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Empowering librarians with self-serve configuration of Talis Aspire April 3, 2024

We are excited to share that we’ve introduced new self-serve settings that will streamline the way librarians work with Talis Aspire: The online resource list management system loved by over 100 universities worldwide.

This latest release enables Talis Aspire customers to self-serve configuration of settings, including language, branding, and resource item importance – without needing to raise a support ticket. This empowers librarians to customize the resource list management system to their institution’s specific needs and tailor the experience for their users.

This release is part of our ongoing theme of development to empower librarians and we will continue to move more settings into the hands of users to be able to customize and control throughout 2024 and beyond.

About Talis Aspire

Talis Aspire is an online resource list management platform that fully integrates with your library ecosystem. It connects faculty and students with relevant library holdings, dramatically reducing resource list admin and provides the library with useful insights to streamline acquisition.

What can librarians now customize via self-serve

A new ‘Settings’ area has been created, where users with a System Administrators role and specific users chosen by each institution, can adjust their tenancy of Talis Aspire. We will be continually adding more settings to this area for self-service, with this first phase of settings enabling users to:

Language settings

Customers can set a default language on their Talis Aspire tenancy to display for all users and can also select up to three languages for their users to choose from (English, Welsh and Canadian English) with American English being added in the future.

Branding settings

Customers are able to self-customize how Talis Aspire reading lists appear for their users to align with their institutional branding, including brand colors, the ability to easily update their institutional logo and hyperlink to their website, and edit headers and footers. This provides a recognizable and seamless experience for faculty building lists and students reading the lists. 

Item importance

Customers can now tailor the options presented to faculty and list builders to select when noting the importance of items they add to resource lists, to better reflect specific requirements at their institution. Importance options can be reordered by drag and drop, be set as active or inactive to show to or hide from patrons, and librarians can view how many associated items are linked to each importance option.

Benefits for libraries

Puts control back in the library’s hands

We understand the importance of giving libraries greater control and autonomy of their Talis Aspire experience. At its core, self-service puts control back where it belongs – in the library’s hands.

Greater visibility

Self-service also gives librarians greater visibility of just how many custom options are available in Talis Aspire, with straightforward access to customize their instance of Talis Aspire.

Saves time

Importantly, self-service of customization saves librarians valuable time as it removes the need to contact the Talis support team or raise a support ticket to make changes to their Talis Aspire tenancy.

Want to try out Talis Aspire?

If you want to try it out, get in touch with us to get a customized demonstration.

What happened at Talis Insight APAC 2024? February 29, 2024

Our much-loved Talis Insight APAC (Asia-Pacific) event returned this year as an in-person on 14th and 15th February! If you haven’t heard of Talis Insight APAC before, it’s our free, two-day event for library professionals to gather, network and discuss the role of Talis Aspire resource lists, sharing ideas for best practice.

This year the event was hosted at the University of Queensland, where thirty members of the academic community attended.

Read on for a recap of Talis Insight APAC 2024…

Day One

The University of Queensland, our venue for Talis Insight APAC 2024
Librarians gathering for their coffee break during Day One

The event began with introductions and a keynote address by Nicola Langford, International Sales Director for Technology from Sage. Nicola expressed that it was great to be back on campus and in-person after being online for previous years. It was orientation week at University of Queensland, and the first day was ‘Market Day’ so the campus was busy with new students.

We then heard from Caroline Williams, University Librarian at University of Queensland, who gave an overview and reflected on the amount of change and progress she’s seen throughout her career. Nicola then spoke about Technology from Sage in her keynote speech, and discussed what we’ve been doing as a business to promote our new brand since it launched in 2022. Nicola talked about the products that have come together to form Technology from Sage – Talis Aspire, Talis Elevate, Lean Library, and Sciwheel, and our mission to help libraries amplify their presence on campus and across the university. We’ve come a long way since Technology from Sage launched in 2022!

Next, we had ice-breakers from our Talis User Group Reps (TAUG). The Talis User Group sessions are always a really engaging part of our Talis Insight events. We much appreciated the input of the TAUG reps on the imaginative ice-breakers, pairing up flags to find your matching country and later on a fun word and picture quiz.

Talis User Group Reps (TAUG) ice-breakers
Deakin University Reading List Reviews discussion

Bex Carruthers from Deakin University kicked off the Reading List Reviews discussion. Reviews are central to all of us in libraries and this was a great opportunity for us to come together for a discussion. Bex started the talk with a look at the Reviews process at Deakin and there were lots of interaction from the floor with people making contributions. The session was topped off by Scott Gibbens, Head of Product for Talis, at Technology from Sage, who joined us remotely from the UK to speak about developments for Reviews and what the Talis Aspire roadmap looks like in 2024.

We ended the day with an in-depth overview of our latest Librarian Futures report, The Librarian Skills Landscape from Helen Anderson, Development Manager at Technology from Sage. There was a consensus that data skills and AI skills were important now and in the future. If you haven’t yet downloaded the report, download it here to discover more noteworthy insights regarding the emerging skills required to fulfil a library’s mission and meet the needs of today’s library patrons.

