throbber
UNITED STATES PATENT AND TRADEMARK OFFICE
`
`_________________
`
`BEFORE THE PATENT TRIAL AND APPEAL BOARD
`
`_________________
`
`SAMSUNG ELECTRONICS CO., LTD.
`Petitioner
`
`v.
`
`ULTRAVISION TECHNOLOGIES, LLC
`Patent Owner
`
`_________________
`
`Patent No. 10,223,946
`_________________
`
`DECLARATION OF INGRID HSIEH-YEE, PH.D.
`IN SUPPORT OF PETITION FOR INTER PARTES REVIEW
`OF U.S. PATENT NO. 10,223,946
`
`Page 1 of 390
`
`SAMSUNG EXHIBIT 1021
`
`

`

`Table of Contents
`
`I.
`
`INTRODUCTION ......................................................................................... 1
`A. Qualifications and Professional Experience ............................................... 1
`B. Scope of This Declaration .......................................................................... 3
`C. Evidence Considered in Forming My Opinions .......................................... 3
`
`II. AUTHENTICITY AND PUBLIC AVAILABILITY OF DES (Ex. 1018) ..... 5
`A. ETCC Metadata Record for DES and Availability on ETCC Website ......... 8
`B. Actual Usage Record ................................................................................ 10
`C. Summary of My Opinions on DES ............................................................ 11
`
`III. CONCLUSION ............................................................................................ 13
`
`
`
`i
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`I, Ingrid Hsieh-Yee, Ph.D., do hereby declare as follows:
`
`1.
`
`I have been retained as an independent expert witness on behalf of
`
`Samsung Electronics Co., Ltd. for Inter Partes Review (“IPR”) proceedings before
`
`the United States Patent and Trademark Office (“PTO”) regarding U.S. Patent Nos.
`
`8,870,410 and 10,223,946 assigned to Ultravision Technologies, LLC.
`
`2.
`
`I am being compensated for my work in this matter at my customary
`
`hourly rate. I am also being reimbursed for any reasonable expenses associated with
`
`my work and testimony in this investigation. My compensation is not contingent on
`
`the results of my study, the substance of my opinions, or the outcome of this matter.
`
`I.
`
`INTRODUCTION
`
`A. Qualifications and Professional Experience
`
`3. My complete qualifications and professional experience are described
`
`in my academic curriculum vitae (Appendix A). The following is a brief summary
`
`of my relevant qualifications and professional experience.
`
`4.
`
`I am currently a Professor in the Department of Library and Information
`
`Science at the Catholic University of America. I have experience working in an
`
`academic library, a medical library, and a legislative library and have been a
`
`professor for more than 25 years. I hold a Ph.D. in Library and Information Studies
`
`from the University of Wisconsin-Madison and a Masters in Library and Information
`
`1
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`Studies from the University of Wisconsin-Madison.
`
`5.
`
`I am an expert on library cataloging and classification and have
`
`published two editions on this subject, Organizing Audiovisual and Electronic
`
`Resources for Access: A Cataloging Guide (2000 and 2006). I teach a variety of
`
`courses, including Cataloging and Classification, Advanced Cataloging and
`
`Classification, Organization of Internet Resources, Organization of Information,
`
`Digital Content Creation and Management, Internet Searches and Web Design,
`
`Information Literacy Instruction, Advanced Information Retrieval and Analysis
`
`Strategies, and The Information Professions in Society. I am familiar with metadata
`
`schema design and implementation. In my teaching I have covered the design and
`
`implementation of metadata in databases, search engines, digital repositories, digital
`
`libraries, and digital archives. I have also covered how information organization
`
`affects the discovery and access to digital resources on the Internet. My research
`
`interests cover cataloging and classification, information organization, metadata,
`
