EDWIN MICHAEL CORTEZ School of Information Sciences University of Tennessee

Transcription

1 EDWIN MICHAEL CORTEZ School of Information Sciences University of Tennessee Research, Teaching & Consulting Specialties: Knowledge/Information Audit Procedures in Organizations Knowledge Management Practices Organizational Communication & Network Analysis Diffusion of Technological Innovation Organizational IT Policy Development System s Analysis, Design, Usability Testing and Implementation Organization of Information & Management of IT Information Storage and Retrieval Specialized Information Centers (Medical, Corporate, Legal, etc.) Formal Education: B.A. Wagner College ` Staten Island, NY 1973 M.L.S. University of Arizona Tucson, AZ 1974 Ph.D. University of Southern California Los Angeles, CA 1980 Academic Employment: Director & Professor, School of Information Sciences University of Tennessee Professor, School of Library and Information Studies University of Wisconsin- Madison Associate Professor, School of Library and Information Studies University of Wisconsin-Madison Acting Dean, School of Library and Information Science Catholic University of America, Washington, D.C Associate Professor, School of Library and Information Science Catholic University of America, Washington, D.C Associate Professor, Graduate School of Library and Information Science Pratt Institute, Brooklyn, New York Assistant Professor, School of Library Science, University of Michigan Ann Arbor, MI

2 2 Publications: Books and Monographs: Book Chapters: Cortez, E. M., & Epstein, S. B. (1982). A Study of Future Directions for the California Library Services Act: Bibliographic Database Program. Sacramento, CA: California State Library. Cortez, E. M., & Kazlauskas, E. J. (1986). Managing Information Systems and Technologies. New York, NY: Neal-Schuman. Cortez, E. M. (1987). RFPs and Contracts for Library Automation: Guidelines for Evaluation and Preparation. America Library Association. Cortez, E. M. & Smorch, T. (1993). Second Generation Automated Library Systems: A Practical Guide. Westport, CT: Greenwood Press. Cortez, E. M. (1991). The Use of Consultants in the Development of RFP. In Garten, E (Ed.), Using Consultants in the Library: A Management Handbook. Westport, CT: Greenwood Press. Refereed Articles and Proceedings: Allard, S., & Cortez, E. M. (2013, August). Key issues in STEM specific information education: Lessons learned at the University of Tennessee, USA. IFLA 79th World Library and Information Council, Singapore. Allard, S., & Cortez, E. M. (2013, October-November). N. Dominguez (Chair). La SCALA Development of a Cross-cultural Mentoring Toolkit Mentoring Conference, Albuquerque, New Mexico. Cortez, E. M., & Nichols, F. (2013). Breaking Down the Barriers: Creating empathic ontologies for LAMBDA initiative. Tennessee Libraries, 63(1). Anderson, R. L., & Cortez, E. M. (2012, January). Social Media Research Methodology: New Methods for LIS Research s Toolkit. 20 th BOBCATSSS Symposium, Amsterdam, Netherlands. Britz, J., & Cortez, E. M., & Mullins, P. (2011). Applying knowledge management strategies to economic development in sub-saharan Africa. Inkanyiso: Journal of Humanities and Social Sciences, 3(2), Cortez, E. M., & Douglass, K. (2011, August). Library and Information Science Education in Latin America and the Caribbean: Opportunities and Challenges. IFLA 76 th General Conference and Council, San Juan, Puerto Rico. Cortez, E. M., & Malone, J., & Winkelstein, J. A. (2011, January-February). Homeless LGBTQ Teens: Public Libraries as Allies. 19 th BOBCATSSS Symposium, Szombathely, Hungary. Anderson, R. L., & Cortez, E. M. (2011 January-February). In the Field: A Critical Analysis of Ethnographic Approaches to Information Systems Design, Development and Implementation. 19 th BOBCATSSS Symposium, Szombathely, Hungary.