Day Two

Ice-breakers and introductions on Day Two
Indigenizing the Curriculum with Reading Lists session

The sun was shining on our second day of Talis Aspire APAC! We gathered again at the University of Queensland and were joined by our Technology from Sage hosts, Nicola and Helen. After introductions and ice-breakers, we had a fascinating session from Kia Owens, Library Services Officer, at University of Queensland Library on Indigenizing the Curriculum with Reading Lists. Kia spoke about how UQ Library are building a set of resources to support the indigenizing of the curriculum using Talis Aspire to construct the list. There was so much interaction from the floor with people sharing ideas to take away and put into practice at their own institutions.

The afternoon session was led by Richard Tattersall, Senior Technical Consultant at Technology from Sage, who had pre-recorded a video (as he’s based in the UK) to delve into AI and the implications for the academic library. We shared experiences of what librarians were currently doing with AI and had comments ranging as follows:

AI in Libraries workshop
TAUG User Group session

We then had a few workshops led by our TAUG representatives. Our session on Advanced MIS, Power BI, Tableau and ChatGPT was led by Jamie McDonald, Reading List and Resource Sharing Specialist at La Trobe University and Natalie Hull, Assistant Manager Learning Resources at University of Queensland. It was a very interactive and interesting session, following up on the ideas in the previous AI workshop.

Finally, the TUAG led user group discussions were invaluable and very interactive. They covered topics such as monitoring Open Access resources, copyright and scanning, zero cost offers, rollovers and academic adoption and data. This gave important insights into issues that affect all libraries and will continue affecting them. It was great to hear suggestions from our TAUG community on how to further improve our services to ensure best practice.

We had a great time at the University of Queensland and it was fantastic to host another year of Talis Insight APAC, especially in-person. We look forward to an ongoing discussion with the user group community throughout the year!

Lean Library & Talis Aspire Case Study: Vrije Universiteit Amsterdam February 21, 2024

In this case study, we look at how Vrije Universiteit Amsterdam is planning to introduce Talis Aspire, to use in conjunction with Lean Library, to increase the use of open educational resources, decrease possible copyright infringements of educational materials and reduce the library’s annual spending on academic content.

Download the Dutch Version

Complete the form at the bottom of this article to download this case study in Dutch.

About Vrije Universiteit Amsterdam

De Vrije Universiteit Amsterdam (VU) is a large university with 9 faculties, more than 150 bachelor’s programs, pre-master and master programs with 31,761 students, of which 19,736 are Bachelor students and 12,025 are Master students. The university’s motto is: Don’t just become something, become someone. Since its founding in 1880, VU has stood for scientific and values-driven education, research and valorisation. VU members are free thinkers with expert knowledge and a Broader Mind. This way, VU works together to create a better world for people and the planet. VU focuses on a connected world; governance for society; human health and life sciences and science for sustainability. VU is diverse, sustainable and enterprising. 4671 people work at VU. The university library is an inspiring place for people and knowledge. Where learning material is found, and information is available for impact in science and society. The university library unburdens, connects and innovates.

The Challenges

For years both the university library management as well as the Educational Management were looking for a way to determine which content from their collection should be kept and made available. Additionally, lecturers used various methods to create and share their reading lists, resulting in confusion and possible infringements of copyrighted educational material.

The university library contributed to the development of innovations in collaboration with the VU Center for Teaching and Learning, conducting research into supporting resources that could improve the design of education. The university library, together with SURF and 4 other academic institutions, began the development of their SURF CopyrightCheck service, in addition to the promotion of Open Educational Resources (OER). This raised the following question: How does VU provide a clear overview of the learning materials available within their electronic learning environment?

The Solution: VU’s Plan Using Talis Aspire and Lean Library

After much thought and research, many possible solutions arose. The library educational support team was familiar with Talis Aspire, and was initially attracted to it for its management of the correct use of learning materials in education under copyright law. In the Netherlands, the Easy Access regulation is in use: an agreement between publishers and academic institutions over how to jointly reduce copyright infringements.

The Educational Support Department devised a plan in which various objectives and principles could come together, starting with encouraging the use and creation of open educational learning materials:

Figure 1 – Educational design process

This design required supporting resources, benefitting both library and educational management. We strive for a change from a non-binding to a conscious use of learning materials.

Figure 2 – What is VU striving for?

From the task of organising the provision of learning materials to students more logically, the university library wondered what (innovative) tools were available. It took the VU two years of thinking, using already existing resources, to come up with a landscape (fig. 2).

The ideal workflow consisted of a lecturer finding content and providing this content to students, whilst ensuring that there are no possible issues around copyright.

How is this achieved? As described on the graphic above (fig. 2), VU begins by ensuring their provision has the correct tools for the job and that their systems are organized logically and in a structured manner to encourage the goal of stimulating the use of open educational resources.

