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Working Groups

PALNI is leveraging its community of experts to discuss, research, test, and determine the ideal systems solution for its future. View below for information and updates from PALNI groups on this process. To become involved in the investigation process, fill out the Future Systems Investigation Participation Form at the bottom of the home page.


Chair: Heather Loehr


  • Noah Brubaker
  • Eric Bradley
  • Shawn Denny
  • Caroline Gilson

February 2023

The team has completed and analyzed two surveys of PALNI member librarians to assess current work practices with reports and analytics, current system satisfaction, and expectations of future needs:

Heather is in the process of drafting a current systems landscape of available commercial and open source products for library analytics, including both system-integrated options (FOLIO, Evergreen, Koha) and add-on products (such as EBSCO Panorama).

We have had some conversations with current system users (such as College of the Holy Cross/FOLIO) with more to come.

Cataloging/Metadata Ad Hoc Committee


  • Mary Bogue
  • Janice Gustaferro
  • Richard Lammert
  • Kay Roethemeyer
  • Christa Welty
Electronic Resource Management

Chair: Lisa Gonzalez


  • Cale Erwin
  • Vanessa French
  • Edward Mandity

February 2023

Knowledge base: We have collected survey results from the PALNI Community site to get a better understanding of functionality priorities.  We are primarily investigating commercial knowledge base options at this time.  We have an initial meeting with Ex Libris (Clarivate/ProQuest/Serial Solutions) scheduled today (2/3/2023) with the ERM Steering Committee to get an introduction to their knowledge base products.  We have a similar meeting scheduled with EBSCO for next week.  We plan to ask these providers for a demo at a later date for the larger PALNI Community.

License Manager/SUSHI Harvestor:  We have collected survey results from the PALNI Community regarding what they need in a license storage option as well as SUSHI harvesting.  We need to dig into the results of the survey more before proceeding to the next steps but our initial thoughts include CORAL as a possible open source option for license storage. Possibly LibInsights for SUSHI harvesting.  We will need to collaborate with the Data Analytics group regarding SUSHI harvesting in particular to make sure harvested usage data can be utilized in any future data analysis tools.

Discovery:  We are discussing how to best proceed with E-Resource Discovery tool investigation.  We anticipate collaborating with the Discovery/RIO group to build a PALNI community priorities survey that incorporates specific E-Resource needs (how the access button appears, and is there a “report a broken link” feature, for example) into an overall OPAC/Discovery layer survey.


Chair: Laura Vogler


  • Barb Chen
  • Sarah Damery
  • Lisa Karle
  • Heather Myers
  • Roger Peters
  • Kim Wenning
Instructional Technology

Chair: Noah Brubaker

Scholarly Communications Liaison: Amanda Hurford 


  • Carla Harper
  • Nathalie Rouamba
Reference, Instruction, and Outreach


  • Eric Bradley
  • Ruth Szpunar
  • Kerri Killion-Mueller
  • Amber Pavlina
  • Jenni Burke
  • Joel Atkinson

Future Systems Investigation Updates:

March 2023

Eric and Ruth have finished their deeper dive into feasible options from the discovery layers included in the systems landscape.

January 2023

Eric and Ruth have conducted one round of usability testing on discovery layers and OPACs at St. Mary-of-the-Woods College. Round 2 will be held at Goshen College in March of 2023 and Round 3 will be held at Franklin College in Fall 2023. 

Eric and Ruth have written reports covering the systems landscape for discovery and open link resolvers.

Currently in progress is a report examining the feasibility of the discovery layers included in the systems landscape. 

RIO has had several discussions about the needs of RIO librarians in regards to discovery with more to come.

Scholarly Communications

Chair: Amanda Hurford


  • Jennifer Coronado
  • Heather Myers
  • Jerry Nugent
  • Victoria Peters
  • Sue Wiegand

PDAT Rep: Sudha Anand

Hyku/IR Rep: Nicholas Stanton-Roark

PALSave/Instructional Technology Rep: Erin Milanese

WMS Workflows

Acting Chair: Noah Brubaker


  • Mary Bogue, Cataloging
  • Brooke Cox, Support/Infrastructure
  • Lisa Gonzalez, KB/LM
  • Heather Loehr, Analytics
  • Josh Petrusa, Acquisitions
  • Joe Springer, Cataloging
  • Laura Vogler, Fulfillment