All posts by Texlibris

Tocker Librarian Ashley Morrison on the First year+

With the arrival of Vice Provost and Director Lorraine Haricombe, the Libraries leaned into Open Access as a strategy for equitable access to resources and as a budgetary countermeasure in a the face of skyrocketing publishing costs. A facet of the work that has gotten extra attention is Open Educational Resources – OERs – defined by the Scholarly Publishing and Academic Resources Coalition as “teaching, learning and research resources released under an open license that permits their free use and repurposing by others. OERs can be textbooks, full courses, lesson plans, videos, tests, software, or any other tool, material, or technique that supports access to knowledge.”

In the fall of 2019, the Tocker Foundation provided $355,000 for a collaborative project between the UT Libraries, the Austin Public Library (APL) and Austin Community College (ACC) to promote the adoption, development and distribution of OERs. Funding from the gift subsidized the hiring of a dedicated librarian to develop and execute a plan for broad adoption of OERs at UT, as well as for the award of open education grants, education and training on OERs and joint promotion of open education with partner institutions APL and ACC.

In fall 2020, the Libraries hired Ashley Morrison – a former UT iSchool alum and GRA who had landed a permanent position at the North Carolina State University Library, but whose interest in open education called her back to Austin – to become the first Tocker Open Education Librarian at the university.

A little over a year after pioneering the position at UT, Ashley talks with us about her love of open access and OERs, the foundation she’s building and perceptions of the enterprise so far.


Tex Libris: How did you become interested in Open Access and OERs?

Ashley Morrison: I first learned about open access and open education as movements in graduate school, but conceptually, democratized access to and production of knowledge is something that always spoke to me (and was a big part of why I wanted to become a librarian!). As a first-generation college student who was responsible for most of the cost of my education, it’s easy to understand the power and potential of OER to transform course material access and have a positive impact on the financial well-being of students. While textbooks and course materials are just one factor contributing to the rising expense of higher education, it is a tangible and addressable obstacle through the availability and adoption of OER and other OA materials.

TL: What is your assessment of the OER landscape at UT? In what ways can OERs benefit students/faculty/researchers at the university?

AM: There is a small but growing community of UT instructors, staff, and students who already use and advocate for the adoption of OER, and they are my partners in driving awareness of OER on campus. Through my personal interactions and through more scaled survey-based outreach, we know that faculty at UT are largely receptive and willing to consider OER as required course materials. We also know that they often need more support to make such a big change to their curriculum, and I love being able to offer some of that support as they search for, evaluate, and adapt OER for use in their classrooms.

The most obvious benefit of OER for students, and what gets most people interested in OER, is the eliminated or significantly reduced financial barrier to access course materials. Most OER is available at no cost, and printed materials are generally available at the cost to produce them. But what I’ve heard others say and I definitely observe to be true is that with OER, you come for the free access, but you stay for the pedagogy. The open licenses conferred to OER by their creators allow anyone who uses them to make copies and customize the resources freely. That means they can be translated into new languages, modified to better reflect the student body of a particular institution or classroom, updated with new research or case studies, and more. It also enables faculty to engage students as editors and creators in the production of OER. Students can contribute to open textbooks, create open websites, and more. Students are not just knowledge consumers but knowledge creators, and that’s a really transformative concept for many of them.

TL: What projects have you undertaken since you took on the job?

AM: This year has been a busy one! There are a few projects that have been especially fulfilling, including a partnership between UT Libraries and students in Natural Sciences Council and the Senate of College Councils that produced our first faculty recognition program, the Affordable Education Champions. Through this campaign, we invite the student body to nominate faculty whose choices to assign free or low-cost materials have had a real impact on them.

I also really enjoyed working with colleagues from the OER Working Group to launch our first OER-focused instructor learning community, with grant funding from the Faculty Innovation Center providing small stipends to our participants. We spent six weeks with the ten selected instructors discussing OER and other affordable course materials as tools to foster inclusion in their classrooms, and we hope to offer more communities like this in the future.

Finally, one I’m very excited about this year is the Open Education Fellows pilot program. This program is designed to offer our small cohort of faculty fellows financial and programmatic support in their effort to adopt or adapt existing OER or develop new resources to fill gaps in the OER landscape.

TL: What sort of reception have you received from potential stakeholders on campus?

AM: It’s been a very encouraging reception! From students to staff to faculty to administration, open education is generally received with curiosity and interest. This isn’t to say that there aren’t some concerns expressed, but most stakeholders I’ve spoken with are open to learning more about the financial and pedagogical benefits of using OER in the classroom.