This landscape has impacted the way lecturers are designing their course. The recommended workflow would begin with lecturers having Lean Library already installed on their browser and when they search for content online, it guides them to content that is already available in the library through WMS/OCLC. This creates a clear overview of actual available content, forming the core content of reading lists, provided to students via the VLE.

It is essential that the educators are involved in the collective responsibility for the proper use of learning materials. To effectively make this happen, one component in fig. 2 still needs to be developed: the AscMe – component. With this, educational management enters the required literature into the study guide, from which a reading list can then also easily be created. If this part can be implemented in the existing landscape, it will fully support the conscious use of learning materials.

During teaching periods, lecturers add more literature and additional information to courses in the VLE. To ensure all content is copyright cleared, it goes through SURF CopyrightCheck and then added to the VLE. Once in the VLE, educational management receive periodic reports of the usage that those materials have, giving a clear overview of available content, opening the opportunity to discuss how and what materials lecturers and educational management are using. This even presents an opportunity to recreate certain materials and making them open available (OER). VU’s ultimate goal is to encourage the use of open educational resources and open repositories, including adding new content to the Dutch service: edusources, where higher education – institutions work together to create, share and use content to enrich education.

In discussions with the educational staff, this landscape is the starting point to encourage the awareness process regarding the appropriate use of learning materials, without infringing copyrighted materials.

When this is implemented correctly, it has obvious benefits for education:

Figure 3 – Benefits for Education

Essential in this process is supporting the conscious use of learning materials. VU has a very structured system to support the logistics of administrative and organizational support for education. The logistics of an educational program. This starts with collecting information about courses, people involved, schedules, study guides and the content within each course, indicating required reading for students and content they need to purchase in order to take the courses appropriately.

This process of gathering the necessary information makes up their educational program, VU refers to as the Academic Structure & Content Modelling Environment (AscMe). Together with the supplier (TimeEdit) the VU is working to expand opportunities of AscMe on providing literature-information. With the goal being that when a program director adds literature to AscMe, it will be -via Talis Aspire- directly integrated with VU’s LMS. This will mean that lecturers and students will always have the right information available on reading lists. With this landscape in place, VU will get greater usage insights and a nice overview of the required literature being used in education. This bridges the gap between lecturers and students when it comes to considering the right content, together with reducing copyright infringements.

From a technical perspective, everything was fairly easy to set up:

Figure 4 – Technical Layout

In summary, Talis Aspire provided a solution that would not only make reading lists easily available in education, but it contributed to the vision the VU has around the use of open educational resources. This included reducing copyright infringements and having learning materials easily available in the learning environment of students, in addition to a better and more efficient management of learning materials.

Implementing Talis Aspire

Adopting Talis Aspire had been a possibility for a while, but the institution was initially not ready until the creation of the educational support department of the university library. Insights were uncovered during the exploration stage, however Covid put the process on hold, with the final decision to adopt Talis Aspire made in the spring of 2022.

The use of Talis Aspire will be a gradual process, with information specialists and lecturers being informed about the implementation and inclusion during the set-up period. VU’s goal is to have Talis Aspire fully operational by the start of the 2024-2025 academic year. With the knowledge and experience that will be gathered from using Talis Aspire and CopyrightCheck, VU wants to convert non-binding into conscious use, in order to have the landscape fully integrated by 2025-2026. With the inclusion of Talis Aspire, VU want to make education ready for exciting new possibilities, matching the university’s vision of unburdening, connecting and innovating.

Collaboration with the Talis Aspire team has been a very smooth process, with a clear interest in each other’s wishes and respect for all (im)possibilities.

Cees van Gent, Head of Educational Support of the University Library, Vrije Universiteit Amsterdam

Initial Engagement and Feedback

VU still are in the exploratory phase, so there is currently no hard data, however lecturers have been very enthusiastic over the possibilities offered by Talis Aspire and the library team are looking forward to gathering previously unavailable data. There has even been student feedback positively commenting on the initial VU reading lists, and the VU rector will soon share his favourite reading list to the entire academic community.

The communication strategy was not only aimed at users, but (especially) higher management was also approached and convinced. The Directors of Operations and the Vice Deans of Education of all faculties were informed in sessions about the possibilities of Talis Aspire (and SURF CopyrightCheck). The focus was on cost reduction and didactic possibilities. This has led them to advise making these resources available for education. They are now participating in the strategy to get the process accepted at VU.

VU’s goal is to have Talis Aspire fully operational in all education for the academic year 2024 – 2025. The experience gained with Talis Aspire (and CopyrightCheck) enable VU to change the optional, non-binding use into a conscious one, and thus to achieve the fully-integrated landscape in 2025 – 2026.

For the first time I have an overview what is really happening in education regarding the use of learning materials. Especially around the required literature we need to have available for students to prepare for their exams.

Cees van Gent, Head of Educational Support of the University Library, Vrije Universiteit Amsterdam

Hear from Vrije Universiteit Amsterdam

Watch back our webinar with Vrije Universiteit Amsterdam where we went over the core functionality of Talis Aspire, and Cees took us through:

 

 

 

Interested?