3 3 Cortez, E. M., & Winkelstein, J. A. (2010 January). How and Why Public Libraries Can, Should and Do Facilitate the Use of the Internet by the Homeless: A Look at the Programs, Barriers and Political Climate. 18 th BOBCATSSS Symposium, Parma, Italy. Cortez, E. M., & Mehra, B. (2009, August). Developing an Intercultural Toolkit for LIS Education. IFLA, 75 th General Conference and Council, Milan, Italy. Colon-Aguirre, M., & Cortez, E. M. (2009, January). What Libraries and Information Professionals Can Learn from Knowledge and Project Management, 17 TH BOBCATSSS Symposium, Porto, Portugal. Allard, S., & Cortez, E. M. (2008, October). Coping in a 2.0 World: A Toolkit for Librarians and Information Professionals. 4 th Shanghai International Library Forum, Shanghai, China Aristeguieta-Trillos, S., & Cortez, E. M., & Sandusky, R. (2008, May). A Cross-Cultural and Bilingual Experience in LIS Education a Case Study. Open Roads Conference, Melbourne, Australia. Britz, J., & Cortez, E. M., & Kigongo-Bukenya, I. (2008, August). Strategies for Human Development of LIS Faculty in Sub-Sahara Africa. IFLA, 74 th General Conference and Council, Quebec City, CA. Albright, K., & Britz, J., & Cortez, E. M., & Kigongo-Bukenya, I. (2007, August). Forging Partnerships across the World: International Collaborative Initiative between LIS Programs. IFLA 73rd General Conference and Council, Durban, South Africa. Cortez, E. M. (2007, June). Sustaining Economic Development through Knowledge Management Practices in the Caribbean region: Challenges and Opportunities. ACURIL XXXVII Conference, San Juan, Puerto Rico. Cortez, E. M. (2006, October). Designing the REEIS Knowledge Management Collaboratory. INSCIT 2006, Merida, Spain. Cortez, E. M., & Dutta, S. K., & Kazlauskas, E. J. (2004). What the Information Professional Can Learn from the Information Technology and Project Management Knowledge Areas. portal: Libraries and the Academy, 4(1) Cortez, E. M., & Kazlauskas, E. J. (2003, October-November). Strategic Information Policy Audit: From Inventory to System Requirements and Interventions. School Business Officials International Conference, Charlotte, NC. Cortez, E. M. (2002, November). Designing a Knowledge Management Collaboratory: Reconceptually REEIS Using Convergent Technologies. Dynamics of Convergent Media Conference, Columbia, SC. Cortez, E. M. (2001, October). In the Field: Ethnographic Methods in Information System Design, Development and Evaluation. AACE Webnet, Orlando, FL. Cortez, E. M., & Kazlauskas, E. J. (2000, October-November). The Strategic Information Audit as a Front-end to the Development of a Large-scale Web Accessible Information System. AACE Webnet, San Antonio, TX. Cortez, E. M., & Kazlauskas, E. J. (2000) Using Theory Elaboration for Building a Knowledge Management Apparatus. The ASIS 2000 Conference, Chicago, IL.