TL: Do you coordinate with institutions outside of UT? If so, how does that influence your local strategy?

AM: Yes! I’m very lucky that the open education community actively seeks collaboration, which makes a lot of sense given that connection is a principle of open education. I am regularly in touch with a small group of librarians called the OER Ambassadors, which is a program facilitated by Texas Digital Library. More recently, I’ve also helped convened an informal group of practitioners across the UT System, which aligns strategically with the Momentum on OER (MOER) effort sponsored by the System. Each of these groups is really valuable because they give me a chance to connect with colleagues doing similar work, though each of our OER programs may be in different stages of maturity. I learn a lot from hearing what’s worked well for others, what’s been challenging, and how they’re implementing best practices and in some cases mandates from legislation related to OER. These colleagues are incredibly generous, and their insights have directly informed the development of many of our OER programs at UT.

TL: How did the health crisis impact your work? You came on in the middle of the pandemic, at a time when OERs would’ve been really beneficial, but I imagine that you were also limited in opportunities to hit the ground and start building networks.

AM: While the pandemic did inhibit my ability to knock on doors and host physical programming that was central to UT’s OER advocacy efforts in previous years, my experience was that it engendered a great sense of empathy between faculty and students that opened them up to conversations about OER in a way that they may not have been before the pandemic. There is a heightened sense of awareness of the struggles we’re each facing right now, and for many members of our UT community and their families, financial vulnerability has been a really evident challenge. I have seen faculty go to great lengths to mitigate any of the struggles that they can for their students – from being more flexible about assignment deadlines to revising testing procedures to reevaluating course materials that cause financial burdens for some students. While faculty continue to have so many of their own challenges to address during this health crisis, I have seen them prioritize the well-being of their students repeatedly. OER has been one tool for doing this.

TL: What’s the biggest challenge you’ve recognized since you arrived? What’s the biggest opportunity?

AM: One of the biggest challenges I’ve observed is that while so many faculty are interested in using OER, the right OER isn’t there for every class just yet. This especially comes up in my conversations and searches with faculty teaching upper-division courses. It’s not surprising since most of the large-scale, funded OER projects are aimed at introductory level courses, but it’s still disappointing when someone is really excited about adopting OER and just can’t find what they need. In those cases, we explore other free and affordable options, like searching UT Libraries’ vast collections to identify licensed materials that would be free for students to access. These faculty are also often interested in developing their own OER to address these gaps in content, which I see as one of UT’s greatest opportunities to impact not only our students but anyone, anywhere who wants to learn. However, developing OER takes a lot of time that our faculty often don’t have, and the work is not always recognized through the existing reward structures of the university (such as promotion or tenure). The Open Education Fellows pilot program is our first step to seeing what it would take to support faculty authors and OER publishing projects, and I’m very excited to learn and identify opportunities to scale that program in the future. With funding, I’m optimistic that we can enable UT community members to create more open, public knowledge.

TL: What do you hope to achieve in the short-term – next couple of years – and what about the long-term?

AM: I mentioned already my hopes for scaling OER adoption and development through the Open Education Fellows program, but beyond that, another short-term goal I have is to support faculty who are interested in assessing the impact of adopting OER and other free resources in their classrooms. Studies outside of our institution overwhelmingly show that students enrolled in courses using OER perform as well or better than students enrolled in courses using commercial textbooks. Some studies are even able to demonstrate that the impact to outcomes like final grades are outsized for historically underserved groups like first-generation students, students with financial need, and BIPOC students. I’m eager to partner with faculty interested in replicating or expanding on these studies and contributing to the scholarship of teaching.

A longer-term goal is really more about a cultural shift, and I believe we’re at the start of it now. I want OER (and affordability, more generally), to be a key part of the University’s strategic priorities. It makes sense to have the UT Libraries guide our campus OER efforts as a thought leader and programmatic coordinator, but open education won’t be a formidable movement on campus without administrative support outside the Libraries. It is critical, for example, that faculty contributions related to OER – adopting, adapting, developing, and co-creating with students – are formally recognized and valued in promotion and tenure guidelines. I am optimistic that the work of the Sustainable Open Scholarship Working Group will advance this conversation and lead to more institutional support for OER, but the shift we need will take time at a university of our size.

TL: Given user familiarity with traditional publishing, how do you change minds about the fairly novel concept of OERs?

