HOW TO USE A COLLECTION DEVELOPMENT POLICY

 

David Farrell, in his essay, "Policy and Planning," notes that the library literature offers little coverage of policies after they've been issued, and presumably, used. This is surprising given the fact that "utility is a primary measure of the success of a policy statement" (Osburn and Atkinson, Collection Management, pp. 57-58). He indicates that this shortage of published information should not be taken to mean policies are not used. Rather, this situation underscores the need to pay greater attention to monitoring and reporting on use after the policy has been implemented as well as to recognize the fact that policy types, purposes, and uses are still evolving (Osburn and Atkinson, p. 58).

 

Farrell argues that the following concerns should be considered regarding policy use:

Who will use the policy statement?

Will the statement be a resource for training and evaluating collection specialists, for developing collection assessment projects and funding proposals, for preparaing accreditation reports, etc.?

Can the policy easily by updated, uploaded and downloaded, manipulated?

Will the policy be accessible in a machine-readable format?

Will the policy be coordinated with (and accessible to) librarians in institutions with which cooperative agreements exist? (Osburn and Atkinson, p. 58)

 

He adds that after the policy has been in place for a reasonable time span, its utility should be assessed. Evaluative criteria might include: Has the policy been incorporated into processes for training and evaluating collection specialists? Are new collection specialists introduced to the policy?

Does the policy offer specific guidance for budget allocations, for grant and other funding proposals, and for collection evaluation projects?

Is the policy reviewed and revised on a scheduled basis and, in any case, when programs, personnel, and budget changes are scheduled?

Are collection specialists reminded of policy and routinely involved in reviewing and revisig it?

Is the policy statement referred to specifically by working groups inside and outside the library, and in appropriate documents such as strategic plans?

Does the policy reflect collection budget, cataloging, preservation, retrospective conversion, and other priorities?

Do members of the faculty know the existence of the policy? Do they refer to it in relevant written documents and in oral communications? (Osburn and Atkinson, pp. 58-59)

 

Farrell advises that the policy can be maintained as a vital component of the collection development process in cases where key staff continually ask "What are collection management guidelines" in relation to Library-wide priority-setting;

Budget requests and allocation decisions;

Preparation of proposals for fund raising and grant proposals addressed to public and private agencies;

Anticipated changes in the direction of research, instructional, and service programs of the parent institution; and

Allocation of new academic positions and/or recruitment of new faculty and librarians. (Osburn and Atkinson, p. 59)