Leadership Institute

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Leadership Institute

The 8th Annual Library Leadership Institute

Library Leadership for Today: New Challenges, New Opportunities

Beijing, China. 23-27 April 2010 

organised by The University of Hong Kong Libraries

in conjunction with

National Science Library, Chinese Academy of Sciences


>>Photos for the HKUL Leadership Institute 2010

>>Presentations for HKUL Leadership Institute 2010



Following on from the successful Institutes held since 2003, the University of Hong Kong Libraries is pleased to announce the 8th Annual Library Leadership Institute with the theme of Library Leadership for Today: New Challenges, New Opportunities.

This residential Institute will provide library directors and senior librarians from the Asia region with the unique opportunity to develop new skills in the volatile area of management and leadership in the information sector. The program will provide a cost effective means of accessing the excellent management training services provided by experts in the field from America, Hong Kong and mainland China.

The primary objectives of the Institute are:
1. To develop and enhance management and leadership qualities in academic and research librarians in the Asia region, and;
2. To enhance collaboration and foster relations among academic and research libraries in the region.

The Institute will be conducted over 5 days. It must be emphasized that this is not a conference where attendees sit and listen to papers. This is an Institute requiring all attendees to be fully participative enabling them to explore their own leadership and management styles as well as learning new techniques from facilitators and from other attendees. The Institute will focus on the individual manager's role in providing leadership within a complex and changing library environment.


Institute Content

Formal sessions

Over the course of the 5 days, participants will engage in learner-driven activities designed to build skills and awareness required of leaders in today’s library environment. These sessions will be a pleasing mix of formal presentation, small group discussions and interactive simulation activities. Formal Sessions to be covered include:

•  Cloud Computing
•  Information Literacy and today’s student
•  Institutional Repositories
•  Marketing the library
•  Strategic Planning
•  Transformative development of research libraries
•  The place of the library in today’s organization
•  The role of the librarian and embedding the librarian


Case Study

In addition to a wide range of Formal Sessions to be covered during the formal sessions, a case study outlining a problem will be given to groups of participants to enable them to work as a team and, using the range of skills learnt during the Institute, develop a viable solution. Set times will be allocated during the Institute to enable case study teams to get together and work on a solution. The Institute will wind up with each team providing a presentation on their findings.


ENGLISH will be the mode of instruction, with limited Chinese translations supplementing.




23 April

24 April

25 April

26 April

27 April

8:30 am


Welcome, Introductions
(Tony Ferguson & Peter Sidorko)

Cloud Computing in Libraries
(Nie Hua)


Branding and Marketing the Library
(Paul Gandel)

Cultural visits
(Captial Museum)

9:30 am

Introducing the HKU Libraries: The Scholars Hub
(Peter Sidorko & David Palmer)

10:30 am

Tea Break

Tea Break

Tea Break

10:45 am


Strategic Planning
(Peter Sidorko & Tony Ferguson)

Project Management
(Paul Gandel)

Transformative Development of Research Libraries
(Zhang Xiaolin)

12:30 pm

Vendor Presentation

Vendor Presentation

Vendor Presentation

1:00 pm





2:00 pm


Check in

Leadership in Action
(Paul Gandel)

Measuring and Evaluationg Research Libraries
(Paul Gandel)


Case Study Presentations
(Tony Ferguson and Peter Sidorko)


4:00 pm

Tea Break

Tea Break

Tea Break

4:15 pm

Case Study Preparation Time

Case Study Preparation Time

Conclusion and wrap up

5:00 pm

Tour National Science Library, CAS

6:00 pm


Free time

Free time

6:30 pm

Welcome Dinner at Lake View Hotel

Dinner outside

Dinner outside

Dinner outside


Targeted Audience

The Institute is limited to 40 participants who will be academic and research librarians invited from Hong Kong, mainland China, Taiwan, Indonesia, Japan, Korea, Malaysia, Singapore, the Philippines, Thailand, and other countries in the region. These participants will be:

• Library directors and deputy directors
• Library administrators
• Current supervisors/managers
• Prospective supervisors/managers
• Team leaders.


Institute Venue

23-25 April 2010
Lake View Hotel, 127 Zhongguancun North Street, Haidian District, Beijing, China (中国北京市海淀区中关村北大街127号北大博雅国际会议中心). Located on the side of Weiming Lake in Peking University
See http://www.thelakeviewhotel.com.cn


26 April 2010
National Science Library, Chinese Academy of Sciences, 33 Beisihuan Xilu, Zhongguancun, Beijing P.R.China (中国北京中关村北四环西路33号中国科学院国家科学图书馆).


Principal Facilitators

Dr Paul B. Gandel paulgandel@smu.edu.sg
Acting CIO, Singapore Management University
Professor of Information Studies, Syracuse University


Dr Paul GandelDr Paul Gandel is Professor of Information Studies at Syracuse University. His teaching and research areas include the management of information technology systems, information management, leadership, information policy, and the visualization of information. Currently while on leave from Syracuse he is serving as acting CIO and senior consultant for Singapore Management University (SMU). He also is a visiting professor in the School of Information Systems at SMU.