AM: It’s definitely easy to think of OER as the wild west of publishing – no peer review, no quality control, no graphic design value. But that’s not the case! So far, the most effective way to ease minds has been to actually show people high-quality examples of OER in the wild. I often point to examples from OpenStax, though they aren’t the only publisher of beautifully-produced, peer-reviewed OER with the ancillary materials that instructors often value. (And to be clear, not all OER is like this, just as not every commercial textbook is.) The point is that OER can look a lot like the proprietary textbooks they may already be using, and doing hands-on exploration is the only way to determine if any kind of course material is right for you, whether it’s published openly or commercially.

Hartness Reading Room Opens

The Benson Latin American Collection dressed up and campus lit up for the opening of the newly-named Ann Hartness Reading Room.

On Thursday, March 24, the Benson hosted a dedication ceremony for the renovated space in recognition of former head librarian Ann Hartness, who is renowned for her 38-year career at the Benson and her contributions to Brazilian studies. The space naming is the result of a generous gift by Hartness’s son Jonathan Graham and daughter-in-law and Elizabeth Ulmer, who are both graduates of UT’s School of Law,

The couple is directing a portion of their gift to establish the Jonathan Graham and Elizabeth Ulmer Fund for Library Materials on Brazil, an endowment to enhance the Benson’s Brazilian studies collection. The remainder of their gift will match other donors’ gifts to new or established endowments in any area at the Benson.

“My mother raised three boys in two different countries, moving back and forth while balancing her family, her education and her work,” says, Graham. “I’m just so proud of her, because when I think of the arc of her life, at a time when women from her background essentially followed their husbands, she made her own very distinctive career.”

The reopening of the Hartness Reading Room extends the Centennial Celebration of the Benson, which began last year. In honor of the Benson centenary and the occasion of the reopening, the UT Tower was lighted orange.

Hartness joined the Benson in 1970, working as a cataloger of Latin American periodicals. She helped with the transition as libraries moved towards digital services and resources, and eventually worked her way up to director. Throughout her tenure, she increased the depth and breadth of the library’s holdings in Brazilian materials. She retired in 2008 at age 73.

“Ann Hartness is synonymous with Brazilian collections at the Benson,” says Benson Director Melissa Guy. “It was through her tenacity, in-depth knowledge, and personal relationships that the library built a strong foundation for the study of Brazil at The University of Texas at Austin.”

The Benson’s main reading room is frequented by students, faculty and scholars from around the world, and it is the very room where Jon Graham spent countless hours studying as a teen and later as a Texas Law student.

“It was a refuge to study in one of the graduate student carrels in the Benson Collection. It was a quiet place to read, wander and collect my thoughts. This is a perfect way to honor my mother,” he says.


To learn more about the Jonathan Graham and Elizabeth Ulmer Fund for Library Materials on Brazil and other giving opportunities at the Benson Latin American Collection, contact Hannah Roberts at h.roberts@austin.utexas.edu.

Restoring a Neglected History: The Black Diaspora Archive

What is the Black experience in the Americas?

It’s a question that has not gotten due consideration, and one that helped to initiate the development of an archive focused on collecting and preserving resources that hold the history and experience of the African migration to the Americas.

A collaborative project between Black Studies, LLILAS Benson and the University of Texas Libraries, the Black Diaspora Archive (BDA) was conceptualized in 2013 to collect documentary, audiovisual, digital and artistic works related to the Black Diaspora of the Americas and Caribbean, focusing on people and communities with a shared ancestral connection to Africa. The archive encompasses historical publications, contemporary records, personal papers and rare material produced by and/or about people of African descent — including scholars, professionals, community groups, activists and artists.

While the geographic collecting area for the Black Diaspora is global, this collection is currently focused on materials documenting experiences from within the Americas and the Caribbean. Recognizing the broad potential in a partnership, Black Studies approached LLILAS Benson with the idea of creating an archive devoted to resources related to the Black Diaspora. Since its founding in 1921, the Benson Latin American Collection has actively collected Latin American materials that document communities and people of color, but it had never done so in a deliberate way. Principals in each unit recognized the common objectives and shared vision between them, and the mutual benefit of developing a dedicated archival holding of material related to the Black Diaspora. With additional support from the Libraries and the Office of the President, the Black Diaspora Archive came into being, and in the fall of 2015, Rachel Winston was named as its inaugural Black Diaspora archivist.

Thematically, the collection seeks to reflect art and art scholarship of the Black Diaspora, slavery in the Americas, ethnoracial empowerment and advocacy, and the personal archives of scholars and thought leaders. These types of records can include historical works, prints, digital and born-digital content, and other rare material.

