The six projects and teams selected for the 2017 TRLN Institute are described below.

Supporting Scholarly Communications in Libraries through Project Management Best Practices

Rationale: Scholarly communications initiatives often span multiple library and university departments, blending stakeholders and audiences with varying information needs and use cases. In order to ensure successful planning, implementation, and assessment of new and expanding scholarly communications services, it would be beneficial for TRLN to adopt and deploy a set of project management best practices, tools, and strategies. Across TRLN, librarians are already practicing project management, both formally and informally, but there has not yet been a common set of processes or tools put in place. For this project, we will explore current, local approaches to project management, identify areas for training and support within TRLN, explore opportunities for promoting and deploying project management services within TRLN institutions, and create a sustainable way for ongoing collaboration.


  • Molly Bragg,  Digital Collections Program Manager, Duke
  • Emily Brassell, Project Manager/Applications Analyst, UNC-CH
  • Thomas Crichlow, User Experience Developer & Project Manager, Duke
  • Rebecca Miksch, IT Initiatives Librarian, NCSU
  • Jacob Shelby, Metadata Technologies Librarian, NCSU
  • Jennifer Solomon, GOKb Editor, NCSU

Locating Research Data in an Age of Open Access

Rationale: As libraries shift to considering the role we might play in providing services across the entirety of the research life cycle, our engagement with research data surfaces as an essential piece of that effort. As much a product of academic endeavor as journal articles or monographs, research data–in all its many forms–is increasingly considered in scope for library partnership. Institutional repositories are well positioned to meet the needs of researchers seeking to fulfill the sharing and preservation components of national funding mandates, particularly with respect to smaller research projects for whom large, disciplinary repositories may not be a good fit. With an increasing emphasis being placed on making the research output of institutions broadly available beyond their immediate community, libraries should continue to shift away from a publication-centric outlook to a more holistic focus that includes the data underpinning those publications.


  • Moira Downey, Digital Repository Content Analyst, Duke
  • Susan Ivey, Digital Repository Content Analyst, Duke
  • Sophia Lafferty-Hes, Research Data Management Consultant, Duke
  • Julie Rudder, Repository Librarian, UNC-CH

Clarifying Rights and Maximizing Reuse with

Rationale: The DPLA/Europeana joint release of statements has provided libraries with the opportunity to address a problem long faced by institutions engaged in providing online access to their resources: how do we communicate rights statuses in a way that is both machine-readable and accommodates the ambiguity inherent in cultural heritage materials? A set of twelve standardized rights statements, can be used by institutions to assert what is known about the rights statuses of online materials in a consistent and user-friendly way. Before we can make use of the rights statements, we must first investigate how best to implement them at our local institutions. By bringing together representatives from Duke, NCSU, and the NCDHC at the TRLN Institute, we can develop a comprehensive plan for implementing as well as begin to address some of the issues surrounding rights management in the archival collections context. Duke and NCSU provide online access to digitized special collections; these resources would benefit from the application of uniform, machine-readable rights information. NCDHC will not only be applying statements to collections on DigitalNC but, as a service hub of the DPLA, will be assisting institutions throughout North Carolina in their own implementations of the statements. By developing an approach for implementing that can be shared across TRLN institutions, we can better serve the users of digital collections. Through this process, we can also contribute to best practices emerging from the library and archival community.


  • Maggie Dickson, Metadata Architect, Duke 
  • Noah Huffman, Archivist for Metadata, Systems, and Digital Records, Duke 
  • Brian Dietz, Digital Program Librarian for Special Collections, NCSU
  • Jason Ronallo, Head, Digital Library Initiatives, NCSU
  • Lisa Gregory, Program Coordinator, North Carolina Digital Heritage Center
  • Sarah Carrier, North Carolina Research and Instruction Librarian, UNC

Building a Research Data Community of Practice in NC

Rationale: TRLN and NC librarians seek ways to work together and share best practices for existing and emerging data services, with a specific focus on research data management services, but also including data science support such as data visualization, data analysis, and data wrangling. This proposal seeks to identify a community-based approach to coordinate new, or amplify awareness of, existing Triangle training initiatives and events for a data learning community. At the same time as interest in data management and use has grown, existing data professionals have expressed a desire for closer contacts among local data professionals to share best practices and plan new services. A new TRLN data interest group could provide logistical support for this data community of practice as well. This proposal directly aligns with a separate proposal from the TRLN Research Data Management and Use Task Force which was charged to “develop recommendations for formalizing TRLN support of Research Data Management and Use.” The TRLN Institute would catalyze the planning and early coordination of initiatives from task group proposal.