4 4 Cortez, E. M. (1999) Planning and Implementing a High Performance Knowledge-Base. The ASIA 1999 Conference, Washington D.C.. Cortez, E. M. (1999). Use of metadata vocabularies in data retrieval. Journal of the American Society for Information Science, 50(13), Cortez, E. M. (1999). Research, education, and economics information system: an engine for strategic planning and information policy development at the US Department of Agriculture. Journal of government information, 26(2), Cortez, E. M. (1997). Information Policy Audit: Method and Use. The ASIS 1997 Midyear Conference, Scottsdale, AZ. Cortez, E. M., & Kazlauskas, E. J. (1996). Information policy audit: a case study of an organizational analysis tool. Special Libraries, 87(2), 88+. Cortez, E. M., & Kim, S., & Park, S. C. (1995). The hybrid application of an inductive learning method and a neural network for intelligent information retrieval. Information Processing & Management, 31(6), Cortez, E. M. (1995). Tearing Down the Fences: The Intellectual Property Debate in a Postmodern Society. Proceedings of the 16 th National Online Meeting, New York, NY. Cortez, E. M., & Rice, R. (1994). The Role of Online Reference in Public Libraries. Public Library Quarterly, 14(2-3), Cortez, E. M. (1991). Library Automation Consultants: Current Realities and Trends. Library Hi Tech, 9(2), Cortez, E. M. (1987, November). Library Education and Accreditation. The Information Profession Facing Future Challenges: State-of-the-Art Institute, SLA: Washington, D.C. Bunge, C. A., & Cortez, E. M. (1987) The Communication Audit as a Library Management Tool. Journal of Library Administration, 8(2), Cortez, E. M. (1986). Development in Special Library Education: Implications for the Present and Future. Special Libraries, 77(4), Cortez, E. M. (1986). DOCGEN: a documentation inventory control system using the SPIRES DBMS. Library software review, 5(2), Cortez, E. M. (1984). Design of In-house Automated Library Systems. Library Hi Tech, 2(4), Cortez, E. M. (1983). Library Automation and Management Information Systems. Journal of Library Administration, 4(3), Cortez, E. M. (1982). New and Emerging Technology for Information Delivery. Catholic Library World, 54(5), Cortez, E. M. (1981) Invented Control Using the SPIRES Database Management System. The ASIS 1981 Conference, Chicago, IL. Other Publications:

5 5 Cortez, E. M. (2003). Library Information Systems: From Library Automation to Distributed Information Access Solutions (review). portal: Libraries and the Academy, 3(4), Alvarez, J., & Chase, L., & Cortez, E. M. (2001). Online educator's forum report. Part I: Online course curricula. Journal of education for library and information science, 42(4), Alvarez, J., & Chase, L., & Cortez, E. M. (2002). Online Educator's Forum Report Part II: Knowledge Management. Journal of Education for Library and Information Science, 43(1), Cortez, E. M. (1996). Information Services for Innovative Organizations (review). Journal of Documentation, 52(3), Cortez, E. M. (1996). Library Information Technology and Networks (review). Journal of Information Processing and Management, 32(3), 394. Cortez, E. M. (1994). Insider's guide to library automation (review). Journal Of The American Society For Information Science, 45, Cortez, E. M. (1991) Gateways to Comprehensive State Information Policy: Conference Proceedings from The Council on State Governments 1988 (review). Information Processing and Management, 27(4), 395. Cortez, E. M. (1991). Managers, Micros and Mainframes: Integrating Systems for End-Users (review). Information Processing and Management, 24(2), 395. Cortez, E. M. (1986). Grant Evaluation Methods using Management Information Systems (review). Foundation News, Fall Cortez, E. M. (1982). The Teaching of Computer Appreciation and Library Automation (review). Library Research, 4(3), Research and Grant Activities: Institute on Museum and Library Service. Library Anchor Models for Building Diversity Awareness (LAMBDA). $189,500 (2013). Institute on Museum and Library Service. Latino Scholars Cambio Leadership Academy (La SCALA). $339,000 (2012). Institute on Museum and Library Service. Latino Scholars Cambio Leadership Academy (La SCALA) Planning Grant. $31,134 (2011) Institute on Museum and Library Service. The Intercultural Leadership Toolkit for Library and Information Professionals (2009) Institute on Museum and Library Service. Preparing Future Interdisciplinary Library Leaders (FILL). Submission (2008) U.S. Department of Agriculture. The Research, Education & Economic Information System (REEIS). $175,000 (In support of an information audit and comprehensive needs assessment)