Although the scope of the BDA’s acquisitions strategy can be categorized neatly into these simplified groupings, a brief overview of some of the resources included in the collections underscores how much is needed to be done in preserving and studying the Black experience and its historical impact on our culture and society. From documents on the slave trade in the Black Diaspora in New Spain, to oral history collections like that of the Shankleville freedom colony in East Texas, to the papers of influential Black intellectuals and activists like Edmund T. Gordon, John L. Warfield and Brenda Burt, to collections of art and art history, the BDA has just begun to scratch the surface in preserving and making accessible resources for beginning to examine the role of the Black Diaspora and Black scholarship in the Americas.

In addition to collecting, the BDA works to promote collection use and research through scholarly resources, exhibitions, community outreach, student programs and public engagement.

“As the primary manager of the Black Diaspora Archive, my ultimate charge is to provide a fuller understanding of the Black experience throughout the Americas and Caribbean with primary sources,” says Winston. “In the most traditional sense, this necessitates the acquisition, collection, preservation, and accessibility of archival records.”

“However, as our communities become more connected and technologically advanced, information access and information needs continue to evolve in ways that are increasingly less traditional,” continues Winston. “User needs of today, for example, live largely in the digital realm. In facilitating access to online content, the archivist has more of a responsibility to perform outreach and promote information literacy skills in an effort to preserve the integrity of our collections and meet user needs.”

“I am so excited for what we have been able to achieve so far and just the general sense of support on campus for this project that I am confident we will move forward, in order to move forward and achieve what’s possible, we need all of this outside support we can get.”


Consider supporting the Black Diaspora Archive with a gift.

First Black Graduate Thesis Now Online

Oscar Leonard Thompson

Though Heman Sweatt is the historical figure most associated with integration at The University of Texas at Austin, the first Black graduate to benefit from Sweatt’s efforts is getting a notable space in the university’s digital repository.

Thanks to a heads up from John Wallingford, professor in Molecular Biosciences, the thesis of Oscar Leonard Thompson is now available online.

Thompson became UT’s first black graduate in January 1952.

Born in 1907 and raised in Rosebud, near Waco, Thompson had his college career at Paul Quinn College in Dallas delayed by the Great Depression and further interrupted after a stint serving for three years in the Pacific Theatre during World War II. When he returned after the war, he used the GI Bill to complete his degree at Paul Quinn, then attended Tillotson College in Austin, and graduated magna cum laude from Samuel Huston College in 1949.

After the Sweatt v. Painter decision effectively integrated UT, Thompson came to the university in September 1950 to pursue a master’s degree in zoology, with an emphasis on genetics. He was 45 when he became the university’s first black graduate, and became a research scientist at the Human Genetic Foundation assisting UT geneticist C.P. Oliver investigate sickle cell anemia.

A mere four months after Thompson graduated, John Chase – who has previously been mistakenly identified as the university’s first black graduate – earned his Master’s of Architecture.

In 1956, UT admitted its first black undergraduates, of which there were about 75.

Thompson died in 1962 at 55, when he was working on his Ph.D. and teaching at Tillotson College in Austin. UT flew its flags at half-mast.

In a bit of irony, Thompson’s wife Irene – whom he met through his research and who typed his thesis for him – lived in a house designed by John Chase in East Austin.

Thompson’s thesis – “A study of phenyl-thio-carbamide taste deficiency in a Negro population and in family groups” – is now available online through Texas Scholar Works.

Ervin Perry’s LEgacy and Connection to UT Libraries

When walking through the doors of the colloquially-referred-to PCL, there’s a tendency to overlook the actual name of the building. It’s official designation – the Perry-Castañeda Library – is named for two former University professors and prominent historical figures, Ervin S. Perry and Carlos E. Castañeda.

Ervin Sewell Perry is the first African American to be appointed to the academic rank of professor at the University of Texas at Austin. He was an associate professor of civil engineering at the time of his death in 1970.

Perry was born on a farm in Coldspring, San Jacinto County, Texas, in 1935, a twin son of Willie and Edna Perry. He grew up with four sisters and a twin brother. The close-knit family was inspired by their father and schoolteacher mother to move toward higher education: all of the Perry children hold degrees from Prairie View A & M University, where their mother attended school.

Perry graduated from Prairie View A & M University in May 1956 with a B.S. in civil engineering and was commissioned a second lieutenant in the U.S. Army Corps of Engineers. After two years of military service, he taught at Southern University in Baton Rouge before deciding to pursue graduate work. He first came to the University of Texas at Austin in the summer of 1959 when he entered the graduate school to study civil engineering. He took a brief hiatus from his studies to serve on the engineering faculty at Prairie View A & M University.

