask To see more of our work and client list log on to
right out: “Where’s the payoff?” www.gattago.com
“It’s time to abandon the fiction that knowledge manage-
ment technology is working,” Gilmour writes.
Notice, though, that Gilmour doesn’t say we should give
up. No, indeed. At this point in the evolution of knowledge 286 SPRING STREET, SUITE 301
NEW YORK, NY 10013-1427
management, it would be a mistake to abandon knowledge TEL (212) 229-0071, FAX (212) 229-0074
management. What we want to do is just figure out how e-mail: mail@gattago.com
to make it work. www.gattago.com

For Gilmour, we simply move to a different model.


According to Gilmour (and I happen to agree with him), Or, put another way, “Knowledge Development/Knowledge
KM technology builds on a publishing model, which he Sharing.” KD/KS. Sound familiar?
describes this way: “someone collects information from That’s what Knowledge Services is all about. KD/KS. As
employees, organizes it, advertises its availability, and sits any regular reader of these columns knows, Knowledge
back to see what happens.” Services converges the three disciplines that affect how
It’s not a good working model, Gilmour asserts. The people manage information, how they manage knowledge,
publishing model “wrongly assumes that people are willing and how they use strategic (performance-based) learning
to share their most valuable knowledge equally and without — in all its forms — to ensure that information and
some quid pro quo. The reality is that what employees knowledge are developed and shared. Building on leadership
say they know depends on who’s on the receiving end of and collaboration within the organization, KD/KS is the
that information. People guard their information and essential and (not so incidentally) critical characteristic of
selectively release it….Instead of squelching people’s natural Knowledge Services. When embraced by all knowledge
desire to control information, companies should exploit workers and accepted into the organizational culture,
it. They should stop trying to extract knowledge from KD/KS establishes the very foundation on which brokering,
employees; they should instead leave knowledge where it as Gilmour describes it, can be built.
is and create opportunities for sharing by making knowl- But dealing with KM doesn’t have to be an “either/or”
edge easy for others to find.” situation. Knowledge management isn’t dead. It’s just
So our real goal — to make KM succeed — is to figure coming of age. And like all adolescent concepts, it requires
out how we can get those who have knowledge to share some refinement. I would suggest that by converging
it. We need to move to what Gilmour calls a “brokering” information management, knowledge management, and
model to replace the publishing model. We need a model strategic learning, enterprise leaders can build themselves
that “taps people’s eagerness to share when there’s some- a solution that will put KM back on track as a management
thing in it for them.” methodology that works. And in the process, by
(Continues on page 19)