`information retrieval, information architecture, digital collections, scholarly
`
`communication, user interaction with information systems, and others.
`
`6.
`
`I am personally familiar with many online catalogs, databases, and
`
`search engines. In preparing for this declaration I used the following authoritative
`
`information systems to search for records:
`
`2
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`
`• Report database on the Emerging Technologies Coordination Council website
`
`(https://www.etcc-ca.com/reports/search)
`
`• Internet Archive (https://archive.org)
`
`• DuckDuckGo search engine (https://duckduckgo.com)
`
`These records are identified and discussed in this declaration. Experts in the field
`
`reasonably rely on the data described herein to form their opinions.
`
`B.
`
`7.
`
`Scope of This Declaration
`
`I have been asked to offer an opinion on the authenticity and public
`
`availability date of the following document:
`
`Design & Engineering Services, Southern California Edison,
`
`Advanced Lighting Systems for Externally Lit Billboards, published
`
`by Southern California Edison
`
`in 2010,
`
`available
`
`at
`
`https://www.etcc-ca.com/reports/advanced-lighting-systems-
`
`externally-lit-billboards#
`
`on
`
`the Emerging Technologies
`
`Coordination Council website, accessed and obtained on July 2,
`
`2020, Ex. 1018 (“DES”).
`
`C. Evidence Considered in Forming My Opinions
`
`8.
`
`In the preparation of this declaration, I have reviewed the documents
`
`referenced below and any other documents I reference herein, and each of these is a
`
`3
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`type of material that experts in my field would reasonably rely upon when forming
`
`their opinions:
`
`(1) The document referenced above in Section I.C;
`
`(2) Metadata
`
`record
`
`for DES
`
`(available at https://www.etcc-
`
`ca.com/reports/advanced-lighting-systems-externally-lit-
`
`billboards#) on the Emerging Technologies Coordination Council
`
`website, accessed and obtained on July 1, 2020, Appendix 1018-A;
`
`(3) Listing of commercial market reports at the Emerging Technologies
`
`Coordination Council website
`
`including DES (available at
`
`https://web.archive.org/web/20101105132847/http:/www.etcc-
`
`ca.com/markets/Report-Directory/Markets/commercial_c48_m72/)
`
`that was archived by Internet Archive on November 5, 2010,
`
`accessed and obtained on July 11, 2020, Appendix 1018-B;
`
`(4) Entry of “About ETCC” on
`
`the Emerging Technologies
`
`Coordination Council website (available at https://www.etcc-
`
`ca.com/about-etcc), accessed and obtained on July 1, 2020,
`
`Appendix 1018-C;
`
`(5)
`
`Six U.S. patents citing DES, Appendix 1018-D (Appendices 1018-
`
`D1 to 1018-D6); and
`
`4
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`
`(6) Data file of the DES report, available at https://www.etcc-
`
`ca.com/sites/default/files/OLD/images/stories/et_08.12_data.pdf on
`
`the Emerging Technologies Coordination Council website, accessed
`
`and obtained on July 2, 2020, Appendix 1018-E.
`
`II. AUTHENTICITY AND PUBLIC AVAILABILITY OF DES (EX. 1018)
`
`9.
`
`Ex. 1018 is a true and correct copy of an “ET 08.12 Report” entitled
`
`“Advanced Lighting Systems for Externally Lit Billboards” by Design &
`
`Engineering Services, Customer Service Business Unit of Southern California
`
`Edison, published in 2010 by Southern California Edison (“DES”). When I was
`
`asked to prepare this declaration I searched Google for copies and found a metadata
`
`record for DES on the Emerging Technologies Coordination Council (ETCC)
`
`website. Following links in the metadata record I was able to download the full report
`
`and a data file. I understand that the report downloaded from ETCC is being
`
`submitted as Ex. 1018 (“DES”) in this proceeding. The data file is being submitted
`
`as Appendix 1018-E in this declaration.
`
`10. The purposes and membership of ETCC are stated in the “About the
`
`ETCC” webpage (https://www.etcc-ca.com/about-etcc) (Appendix 1018-C) as