He was awarded the M.S. in civil engineering in June 1961; he chose the title, Bond Stress Distribution in Concrete Beams and Eccentric Pullout Specimens, for his master’s thesis. Three years later in May 1964, Perry was awarded his Ph.D. His dissertation, A Study of Dynamically Loaded Composite Members, described his research in the areas of materials science and structural mechanics. From the summer of 1960 until December of 1970, Ervin Perry was connected in some way with the university and brought distinction to himself and his institution.

Early in 1970 Dr. Perry became ill and went to M.D. Anderson Hospital in Houston for treatment. He resumed his teaching later in the year, but illness recurred that fall in Berlin, Germany, where he was representing the university at an international engineering conference, presenting papers based on his research on the basic properties of concrete. In 1970, he was named to receive the National Society of Professional Engineers’ first “Young Engineer of the Year Award.” He had been similarly honored at state and county levels by the Texas Society of Professional Engineers.

Ervin S. Perry died at the age of 34 in December 1970.

Get a personal perspective on Dr. Perry presented by his nephew, Gene Locke, to the University of Texas Black Alumni Network at their Legacy Dinner on September 8, 2017, in recognition of the 40th anniversary of the Perry-Castañeda Library. “On Ervin Perry’s Legacy.”

Staff Highlighter: Meryl Brodsky

These Libraries’ are nothing without the folks who keep the ship on course, even in stormy weather.

Meet Meryl Brodsky, Liaison Librarian for Communication, who joined the Libraries in September 2019, just before a storm….

What’s your title, and what do you do for the Libraries?

My title is Moody College of Communication & School of Information Librarian. I work with faculty and students from both of these schools to help them with research and classes. I teach information and data-related classes and workshops, create learning materials, and select materials for our collections. 

What motivates you to wake up and go to work?

I am constantly learning, whether it’s about student or faculty research projects or new technology, I get to learn new things every day.

What are you most proud of in your job? 

I recently co-edited a book with a former colleague on Data Literacy, that is teaching people to find, evaluate, use and manage data. The ACRL Data Literacy Cookbook will come out in about a year.

What has been your best experience at the Libraries?

My best experiences have all been working with people, whether they are colleagues, faculty, or students. I really enjoy co-creating with others.

Which do you prefer: on campus or remote? Why?

I have a lot of experience in remote work from past employment so I am pretty comfortable with remote, though I also like the energy of being on campus. 

What’s something most people don’t know about you?

Paper quilting by Meryl Brodsky

I have a keen interest in paper and card making. I’ve been obsessed with something I call paper quilting, that is cutting paper to create quilt patterns. 

Dogs or cats?

Cats, though right now, it’s just one, Tigger, who makes an occasional Zoom appearance.

Favorite book, movie or album?

Book: The Snow Leopard by Peter Matthiessen

Breakfast, lunch, dinner, dessert? What’s your favorite food or dish?

 Breakfast: Coffee!! Though, coffee is good any time.

Where do you see yourself in ten years?

I hope to be upside down, have mastered a headstand.

Illuminating Explorations: Elsewhere and Otherwise

By Nathan Alexander Moore, doctoral candidate, Department of African and African Diaspora Studies

“Illuminating Explorations” – This series of digital exhibits is designed to promote and celebrate UT Libraries collections in small-scale form. The exhibits will highlight unique materials to elevate awareness of a broad range of content. “Illuminating Explorations” will be created and released over time, with the intent of encouraging use of featured and related items, both digital and analog, in support of new inquiries, discoveries, enjoyment and further exploration.

I am so very excited and deeply honored to present my spotlight exhibition, “Elsewhere & Otherwise: Imagination & Worldmaking in the Black Queer Studies Collection.” As a Black transfemme writer and scholar, these materials means the world to me. Literally, this collection of writers, thinkers, theorists, and filmmakers opened up a whole new world for me in terms of creative expression and critical inquiry. The works highlighted in this exhibit are both canonical and cutting edge, instantiating a tradition but also charting out new territories of possible exploration.

It is my hope that various users and audience members will be inspired to engage these works, while also understanding just how impressive their creators are. Sadly, more often than not, Black queer creators are asterisks in the historical record, overlooked, and sequestered in some minor corner in the archive. What the Black Queer Studies Collection demonstrates is how prolific and significant Black queer creators have been and still are. This exhibit presents how imperative it is to have Black queer cultural productions centered in the telling of our collective history and the charting of our most audacious futures. 

This exhibit is far from exhaustive in displaying all the holdings in the Black Queer Studies Collection, and purposefully so. Rather than trying to pin down one definitive master narrative of the collection, this exhibit has been constructed as a point of departure, a space of generative wonder, a line of flight. Rather than attempting to capture and document all the knowledge held within the collection, this exhibit is my endeavor to open multiple doors into viewing and appreciating Black queer art and thought. This exhibition is a suggestion, an offer, an invitation.

