1. IS THERE A FUTURE FOR THE
COLLECTION DEVELOPMENT
POLICY?
Charleston Conference 2011
Matt Torrence
Megan Sheffield
Audrey Powers
http://guides.lib.usf.edu/futurecdpolicy
University of South Florida, Tampa Library

2. The Changing Face of Library
Collections
 Continuing shift to new/electronic formats
 The economics...it’s all about the money
 More with less
 People, resources, and flexibility of purchase
 Increasing large-scale packages

3. The Literature
 “Preservation Implications”
 Does the conspectus model provide enough
flexibility
 The 2001 IFLA model...a product of the
“good” times?
 Does have an eye for the future
 Can we use the “depth indicators”?

4. The Conspectus Model
 First mention of “just in time” metaphor
(IFLA, 1991?)
 Great at planning for print and approval
platforms
 Does allow for flexibility, but how much?
 Depth of collections still easily measureable?

5. New Motivations for Policies
 For “clusters” and hybrid departments
 The increasingly electronic nature of materials
 Meeting the needs of our clients
 Emphasis on currency and immediacy
 Patrons driving the collections
 PDA and POD

6. The Call to Continue Policy
Development
 For archival and platform considerations
 Collections still need guidance!
 The pros and cons of “macro-selection”
(Nabe)
 Efficiency, but at what cost?
 What about uniqueness?

7. Motivations for Planning
 Fiscally responsible plan for collection growth
 Develop a balanced collection (or not!)
 Build a collection of lasting value
 Measure institution’s commitment
 Determine quality of collection with numeric
matrices

8. The Environment(s)
 Both internal and external
 Peer and aspirant institutions
 Target areas of programmatic growth
 Subject areas where collection building could pause
due to budget constraints
 The information needs of the moving user

9. Assessing Departmental Needs
 Current and future research / creative activities
(surveys & interviews)
 Current and future teaching needs
 Analyze faculty publications and dissertations
 Review departmental web sites
 Future growth areas of the institution

10. Collecting in the Sciences &
Engineering
 The needs of the engineering patron...
 Desire for seamless and self-guided access
 Using web tools to locate and access materials
(both in and out of our collections)
 Addressing their needs with e-books
 Textbook models for the future

11. Collecting in the Sciences &
Engineering
 The needs of the natural science patron...
 Technically minded - not afraid to follow a trail of
links
 Mobile users
 Interested in open access
 Increasing requests for video

12. Collecting in the Arts
 The multiple needs of the arts…
 Faculty sometimes more print-centric
 Depending on the discipline
 Electronic images limited by equipment
 Video projects and collections
 Streaming video
 Partnerships with science and engineering

13. Assess the collection for
specific disciplines
 Using WorldCat Collection Analysis to shape
collection
 Compare your collection to peers and
aspirants
 Determine weak and strong areas (and how
to be “unfair”)

14. Looking at WCCA Results
 Total number of items in the collection (Total)
 Total number of items in Art (Art Total)
 Number of items unique to each institution
(Art Unique)
 Number of items unique to USF compared to
institution being reported (USF Art Unique)
 Number of items both institutions own (Art
Overlap)

15. WCCA Authoritative Lists
Selection sources included:
 Books for College Libraries
Library Journal
 Outstanding Academic Titles
 Publishers Weekly
 Different lists for different subjects

16. Benefits
 Develop a customized strategy
 Prioritize needed titles and develop an acquisitions timeline
 Advanced budget planning (good in these times!)
 Identify a collection baseline
 Set realistic benchmarks for growth
 Drill down to title level

17.  Identify collection gaps
 Compile a list of needed titles
 Distribute collection work
 Identify needed funds
 Calculate dollar amount for remediation
 Be ready if funds become available
 Re-run analysis to measure growth

18. Growing the Collection
 Use WCCA in tandem with WorldCat Select
 If moving toward e-only, identify weak areas
and select e-titles in the catalog
 Fiscal challenges may continue…

19. User-Driven Collection
Building
 Purchase on demand
 Always been a part of our lives...
 Patron Driven Acquisitions
 How much do we allot?
 How much do we tell our patrons?
 Expanding ILL departments and budgets
 Mobile users
 Pay per view

20. New Modes of Acquisition
 Patron-Driven Acquisition (PDA)/Demand-Driven
Acquisition (DDA)
 Purchase-on-Demand (POD)
 Print-on Demand
 Espresso Machine
 Still some “old school” activities (especially in certain
disciplines)
 New modes of analysis lead to other new forms of
acquisition

21. New Directions in Collection
Development
 Patron-centric collection
 Access and timeliness
 A “Living Framework”
 Selection, de-selection, and retention
 What about gifts?
 Plethora of e-Resources

22. Collection Development
Philosophies
 Vanderbilt University Medical Center
 University of Virginia Health System
 Northwestern University Health Sciences
Library

23. Questions for Discussion
 Change in format = new policy?
 Minor tweaks or massive changes?
 Can we continue with the conspectus as the
base?
 What about new tools that help us to
compare/grow?
 Balanced vs. unbalanced

24. Thanks for your time!
 Other questions or comments?
http://guides.lib.usf.edu/futurecdpolicy
Charleston Conference 2011
Matt Torrence
Megan Sheffield
Audrey Powers
University of South Florida