`
`follows:
`
`To help achieve the state’s ambitious energy savings goals, Pacific Gas and
`
`5
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`
`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`Electric Company, Southern California Edison, Southern California Gas
`
`Company, San Diego Gas & Electric, and the California Energy Commission
`
`created the Emerging Technologies Coordinating Council (ETCC) to
`
`facilitate collaborations on emerging technologies projects. The ETCC
`
`Leadership Team has grown to include Sacramento Municipal Utility District
`
`and Los Angeles Department of Water and Power. ETCC members are
`
`interested in emerging and underutilized technologies including advanced
`
`lighting, water heating, space heating, and air-conditioning systems, for
`
`residential, commercial, agricultural, and industrial customers.
`
`(Appendix 1018-C at 1.) The About ETCC webpage also states that the ETCC
`
`serves “as a repository for completed project reports from ETCC members: Pacific
`
`Gas and Electric Company, Southern California Edison, Southern California Gas
`
`Company, San Diego Gas & Electric, and the Sacramento Municipal Utility
`
`District.” (Appendix 1018-C at 2.) The information above informs my opinion that
`
`ETCC is an authoritative source for reports by ETCC members, and Ex. 1018, which
`
`I personally located, identified and obtained from ETCC, is an authentic report
`
`completed by Design & Engineering Services of Southern California Edison.
`
`11. Page 1 of Ex. 1018 is the cover page of DES that shows “Advanced
`
`Lighting Systems for Externally Lit Billboards” as the title, identifies DES as the
`
`6
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`“ET 08.12 Report,” and shows “Design & Engineering Services, Customer Service
`
`Business Unit, Southern California Edison” as the author. (Ex. 1018 at 1.) This page
`
`also shows a “January 4, 2010” report date and Southern California Edison as the
`
`publisher. (Ex. 1018 at 1.) Page 2 shows the “Acknowledgements” that indicates
`
`“Southern California Edison’s Design & Engineering Services (DES) group is
`
`responsible for this project. It was developed as part of Southern California Edison’s
`
`Emerging Technology program under internal project number “ET 08.12.” (Ex.
`
`1018 at 2.) Page 8 is the Executive Summary that states that “Southern California
`
`Edison’s (SCE) Emerging Technology Program assesses technologies that have the
`
`potential to reduce electric energy use. This report assesses the energy savings
`
`potential and attendant visual impacts of four advanced lighting sources and systems
`
`used to externally light billboards.” (Ex. 1018 at 8.) It also shows the main
`
`objectives of the report are to determine “Available lighting energy savings from the
`
`new and improved systems vs. baseline metal halide systems,” “Light levels and
`
`uniformity provided by the new systems,” “Visual impacts, as determined by a
`
`subjective survey of users of various new systems,” and “Correlation of the
`
`subjective survey results to the objective energy and photometric results.” (Ex. 1018
`
`at 8.) The summary concludes that “[t]he abundance of market-available and cost-
`
`effective … lighting solutions suggests that the California Title 24 lighting power
`
`7
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`density allowance of 2.3 watts per square foot of signage can be reduced to 2.0 W/ft2
`
`or even lower with minimal economic impact on the operators of lighted billboards
`
`in California.” (Id.) DES has a total of 58 pages including five figures, 12 tables,
`
`seven appendices, and references. (See generally Ex. 1018.)
`
`A. ETCC Metadata Record for DES and Availability on ETCC
`Website
`
`12. As a repository of reports by its members, ETCC uses metadata records
`
`to facilitate the searching, discovery, and access to project reports. Appendix 1018-
`
`A is the ETCC webpage for DES that I personally located, identified, and retrieved