ChapterNews 18 Vol. 76, #1 Spring 2004


(Continued from page 18)
embracing Knowledge Services, they’ll be establishing
some pretty important collaborative measurement
patterns that can be used to answer that “where’s-the-
payoff?” question.
The key to finding the solution is in the strategic (per-
formance-based) learning “piece” of the equation.
It’s through strategic learning that the culture of the
organization is changed, and it’s in changing the culture
of the organization that we create an ambiance that permits
— indeed, even requires — KD/KS in every information/
knowledge transaction that takes place. We’re not talking
about just computer-based training here, or in-house
seminars, or even one-on-one instruction. We’re talking
about any of the myriad learning activities that take place
in an enterprise, wherein people learn to think differently
about their work, and about their allegiance to the work-
place (which is why I often use the phrase “in all its
forms” when I speak about strategic learning).
But there’s another reason why we don’t want to give up
on KM just yet. Let’s be clear about this: there are a lot
of good IT-based KM solutions out there. I don’t think
we’re ready to dismiss them out of hand. Not yet.
Gilmour writes about how his organization uses a system for establishing that brokering that would be so useful in
that “continually” surveys electronic information “to the KD/KS process, linking people who have the knowledge
learn who knows what.” Other organizations have their with the people who need it. EOS.Web Indexer and
own IT-based KM solutions, either custom-built or off- EOS.Web KnowledgeBuilder have been created for
the-shelf. Let’s see what we can do with what we’ve got people who work in special libraries (or indeed, for any
before we give up on KM. knowledge worker whose place of business — while it
For managers in special libraries, it might be worthwhile might not necessarily be a “library” — is one that provides
to take a look at some of the library management systems services similar to those provided by special libraries).
that have KM capability, to determine how they might be Can’t products like these be used to bring the information
used in that brokering situation Gilmour is looking for. management, knowledge management, and strategic
It’s worth a try, and if a management system specifically learning requirements of the organization together, into
designed for libraries can be used to connect the people a focused and unified solution? It seems to me, that is
who need knowledge with the people who have the what we need to do, in order to organize the KD/KS
knowledge, let’s go for it. For example, I have recently effort in the organization. If there are vendors out there
been looking at EOS International in Carlsbad, California. producing tools just for us, designed for the specialized
EOS has two KM products that are, it seems to me, good libraries community, let’s make them work for us. Let’s
candidates for the brokering role. do our own “brokering” and bring Knowledge Services
EOS.Web KnowledgeBuilder is designed to classify into the organizations where we work.
information that is not a good fit for a typical biblio-
graphic record, enabling users to get to indexed unstruc- Guy St. Clair is Consulting Specialist, Knowledge Management
tured information, usually contained in those elusive and Learning, SMR International, New York, NY. He is the
documents that many special library managers think of author of Beyond Degrees: Professional Learning for Knowledge
as “hidden” materials. EOS.Web Indexer provides a Services, published by K. G. Saur. A past president of the
solution for managing internally generated full-text Special Libraries Association and of the New York Chapter, St.
documents and other materials, including other electronic Clair actively solicits readers’ responses to this column. He can
resources. It seems to me that these are the kinds of be reached at GuyStClair@cs.com.
products managers in specialized libraries would want to Note: this column contains the personal perspectives of Guy
use, if using them will encourage the people who develop St. Clair and does not necessarily represent the opinions or
knowledge to share the knowledge they’ve developed. positions of SMR International or SLA. Products mentioned
These EOS products look — to me — like good candidates are not endorsed or recommended and are referred to here
only for discussion purposes.

ChapterNews 19 Vol. 76, #1 Spring 2004


Professional The Outsell/OCLC study was an international survey
intended to identify the market for distance education
Development for Librarians among library workers from many types of libraries.
For that reason, the report does not yield any obvious
– Get Out There! conclusions regarding planning of professional develop-
By Steve Johnson ment activities for the New York Chapter of SLA.
Nonetheless, the Outsell study reminds me of the wide
variety of formats and sources of professional development
ow many days per year do librarians devote to pro- opportunities for library workers: professional and trade

H fessional development? Where do we turn for


continuing education? How often do we use online
classes compared to self-directed study, in person classes,
associations, proprietary schools, library agencies, and
colleges and universities. Each of the four professional
and library organizations in which I am involved has such
a professional development program.
and professional conferences?
The “days per year” question has been on my mind for Over the past eighteen months, I have come to the
several years. Initially, I wanted to find a benchmark for conclusion that there are more formal opportunities for
my own participation in classes, conferences, and other professional development than there are library workers
activities. More recently, these questions returned in a who are committed to taking advantage of these opportunities.
new context, planning professional development activities This imbalance causes cancelled and under-booked
for members of the New York Chapter of SLA. seminars and conferences and wasted efforts on the part
As it happens, Outsell, Inc. addresses these queries in an of program planners. From another perspective, the
international survey of library workers conducted in situation represents a potential buyers market for
2002 for the OCLC Institute. OCLC has made the 118- professional development, at least in terms of selection.
page report available as a free download (registration The large number of offerings increase the likelihood
required). The address for registration and download is: that one can find the needed professional development
http://www.oclc.org/info/needsassessment/default.htm opportunity at the right time and an affordable price.

Outsell found that the average respondent devoted 5.6 To plan professional development programs for an SLA
days per year to professional training and education chapter, or oneself, I find it necessary to take a close look
programs. Among the survey’s respondents, web-based at the opportunities available outside SLA, as well as
training was regarded as the most important form of those offered through our organization. In the second
distance education. However, in terms of formats actually part of this column I will describe formal opportunities
used in the previous twelve months, only 43% used web- for professional development offered by the New York
based distance education, compared with 84% who used Library Council, better known as Metro.
instructor-led workshops, 72% who used informal self-study,
and 71% who participated in professional conferences. Disclosure:
The Outsell study found that 59% of those who plan For the past several years, I have served as a member of Metro’s
continuing education for their institutions say that they Professional Development Advisory Council. This Advisory
will use web-based distance education in the next year. Council meets once or twice per year to give advice to Metro
on development of programs.
Just 28% of individual consumers of continuing education
expect to use web-based training.
Just 47% of consumers believe that continuing education
is available at the right time. Forty-one per cent believe
that adequate financial support is available for continuing
education.