If you’d like to hear more or receive a product demo, get in touch.

Talis Aspire in 2023: Connecting Libraries with Faculty and Students December 19, 2023

As we bid farewell to 2023, we took the opportunity to reflect on how the Talis Aspire resource list management system connected libraries with faculty and students this year via their course lists. Read on for a round-up of how Talis Aspire supported student reading this year, new developments to the platform, new university partners we welcomed, and what to expect from Talis Aspire in 2024.

Supported (a lot of!) student reading in 2023

Faculty and other list creators at institutions created over 1.5 million resource lists on Talis Aspire in 2023 alone – that’s a lot of reading! These lists were accessed by over 37 million students, connecting them with over 53 million learning resources. Furthermore, students set 1.1 million reading intentions on the Talis Aspire platforms, helping hone their academic reading and study skills.

 

Talis Aspire continues to be a preferred resource list management for libraries not just in the UK but around the world. It works flexibly with all major library management systems (including ExLibris Alma, OCLC WMS , EBSCO FOLIO, Koha and more) to embed the library in the heart of teaching and learning. In addition to our 100 strong customer base, we welcomed new universities to the Talis Aspire community in 2023, including Loughborough University, University of North Alabama, Douglas College and University of Kentucky.


Perfected pedagogy: Top Talis Aspire resource lists from 2023

Curating a pedagogically robust course resource list makes all the difference to both student enjoyment and success. However, curating resource lists for modules, courses, extra curricular training or more takes huge amount of knowledge and expertise. The Talis Aspire community chose some of the best resource lists created on Talis Aspire this year, based on their use of structure, signposting, diversity of resources, and more. Browse the list below for just a taster of how Talis Aspire helps teachers do their best work:

 

  1. Advanced Copyright and Design Law from University of Nottingham: This list extensively uses annotation and guided questions at the start of each section, in addition to mixture of online and offline resources.
  2. Video resources for anthropology from Oxford Brookes University: We love this list’s extensive use of video content to engage both students and staff, with geographical organisation and a mixture of online and offline resources.
  3. Indigenous Justice Issues from University of Tasmania: This list demonstrates excellent organisation of resources by level of importance and highlighting if a content is required or recommended. 
  4. Organising for the Future of Work from Auckland University of Technology: We love its excellent use of organisation, arrangement of content by topics and providing guidance to students via the use of headings and subheadings.
  5. How to use Talis Aspire – guides and help for academic staff from Oxford Brookes University: This structured reading list methodically explains how to get the most of Talis Aspire for academic staff. A list about Talis Aspire created on Talis Aspire; how meta!
  6. International Refugee Law (Term 2) from Warwick University: We love this list’s great structure, the extensive use of free annotation to provide context and talking points for students.
  7. #GetALife – Biographies and Autobiographies from Oxford Brookes University: This list provides clear organisation of content by discipline and uses both physical and digital resources.
  8. Anti-Racism Resources from University of Waikato: We love this list’s use of categorization, providing an excellent introduction to the topic, with content targeted at specific audiences depending on their needs. Additionally, it makes great use of video and audio content, online articles, print books and content from its library holding, saving faculty and students time and money.
  9. SEC Inclusive Reading from University of West London: This library-created list uses annotation extensively, with a summary of the content of each resource available, noting the relevance for its inclusion on the list and streamlining inclusion of lecturers’ own resources on lists.

Stepped up the system: New developments to Talis Aspire in 2023

Demands on the library are increasing and evolving. We recognized that Talis Aspire must too evolve to best support librarians, so we stepped up product development with a brand new product team and increased resource in 2023. Below is an overview of three exciting areas of development to the Talis Aspire platform in 2023:

 

Integrated with major library discovery providers: Call us ‘ILS-agnostic’!

Talis Aspire launched new integrations with library discovery services Primo, WorldCat and ESBCO Discovery Service (EDS), followed by Summon. These integrations enables users to search for resources via your library discovery system (i.e. your library’s existing internal holdings, licenses and subscriptions), directly within Talis Aspire. The flexibility of Talis Aspire being ILS-agnostic with its integrations means that, no matter which discovery system the library uses:

Customer feedback informed development: You said, we listened, and then we did

We undertook an intense customer listening exercise and grouped customer feedback from the last few years into key themes to build into the Talis Aspire product roadmap. The themes included list editing, reviews, self-service, analytics & reporting, and customization. This exercise meant we developed faster, more aligned to library needs and had some very happy customers! Watch the webinar recording below to hear Scott Gibbens, Head of Product for Talis, cover what we learned from the customer feedback exercise and what was delivered earlier in 2023.

Watch recording

 

Plus all our other developments: Improved, enhanced and introduced

In addition to the new integrations and feedback themed release, we also sped up and increased continuous improvement development to Talis Aspire. Below we highlight just a few of the cool, new features, enhancements and improvements to user experience:


Find out more in 2024

Thank you to all our partner universities and congratulations on achieving these wonderful results on Talis Aspire. More exciting improvements and developments are planned for Talis Aspire next year, including improved reviews and acquisitions workflows and enhanced integrations to better streamline how librarians make acquisitions from Talis Aspire.