`
`from the ETCC website. This is the type of record experts in my field would
`
`reasonably rely on when forming their opinions. The left side of the project report
`
`web page (https://www.etcc-ca.com/reports/advanced-lighting-systems-externally-
`
`lit-billboards) (Appendix 1018-A) is the metadata record. It shows that the project
`
`title is “Advanced Lighting Systems for Externally Lit Billboards,” the project
`
`number is “ET 08.12,” the Investor Owned Utilities is “SCE,” and the project year(s)
`
`is “2008-2010.” (Appendix 1018-A at 1.) It also shows the “End-use” of the report
`
`is “Lighting” for the “Commercial” sector. The metadata record also includes a
`
`project summary that contains the same information as the four project objectives
`
`stated in the Executive summary on page 8 of Exhibit 1018. It also shows the project
`
`includes “1 Report and 1 Data PDF.” The right side of this project webpage shows
`
`8
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`the cover of DES and two “Download PDF Report” links. I was able to follow the
`
`links to download the DES report and the data file. Appendix 1018-E is the data file
`
`(et_08.12_data.pdf) that shows detailed calculations regarding the DES study, as
`
`noted by Reference 12 on page 58 of the DES report (indicating “[t]he financial,
`
`labor and material cost assumptions in this analysis are identical to the lifecycle cost
`
`analysis described in the appendix. See detailed calculations in the ET 08.12 Data
`
`file also attached”).
`
`13. To confirm that DES was available on the ETCC website in 2010, I
`
`found a listing of commercial market reports on the ETCC website including DES
`
`(available
`
`at
`
`https://web.archive.org/web/20101105132847/http:/www.etcc-
`
`ca.com/markets/Report-Directory/Markets/commercial_c48_m72/)
`
`that
`
`was
`
`archived by Internet Archive on November 5, 2010 (Appendix 1018-B). The listing
`
`shows DES as the first item with a title of “Advanced Lighting Systems for
`
`Externally Lit Billboards.” (Appendix 1018-B at 1.) The title is followed by an
`
`excerpt of the report summary (“This report assesses the energy savings potential
`
`and attendant visual impacts of four advanced lighting sources and systems used to
`
`externally light billboards. . .”). (Id.) The title and excerpted summary in the listing
`
`of commercial market reports on the ETCC website archived on November 5, 2010
`
`(Appendix 1018-B) matches the title and summary found on the metadata record
`
`9
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`for DES on the ETCC website (Appendix 1018-A at 1). The DES metadata record
`
`for DES also notes that the project is categorized in the “Commercial” sector
`
`(Appendix 1018-A at 1) and this further confirms my understanding that the first
`
`report listed in the commercial markets report (Appendix 1018-B) is the same report
`
`as DES. Accordingly, this confirms my understanding that DES was available on the
`
`ETCC website at least as early as its publication date of January 4, 2010 and no later
`
`than November 5, 2010.
`
`B. Actual Usage Record
`
`14. To determine usage of DES, I searched the DuckDuckGo search engine
`
`(https://duckduckgo.com) using the search term “ET 08.12 report” for documents
`
`citing DES, and the search results showed that DES was cited by at least six patents.
`
`I have examined these patents and can confirm that all of them cited DES as
`
`Design & Engineering Services, “Advanced Lighting Systems for Externally
`
`Lit Billboards,” ET 08.12 Report, Southern California Edison, Jan. 4, 2010,
`
`58 pages.
`
`In light of the matching title and other matching descriptive details such as the “ET
`
`08.12 Report” project number and “Jan. 4, 2010” publication date, it is my opinion
`
`these patents all cited the same DES document I discussed above in Section II.A.
`
`For ease of reference, I have included the six patents in Appendix 1018-D and listed
`
`10
`
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`