ChapterNews 20 Vol. 76, #1 Spring 2004


About Metro Spring 2004 classes
offered by Metro,
New York Library Council
he New York Library Council is the largest of the

T nine regional library agencies chartered by New


York State. Founded in 1962, Metro has 270 member
institutions, representing a total of 1200 individual Introduction to Endnote for Librarians
libraries in the metropolitan area, including Westchester — Friday March 12
County. In 1995, Dottie Hiebing became executive director Introduction to Dreamweaver for web site creation
of Metro, which has a staff of fifteen. —Tuesday March 16
Metro is a multi-type library agency, drawing members Introduction to appraisal and selection
from and providing services to all types of libraries: of historical records —Friday March 19
school, public, college, university, and medical, and special.
E-journals: Integrated management solutions
Metro also provides support to archives programs.
—Tuesday March 23
Although Metro supports cooperation and resource sharing
among member libraries, membership in Metro does not Creating an image database: an overview
require that a library open its doors to the public, or —Tuesday March 30
participate in interlibrary sharing, or publish a library Government documents on the internet
catalog on the internet. —Thursday April 1
Metro’s fourth floor offices at 57 East 11th Street include Introduction to XML for librarian
a training facility equipped with late model laptop computers. —Tuesday April 13
Classes include half-day, one day and two day seminars.
Archival perspectives on digital preservation
Metro’s professional development catalog for spring
—Thursday-Friday, April 15-16
2004 includes two special series of classes: one series on
digitization and one series on internet enabled database MS Excel Basics: Spreadsheets, databases, formulas
creation. Other classes include introductions to Endnote, and calculations —Monday April 26
Dreamweaver, and XML. An Introduction to Microsoft Advanced Research Strategies for the Internet
Access for librarians focuses on the use of Access for —Friday May 7
bibliographic information. Introduction to MS Access for Librarians
New in 2004 are web-based distance education classes —Tuesday May 11
from Element K (computer related) and Ninth House Metadata for digital collections
(management topics). Metro also offers discounted access —Thursday-Friday May 13-14
to in-person computer classes offered by the New Horizons
MS Excel II for librarians and administrators
at New Horizons locations.
—Monday May 17
Metro’s Professional Development Catalog may be
Unix for librarians
downloaded in PDF format at
—Tuesday May 25
http://www.metro.org/pdfs/current_catalog.pdf.
Digital project infrastructure
Class fees vary, with many full day classes priced at $135
—Friday May 28
for member institutions, $185 for non-member institu-
tions. A $20 discount is available to those who register Visualization for information retrieval:
more than two weeks in advance. an emerging technique —Thursday June 3
Design and construction of bibliographic databases
Tim Johnson is program manager for Metro’s education
using MS Access —Tuesday June 8
program. He can be reached at tjohnson@metro.org. PowerPoint for Librarians and Administrators
—Monday June 14

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 21 Vol. 76, #1 Spring 2004


Competitive Much of the information that is needed for actionable
competitive intelligence is publicly available, in press
Intelligence Course reports, S.E.C. filings, trade association data, employment
By Charles J. Lowry ads and announcements, trade show exhibits or company
web sites. Detailed analysis of customer and supplier
receivables on a quarterly or annual report, for instance,
might give an idea of whether or not a competitor is
“managing” profits from one accounting period to
another. Examination of cash position and uses of non-
or two days in January, I attended a course on