 

If your library does not yet use Talis Aspire but is looking to implement a new resource list management system, or wants to see how Talis Aspire compares to your library’s current resource list manager, get in touch:

 

Get in touch
A Day in the Life, with our Product Manager, Kate Broadfield August 8, 2023

At Technology from Sage our purpose is to support libraries in advancing teaching, learning and research. We can’t achieve this mission without the work of the talented team at Technology from Sage, so we’ve launched a series of posts for you to find out more about the team.


In this A Day in the Life post, we’re joined by our new Product Manager, Kate Broadfield at Technology from Sage. Read on to find out more about Kate – including what it’s like working on the Talis product platform, working at a risk-supportive company and visiting National Trust properties!

Image of short haired woman with glasses

1. Welcome, Kate! Tell us about your new role?

I’m so thrilled to be working as a Product Manager building digital tools to support higher education! I support the Talis product platform currently focused looking how to improve Talis Aspire for our institutions, from integrating their discovery systems to improving the ease of processing reading list reviews to ensure every student has what is needed to succeed in their course.

2. What does your typical day look like?

Working in the Product team I spend time learning about our university libraries and the faculty and students they support. I review ideas from our customers, coordinating with the team to understand technical feasibility. I analyze usage analytics looking for trends, and perform user discovery sessions, both to ensure we make the right decisions for our users. I write product briefs for new features or changes. I collaborate with user experience and development daily and stay in touch with Marketing, Sales and Services to keep everyone informed and plan out marketing promotions and communications. 

3. What excites you most about your job at Technology from Sage?

I love collaborating across disciplines: Marketing, Engineering, and User Experience. I love planning, writing and seeing change happen. I love working for the betterment of universities through building and improving the digital tools they need to enhance the educational experience.

4. Explain what sort of a company Technology from Sage is to work for?

Technology from Sage is the future!

 

Technology from Sage make sure we have the best support to do great things, from training and workshops to excellent pay and benefits, including remote working. I hear the message repeatedly from various levels of management up to the top. We are a risk-supportive culture so we can push our limits and delivery great solutions for universities!

5. What team(s) are you directly involved with and how do you ensure you all connect as a fully distributed team?

I work in Product developing the Talis platform. I work directly with Engineering, User Experience, and my fellow Product Managers. On a regular basis I have discussions with Services, Consulting, Marketing, and Sales. We all connect both asynchronously and directly, 1-to-1 and group sessions. We meet on video calls supported by chat and channel communications. This blend is self-sustaining, but on average we meet in person every other month for bonding and to work through the challenge du jour in person.

6. What is it like starting a new job remotely?

Starting a job remotely has been wonderful! I admire any company willing to do it. Personally, it is such a relief not to have to drive an hour each way after an intense day, especially on those dark rainy winter nights. Technology from Sage provided terrific support to get me my equipment in advance of starting and I was online day one.

7. When you are not at work, how do you take time-out?

Gardening, reading in the garden,taking photos of nature, playing with the cats, and taking day trips with my husband to explore Britain/Europe’s seaside, National Trust garden properties, and castles! Additionally, I have a long-time interest in front-end coding and supporting live music.

8. Where can Technology from Sage users connect with you?

Anyone can connect with me on LinkedIn, X/Twitter or Threads.

A Day in the Life, with our Customer Success Consultant, Julia Dougherty July 6, 2023

At Technology from Sage our purpose is to support libraries in advancing teaching, learning and research. We can’t achieve this mission without the work of the talented team at Technology from Sage, so we’ve launched a series of posts for you to find out more about the team.


In this A Day in the Life post, we’re joined by our new Customer Success Consultant, Julia Dougherty at Technology from Sage. Read on to find out more about Julia – including what it’s like starting a new role remotely, her librarian background and love of thrifting!

A young woman with dark brown hair

1. Welcome, Julia! Tell us about your new role?

Hi everyone! I am the newest Customer Success Consultant on the Technology from Sage team based in Houston, Texas.

2. What does your typical day look like?

Right now I’m onboarding, but I’m looking forward to working with and supporting current Technology from Sage clients daily via support, regular calls, and catch-ups.

3. What excites you most about your job at Technology from Sage?

I’m most excited to combine my librarian experience with my sales and customer support experience in this role. I look forward to speaking to people in the academic library space every day!

4. Explain what sort of a company Technology from Sage is to work for?

I am pretty new to both Talis and Technology from Sage, so that’s yet to be seen! I can definitely say I appreciate the open communication channels we have between teams.

5. What team(s) are you directly involved with and how do you ensure you all connect as a fully distributed team?

I am directly involved with the Operations team. Although it can be complicated to connect as a team that all live in different countries from yourself, it seems there are regular efforts to chat and catch up.