Won’t you come elsewhere with me, and imagine otherwise?

Nathan Alexander Moore (she/they) is a doctoral candidate in the Department of African and African Diaspora Studies, and Good Systems Humanist-In-The-Loop Graduate Research Fellow at the Harry Ransom Center.


This exhibit was completed as a part of the Humanist-in-the-Loop project, funded by UT’s Good Systems grand challenge. The project aims to bring graduate students in the humanities and their expertise into the loop of library data projects.

Enhancing Search to Highlight Diverse Resources

Access Systems staff have been exploring available functionality in UT Libraries’ Alma resource management system to help support the integration of Inclusion, Diversity, Equity and Accessibility (IDEA) principles into the unit’s efforts. Subsequently, they recently announced a new Featured Collections pilot in the Primo discovery interface, serving to highlight the rich diversity of UT Libraries’ collections.

Working closely with DAC and the Discovery Services Advisory Group, and employing an IDEA lens, Access Systems staff will identify, aggregate, and highlight select resources in Alma, while also coordinating with existing collection promotion efforts where possible to support messaging continuity.

The first three Featured Collections are already existing, discrete collections having bibliographic local notes and online promotional content, enabling Access Systems to readily assemble and highlight them in Primo:

  • Black Queer Studies Collection
  • Latinx LGBTQ Collection
  • Taiwan Resource Center for Chinese Studies

Future Featured Collections will be identified from the wealth of Libraries’ content in Alma and aggregated around IDEA-related themes, and will be available via a new link in the top navigation, of the Libraries search page.

The staff working on this project plan to rotate in three new features each semester. The approach for selection and rotation of Featured Collections comes from close consideration of the work required by Access Systems and Content Management staff, and sustainable capacity for such work going forward.

We’re excited to implement this new functionality in Alma/Primo in support of IDEA initiatives at UT Libraries, and hope to further promote the breadth and depth of UTL’s amazing collections. 

Scant Communications, Devastating Impacts

Dale J. Correa is the Middle Eastern Studies Librarian and History Coordinator for the UT Libraries, and she regularly teaches on research data/citation management for the humanities at The University of Texas at Austin.

Hannah Chapman Tripp serves as the Biosciences Librarian and has provided research help with a variety of citation management programs at The University of Texas at Austin and previous institutions.

Where Did My Data Go?

In Fall 2020, registered Mendeley users received a message via email titled “Improving Mendeley to Better Support Researchers,” regarding some intended updates to Mendeley’s service model. These changes included the removal of several Mendeley library features, including the Public Groups feature that allowed for large groups to share references and notes openly. These groups were particularly appealing to some scholars as they represented a method to share resources openly, publicly, and free of cost in both invited and open group settings (without a limit on membership to the group). Under the Public Groups umbrella, both the invite-only and the open groups were included in Mendeley’s feature-removal plans. Unfortunately, Mendeley’s email did not explicitly state the intention to delete the Public Groups from individual Mendeley users accounts with the coming update — which went into effect in March 2021, and meant that individual users found their locally-stored files from these groups deleted on their own machines.

Researchers who used this feature were somewhat unlikely to have encountered that email message or have read it through thoroughly. After all, many emails from services utilized by researchers contain information about updates, but much of it goes unread. And, of course, some email systems would automatically detect messages like this one as spam or junk, and so would send them directly to a folder that, unless checked, frequently goes unnoticed and unchecked.

As “announced,” Mendeley went ahead with the plan and began removing certain features, including Mendeley Feed, Mendeley Profiles and Mendeley Funding in December 2020. In March 2021, Mendeley began retiring Public Groups. It does not seem that there was further, specific communication regarding the Public Groups retirement in the lead-up to this change in March.

While we fully acknowledge the need for commercial companies to pivot priorities, continue development of what’s working and in some cases remove features that are less popular and see less return on investment, the awareness campaign for these changes clearly did not reach enough of the affected audience to warrant the deletion of features from an individual user’s Mendeley library. The failure of this important information to reach registered Mendeley users is evidenced by many, many, many reactions on Twitter from the scholarly community. While most scholars understand the need to make changes to a platform and continue to improve the services offered, they are also outraged at the lack of effective communication prior to deleting this feature.