F competitive intelligence. The course was sponsored


by the Society of Competitive Intelligence Profes-
sionals and presented by Michael A. Sandman, Senior
cash balance sheet elements, e.g. depreciation, can be
used to gauge the likelihood of expansion or acquisition.
Just as helpful in trying to anticipate a company’s plans is
an examination of core competencies. Simply defined, a
Vice President at Fuld & Company, Inc. Fuld & Company
is a management consulting firm located in Cambridge, core competency is one that differentiates a company
Massachusetts that specializes in providing competitive from its competitors and is transferable to other lines
intelligence to corporate clients. of business. Corporations tend to be guided by core
competencies, real or imagined.
The course began with a brief introduction to competitive
intelligence, a summary of what it is and what it is not. The director of the program spoke at length on ethical
It is not espionage, it is not illegal. It is guided by the considerations involved in talking to competitor employees,
same moral and ethical strictures as corporate behavior to customers and to suppliers of the competitor. These
in general. Competitive intelligence is not merely data last two are often relationships that both corporations
gathering. Once material has been gathered, it must be have in common.
put into a schema that permits both analysis and conclusion. Helpful hints about practical and ethical considerations
It must be actionable, leading to an understanding of a involved in competitive intelligence can be found on the
competitor’s financial position, a product strategy or web site (http://www.scip.org/). Michael Sandman can be
schedule, or some other knowledge that will permit a reached by telephone or by e-mail at Fuld & Company,
firm to anticipate the competition and keep ahead. In which holds the copyright on the course materials:
short, the program director defined competitive intelligence 617.492.5900 or msandman@fuld.com.
as information that has been refined enough so that it
can be used in making business decisions.
Chuck Lowry is Director of Client Development at LegalMarket-
The development of contemporary competitive intelligence Info, the research division of American Lawyer Media. American
is seen as rooted in the determination of western govern- Lawyer Media publishes almost thirty national and regional
ments twenty-five years ago to fight inflation full on. publications for legal professionals, including The American
Industries were deregulated and trade barriers were lifted. Lawyer, and produces numerous surveys on the legal profession.
Thus suppliers that had been able to hide inefficiency He can be reached by telephone or by e-mail: 212. 592.4932 or
behind regulation or uncontested price increases were clowry@amlaw.com.
exposed and made vulnerable to domestic and interna-
tional competition. In this more unforgiving atmosphere,
competitive intelligence can be used to show corporations
how to become more competitive, to identify future risks
and opportunities and to help evaluate performance.
The course concentrated on tools useful for gathering
and refining competitive intelligence, including SWOT
analysis, “Five Forces” evaluation and others.

ChapterNews 22 Vol. 76, #1 Spring 2004


A Call for Small Balancing on the
Group Learning Tightrope
By Bert Schachter By Liz Miller Boose

any of us miss the smaller meetings organized by hen my friend asked me to write an article on