6. What is it like starting a new job remotely?

It can be a bit daunting to start a role on the other side of the Atlantic from the rest of your team and in different time zones from yourself. However, I enjoy getting to know people from around the world, and my team has been very supportive thus far.

7. When you are not at work, how do you take time-out?

I’m a lover of music and have played piano for over 10 years. I also love traveling, dogs, and thrifting.

8. Where can Technology from Sage users connect with you?

If you have any questions, feel free to email me at Julia.dougherty@technologyfromsage.com. Cheers!

Meet our North America Sales Director, Jessica Clemons April 21, 2023

At Technology from Sage our purpose is to support libraries in advancing teaching, learning and research. We can’t achieve this mission without the work of the talented team at Technology from Sage, so we’ve launched a series of posts for you to find out more about the team.


In this Meet the Team post, we’re joined by Jessica Clemons, the North America Sales Director at Technology from Sage. Read on to find out more about Jessica.

1. Tell us about joining Technology from Sage and your experience beforehand:

I began my career as a science librarian and thought I’d always be in libraries. I feel that is still true while working and serving libraries from the vendor side. I loved learning about all the different areas of librarianship, helping students, and engaging with faculty.

2. Can you tell us a bit about what you do at Technology from Sage?

I’m leading the North American sales team to grow awareness of Technology from Sage and help customers deliver best in class, student-centered solutions. I get to talk to many different librarians about their strategic priorities, how they are providing value to their organization, and work with them to accelerate their vision.

3. What excites you most about your work at Technology from Sage?

So many things! I think I have some of the best colleagues who are talented, professional, and a lot of fun. We are strengthening and growing our partnerships with other vendors and that kind of collaboration is much needed. Most importantly, I am fortunate to be able to connect with so many different academic librarians who are working so hard to deliver the best services to their patrons, wherever they may be.

4. How have you been putting Technology from Sage’s strategy and values into action?

It seems like every year there is always a new “threat” to the academic library. Our solutions help librarians deliver on their core mission of access and engagement in modern ways, all while elevating the impact that the library can have.  

Librarians are our focus and we want to help their work to be more impactful, engaging, and connected across the teaching and learning ecosystem. I’ve been connecting with many engaged and forward-thinking librarians who have the ability to see where they need to be in order to adapt to changing student and faculty needs. 

Our solutions help librarians deliver on their core mission of access and engagement in modern ways, all while elevating the impact that the library can have.

5. What’s the best day you’ve ever had at work? Is there a particular project or milestone you are proud of?

There are so many examples to choose from here! In sales, it is usually when you hear a “yes” from a customer who wants to use our solutions to solve the problems they have and help their patrons. But realistically, my best day is any day where I’ve been able to help my colleagues, help customers, and take the time to be grateful for the opportunities that I have.

6. What three things are always on your desk?

A Notepad, a coaster my daughter made for me and tinted lip balm.

7. What’s the best book you’ve read recently and why?

In Love by Amy Bloom. I love her writing in fiction because it is filled with strong females living lives that are complicated and honest. In Love is a work of non-fiction that painfully and beautifully describes the loss of her husband to Alzheimer’s. I can’t get it out of my head or my heart.

8. Is there a quote or mantra that you live by? What’s the best piece of advice you’ve ever heard?

I try and tune into my inner Yogi with a daily affirmation app. I like the variety and it helps to positively adjust my mindset and approach the day ahead with an open heart and a sense of joy. 

9. It’s your day off. What do you have planned?

I love this question because I’m a planner! I’ll want to take care of my growing menagerie of pets and farm animals, go for a hike or bike ride, make a treat with my kids, and play some games as a family. And perhaps I’d end the day with a gorgeous cocktail.

10. If you didn’t work at Technology from Sage or in your current role, what would you want to do?

Working to advance higher education is where I find the most reward and I hope that I’ll always be able to do that. But, if I had to pick something else, I think it would be fun to be a brewmaster and make delicious craft beers for everyone to enjoy.

Unveiling a new user-centered approach on the delivery of library services April 20, 2023

5 key insights from our session at ER&L Conference 2023

Back in March we were delighted to present three sessions at ER&L Conference 2023 in Austin, Texas on how libraries can amplify their value on campus. In this blog, we share 5 key insights from our session, Unveiling a new user-centered approach on the delivery of library services: A case study from Bangor University Library.

The session explored Bangor University library’s vision and plan to increase student engagement with resource lists and embedding EzProxy into research workflows to support researcher impact. The talk was chaired by Jessica Clemons (Director of Sales, Technology from Sage), with speakers Anna Jones, MLIS (Senior Program Manager, Community Relations, OCLC) and Alan Thomas (Teaching and Learning Support Manager, Bangor University library).

You can watch the full session recording below or read on to get a summary of 5 key insights from how one library used digital services at multiple points of the patron workflow to increase library impact and engagement of library-subscribed resources.