Mendeley has acknowledged that there was not enough time or communication involved in this plan to remove features, and has since re-enabled the invite-only groups, a subset of the Public Groups, for a brief period of time so users can retrieve their data. It is a significant concern of many researchers that all of the content in the Open Groups (which was the other option under the Public Groups umbrella) is not going to be restored and that the data has been lost permanently. For many academics, this is a devastating realization, as years of research and references have been erased with deficient notice. Although Mendeley has apologized for the handling of these changes, the fact remains that some scholars — including those in the more vulnerable categories of PhD student, post-doc and non-tenured faculty — are left without vast quantities of their research.

Lessons Learned, Principles to Practice

While this is an unfortunate situation, we hope that some takeaways can be gained from the experience. For researchers, the importance of backups, knowing your product and an awareness of the fact that changes are quite likely, are a few of the points we hope to address.

Backing up research data is important, regardless of the type of data or original format. A best practice in data retention habits is the 3-2-1 rule, wherein three copies of research data are maintained, in two separate formats locally, and one copy offsite. Some researchers wrongly assumed that with Mendeley’s storage and syncing they were achieving at least a portion of this best practice; however, they learned in practice that when data is deleted from the Mendeley web version, that deletion can be synced down to any local copy of Mendeley connected to the web. In order to have the 3-2-1 rule appropriately in practice with Mendeley data, researchers must back up a copy of their data to an external hard drive location and an online cloud storage solution separate from Mendeley. What makes this situation trickier is that, starting in 2018, Mendeley began encrypting researchers’ local data folders, making it very difficult to access one’s own data when not using the Mendeley interface (although some researchers have identified workarounds to the encryption). What should be backed up, rather, is data exports from Mendeley in open file formats and PDFs, including notes, to ensure that researchers will be able to access, use, and rebuild their reference libraries if their Mendeley data itself becomes corrupt or a change in Mendeley services affects their access.

With RIS (Research Information Systems bibliographic citation file format) files and PDFs backed up to the local machine as well as to a back up option like UT’s Box, researchers would have the option to continue using Mendeley, or move their data to another citation management software such as Zotero or EndNote. For those who are continuing to use Mendeley, incorporating a backup system as described above is the recommended option for ensuring long term access to integral research references, notes, and files (particularly annotated PDFs).

It is also important to keep abreast of changes in the software. As librarians, we are just as guilty as the next person of not reading terms of use or new update details before initiating a download. We could all make a better effort to read through the software’s terms of use.

Mendeley — owned by a for-profit company — will continue to optimize the most attractive, state-of-the-art, and revenue-generating features and functionality in their product. This process inevitably means refocusing efforts and making tough decisions about what features to no longer support. However, the realities of software changes and obsolescence are not confined to Mendeley or, for that matter, to for-profit companies. For example, the backups you made decades ago to a floppy disk are likely no longer retrievable due to hardware changes and potential software obsolescence.

So, whether you have lost your data with this change in Mendeley services or you are one of the lucky ones who was not relying so heavily on the free Public Groups features, we strongly recommend that you use a sensible back up system; back up in open formats from which you can easily retrieve your data no matter what system you’re using; and keep an eye on the crucial changes that come with software updates. We are here to assist with data and citation management best practices — please see the Research Organization with Citation Managers LibGuide for more information.

Building On Black Lives Matter

At their core, library collections have an intention to reflect the values of society and to represent the resources that the community most needs to advance those values. Historically, though, the lack of diversity in the realm of scholarship and publishing disregarded the promotion of certain voices, and so collections have been somewhat carelessly conceived and built without adequate attention to, or equity for, all points of view.

Part of the strategic focus for the Libraries is the concept of IDEA – Inclusion, Equity, Diversity and Accessibility – and making a conscious effort to permeate organizational work within its framework. Libraries are by nature democratic institutions, but as we’ve come to recognize over the recent years – and more poignantly in the last twelve months – there is much work to be done to improve the fairness and justice of our systems, and how we operate them. Taking a hard look at how and why we gather the resources we do is low-hanging fruit for redressing past practices, and for beginning to recognize and atone for those shortcomings.

A recent effort by the Libraries’ Scholarly Resources Division to consider ways to apply IDEA concepts to their work resulted in a significant project to begin diversifying the Libraries’ collections practices. The effort was holistic in approach, but work on specific subject areas bears special notice for the initial success of outcomes. One of those areas which is of currency to recent history is the collections related to the Black Lives Matter movement.

Social Sciences Librarian Bill Kopplin took up the project in part because of its current social relevance, but also because of its interest to campus communities.

“At its heart the BLM movement is an extended anti-government protest, so it seems like it was already by definition an integral part of my subject purview,” explains Kopplin, “but it was also obvious that there was a great deal of interest in this subject on campus.” 