M the subject groups of the New York Chapter of


SLA. Those meetings offered members the
chance to exchange information and meet other members.
W work-life balance, I laughed. “I mostly run —
literally run — everywhere I go,” I said. But
when I thought about it some more, I decided that
That kind of grassroots level communication fostered a maybe it wouldn’t be such a bad idea to think about
lot of collaboration and friendships among Chapter these things some more.
members. The three or four meetings organized by the When my daughter was born, I left a full-time job.
New York Chapter itself, while valuable to us all, are I went back to work three days a week when she was
often so large that it is hard to do anything more than a year old. As Candide might say, it’s the best of all
greet the people you haven’t seen since the last meeting. possible worlds. How do I make it all work? There
Here is a suggestion for creating new opportunities for are three crucial points:
more professional face-time – still the best way to network Flexibility:
despite such enabling technologies as email and listservs: It’s hard to balance work and personal lives when you’re
A New York Chapter Discussion Group announcement a young professional living in the city, trying to meet
is coming out – or has already come out - asking for friends for dinner. It’s a whole different world when you
volunteers to host informal meetings for groups of 20 or are dealing with childcare issues. I live about an hour
less on a series of “evergreen” topics that are of high away from my job, and I have to pick my daughter up
interest among members. Anyone with access to a con- from daycare by 6:00. Luckily, I have a supportive and
ference room or a library large enough to accommodate flexible boss, and we have arranged it so that my hours
a group can volunteer to host. The meeting times and are 8:30 — 4:30, instead of the typical 9-6.
refreshments are up to the groups to organize. Working in Tandem:
Some possible topics for Small Group Learning meetings: It’s so important to split the work with your partner.
▲ Budgeting – schemes to justify additions to staff and My husband takes our daughter to daycare in the morning
collections so I can get to work earlier, and then I leave earlier to
pick her up. When she’s been sick and has to stay home,
▲ Statistics – how to gather and evaluate
I will take a day off, and then he will take the next day off.
▲ Compensation and incentives during fiscally difficult
Separate Your Life:
periods – What else besides salary works?
For me, the cardinal rule for work/life balance is this:
▲ Tips on better contract negotiations leave work at work, and leave home at home. We live
▲ How to do meaningful user surveys in an age where we are always accessible. We have cell
▲ Writing an RFP
phones, pagers, laptops. For me, the answer is to push
back. Unless there are emergencies (for either work or
▲ Interviewing job candidates efficiently personal life), I don’t check my work emails or voice
I think that there are probably dozens of other topics mails at home, and I don’t check in with daycare 5
like this that would draw members together in small times a day.
groups to learn from each other – no speakers, perhaps The specifics of what I have done are not going to work
a volunteer moderator who might come in with some for everyone, but I do think the general guidelines can help
warm-up questions. if someone is having trouble. Good luck. I have to run!
Let’s try this less formal approach to getting together for
professional learning. There are some very smart people
Liz Miller Boose is a librarian at Deloitte Consulting and a mom
in this chapter from whom we can learn.
to Amelia (age 1 1/2). She has an MLS from Rutgers University
and can be reached at 212-618-4107.
Bert Schachter is an ad hoc member of the Advisory Council.
She can be reached at bschachter@earthlink.net.

ChapterNews 23 Vol. 76, #1 Spring 2004


Reaching the The Rose L. Vormelker Award is presented to Anne
Caputo, Knowledge & Learning Programs, Factiva,
Pinnacle of the Profession Washington, DC; and Doris Helfer, University Library,
California State University-Northridge, Northridge, CA.
SLA Announces The award recognizes SLA member(s) for exceptional
2004 Award Winners service to the profession of special librarianship through
the mentoring of students and/or practicing professionals
in the field. Both of these outstanding role models are
recognized for their exemplary leadership, dedication,
and commitment to mentoring.
ashington, D.C., February 12, 2004 — The

W Special Libraries Association (SLA), has selected


twenty-five outstanding individuals as recipients
for its 2004 Awards and Honors. These individuals were
Fellows of the Special Libraries Association are called
upon to advise the Association’s Board of Directors and
alert the membership to issues and trends warranting
selected for their exemplary contributions and achieve- action, and are recognized as active SLA members with
ments in the information profession and the Association. future leadership potential for the Association. The Class
In making the announcement, SLA President Cynthia V. Hill of 2004 SLA Fellows are: Susan DiMattia, Corporate
declared, “the class of 2004 award honorees represent the Library Update, Reed Business Information, New York,
pinnacle of the information profession. Through com- NY; Richard Geiger, Library, San Francisco Chronicle,
mitment, dedication and unselfish deeds, they have truly San Francisco, CA; Karen Kreizman Reczek, Bureau
elevated the information profession and set the bench- Veritas, Buffalo, NY; Agnes Mattis, Skadden, Arps, Slate,
mark that much higher.” Meager, and Flom, New York, NY; and Lyle Minter,
Serial & Government Publications Division, Library
SLA annually recognizes exceptional individuals who
of Congress, Washington, DC.
have made significant achievements in the information
profession and the Association. All candidates are
reviewed by select committees and are approved by the The SLA President’s Award is conferred upon the
SLA Board of Directors. Awards are presented in a par- members of the Executive Director Search Committee.
ticular category only if a nominee meets the stated criteria The committee members are: Committee Chair G. Lynn
as set forth by the program. Award winners will be officially Berard, Science Libraries, Carnegie Mellon University,
honored on June 6, 2004 at 7:00 p.m., at The Parthenon Pittsburgh, PA; Tamika Barnes, Research & Information
in Nashville, TN. Services, North Carolina State University, Raleigh,
NC; Mary Lee Kennedy, Knowledge Network Group,
Microsoft Corporation, Redmond, WA; Mary “Dottie”
The SLA Hall of Fame is conferred upon Ellen Miller,
Moon, Strategic & Development, Pratt & Whitney, East
Springfield, NJ; Wilda Newman, Knowledge Associates
Hartford, CT; and Richard Hulser, Amgen, Inc., Thousand
Resources, LLC, Columbia, MD; and Ruth Seidman,
Oaks, CA. The award is given annually to SLA member(s)
Brookline, MA. Membership is granted to SLA members
who display an ongoing commitment to the develop-
at or near the end of an active professional career in
ment of the Association as the premier organization for
recognition of an extended and sustained period of dis-
information professionals. Each of these individuals is
tinguished service to the Association in all spheres. Each
recognized for their unique efforts, drive, and leadership
is selected for her longtime guidance, leadership roles,
within the committee.
and exceptional service and commitment to SLA.
(Winners list continues on page 25)