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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`them below (along with a description of where DES is cited):
`
`(a) U.S. Patent No. 9,514,663, Appendix 1018-D1 (citing DES at page
`
`5, left column);
`
`(b) U.S. Patent No. 9,659,511, Appendix 1018-D2 (citing DES at page
`
`5, left column);
`
`(c) U.S. Patent No. 9,685,102, Appendix 1018-D3 (citing DES at page
`
`4, right column);
`
`(d) U.S. Patent No. 9,812,043, Appendix 1018-D4 (citing DES at page
`
`5, left column);
`
`(e) U.S. Patent No. 9,947,248, Appendix 1018-D5 (citing DES at page
`
`6, left column); and
`
`(f) U.S. Patent No. 10,223,946, Appendix 1018-D6 (citing DES at
`
`page 5, right column).
`
`C.
`
`Summary of My Opinions on DES
`
`15. Taken together, the information above, including DES (Ex. 1018), the
`
`metadata record (Appendix 1018-A), the listing of commercial market reports on
`
`the ETCC website (Appendix 1018-B), the webpage describing ETCC (Appendix
`
`1018-C), the citations to DES by other patents (Appendix 1018-D), and my
`
`11
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`
`knowledge of metadata, search engines, databases, and web searches, inform my
`
`opinion that DES was published by Southern California Edison at least as early as
`
`January 4, 2010, and made discoverable and downloadable at the ETCC website at
`
`least as early as January 4, 2010 and no later than November 5, 2010.
`
`12
`
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`Declaration of Dr. Ingrid Hsieh-Yee
`Inter Partes Review of U.S. Patent No. 10,223,946
`
`III. CONCLUSION
`
`16.
`
`In signing this declaration, I recognize that the declaration will be filed
`
`as evidence in a contested case before the Patent Trial and Appeal Board of the
`
`United States Patent and Trademark Office. I also recognize that I may be subject to
`
`cross-examination in the case. If cross—examination is required of me, I will appear
`
`at a reasonable time and place to be agreed upon.
`
`17 .
`
`I hereby declare that all statements made herein on my own knowledge
`
`are true and that all statements made on information and belief are believed to be
`
`true, and further, that these statements were made with the knowledge that willful
`
`false statements and the like so made are punishable by fine or imprisonment, or
`
`both, under Section 1001 of Title 18 of the United States Code.
`
`Date: 70/ 7" 075525)
`
`
`Executed: Law
`
`
`Ingrid Hsieh-Yee, Ph. ’
`.
`
`Page 15 of 390
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`13
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`Page 15 of 390
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`

