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Collection Development Policies
and Material Reconsiderations
February 22nd, 2022
February 24th, 2022
Pam Henley
Amelea Kim
Before We Start
 Chat Box: Available for all to use
 Auto transcription enabled
 Recording available on Vimeo
 Part 1 and Part 2 – on 2/22 and 2/24
 Jump in WHENEVER with questions/comments!
 Moodle – Library Sharing
Space: https://mtstatelibrary.moonami.com/mod/forum/discuss.php?d=117#p228
Learning Outcomes
 Discuss the importance of having a specific book reconsideration section in your collection
development policy
 Present example procedures and processes that libraries could use for book reconsideration
policies
 Share and discuss experiences with book reconsiderations in the past
 Receive tips on customer service procedures when talking with patrons about book
reconsideration concerns
 Receive topics/discussion points to take back to your library and discuss with coworkers/trustees
Collection Development Policy Overview
 Montana Library Examples
 Bozeman Public
 Billings Public
 Belgrade policy and reconsideration form
 Fallon County policy and reconsideration form
 Please share your policies in the chat box!
 Policy Poll Questions
 Library Sharing Time: What questions do you have on collection development policy creation or
review?
Reconsideration Process – Step by
Step
Please ask questions/make comments at any point!
Step 1: Recording the patron's issue or
concern
 We HIGHLY recommend using a form (please share any examples you have!)
 Asking for specificity
 Providing a copy of your CD policy
 Informing next steps and timeline
 Front Line Staff: What experiences do you have with this?
 Customer service tips and discussion
 Training and practicing
Step 2: Library Staff Consideration of Patron
Form
 Reviewing/reading the material in question
 Reviewing the reasoning behind acquisition, how that relates to CD scope
 Board notification (Correspondence received)
 Decision making – director involved or not?
 Notification – director usually notifies, and explains decision
 Discussion: Does your library have a different or similar process? What challenges or difficulties
have arisen? What questions do you have?
Step 3: Patron Appeals?
 Should there be an appeal process?
 Most libraries do not have one – the decision provided by the process is the final one
 If there is a lot of public interest, it is a good idea to send out a press release to make sure the
community understands the reasonings behind the decision
 Create a template that will help you craft a timely response
Open Discussion
 Importance of unified support between board and staff
 Scheduling regular discussions to review policies and processes
 Board backing of staff actions and decisions, and having trust in staff
Other Resources
 PCI Webinar, January 2022, "Readers' Advisory: A Year in Review" (available on Moodle)
 Webjunction Customer Service Webinars (create free account)
 ALA, PLA, MLA, other professional organizations
 Infopeople - mixture of free/paid webinars
 Library 2.0 - free to join, access to mini conference and webinars, podcast and blog
 United for Libraries trustees tips: Materials Challenges/Policies

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20220222 collection development and materials reconsideration power point

  • 1. Collection Development Policies and Material Reconsiderations February 22nd, 2022 February 24th, 2022 Pam Henley Amelea Kim
  • 2. Before We Start  Chat Box: Available for all to use  Auto transcription enabled  Recording available on Vimeo  Part 1 and Part 2 – on 2/22 and 2/24  Jump in WHENEVER with questions/comments!  Moodle – Library Sharing Space: https://mtstatelibrary.moonami.com/mod/forum/discuss.php?d=117#p228
  • 3. Learning Outcomes  Discuss the importance of having a specific book reconsideration section in your collection development policy  Present example procedures and processes that libraries could use for book reconsideration policies  Share and discuss experiences with book reconsiderations in the past  Receive tips on customer service procedures when talking with patrons about book reconsideration concerns  Receive topics/discussion points to take back to your library and discuss with coworkers/trustees
  • 4. Collection Development Policy Overview  Montana Library Examples  Bozeman Public  Billings Public  Belgrade policy and reconsideration form  Fallon County policy and reconsideration form  Please share your policies in the chat box!  Policy Poll Questions  Library Sharing Time: What questions do you have on collection development policy creation or review?
  • 5. Reconsideration Process – Step by Step Please ask questions/make comments at any point!
  • 6. Step 1: Recording the patron's issue or concern  We HIGHLY recommend using a form (please share any examples you have!)  Asking for specificity  Providing a copy of your CD policy  Informing next steps and timeline  Front Line Staff: What experiences do you have with this?  Customer service tips and discussion  Training and practicing
  • 7. Step 2: Library Staff Consideration of Patron Form  Reviewing/reading the material in question  Reviewing the reasoning behind acquisition, how that relates to CD scope  Board notification (Correspondence received)  Decision making – director involved or not?  Notification – director usually notifies, and explains decision  Discussion: Does your library have a different or similar process? What challenges or difficulties have arisen? What questions do you have?
  • 8. Step 3: Patron Appeals?  Should there be an appeal process?  Most libraries do not have one – the decision provided by the process is the final one  If there is a lot of public interest, it is a good idea to send out a press release to make sure the community understands the reasonings behind the decision  Create a template that will help you craft a timely response
  • 9. Open Discussion  Importance of unified support between board and staff  Scheduling regular discussions to review policies and processes  Board backing of staff actions and decisions, and having trust in staff
  • 10. Other Resources  PCI Webinar, January 2022, "Readers' Advisory: A Year in Review" (available on Moodle)  Webjunction Customer Service Webinars (create free account)  ALA, PLA, MLA, other professional organizations  Infopeople - mixture of free/paid webinars  Library 2.0 - free to join, access to mini conference and webinars, podcast and blog  United for Libraries trustees tips: Materials Challenges/Policies