Development and Management of Collections Diploma in Information Management

Development of Collections Practical 5: Basic Records and Files Practical 6: Acquisitions Funds, Budgets, and Accounting Practical 7: Collection Development II 25 Nov (Fri) Lecture 3a: Basic Records and Files Lecture 3b: Acquisitions Funds, Budgets, and Accounting 21 Nov (Mon) Lecture 2a: Vendors/Suppliers Practical 4: Vendors/Suppliers Lecture 2b: Acquisition Methods 17 Nov (Thu) Lecture 1b: Introduction to Acquisitions Practical 2: Introduction to Acquisitions Lecture 1c: Collection Development Practical 3: Collection Development I 11 Nov (Fri) Lecture 1a: Publishing/Creating Information Practical 1: Publishing & Distributing Industry 7 Nov (Mon) Topics Dates

Practical 5: Basic Records and Files

Practical 6: Acquisitions Funds, Budgets, and Accounting

Practical 7: Collection Development II

Lecture 3a: Basic Records and Files

Lecture 3b: Acquisitions Funds, Budgets, and Accounting

Lecture 2a: Vendors/Suppliers

Practical 4: Vendors/Suppliers

Lecture 2b: Acquisition Methods

Lecture 1b: Introduction to Acquisitions

Practical 2: Introduction to Acquisitions

Lecture 1c: Collection Development

Practical 3: Collection Development I

Lecture 1a: Publishing/Creating Information

Practical 1: Publishing & Distributing Industry

Development of Collections Lecture 4b: Basic Functions/Activities/ Procedures II Practical 9: Basic Functions/Activities/ Procedures II 5 Dec (Mon) Lecture 6a: Cooperative Activities Lecture 6b: Trends and Issues Revision 12 Dec (Mon) Lecture 5a: Standards Important to Acquisitions Lecture 5b: Automation of Acquisitions Practical 10: Automation of Acquisitions 9 Dec (Fri) Lecture 4a: Basic Functions/Activities/ Procedures Practical 8: Basic Functions/Activities/ Procedures 28 Nov (Mon) Topics Dates

Lecture 4b: Basic Functions/Activities/ Procedures II

Practical 9: Basic Functions/Activities/ Procedures II

Lecture 6a: Cooperative Activities

Lecture 6b: Trends and Issues

Revision

Lecture 5a: Standards Important to Acquisitions

Lecture 5b: Automation of Acquisitions

Practical 10: Automation of Acquisitions

Lecture 4a: Basic Functions/Activities/ Procedures

Practical 8: Basic Functions/Activities/ Procedures

Publishing/Creating Information Objective: To know how information is published or created for distribution or dissemination Coverage: Traditional Publishing Electronic Publishing

Objective: To know how information is published or created for distribution or dissemination

Coverage:

Traditional Publishing

Electronic Publishing

Introduction to Acquisitions Objective: To have a general overview of acquisitions (ACQ) Coverage: Place/Role/Relationship/Interface of ACQ Scope of ACQ Services Goal of ACQ Services Organizational Patterns of ACQ Services Staffing of ACQ Services Overview of Automation of ACQ Principles and Standards of ACQ Practice Literature of ACQ Services Professional Organizations

Objective: To have a general overview of acquisitions (ACQ)

Coverage:

Place/Role/Relationship/Interface of ACQ

Scope of ACQ Services

Goal of ACQ Services

Organizational Patterns of ACQ Services

Staffing of ACQ Services

Overview of Automation of ACQ

Principles and Standards of ACQ Practice

Literature of ACQ Services

Professional Organizations

Collection Development Objective: To learn about the responsibilities that make up collection development and management Coverage: Overview of Collection Development Collection Development Policies Community Needs Assessment Selection of Library Resources Weeding Intellectual Freedom Collection Assessment Preservation Donations

Objective: To learn about the responsibilities that make up collection development and management

Coverage:

Overview of Collection Development

Collection Development Policies

Community Needs Assessment

Selection of Library Resources

Weeding

Intellectual Freedom

Collection Assessment

Preservation

Donations

Vendors/Suppliers Objective: To know how published information is distributed or disseminated in the marketplace Coverage: Definition of a Vendor/Supplier Why use Vendors? Types of Vendors/Suppliers Vendor/Supplier Services Vendor/Supplier Evaluation and Selection Vendor/Supplier Contracts and Licensing Agreements Maintaining Good Vendor/Supplier Relations

Objective: To know how published information is distributed or disseminated in the marketplace

Coverage:

Definition of a Vendor/Supplier

Why use Vendors?