Watch session recording

1. 63% of patrons use Google to find resources compared to 35% using library websites

Most students do not begin their search for resources on the library website. Our new report titled Librarian Futures report Part II: The Knowledge Gap between Librarians and Students found that 63% of patrons use Google to find resources compared to 35% using library websites. You can download the report here.

2. Reading lists can be embedded in the discovery workflow

With the OCLC Worldshare Management Services (WMS) and Talis Aspire integration, students can more easily find resources that have been listed by their professors and faculty as they can be embedded in the discovery workflow. This also means that cataloguing workflows are integrated with the reading lists. It’s all supported by OCLC WorldCat data and makes it easier for library staff, too!

3. The library is everywhere. Bangor University library want to make their library highly accessible whether it’s for staff or students

Wherever patrons are in the world, accessing the library anytime, anywhere, any place is one of Bangor University library’s key strategies. Patrons being able to easily access reading materials and resources that the library purchases or leases is vital.

4. 70% of Bangor University library’s collections are online. How can these e-resources be delivered directly to patrons?

Both staff and students go to Google or Google Scholar first rather than the library website or discovery, so Bangor University library must ensure their material is findable through this route. Bangor University library use Lean Library to take care of EZproxy and authentications and route patrons straight through to accessing library materials, even when they begin their search outside of the library on the open web.

5. Students know which resources they should be engaging with via reading lists which fully integrate with library ecosystems.

Bangor University library have integrated Talis Aspire’s resource list management software with their Blackboard Virtual Learning Environment (VLE) so that students are aware of which resources they should be prioritising. Students expect to be told what they have access to, so the reading lists present vetted and suitable material. If a professor is teaching statistics in psychology, the resource would also be available to students of biochemistry, therefore it would cross departments. Usage figures for the resources would go up and the cost per student would go down.

Meet our Managing Director, Matt Hayes April 14, 2023

At Technology from Sage our purpose is to support libraries in advancing teaching, learning and research. We can’t achieve this mission without the work of the talented team at Technology from Sage, so we’ve launched a series of posts for you to find out more about the team.


In this Meet the Team post, we’re joined by Matt Hayes, Managing Director at Technology from Sage. Read on to find out more about Matt – including what excites him most about working at Technology from Sage, the success of Lean Library Futures at BETT 2022 and what separates Technology from Sage from other companies.

1. Tell us about joining Technology from Sage and your experience beforehand:

I first joined Technology from Sage in 2020 as Managing Director of Lean Library. I came from Clarivate where I had been Director of Publons, the peer review platform, helping to lead Publons through its post-acquisition growth period. I loved my time at Publons, working with some amazing people and scaling reviewer recognition globally. A personal highlight was standing up a rapid Covid-19 preprint screening platform at the beginning of the pandemic, where we were able to mobilise the Publons reviewer community to rapidly screen emerging Covid research. The Lean Library opportunity came later that year and at just the right time, as we had just finished a 2-year growth acceleration period and had completed integrating the team into the core Clarivate business. I really admired the vision of Lean Library’s original founders, to bring the library into user workflows, and was excited at the potential to build out its promise, differentiating it from a generation of access broker tools into a more comprehensive solution for libraries.

2. Can you tell us a bit about what you do at Technology from Sage?

My role expanded to Managing Director of Technology from Sage in early 2022, taking on responsibility for the Talis and Sciwheel businesses in addition to Lean Library. In my role as MD, I am ultimately responsible and accountable for all aspects of our strategy, long-term planning and day-to-day operations. I am lucky enough to have an amazing leadership team to support me in this, with talented directors for each of our key functions – from Technology to Sales.

3. What excites you most about your work at Technology from Sage?

I think it’s the challenge of being a minnow in a sea of whales! Having worked for the larger players like Clarivate and Springer Nature before, I am hyper aware of the scale and resources that these companies can bring to bear in our space. So my focus is often on what we can do that they can’t or won’t. This is where our ownership by Sage is so impactful. Their independent structure, not beholden to shareholders or short-term market changes, enables us to take a long-term view as a business. So our product strategy is able to really look ahead to where libraries might go in 5, 10 years’ time, and how our products can support them along the way. This is really exciting for me, as I love the new ideas and challenges this approach brings about. It means that we’re constantly looking to innovate, and that we can take risks.

(Sage’s) independent structure, not beholden to shareholders or short-term market changes, enables us to take a long-term view as a business. So our product strategy is able to really look ahead to where libraries might go in 5, 10 years’ time, and how our products can support them along the way.

4. How have you been putting Technology from Sage’s strategy and values into action?

I’m going to go with one of our internal values: ‘One Team’. We put this in place late last year as we started to bring each of the three businesses (Talis, Lean Library and Sciwheel) that make up Technology from Sage closer together. It’s really about saying that although we are a bunch of brilliantly different people, all with different histories and experiences, we are a single team. A team that supports each other, that achieves great things and has fun while doing it. That’s the kind of environment I personally always want to work in, and one I consider it my responsibility to help create. Playing my part in cultivating a happy team, that works well together, that can learn and progress, is one of the most rewarding parts of my role.