Previously he served as the Vice President for Information Technology and Chief Information Officer (CIO) at Syracuse University. As Chief Information Officer, Dr Gandel was responsible for all aspects of information technology and information services—computer services, voice and data networking, instructional technology services, business process improvement, and distance learning technology. During his tenure as CIO he was instrumental in modernizing the University’s technology infrastructure and IT support services to ensure that SU remains competitive with the growing demands of providing high-quality information resources for research, teaching and student learning environments.

Before coming to Syracuse University, Dr Gandel was Vice Provost and Dean of Libraries at University of Rhode Island. Before Rhode Island, Dr Gandel was Associate Provost and Chief Information Officer at the Ohio University, Senior Director of Academic Computing and Associate Professor of Library Science at the University of North Texas, Supervisor of the Computing Technology Group at Bell Laboratories, Head of Media Services at the State University of New York at Plattsburgh, and Director of the Research Library at the Visual Studies Workshop in Rochester, New York.

Dr. Gandel earned his Ph.D. in Information Studies from Syracuse University, an M.A. in Library Science from the University of Wisconsin, and an M.F.A. in Photography and B.A. in History from the State University of New York at Buffalo.


Other Presenters / Facilitators will include:

Dr Anthony Ferguson ferguson@hkucc.hku.hk, Librarian, The University of Hong Kong

Anthony W. FergusonAnthony W. Ferguson. “Tony” has been the Librarian of the University of Hong Kong since 2001. He is also the Chair of the Knowledge Team, an campus wide action group devoted to helping HKU make better informed decisions and develop better strategies for using ICT to enhance teaching and learning. He has masters degrees in library science and political science (China focus). He also has a Doctorate in Education from Columbia Teachers College. He was previously the Associate University Librarian at Columbia (1986-2001); the Assistant Library Director at Texas A&M University (1985-1986); and worked in collection development, the Asian Studies, and Social Sciences departments at Brigham Young University (1972-1985). He has consulted widely on collection development Formal Sessions and writes a regular column, Backtalk , in Against the Grain.


Mr Peter Sidorko peters@hkucc.hku.hk, Deputy Librarian, The University of Hong Kong

Peter SidorkoPeter Sidorko has 27 years of experience in academic libraries in Australia and Hong Kong . He is currently the Deputy University Librarian at the University of Hong Kong, a position he has held since 2001. In this role Peter is responsible for the full range of public services, technical services and technological developments for the entire University Library system which consists of one Main Library and six branch libraries, a staff of approximately 240 and a collection in excess of 2.5 million physical volumes as well as a rich and growing digital collection including 1.3 million e-books and over 40,000 electronic journals. Peter is also a part-time lecturer in the University of Hong Kong's information science courses offered through the Faculty of Education and the University's continuing education school, HKU SPACE, with subjects focusing on information policy, management, leadership and strategic planning. Peter's interest in effective management and leadership in libraries led to the establishment of the University of Hong Kong's Annual Library Leadership Institute, aimed at developing leadership qualities in Asian librarians, and now in its eighth year of operation. Peter was also a Faculty member of the Educause Australasian Leadership Institute between 2001 and 2003.


Ms Nie Hua hnie@lib.pku.edu.cn, Deputy Director, Peking University Library

Nie HuaMs Nie, Hua is currently the Deputy Director of Peking University Library, Beijing, China. She obtained her MLA in School of Library and Information Study (SLIS), the University of Wisconsin-Madison in 1996 and her BS in the Department of Electronic Engineering, Zhejiang University, Hangzhou, China in 1986.

Since 1997, Ms Nie Hua was employed by Peking University Library. Prior her current position, she worked as system librarian, head of systems and assistant library director. She is mainly responsible for library systems and library workflow, library information architecture, digital library development, as well as the local digital initiatives development.


Mr Andrew Wang wanga@oclc.org, Vice President, OCLC Asia Pacific

Andrew H. WangMr Andrew H. Wang is Vice President, OCLC Asia Pacific. He joined OCLC management team in 1976 and has served the library community in a variety of capacities during his 33 year tenure at OCLC. Under his leadership, OCLC developed the Retrospective Conversion Service, and Technical Processing Service in 1976, and the OCLC Chinese-Japanese-Korean (CJK) cataloging system in 1986. He initiated OCLC Asia Pacific in 1986 extending OCLC services to libraries beyond Hawaii. He has been instrumental in establishing significant collaborative library programs throughout Asia and the Pacific region. OCLC now serves more than 6,000 libraries in 18 countries and territories in Asia and the Pacific region. He has lectured extensively throughout Asia.