`

`Appendix A
`Appendix A
`
`Page 16 of 390
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`Page 16 of 390
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`

`
`
`Ingrid Hsieh-Yee
`Professor
`Dept. of Library and Information Science
`Catholic University of America
`Washington, D.C. 20064
`E-mail: hsiehyee@cua.edu
`Phone: (202) 319-5085
`Fax: (202) 319-5574
`
`
`Education
`
`Ph.D. Library and Information Studies, University of Wisconsin-Madison
`
`Minors: Sociology and Psychology
`
`M.A. Library and Information Studies, University of Wisconsin-Madison.
`
`M.A. Comparative Literature, University of Wisconsin-Madison.
`
`B.A. Foreign Languages and Literature, National Taiwan University.
`
`
`Work Experience
`
`Professor, School/Dept. of Library and Information Science, Catholic University of America,
`2004- (Assistant Professor, 1990-1996; Associate Professor, 1997-2004)
`
`
`Co-Chair, Dept. of Library and Information Science, Catholic University of America, June 2015-
`August 2016.
`
`
`Acting Dean, School of Library and Information Science, Catholic University of America,
`January 2010-June 2012.
`
`
`Cataloger, Dept. of Legislative Reference Library, Annapolis, Maryland, 1989-1990.
`
`Lecturer, School of Library and Information Studies, University of Wisconsin-Madison, 1988.
`
`Teaching Assistant, School of Library and Information Studies, University of Wisconsin-
`Madison, 1986-1988.
`
`
`Cataloger, Health Sciences Library, University of Wisconsin-Madison, 1984-1986.
`
`Areas of Teaching and Research Interests
`
`Information Organization and Access; Metadata; Cataloging & Classification; Information
`Architecture; Information Retrieval; Digital Collections; Scholarly Communication; Information
`
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`
`Behavior; Health Informatics; Human Computer Interaction; Usability Studies
`
`Grants & Honors
`
`Cultural Heritage Information Management Project. IMLS grant. Amount: $498,741. Period:
`Aug. 2012 to July 2015. Co-PI with Dr. Youngok Choi.
`
`2
`
`
`D.C. Health Information Technology (HIT4): Building Capacity & Providing Access in Our
`Nation’s Capital. Dept. of Labor H2B Training Grant. Grant amount: $4,175,500. Grant
`period: Nov. 2011 to Dec. 2015. Partner with the Metropolitan School of Professional
`Studies of the Catholic University of America, Children’s National Medical Center, D.C.
`Department of Employment Services, Holy Cross Hospital, Howard University, Center
`for Urban Progress, Providence Hospital, and Sibley Memorial Hospital.
`
`
`Capital Health Careers Project. Department of Labor Healthcare Sector and Other High Growth
`and Emerging Industries Grant. Grant amount: $4,953,999. Grant period: March 2010 –
`February 2013. Awarded to a group of healthcare organizations and educational
`institutions in Washington, D.C. Providence Health Foundation of Providence Hospital
`(Lead institution). Part of the grant supported the development of a Master’s degree
`program in Information Technology with a concentration in Health Information
`Technology offered by the School of Library and Information Science.
`
`
`The Washington D.C. School Librarians Project. IMLS grant. Grant amount: $412,660. Grant
`period: Aug. 2007 – June 2011. The School partnered with the District of Columbia
`Public Schools (DCPS) and the District of Columbia Library Association to educate and
`mentor school media specialists for the DCPS system. PI, Jan. 2010 to June 2011.
`
`
`SIG Member of the Year, American Society for Information Science and Technology (2009).
`
`Most Outstanding Paper of OCLC Systems & Services (2001).
`
`ALISE Research Grant (2001).
`
`Most Outstanding Paper of OCLC Systems & Services (2000).
`
`Research Grant from ERIC (1999-2000).
`
`Best Research Paper Award; Association for Library and Information Science Education (1998).
`
`Research Grants, Catholic University of America. 1991, 1992, 1993, 1996, 1998, 1999, 2004,
`2005, 2006, 2007, 2013-14.
`
`
`Cooperative Faculty Research Grant, Consortium of Universities in the Washington
`Metropolitan Area (1993-1994).
`
`
`
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`3
`
`
`Cooperative Research Grant, Council on Library Resources (1993-1994).
`
`Journal of the American Society for Information Science Best Paper Award (1993).
`
`ASIS/ISI Information Science Doctoral Dissertation Scholarship (1989).
`
`HEA Title IIB Fellowship (Dept. of Education) (1989)
`
`Chinese-American Librarians Association Scholarship (1987).
`
`Beta Phi Mu (1985).
`
`Vilas Fellowship, University of Wisconsin-Madison. 1984
`
`
`Publications
`
`Choi, Y., and Hsieh-Yee, I. (2010). Finding Images in an OPAC: Analysis of User Queries,
`Subject Headings, and Description Notes. Canadian Journal of Information and Library
`Science, 34(3): 271 – 295.
`
`
`Hsieh-Yee, I. (2008). Educating Cataloging Professionals in a Changing Information
`Environment. Journal of Education for Library and Information Science, 46(2): 93-106.
`
`
`Vellucci, S. L., Hsieh-Yee, I., and Moen, W.E. (2007). The Metadata Education and Research
`Information Commons (MERIC): A Collaborative Teaching and Research Initiative.
`Education for Information, 25(3&4): 169-178.
`
`
`NISO Framework for Guidelines for Building Good Digital Collections. 3rd ed. Baltimore, MD:
`National Information Standards Organization, 2007. Also available online:
`http://www.niso.org/framework/framework3.pdf (NISO Working Group members:
`Priscilla Caplan (chair), Grace Agnew, Murtha Baca, Tony Gill, Carl Fleischhauer, Ingrid
`Hsieh-Yee, Jill Koelling, and Christie Stephenson.)
`
`
`Choi, Y., Hsieh-Yee, I., and Kules, B. (2007). Retrieval Effectiveness of TOC and LCSH.
`Proceedings of the Joint Conference on Digital Libraries, pp. 233-234.
`
`
`Vellucci, S., and Hsieh-Yee, I. (2007). They Didn’t Teach Me That in Library School! Building
`a Digital Teaching Commons to Enhance Metadata Teaching, Learning and Research.
`Proceedings of the National Conference of the Association of College and Research
`Libraries, Baltimore, MD, pp. 26-31.
`
`
`Mitchell, Vanessa, and Ingrid Hsieh-Yee. (2007). Converting Ulrich’s Subject Headings to
`FAST Headings: A Feasibility Study. Cataloging & Classification Quarterly, 45(1): 59-
`85.
`
`Page 19 of 390
`
`