6 6 Department of Education Fellowship. Information Resources Management, $14,000 ( ). "A Critical History of Special Library Education." Special Libraries Association, $3,000 (1986). "Supplemental Grant: Citation Analysis of Publications Resulting From Tinker Foundation Support, 1986 ($10,000). Tinker Foundation, 645 Madison Avenue, New York, NY. "Citation Analysis of Publications Resulting From Tinker Foundation Grant Support, 1984 ($47,000)." Tinker Foundation, 645 Madison Avenue, New York, NY. "Videodisc Information Delivery System for Pharmacogenetics." New Investigators Research Grant, NIH. Washington, D.C. $20,000 ( ). This project resulted in the establishment of online thesaurus for Pharmacogenetics and a clearing-house for Pharmacogenetics literature. "Diffusion of Library Services to Hispanic Groups in Orange County, California." 1979 (California State Library, $96,000). "Accreditation and Library Education." Challenges for the Future Institute. SLA, Washington, D.C., "The Current Library Automation Market Place." VLA/DCLA Conference, Crystal City, VA, "Contracting for Library Automation Services." LITA: ALA Annual Conference, San Francisco, CA, "Special Library Education: A Content Analysis Study." Special Library Association. Annual Conference. Anaheim, CA, "Social Implications for Library Technology." 2 nd National Science, Technology and Society Technological Literacy Conference. Washington, D.C., "A Comparison of the 69 ALA Accredited American and Canadian Library Schools by Information Science Curriculum." Reported at the 1983 Mid-Year ALA Conference. "Information Policy Formulation: Effect on Low-Level Information Handling Groups in the U.S." ALA, "Impact of New and Emerging Technologies on the Publishing Industry." Association of American Publishers, New York City, NY, "Information Delivery in Latin American Countries." Academic Commission of the National Polytechnic Institute of Mexico, 1981 (Invited Paper). "A Feasibility Study for the Implementation of a Distributive Automated System." A 20 page paper prepared for the Northern Regional Library Cooperative (Alpena, Michigan), May, "An Evaluation of Turnkey Automated Library Systems." A 19 page paper prepared for the Ann Arbor (MI) Public Library. February, "A Study of Regional Resource Sharing." A 50 page paper prepared for the Capital Area Library Network (Lansing, MI). October,

7 7 Papers, Seminars, and Presentations: e-portfolio as a Capstone Experience. ALISE Conference. January, Seattle, Washington Fundraising and Development in LIS Program. ALISE Conference. January, 2013, Seattle, Washington. Africa Information Ethics for Children and Young People at the Teaching Information Ethics: Current Status, Opportunities and Challenges Conference. September 6-7, 2010 Botswana, Africa. Conversations with the Chancellor, The School of Information Sciences and the Future of the Profession, (with Carol Tenopir). Knoxville, TN. Jan. 8, 2007 Conceptionalization of Research Questions in LIS. Makerere University, East Africa School of Library and Information Science. Uganda, Feb. 14, Atmospheric Sciences Libraries and Their Importance for Patron, Ninth Annual Atmospheric Science Librarians International Meeting, Atlanta, GA, Feb 1-3, What an Environmental Scan Tells Us about the Future of Libraries and Library Education, 30 th Annual Mary Utopia Rothrock Lecture, Knoxville, TN Keynote Speaker. Partnering for Success, TennShare Conference, Nashville, TN 2005 "Information Audit at the U.S. Department of Agriculture", Research, Education & Economic Information System (REEIS) National Steering Committee, Washington, D.C., 1997, 1998, 1999, "Specifications for REEIS", U.S. Department of Agriculture, (REEIS) National Steering Committee Washington, D.C., REEIS Final Report, (REEIS) National Steering Committee, Washington, D.C., "Information Anxiety; A view from both sides of the Reference desk", University of Buffalo, "The Role of the Librarian in the 21 st Century" WLA, "System Analysis for Problem Solving." UW-Madison, Continuing Education Workshop, "Library Automation and System Analysis." University of Puerto Rico, Rio Piedras, "Microcomputer Applications in Special Libraries." Northern Regional Special Library Association, Chicago, "Shopping For Automated Library Systems." Drexel University, Office for Continuing Professional Education, 1982, 1983, "In-house Design of Automated Library Systems." Michigan Library Consortium Lansing, MI, "Automating the Library." Michigan Library Consortium, April, "Using the New Information Technologies." Wayne County (MI) Community College, April, 1983.