Bill Kopplin

 “There was both individual research interest, and classroom use going on,” says Kopplin. “And I have checked the circulation records for some of our older print books on the civil rights movement and those check out numbers are very high.  Of course, the BLM movement fits into the much larger social, political, and historical context of the civil rights movement, which is an extremely interdisciplinary subject area, so as a social sciences liaison librarian, it was all good.”

Kopplin suspected that the BLM collections needed attention, but to begin the process of building out the BLM collections for the Libraries, he needed to get an idea of what was “on the shelves.” “I actually have a fair amount of experience comparing collections dating back to my days as the computer science bibliographer,” he says, “and since I knew that the Black Lives Matter movement was a relatively recent phenomena, I realized the number of entries in various library catalogs under a BLM subject heading would be both very specific and relatively low in absolute number.

“Comparing them would be doable and hopefully informative as to the relative amount of recent collection activity that was going in at various campuses by our peer institutions,” he continues. “So last summer I looked at the BLM catalog entries, and while it was a bit hard to make definitive statements, it was clear to me that we didn’t have as many titles as some of our other fellow libraries.” 

That proved to be a generous characterization. UT and state peer Texas A&M were on the low end of subject area collections for BLM materials nationwide among research libraries. The topic was relatively emergent, with terminology still significantly in a developmental period, and a lot of work needed to be done on targeting resources that were useful to the field of study and traversed the various facets of the subject. The Libraries had a pretty meager 11 titles that could be considered in the area; to contrast, Kopplin discovered that Penn State had 44.

But the comparative infancy of the subject area had the converse effect of somewhat simplifying the solution to the deficit in the collections. “If I was considering collections in a large subject area like chemistry I would obviously have to target a small subset of that to do any interesting collecting, but the BLM movement is so far a pretty small subject area when looked at as part of the overall book publishing industry, so I didn’t really do much targeting,” explains Kopplin. “Basically, if a title showed up on a published list of ‘best BLM books’ and it was available to us as an orderable ebook in GOBI (the Libraries’ main book vendor), I would try to order it. And there were scores of these ‘best books’ lists to go on.” 

“So, if someone somewhere recommended a BLM title on a published list, I treated that like a favorable book review and I would try to order it.”

Since the inception of Kopplin’s work on the project, the Libraries has acquired more than 100 titles, and that collection continues to grow to support increased interest in Black Lives Matter and related subjects around social justice, systemic racism and police brutality. Scholarly Resources Division staff are reviewing approval plans – arrangements with a large vendors to automatically get needed resources from major publishers – to improve processes and ensure that historical homogeneity in publishing doesn’t impede the Libraries efforts at diversifying the collections. 

“My upcoming summer project is to go back and re-examine our holdings in comparison to our peers to see if we have made any progress,” says Kopplin “But I’m not too worried, the project itself has been the reward and it is really pleasing to know that our collection is now stronger in this specific area.”

The work Kopplin is doing is just a small part of the much larger effort at collections diversification, though. As head of collection development, Carolyn Cunningham is involved in oversight of the various efforts, and views it as a new part of normal practice for the Libraries going forward.

“Of course, there are many other librarians working to make our collections relevant to our students and researchers,” says Cunningham. “All of the subject librarians use their expertise to monitor the publications coming out in their areas and make sure we get important resources.”

“The team is committed to using an IDEA lens in all of our work, beyond special projects or short-term initiatives,” she continues. “This means that we approach every request for a book, every new product offer, and every decision about how to use collection funds with the frame of mind that we will strive to include diverse voices in our collection and orient ourselves toward finding and making available resources that include the many experiences and perspectives of our campus community and beyond.”

For his part, though, Kopplin has taken away a greater appreciation for the subject. “I can’t tell you how rewarding this project has been to me personally.”

Kopplin relates a significant discovery from his research to explain.

“I’m a car guy, love everything about cars. How do cars related to BLM, you ask? Interstate 375 –the Walter P. Chrysler Freeway in downtown Detroit –is a little-known example of the little-known phenomena of infrastructure racism.  It is a 1-mile long highway that held the distinction of being the shortest interstate in the national system. It was not needed as a transportation solution.  It was built to level a historically African-American communitycalled Black Bottom that was sort of Detroit’s answer to Harlem.”

“The BLM movement has brought increased awareness of police brutality, it has brought increased awareness of things like Confederate-era statues, it has brought increased awareness of the larger civil rights movement, and it has brought increased awareness of hidden things like infrastructure racism, which I knew very little about before this project.  There are now proposals being considered to demolish I-375.”

“I have learned so much,” says Kopplin.