`

`
`
`Hsieh-Yee, I., Tang, R., and Zhang, S. (2007). User Perceptions of a Federated Search System.
`IEEE Technical Committee on Digital Libraries Bulletin, Summer 3(2) (URL =
`http://www.ieee-tcdl.org).
`
`4
`
`
`Tang, R., Hsieh-Yee, I., and Zhang, S. (2007). User Perceptions of MetaLib Combined Search:
`An Investigation of How Users Make Sense of Federated Searching." Internet Reference
`Services Quarterly, 12(12): 211-236.
`
`
`Hsieh-Yee, I., Tang, R., and Zhang, S. (2006). User Perceptions of a Federated Search System.
`Proceedings of the Joint Conference on Digital Libraries, June 11-15, 2006, Chapel Hill,
`p. 338.
`
`
`Hsieh-Yee, I. (2006). Organizing Audiovisual and Electronic Resources for Access: A
`Cataloging Guide. 2nd ed. Westport, Conn.: Libraries Unlimited.
`
`
`NISO A Framework of Guidance for Building Good Digital Collections. 2nd ed. Bethesda, MD:
`National Information Standards Organization, 2004. Framework Advisory Group: Grace
`Agnew, Liz Bishoff, Priscilla Caplan (Chair), Rebecca Gunther and Ingrid Hsieh-Yee.
`
`
`Hsieh-Yee, I. (2004). Cataloging and Metadata Education in North American LIS Programs.
`Library Resources & Technical Services, 48(1): 59-68.
`
`
`Hsieh-Yee, I. (2004). Cataloging and Metadata Education. In Gary E. Gorman (Ed.),
`International Yearbook of Library and Information Management 2003: Metadata
`Applications and Management, (pp.204-234). London: Facet Publishing.
`
`
`Yee, P. L., Hsieh-Yee, I., Pierce, G.R., Grome, R., and Schantz, L. (2004). Self-Evaluative
`Intrusive Thoughts Impede Successful Searching on the Internet. Computers in Human
`Behavior, 20(1): 85-101.
`
`
`Hsieh-Yee, I. (2003). Cataloging and Metadata Education: A Proposal for Preparing Cataloging
`Professionals of the 21st Century. A report submitted to the ALCTS-Education Task
`Force in response to Action Item 5.1 of the Bibliographic control of Web Resources: A
`Library of Congress Action Plan. Approved by the Association for Library Collections
`and Technical Services. Web version available since April 2003 at
`http://lcweb.loc.gov/catdir/bibcontrol/CatalogingandMetadataEducation.pdf.
`
`
`Hsieh-Yee, I. (2002). Cataloging and Metadata Education: Asserting a Central Role in
`Information Organization. Cataloging & Classification Quarterly 34(½): 203-222.
`
`
`Hsieh-Yee, I., and Smith, M. (2001). The CORC Experience: Survey of Founding Libraries, Part
`I. OCLC Systems & Services, 17: 133-140. (Received "The Most Outstanding Paper of
`OCLC Systems & Services in 2001" award.)
`
`
`
`Page 20 of 390
`
`

`

`
`Hsieh-Yee, I., and Smith, M. (2001). The CORC Experience: Survey of Founding Libraries,
`Part II, Automated Tools and Usage. OCLC Systems & Services, 17: 166-177. (Received
`"The Most Outstanding Paper of OCLC Systems & Services in 2001" award.)
`
`5
`
`
`Hsieh-Yee, I. (2001). ERIC User Services: Changes and Evaluation for the Future. Government
`Information Quarterly, 18: 31-42.
`
`
`Hsieh-Yee, Ingrid. (2001). Research on Web Search Behavior. Library and Information Science
`Research, 23: 167-185.
`
`
`Logan, E., and Hsieh-Yee, I. (2001). Library and Information Science Education in the Nineties.
`Annual Review of Information Science and Technology, 35: 425-477.
`
`
`Hsieh-Yee, I. (Ed.) (2001). Library and Information Science Research, 23 (2). A special issue in
`honor of the retirement of Douglas L. Zweizig.
`
`
`Hsieh-Yee, I. (2000). ERIC User Services: Evaluation in a Decentralized Environment.
`Washington, D.C.: Dept. of Education.
`
`
`Hsieh-Yee, Ingrid. (2000). Organizing Audiovisual and Electronic Resources for Access: A
`Cataloging Guide. Littleton, CO: Libraries Unlimited.
`
`
`Hsieh-Yee, I. (2000). Organizing Internet Resources: Teaching Cataloging Standards and
`Beyond. OCLC Systems & Services, 16: 130-143. (Received "The Most Outstanding
`Paper of OCLC Systems & Services in 2000" award.)
`
`
`Hsieh-Yee, I. (1998). The Retrieval Power of Selected Search Engines: How Well Do They
`Address General Reference Questions and Subject Questions? Reference Librarian, 60:
`27-47.
`
`
`Hsieh-Yee, I. (1998). Search Tactics of Web Users in Searching for Texts, Graphics, Known
`Items and Subjects: A Search Simulation Study. Reference Librarian, 60: 61-85.
`(Received the 1997 Best ALISE Research Paper Award.)
`
`
`
`Hsieh-Yee, I. (1997). Access to OCLC and Internet Resources: LIS Educators' Views and
`Teaching Practices. RQ, 36: 569-86.
`
`
`Hsieh-Yee, I. (1997). Teaching Online and CD-ROM Resources: LIS Educators' Views and
`Practices. Journal of Education for Library and Information Science, 38: 14-34.
`
`
`Hsieh-Yee, I. (1996). The Cataloging Practices of Special Libraries and Their Relationship with
`OCLC. Special Libraries, 87: 10-20.
`
`
`
`Page 21 of 390
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`