8 8 "The Automated Integrated Library System." SMALLNET, Detroit, MI, March, "Computers in Libraries." A.J. Seminars, Detroit, MI. October, "Alternatives for Bibliographic Conversion." California State Library, August, "Management Institute: Upward Mobility for Minority Librarians." University of Southern California, July, "Institute on Automated Circulation Systems: Selection, Evaluation and Implementation." University of Michigan, July, Research Activities and Publications in Progress: Knowledge management applications in an R&D organization: An audit of Michelin, NA. Application of the communications audit for assessing management communication effectiveness in for-profit organizations. (Application of model developed in previous research). Using citation analysis as an evaluative measure of bibliographic products resulting from funded research. (Second stage of the Tinker grant.) Development of a knowledge management apparatus as an integrated component of comprehensive information systems. Information Policy Audit: An Organizational/Analysis Tool (Sabbatical Leave, 2014 and ongoing). Designing a knowledge management collaboratory. Consulting Services: Automation Consultant, Panhandle Public Library System Cooperative. Provided system, RFP and contract specifications, Faculty CLR Senior Fellows Institute, Palmer School of Library and Information Science, Long Island University. Long Island, NY. Automation Consultant. Oconee Regional Library 1992; Automation Consultant. University of Michigan, Dearborn. Involvement in Contract Negotiations, Automation Consultant. Flint Area Library Cooperative Online Network (FALCON). Responsible for validation of RFP, candidate selection and contract negotiation. Helped to design their telecommunication network Automation Consultant. Ann Arbor Public Library. Responsible for Validation of RFQ and contract negotiation Automation Consultant. Fairfax County Public Library. Responsible for the development of the RFP and provided technical assistance in the evaluation and selection of a Turnkey Automation Library Systems

9 9 Automation Consultant. Connecticut State University System. Provided automated networking capabilities to the four State University Library Systems. Developed bibliographic conversion specifications and negotiated data conversion contract with OCLC Automation Consultant. Ann Arbor Public Library. Provided guidance for the testing and implementation of a turnkey automated library system Special In-house Consultant. Data Phase Systems, Inc. Provided the direction and strategy for developing additional revenue streams by the introduction of library technologies for marketing Automated Library Network Consultant. Capital Area Library Network (CALNET), Lansing, Michigan. This was a three-phase project establishing an electronic network system for resource sharing among 42 multitype libraries. Included preparation of a grant proposal to the Kellogg Foundation Automation Consultant. Northland Library Cooperative, Alpena, MI. Included a needs assessment, bibliographic conversion and identification of options for automating catalog production and interlibrary loan among the 35 member libraries Automation Consultant. Catherine McCauley Health Center Library, St. Joseph's Hospital, Ann Arbor, MI. Evaluation and selection of an integrated library system Contracted Consultant. Planning Systems International, Inc., Falls Church, VA. This agency has retained my consulting services for international contracts with Latin American library organizations. (Pending funding by the Agency for International Development) Special Consultant. California State Library. Statewide database development plan. Responsible for planning an integrated bibliographic database for California libraries Automation Consultant. Genesee District Library, Flint, MI. Responsible for technical guidance in preparing the RFP and its validation for the automation of circulation, administration and acquisitions subsystems. Coordinated the bibliographic conversion project Automation Consultant. Ann Arbor Public Library, Ann Arbor, MI. Selection and evaluation of vendor turnkey circulation systems Information Consultant. Presidential Committee on World Hunger. Washington, D.C Library Automation Consultant. National White House Conference on Library and Information Services, Washington, D.C., Professional Services: Chair, External Review Panel, COA/ALA, Long Island University (Palmer School of Library and Information Science) University of Tennessee Leadership Institute, Facilitator, Southern Academic Council, Leadership Fellow, 2010 Ethics of Information Organization, Program Planning Committee 2009 People to People Ambassadors Program, delegate to China, 2008 ALA, Diversity Research Grant Advisory Committee Member, 2007-

