Lecture presented by Juan Martin Guasch at PAARL Seminar- workshop with the theme "Managing Today’s Learning Commons: Re-Skilling Seminar for Information Professionals" held on September 20-22, 2016 at the Crown Legacy Hotel, Kisad Road, Baguio City.

1. Juan Martin Guasch

2. GROUP THE PARTICIPANTS
DISTRIBUTE THE CASE STUDIES
What to do? SWOT Analysis

3. What are your expectations?

6. Lectures, Fora and Seminars on
Collection Management

14. Journal Articles

16.  COLLECTION MANAGEMENT
 MANAGING RESOURCES
 CONTINUING DEVELOPMENT PROGRAM

17. ELEMENTS OF MANAGEMENT
POSDICON

18. Planning
Who Plans? Duration Purpose
Executives
Upper Level
Long Term Strategic
Middle Level
Lower Level
Short Term Operational

19. What is control?

20.  Management control is a systematic effort to set
performance standards with planning objectives, to
design information feedback systems, to compare
actual performance with these predetermined
standards, to determine whether there are any
deviations and to measure their significance, and to
take any action required to assure that all corporate
resources are being used in the most effective and
efficient way possible in achieving corporate
objectives.

21. Kinds of Controls
 There are essentially three kinds of controls:
 1. Visual controls. These include checklists, dash
boards, scorecards, budgets, etc. They let you SEE that
the right things are happening, or if not, they raise a
flag that lets you make sure to focus on fixing the
situation.

22.  2. Procedural controls. These include things like
having 2 unrelated parties internally check/be
involved in the flow of money. Your standard review
process for all new hires. Your standardized sales
concessions you empower your sales team to use.
 Procedural controls establish a known pathway to a
consistently secure result.

23.  3. Embedded controls. These are the controls that
work without someone having to remember to do
something out-of-the-way to use them. These include
things like your standardized contracts, automated
data backups, and intentionally designed financial
controls that work automatically in the background to
protect your business from poor decisions or behavior.

24. WHAT ARE THE RESOURCES
THAT WE NEED TO CONTROL?

25.  BOOKS
 JOURNALS
 VERTICAL FILES
 CARTOGRAPHIC RESOURCES
 AUDIO VISUAL RESOURCES
 EQUIPMENTS AND MATERIALS
 HUMAN RESOURCES

26. Standards & Guidelines
RQUAT
PAASCU
PACUCOA Curricular, Instructional, Research,
Recreational
 Collegiate Programs
 Graduate School
ISO
CHED-MARINA

27. Standards & Guidelines
 Institutional Vision and Mission
 Departmental Vision and Mission

28. Trends
 Patron Driven Acquisition (PDA)
 Demand Driven Acquisition (DDA)

29. INVESTMENT AND ROI
Investment

30.  Return on investment (ROI) is the benefit to an
investor resulting from an investment of some
resource. A high ROI means the investment gains
compare favorably to investment cost. As a
performance measure, ROI is used to evaluate the
efficiency of an investment or to compare the
efficiency of a number of different investments.[1]
In purely economic terms, it is one way of
considering profits in relation to capital invested.

31. Evaluation
 Evaluating the Present Collection
 According to Course/Department
 Faculty/Admin/Alumni/Guest
 Use of the Internet
 Books inside the Library / In-House
 Borrowed books by Faculty
 Borrowed books by students
 Interlibrary Loan
 AIMS to other schools
 Outside researchers to AIMS

32. MAPPING
 COLLECTION MAPPING
 CORE COLLECTION
 GENERAL EMPHASIS
 SPECIFIC EMPHASIS
 CURRICULUM MAPPING

33. Assessment
Assessing the Users needs

34. WHY ARE CUSTOMERS
ALWAYS RIGHT?

35. Gap Analysis
DifferenceStandard Actual

36. Collection Lifecycle
 Assessment
 Selection
 Acquisition
 Processing
 Circulation (shelving; check out use; re-shelving)
 Continuing
 Preservation (Repair and Maintenance)
 De-selection & Weeding (Replace; Disposal System)
 Weeding your way to a User-Centered Collection

37. Why do we need to weed?

38.  Space = limited shelving, increased customer use of
areas, closing branches/units
 Time = user time finding materials, staff time finding
and shelving materials
 Appeal = “Weeding is merchandising”
 Reputation = reliability and currency
 Collection needs = replace or repair damaged items,
missing or stolen items
 Collection strengths and weaknesses = aware of
direction for future purchases, more familiarity with
collection area whole

39. CREW
 Continuous
 Review
 Evaluation
 Weeding
CREW formula = 5 years copyright/3yrs in use/MUSTIE

40. DEPRECIATION
 Depreciation
 Salvage
 Scrap Value
 Preventive Maintenance

41. Straight line Method Depreciation
Depreciation
Expense
Accumulated
depreciation at Year
End
Book Value at Year-
End
(Original Cost)
Php17,000
3,000 3,000 14,000
3,000 6,000 11,000
3,000 9,000 8,000
3,000 12,000 5,000
3,000 15,000 (scrap value) 2,000

42. Composite Depreciation Method
Asset Historical
Cost
Salvage Value Depreciable
Cost
Life Depreciation
per year
Computers 5,500 500 5,000 5 1,000
Printers 1,000 100 900 3 300
Total 6,500 600 5,900 4.5 1,300

43. MUSTIE
 Misleading
 Ugly
 Superseded
 Trivial
 Irrelevant ( 1st rev against 2nd rev)
 Elsewhere (interlibrary loan, reciprocal
borrowing, electronic format, collaborative
collection development: consortia, multi-site
branch library)

44. WORST in Multimedia
 Worn out
 Out of date
 Rarely used
 Supplied
 Trivial
Video cassette to DVD to BluRay to Down Loadables

45. SWOT Analysis
 Strengths
 Weaknesses
 Opportunities
 Threat

46. The Collection Development
Policy Plan (CDPP)

47. THE MANUAL OF OPERATIONS
This Should be the Out Come:
 OPS (Operating Procedure Standards)
 QuAM (Quality Assurance Management)
 QSP (Quality Standard Procedures)
 PDM (Position Description Manual)

48. GAP and SWOT Analysis
Should result to the following:
• PPA (Plans, Programs and Activities)
• Budget

49. PRODUCT-SERVICE STRATEGIC ACTION
PLANS’ EVALUATION
 Goal 1 Costumer Focus
 Goal 2 Business Policy
 Goal 3 Corporate Governance
 Goal 4 Research & Extension
 Goal 5 People Progress

50. The Budget
 Top to Bottom
 Bottom to Top

51. References
 Standards for collection management Part I – Association for
Library Collections and Technical Services (ALCTS)
(https://www.youtube.com/watch?v=ZuLQdjynCQQ)
 Part II (https://www.youtube.com/watch?vPOGzvWBJ7xs)
 The collection life cycle in library and information services
(https://www.youtube.com/watch?v=bLkwpfGLqTO)
 Culling your Collection: the fine art of weeding
(https://www.youtube.com/watch?v=a5vAKbTTudg)
 Collection Development: The Basics and Beyond
(https://www.youtube.com/watch?v3IEVL8WV730)
 The Present and future of Academic Library collection
development in the United States
(https://www.youtube.com/watch?v=BK_Lc-YsWDg)

52. Reference
 Weeding your way to a User-Centered collection
(https://www.youtube.com/watch?v=XuRHUhzmR1A)
 Weeding your school library
(https://www.youtube.com/watch?v=ogUdxIfItqg)

53. THANK YOU VERY MUCH FOR LENDING ME YOUR EAR!