`

`
`Hsieh-Yee, I. (1996). Modifying Cataloging Practice and OCLC Infrastructure for Effective
`Organization of Internet Resources. In Proceedings of the OCLC Internet Cataloging
`Colloquium. [Online]. Available: http://www.oclc.org/oclc/man/colloq/hsieh.htm
`
`6
`
`
`Hsieh-Yee, I. (1996). Student Use of Online Catalogs and Other Information Channels. College
`& Research Libraries, 57: 161-175.
`
`
`Hsieh-Yee, I. (1995). Ten entries in James S. C. Hu (Ed.), Encyclopedia of Library &
`Information Science, 913, 1028-29, 1036, 1037, 1145-46, 1514, 1575, 1763-64, 2216-27,
`2378-79. Taipei, Taiwan: Sino-American Publishing. (Topics include "Advanced
`Technology/Libraries," "Information Ethics," "Instruction on Cataloging and
`Classification," "Instruction on Reference Services.")
`
`
`Hsieh-Yee, I. (1993). Effects of Search Experience and Subject Knowledge on Online Search
`Behavior: Measuring the Search Tactics of Novice and Experienced Searchers. Journal
`of the American Society for Information Science, 44: 161-174. (Received the 1993 Best
`JASIS Paper Award.)
`
`
`
`Works in Progress
`
`Bailey, T. & Hsieh-Yee, I. Sharing Misinformation: Historical Perspective, Taxonomy, and
`Library Strategies
`
`
`Hsieh-Yee, I. Data Availability Policy of Top Scholarly Journals: A Cross-Discipline Analysis
`
`Hsieh-Yee, I. Information Organization and Retrieval in Practice.
`
`
`Presentations
`
`Bailey, T. & Hsieh-Yee, I. (February 2020). The Phenomena of Sharing Misinformation and the
`Need for Information Literacy, presented at the 2020 Bridging the Spectrum Symposium,
`Washington, D.C.
`
`
`Hsieh-Yee, I. and Fragan-Fly, J. (May 2018) Trends, Design & Strategies for Digital Scholarship
`Services. Presented at the 2018 Maryland/Delaware Library Association Conference,
`Cambridge, MD.
`
`
`Hsieh-Yee, I. (February, 2018) Research Data Management: What It Takes to Succeed.
`Presented at the 10th Bridging the Spectrum Symposium, Washington, D.C.
`
`
`
`Page 22 of 390
`
`

`

`
`Hsieh-Yee, I. (February, 2017) Research Data Management: New Competencies and
`Opportunities for Information Professionals. Presented at the 9th Bridging the Spectrum
`Symposium, Washington, D.C.
`
`7
`
`
`Hsieh-Yee, I. and Lawton, P. (February, 2017) Enhancing Catholic Portal Searches with User
`Terms and LCSH. Presented at the 9th Bridging the Spectrum Symposium, Washington,
`D.C.
`
`
`
`Hsieh-Yee, I. (2016, October) Visualizing Data for Information. Presented at the 2016 Virginia
`Library Association Conference, Hot Springs, VA.
`
`
`Hsieh-Yee, I. (2016, August) Religious Materials Toolbox for Archivists: Solutions to Problems
`Facing the Profession. Presented at Archives * Records 2016, Atlanta, GA.
`
`
`Hsieh-Yee, I. and Lawton, P. (2016, March) Enhancing Retrieval of Catholic Materials with
`LCSH Knowledge Structure. Presented at the 2016 Catholic Library Association
`Conference, San Diego, CA.
`
`
`Fagan-Fry, J. and Hsieh-Yee, I. (2016, February) Approaches to Digital Scholarship at Top
`Universities around the World: Scholarly P

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