The document summarizes Whitney Kemble's experience developing approval plans for the University of Toronto Scarborough Library. As a new librarian, Kemble led a project team to create 27 subject profiles for the library's approval plan with their vendor in order to transition from title-by-title selection to an approval plan for monographs. The process involved reviewing literature, consulting colleagues, developing a project plan, analyzing existing subject profiles and course data, working with the vendor to create the profiles, examining back-run reports during an adjustment period, training librarians, and implementing changes to the acquisitions workflow to accommodate the new approval plan. Ongoing assessment of spending, returns, and collaboration with the vendor would track

1. No Experience Necessary:
A Crash Course in Developing
Approval Plans
Whitney Kemble
Liaison Librarian
University of Toronto Scarborough Library
Charleston Conference Nov. 7, 2013

2. The University Context

3. The Library Context
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Part of UTL (3rd largest in NA)
Transitioning to subject liaison model (8 FT
librarians)
Switching from title-by-title selection to approval
plan for monographs
Collections librarian on leave
New librarian (me!) leading project team of 3
Creating 27 profiles for academic programs
Vendor pre-selected
8 month timeline

4. The Planning
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Literature Review
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Consult with experienced UTL
colleagues
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Develop project plan

5. The Data
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UTM profiles for NSPs
Readership level
 Publisher
 Book type


Course Descriptions & Syllabi

6. The Data
PR1-9680 English literature
Course Reserves
ILL/ICD 2010
TOTAL
PR2199-3195 English renaissance (1500-1640)
7
74
81
PR3291-3785 17th and 18th centuries (1640-1770)
2
77
79
PR3991-5990 19th century, 1770/1800-1890/1900
1
75
76
109
109
115
119
4
4
152
184
PR6000-6049 1900-1960
PR6050-6076 1961-2000
4
PR6100-6126 2001-
PR8309-9680 English literature: Provincial, local, etc.
32

7. The Vendor
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When creating profiles
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Employ their expertise
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Communication is crucial

8. The Adjustment Period
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Examine 6 month Back-run reports
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What books we would have received

Would we keep them? Why or why not?

Look at
publisher, readership, type, format, cost,
LC, etc. to see why not

9. The Implementation
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Training librarians on collections
principles and systems
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Libguide
Training sessions
Ongoing 1-on-1 support
Changes in Acquisitions workflow

10. The Conclusion
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Tracking spending
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Tracking returns – what’s wrong?
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Ongoing assessment with vendor

11. The Thank You!
wkemble@utsc.utoronto.ca