5. What’s the best day you’ve ever had at work? Is there a particular project or milestone you are proud of?

I think winning a BETT Award for Lean Library Futures last year. It was the culmination of a lot of hard work during the pandemic, and everyone involved put so much passion into achieving something we felt was truly ground-breaking. So it was awesome to have that recognised at BETT.

6. What three things are always on your desk?

A takeaway coffee from Gail’s, my fancy new ergonomic mouse (writing up my PhD thesis has recently given me carpal tunnel!), and a huge bottle of water.

7. What’s the best book you’ve read recently and why?

Circe by Madeline Miller. It’s so incredibly beautiful – please read it!

8. Is there a quote or mantra that you live by? What’s the best piece of advice you’ve ever heard?

My hero has always been Bobby Kennedy and I love his Ripples of Hope speech: ‘Whenever someone stands up for an ideal, or acts to improve the lot of others, or strikes out against injustice, they send forth a tiny ripple of hope – which crossing each other from a million different centres of energy and daring can build a current to sweep down the mightiest walls of oppression and resistance.’ I remember first hearing it in my mid-twenties and this, and many other RFK speeches, have quite literally directed my career and life. He inspired me to do my PhD in citizenship education and is always a reminder to focus on the impact my work has. In terms of the best advice I’ve ever received, I love aphorisms and a party trick is my obsession with memorising speeches and quotes, so there’s probably too many to select just one, but this popped into my head now: ‘Everything will be alright in the end, and if it’s not alright it’s not the end.’

9. It’s your day off. What do you have planned?

A long walk on Hampstead Heath with my wife and daughters, followed by lunch at the pub.

10. If you didn’t work at Technology from Sage or in your current role, what would you want to do?

I’ve considered the NGO sector before and once had a dream to join UNESCO, so maybe something there or in K-12 education. I think whatever I did though it would still be in this broad knowledge sector we’re in. I love the intellectual challenge of business, the personal impact I can have leading people, and the societal benefits of sector I’m a part of. ‘Be kind, be useful’, basically. 😊

Meet our Product Director, Daniel Horvath April 14, 2023

At Technology from Sage our purpose is to support libraries in advancing teaching, learning and research. We can’t achieve this mission without the work of the talented team at Technology from Sage, so we’ve launched a series of posts for you to find out more about the team.


In this Meet the Team post, we’re joined by Daniel Horvath, Product Director at Technology from Sage.

1. Tell us about joining Technology from Sage and your experience beforehand

I worked at Lean Library for 4 years before joining the Technology from Sage Leadership Team in 2022, which was an exciting time. My background has always been in product; I worked as a Quality Assurance assistant, did a bit of product training and consultancy – and a bit of coding myself!

2. Can you tell us a bit about what you do at Technology from Sage?

I am Product Director at Technology from Sage. I lead the product teams across the businesses (Talis, Lean Library, and Sciwheel), and develop the long-term product strategy on the product suite level. Additionally, I work closely with other departments such as sales, and marketing, to align our efforts and support them in their work.

3. What excites you most about your work at Technology from Sage?

I am excited about the opportunities and possibilities we are seeing at Technology from Sage, and it’s great to be working with a team full of bright, talented and motivated people on these opportunities.

4. How have you been putting Technology from Sage’s strategy and values into action?

At Technology from Sage, we believe that librarians are fundamental to learning and research at their institution and that the right technology can remove barriers to knowledge. This is particularly true for the product department. The ultimate goal of our products is to make learning and research easier for our users (the library’s patrons). Therefore, we need knowledge and input from librarians when we build and develop our product suite. To achieve this, we conduct regular interviews, workshops and feedback discussions with our librarian partners (and their users!) to ensure our roadmaps are meeting their needs. On top of that, we work closely with a few libraries as development partners, who directly advise on specific products as we develop and grow.

5. What’s the best day you’ve ever had at work? Is there a particular project or milestone you are proud of?

I don’t think I’d be able to pick one particular day from the last 5 years. It has been an exciting and challenging journey, through which we have been continuously evolving, and as we’ve evolved, we face different challenges to solve. This has been keeping my work at Lean Library and Technology from SAGE ever exciting and enjoyable.

6. What three things are always on your desk?

I try to keep my desk as clean as possible, so apart from my keyboard, mouse and speakers, most times there isn’t anything else on my desk (well, maybe a cup of coffee).

7. Is there a quote or mantra that you live by? What’s the best piece of advice you’ve ever heard?

A quote I recently heard from Rick and Morty goes ‘Confidence is the food of the wise man but the liqueur of the fool‘. I found it to be a great and humbling quote.

8. It’s your day off. What do you have planned?

You will almost certainly find me with my friends having fun by the beach or having dinner and boardgame nights.

9. If you didn’t work at Technology from Sage or in your current role, what would you want to do?

Good question. I feel I would either work on a similar project and product, or do something totally different like video editing and videography that is my main hobby.