10 10 People to People Ambassadors Program, delegate to South Africa, 2007 Member, Search Committee for Dean of the College of Communication and Information, 2005 ASIST, Education Committee ASIST, Outstanding IS Teacher of the Year, 2005, Chair ALISE, Committee on Recruitment, ASIST Education Committee, Dialog Corporation Faculty Advisory Board, Nielson-Dana Institute, Co-convener, Dialog Corporation, Online Educator's Forum, Convener, Board of Regents, National Library of Medicine University of Puerto Rico, Rio Piedras, Council on Higher Education/Middle States Accreditation, Member of Evaluation Team, 1997; Clark Atlanta University, School of Library and Information Studies, ALA/COA accreditation., Member of Visiting Team, Université de Montréal, E cole de Bibliothéconomie et des Sciences de l information, ALA/COA accreditation. Chair of Visiting Team, University of Utah, School of Library and information Science, ALA/COA accreditation. Member of Visiting Team, University of Kentucky (Lexington), School of Library and information Science, ALA/COA accreditation. Member of Visiting Team, University of Tennessee (Knoxville), School of Library and information Science, ALA/COA accreditation. Chair of Visiting Team, Northern Illinois University, School of Library and Information Science, ALA/COA accreditation. Member of Visiting Team Catholic University of America, School of Library and Information Science, ALA/COA accreditation. Member of Visiting Team 1983 LITA (Library and Information Technology Association) Education Committee CLSI Awards Committee (Chair) Special Interest Group for Library Education, ASIS, ASIS Chapter Assembly Representative (elected), ASIS, Education Committee, ASIS, Outstanding IS Teacher of the Year, 1994, Chair.

11 11 ALA, Committee on Accreditation (COA), ALA ; ALA, Counselor at Large, ALISE, Program Planning Committee, International Relations Committee, ALISE, ASIS Michigan State Chapter, President ASIS Special Interest Group/Education, Contributed Paper Session - - Teaching of Library and Information Sciences, Moderator Nineteenth Annual Clinic on Library Applications of Data Processing, University of Illinois- - Library Automation as a Source of Management Information. Participant, ASIS SIG/ED Newsletter Editor Eighteenth Annual Clinic on Library Applications of Data Processing, University of Illinois - - Library Applications for New Information Technologies. Participant, ASIS Tactical Planning for Implementing Office Automation. Participant, ASIS Special Interest Group on Library Automation and Networks - - Workshop on Microcomputers in Libraries. Participant, California White House Conference on Library and Information Service. Delegate, Library of Congress, Congressional Research Service. Legal Research. Participant, Recent Professional Development and School and University Service: UT Leaders: Lighting the Way, Sponsored by The University of Tennessee Employee & Organizational Development, (2008) Graduate School Restructuring Task Force, Chair ( ) The University of Tennessee Leadership Institute (February 19-23, 2007) University of Tennessee LGBT Commission, member ( ) University of Tennessee Leadership Institute (2007) Search Committee Member, Provost of the University of Tennessee (2006) Search Committee Member, Dean of the College of Communication and Information (2005) University of Wisconsin, Madison Chair, Advance Studies Committee Chair, Colloquium Committee University Information Technology Committee,

12 12 Chair, Self -study report for accreditation, 1992; Program Presentation, Academic Senate Search and Screen Committee for Dean of College of Letters and Science Departmental Merit Raise Committee 1993; Faculty Advisor, SLA Student Group, Chair, Ad-hoc Committee on Information Technology, Undergraduate Admissions and Financial Aid Committee University Library Diversity Committee