The John Cotton Dana Award is bestowed upon Donna


Scheeder, Congressional Reference Department, Library
of Congress, Washington, DC; and Barbara Semonche,
School of Journalism and Mass Communication, University
of North Carolina, Chapel Hill, NC. The award is
named in honor of the founder of SLA and is conferred
upon a member for exceptional service in special librarian-
ship. Each was recognized for their wisdom, longstanding
contributions, and lifetime achievements in their distinguished
careers as information professionals.

ChapterNews 24 Vol. 76, #1 Spring 2004


(Winners continued from page 24)
The SLA Diversity Leadership Development Award
recognizes individuals from multi-cultural backgrounds
who display excellent leadership abilities in the profession
The SLA Professional Award is presented to Dr. T.N.
and demonstrate a willingness to develop and strive for
Prakash, Information Technology, Aeronautical Devel-
leadership opportunities within the Association. The
opment Agency, Bangalore, India; and Elton B.
year’s winners are Innocent A. Awasom, Science Reference
Stephens, founder, EBSCO Services, Birmingham, AL.
Librarian, Magrath Library, University of Minnesota,
The award is presented to an individual or group who
St. Paul, MN; Praveen Kumar Jain, Assistant Librarian,
may or may not hold membership in the Association, in
Institute of Economic Growth, University of Delhi
recognition of major achievements in, or a specific significant
Enclave, Delhi, India; Paiki Muswazi, Head of Special
contribution to, the field of librarianship or information
Collections, University of Swaziland Libraries,
science. Both individuals are recognized for their significant
Kwaluseni, Swaziland; Akram Sadeghi Pari, Cataloging
contributions and achievements in the information profession
Librarian, Cincinnati Law Library Association, Cincinnati,
as innovators, contributors, and teachers throughout
OH; Cassandra M. Shieh, Information Specialist,
their careers.
Catholic News Service, Washington, DC.

The H.W. Wilson Company Award is presented to Jill


Konieczko, Library, US News & World Report, Washington,
DC, and Cynthia Powell, Washington, DC. The award is About SLA
presented to authors of outstanding articles published in The Special Libraries Association (SLA), is a nonprofit
Information Outlook®, SLA’s monthly magazine. global organization for innovative information professionals
Konieczko and Powell authored “Information Centers and their strategic partners. SLA serves more than 12,000
that Innovate,” an article published in the January 2003 members in 83 countries in the information profession,
issue, which focused on the common experiences and including corporate, academic and government information
situations of different libraries and provided practical and specialists. SLA promotes and strengthens its members
adaptable advice for information professionals in similar through learning, advocacy, and networking initiatives.
organizations. For more information, visit us on the Web at www.sla.org.

The Member Achievement Award is presented to Kenlee


▲ The preceeding was reprinted with the permission of the
Ray, Washington, DC. The award acknowledges a member
Special Libraries Association:
of SLA for raising visibility and public awareness of, and
appreciation for, the profession and/or the Association.
Ray has been instrumental in raising awareness and positive CONTACT:
publicity in the field of special librarianship through her Anthony Blue, 1-202-939-3633
community outreach activities and her tireless efforts to anthony@sla.org
www.sla.org
affect the lives of under-privileged kids.

ChapterNews 25 Vol. 76, #1 Spring 2004


ChapterNews 26 Vol. 76, #1 Spring 2004

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