OCLC is a non-profit, membership organization of libraries, the largest library cooperative in the world. OCLC provides online information services to more than 70,000 libraries in 112 countries and territories.

Before joining OCLC, Mr. Wang was Assistant University Librarian for Technical Services at Denison University, Granville, Ohio, U.S.A. where he served from 1969-1976, and Head, Cataloging Department, St. Mary’s College of Maryland, U.S.A., 1967-1969.

He received his Bachelor’s Degree in Journalism from National Chengchi University, Taiwan; Master of Science in Library Service Degree from Atlanta University, U.S.A., and Master of Business Administration (MBA) Degree from the Ohio State University, U.S.A.


Ms Shu-En Tsai tsais@oclc.org, Executive Director, OCLC Asia Pacific Services

Shu-En TsaiMs Shu-En Tsai is Executive Director, OCLC Asia Pacific Services. She has been on the OCLC staff for 19 years since December 1990.

Ms Tsai has made hundreds of presentations and conducted hundreds of training sessions related to online library information services in general and OCLC information services in particular in more than 10 countries and territories in Asia and the Pacific region.

She received a B.A. degree in Korean Literature from Chinese Culture University in Taiwan, a Master’s degree in Education Administration from the Ohio State University, U.S.A., and another Master’s degree in Library and Information Science from Kent State University, U.S.A.


Dr Zhang Xiaolin zhangxl@mail.las.ac.cn, Director, National Science Library, Chinese Academy of Sciences

Dr Xiaolin ZhangDr Xiaolin Zhang is the Executive Director, National Science Library, Chinese Academy of Sciences (NSLC). He graduated from Sichuan University, China, with BS in Physics in 1982, from Columbia University in USA with Master of Science in 1984 and Doctor of Library Science in 1992. He worked until 2001 as a professor and the chair at the Department of Information Management, Sichuan University, and then moved to NSLC to work as the Executive Director of Chinese Science and Digital Library.

Dr Zhang’s research focuses on digital libraries, knowledge management, information and knowledge services to STM R&D communities. He is currently leading several national research projects, including Chinese Digital Library Standards Project, Digital Preservation Network Planning, and Open Access Policy Guidelines. As the director of the largest special library system in China, he has been involved in efforts of remodeling library services and library systems.

Dr Zhang is a former member of the Governing Board (2005-2009) and Professional Committee (2005-2009) of International Federation of Library Associations and Institutes (IFLA), Vice President of Chinese Society for Library Science, President of Chinese Special Library Association. Dr Zhang also serves as the Chief Editor of Chinese Journal of Library and Information Sciences (English), and the Chief Editor of the Journal of Modern Technologies for Library and Information Services (Chinese).


Mr David Palmer dtpalmer@hkucc.hku.hk, Technical Services Team Leader/Systems Librarian, The University of Hong Kong

David PalmerAlthough born in the western United States, he began his work experience with English teaching and freight forwarding in Japan. After receiving his MLS from BYU, he received employment in a succession of library automation companies. His interest in the Orient brought him again to the Far East. He has worked at the University of Hong Kong Libraries (HKUL) since 1990, as Systems Librarian, Technical Services Support Team Leader, and now as Scholarly Communications Head. He is a founding member of the Hong Kong Open Access Committee, and was instrumental in having HKU become signatory to the Berlin Declaration on Open Access in November 2009. He is the manager of HKU’s institutional repository, “The HKU Scholars Hub”, and lead in many path-breaking projects, such as the first university in Asia to have all of its thesis collection (17,000+) online in fulltext, the first institution worldwide to do an institutional upload of publication data for each researcher into its IR, and the creation of ResearcherPages for each of of HKU’s authors.



The costs for the Institute cover:
•  Course materials
•  4 night's accommodation
•  4 breakfasts
•  4 lunches
•  4 dinners
•  Library and cultural visits
•  Morning and afternoon teas
•  Service charge and taxes


Total cost

HKD$4,000 Twin Shared room
HKD$4,800 Single room.

All costs are per person.



A number of scholarships valued at HKD$1,600 are available for applicants who require financial assistance. If you wish to apply for a scholarship you should indicate this on the attached application form along with your reasons for requiring financial support. Scholarships are only available to participants choosing shared room.



As the numbers for the Institute are strictly limited, the attached application form must be completed and received no later than February 26, 2010 at the following address:

Attention: Ms Kerry Leung
Main Library 4/F
University of Hong Kong Libraries
Pokfulam Road

or faxed to: +852 2858-9420
or email to: leader@lib.hku.hk
or submitted online at: http://lib.hku.hk/leadership/application.html

Successful applicants, including scholarship recipients, will be notified of their application status and payment methods by March 12, 2010. All due charges must be paid by April 1, 2010. No refunds will be permitted after this date.


The 8th Annual Library Leadership Institute is proudly sponsored by

oclc elsevier igroup cnkiapabi tbmc superstar