  • Joel Herndon, Head, Data and Visualization Services, Duke 
  • David Rachlin, Reference Librarian, NCCU
  • Hilary Davis, Head, Collections & Research Strategy, NCSU 
  • Danianne Mizzy, Head of Kenan Science Information Services, UNC-Chapel Hill 

Building the 21st Century Researcher Brand

Rationale: Librarians are seeking ways to connect and collaborate with faculty and students at multiple stages of the research lifecycle. Faculty and students engaged in research are looking for ways to enhance their career portfolio, maximize their productivity and raise the profile of their research. A key way to enhance the reach and impact of one’s research and highlight career achievements is to build a 21st Century researcher brand by utilizing researcher IDs such as ORCID and scholarly asset identifiers and impact tools such as altmetrics, social media, and traditional impact metrics. Furthermore, institutions benefit from their faculty and students adoption and use of these types of identifiers and impact tools because they can help the institution track and promote institutional research output, as well as, enhance cross collaboration and interdisciplinary research. Researcher IDs enable disambiguation of names, ensuring accuracy in authorship attribution. Altmetrics, along with social media, provide the opportunity to receive credit for scholarly output outside the traditional venues of scholarly publishing. Additionally, scholarly asset identifiers play a significant role in the identification of scholarly output by providing long-term persistent locations. Librarians across the TRLN institutions are already working with faculty and students to introduce these key branding elements. While progress has been made, and faculty and students have shown interest, establishing a shared understanding and pursuing cooperative TRLN strategies will enable us to reach a broader audience and enhance our productivity while maximizing efficiencies. The TRLN Institute is an ideal venue for us to discuss ways to pursue these joint efforts.


  • Mira Waller, Associate Head of Research & Collections Strategy, NCSU
  • Chris Erdmann, Chief Strategist for Research Collaboration, NCSU
  • Markus Wust, Digital Research and Scholarship Librarian, NCSU
  • Brenda Linares, Librarian & Research Assistant Coordinator, UNC- Chapel Hill
  • Therese Triumph, Science Librarian, UNC – Chapel Hill
  • Haley Walton, Outreach Coordinator for Open Access, Duke
  • Arianne Hartsell-Gundy, Head, Humanities Section & Librarian for Literature and Theater Studies, Duke

Scholarship in the Sandbox: Showcasing Student Works

Rationale: Every day in academic libraries, students are generating remarkable creative and scholarly work. The examples span disciplines and mediums: traditional scholarly papers, podcasts or songs recorded in music rooms, 3D-printed art, art generated with computer code, circuits built in Makerspaces, videos for multimedia history projects using media production studios and DSLRs from tech lending. Not only do libraries and library staff have a role in facilitating the creation of student work, but they also have a valuable role to play in the dissemination and preservation of this work. TRLN Libraries have experienced great success when we focus our efforts on sharing ephemera created by students. The challenge with this kind of ephemera comes in the saving. In order to appropriately contextualize the impressive work done by our creative campus community, we need to establish a supportable mechanism through which to promote, save, discover, and display this work for the long-term. This mechanism would also allow students to create portfolios of their work either directly or through a connection to an external archival content platform.


  • Jen Darragh, Research Data Management Consultant, Duke 
  • Marian Fragola, Director, Program Planning and Outreach, 
  • Jason Evans Groth, Digital Media Librarian, NCSU 
  • Winifred Metz, Head, Media Resources Center, UNC 
  • Greg Klaiber, Media Lab Manager, UNC 
  • Jason Casden, Head, Software Development, UNC 
  • Brittany Wofford, Coordinator for The Edge and Librarian for Research & Instructional Services, Duke