Types of Vendors/Suppliers

Vendor/Supplier Services

Vendor/Supplier Evaluation and Selection

Vendor/Supplier Contracts and Licensing Agreements

Maintaining Good Vendor/Supplier Relations

Acquisition Methods Objective: To understand the basic methods libraries use to acquire informational materials Coverage: Firm Orders Standing Orders Approval Plans Blanket Orders Subscriptions Leases Gifts Exchanges

Objective: To understand the basic methods libraries use to acquire informational materials

Coverage:

Firm Orders

Standing Orders

Approval Plans

Blanket Orders

Subscriptions

Leases

Gifts

Exchanges

Basic Records and Files Objective: To be able to identify, define, and describe the various records and files essential to ACQ work Coverage: Vendor Records/Vendor File Order Requests/Order File Purchase Orders/Purchase Order File Financial Records/Fund Accounting File Correspondences/Correspondence File Serials/Standing Order Check-in Records Volume Holdings Invoices

Objective: To be able to identify, define, and describe the various records and files essential to ACQ work

Coverage:

Vendor Records/Vendor File

Order Requests/Order File

Purchase Orders/Purchase Order File

Financial Records/Fund Accounting File

Correspondences/Correspondence File

Serials/Standing Order Check-in Records

Volume Holdings

Invoices

ACQ Funds, Budgets, and Accounting Objective: To understand the sources of ACQ funds and how the funds are allocated, expended, and accounted for Coverage: Sources of ACQ Funds ACQ Budgets Accounting

Objective: To understand the sources of ACQ funds and how the funds are allocated, expended, and accounted for

Coverage:

Sources of ACQ Funds

ACQ Budgets

Accounting

Basic Functions/Activities/ Procedures I Objective: To identify and define the basic functions of ACQ services and describe generally how they are carried out Coverage: Receiving Order Requests Searching Order Requests Verifying Order Requests Selecting Vendors/Routing Orders Preparing and Dispatching Orders Encumbering Funds

Objective: To identify and define the basic functions of ACQ services and describe generally how they are carried out

Coverage:

Receiving Order Requests

Searching Order Requests

Verifying Order Requests

Selecting Vendors/Routing Orders

Preparing and Dispatching Orders

Encumbering Funds

Basic Functions/Activities/ Procedures II Coverage (cont’d): Receiving Materials/Expending Funds Handling Damaged and Incorrectly Shipped Materials Claiming Unreceived Materials Canceling Materials Database Management Monitoring and Reporting Activities Special ACQ Problems

Coverage (cont’d):

Receiving Materials/Expending Funds

Handling Damaged and Incorrectly Shipped Materials

Claiming Unreceived Materials

Canceling Materials

Database Management

Monitoring and Reporting Activities

Special ACQ Problems

Standards Important to ACQ Objective: To be familiar with the international and national standards used in, or available for use in, ACQ work Coverage: Standards Organizations Representative Standards

Objective: To be familiar with the international and national standards used in, or available for use in, ACQ work

Coverage:

Standards Organizations

Representative Standards

Automation of ACQ Objective: To understand the basic fundamentals of automation as it affects ACQ and how an automated ACQ system is acquired Coverage: Basic Applications Elements of a Computer-Based ACQ System Types of Computer-Based ACQ Systems Stand-Alone/Integrated ACQ Systems Acquiring a Computer-Based ACQ System

Objective: To understand the basic fundamentals of automation as it affects ACQ and how an automated ACQ system is acquired

Coverage:

Basic Applications

Elements of a Computer-Based ACQ System

Types of Computer-Based ACQ Systems

Stand-Alone/Integrated ACQ Systems

Acquiring a Computer-Based ACQ System

Cooperative Activities Objective: To be familiar with some of the cooperative ACQ activities in which libraries engage Coverage: Cooperative ACQ Projects Duplicate Exchange Programs Bibliographic Utilities

Objective: To be familiar with some of the cooperative ACQ activities in which libraries engage

Coverage:

Cooperative ACQ Projects

Duplicate Exchange Programs

Bibliographic Utilities

Trends and Issues Objective: To be acquainted with some of the pressing trends and issues that are affecting ACQ today Coverage: Electronic Publishing Economy Drive

Objective: To be acquainted with some of the pressing trends and issues that are affecting ACQ today

Coverage:

Electronic Publishing

Economy Drive