Collection Development and Management:
Tasks, Responsibilities, and Organization



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Focus

Secondary Responsibility

How Organized?

Typical Tasks?

Needed Skills and Experiences

Important Questions


Quotes

"To be a selector you must be prepared for a 'life of ambiguity and constant change.'" ~ Clifford Lynch

"We have identified collection development, acquisitions, and cataloging as the 'hidden intellectual work' of librarianship. ... The public generally does not know that professional librarians select and organize the materials in the library." ~ Kirsti Nilsen and Lynne McKechnie

"Librarians are becoming knowledge engineers. They not only identify quality information resources, they are becoming partners in the development of new forms of scholarly communication. They work with faculty to make research data available to the public in usable forms. They are exploiting the rich resources in their special collections, digitizing them and making them available to users world-wide. They are developing taxonomies to help scholars gain better control of information in different but related disciplines. They are building new types of electronic reserve and course packs that are especially useful for distance learning students." ~ John Webb

"Collection development, on the other hand, seems squishy. Just when one thinks that one has one's arms around it, as it were, something pops out of one's grasp. It is like trying to cuddle winged snakes." ~ John Webb

Secondary Responsibility

Normally, collection development and management is done as an additional responsibility for someone assigned to another function. For example, reference librarians handle collection development when they have completed their reference responsibilities. Unhappily, not all reference librarians enjoy collection development and management (CDM). Too, the demands of reference work usually leave little time for collection development. Library branch managers focus on collection development when they have the time and the energy. It is unusual to find a full-time CDM position in most information agencies. The fact that CDM is done after other responsibilities are completed says something important about its importance.

Information professionals who are asked to do collection development and management "on the side" often find it frustrating -- a burden.
These are typical reasons:

  1. There is not enough time to handle the primary responsibilities, especially with new tasks added, and CDM.
  2. Collections work lacks the immediacy of reference work. "What almost always happens in such situations is that when push comes to shove, collection development gets shoved." [Robert Sorgenfrei and Christoper Hooper-Lane]
  3. Lack of administrative support. Collections work receives little attention in evaluations by the department head.
  4. Lack of training/education/skill in CDM.
  5. Lack of interest in CDM.
It takes a substantial effort to develop a happy, effective CDM operation in a unit that is devoted to another activity. The major rationale for reference department based selection is that these librarians are in daily contact with users and the collection so that they are in a good position to judge its adequacy.

Users as Collection Developers

In many agencies, users, an user representative, or a committee representing users have make the important CDM decisions. For example, faculty select material in most academic libraries. A committee of physicians makes selection decisions for a medical library. If being a subject specialist is required to make important decisions, users are more likely to be qualified that most information professionals. Clearly, there is a tension between collections developed by information professionals who are educated in CDM and collections developed by specialists who often know little about CDM but know a great deal about a narrow subject specialty. This is likely to be a problem when the collection needs to serve varied audiences.

Centralization vs. Decentralization

Centralization versus decentralization is been an issue for many years. Collections may be centralized, all in one place, or decentralized. Similarly, collection development may be centralized or decentralized. When decentralization is subject based as in a library science library, local selection builds on subject knowledge as well as knowledge of the community served. The argument for decentralization is less powerful when the branches lack content specialization as in most public library branches.

Decentralization allows librarians closest to users, branch librarians for example, to select for the community that they serve. They ought to be especially familiar with user wants and needs. However, lack of time for collection work and lack of collection development resources may result in inadequate performance. However, decentralization may be ineffective, may substantially increase training and service costs as well as collection development costs, especially in the provision of current awareness sources.

Just as it is easier and more economical to develop a centralized collection that eliminates duplication and variety, it is easier to centralize collection development in one location. With one CDM unit, a library system can have full-time professional selectors and each selector will have access to a substantial number of resources. This also insures that each branch has the same quality of collection development regardless of the skill, interest, or experience of the branch manager. Typically, a broader range of materials are selected under this organization and the time before a new item is on the shelf is substantially reduced.

A Soft Area

Collection development and management is often a "soft" area; one that is relatively invisible to customers and co-workers. Thus, it is frequently a secondary or tertiary responsibility--a matter of relatively low priority.

Collections Spending is not Collection Development

Buying items to add to the collection may not be collection development since CD is a systematic, planned effort to provide users with what they need and want. Selecting may be somewhat random and based upon selector preference and not based on appropriate priorities. Material acquired may not be evaluated and compared with similar products.

Where Are the Full-Time Collection Developers/managers?

Research libraries and museums are most likely to have a full-time collection development person with some professional training. This is a relatively recent development.

Staff Rather than Line Position

The CDM function is usually a staff position without line authority.In many libraries, for example, CDM is done by reference librarians who report to the head of reference for most tasks, but have a fuzzy relationship with collection development and management as well. Academic research libraries have the most fully developed CDM function, and,in the past, that might have included at least a few Ph.D. subject bibliographers.

Organizational Patterns

There are many different organizational patterns. CDM activities may be organized by:

Developing and managing collections may be done by:

Changing Name and Scope

From collection development to CDM. Collection management may now include these functions or activities:

Could not every activity in an information agency be part of collection management since nearly everything is related in some way to collections?

The Literature

Most of the literature on organizing the CDM function has been written by librarians and most of that by academic librarians in research libraries. However, there is a reasonably substantial literature for records managers and archives as well as a scattered literature for those involved with scientific collections. The museum literature also yields some valuable items. Again, the literature is not very helpful for those who work outside research organizations.

Typical Tasks

Based on research library literature, here is a list of typical tasks/responsibilities:

Skills and Experience Needed

"The political skills of Disraeli, the financial acumen of Rockefeller, the wisdom of Solomon, Churchill's way with words, and Houdini's ability to get out of tight spots."

The ability to identify, understand, and link agency mission, goals, and objectives to collection development and management is absolutely essential. In a research environment, subject knowledge as well as format knowledge is needed. In some situations, foreign language competency is essential. Familiarity with publishing/production in areas of interest is expected, especially in libraries. This includes knowledge of trends in information technology and the cost of materials. Experience with similar communities and agencies is required for management positions.

CDM managers must have the same skills typically required of any manager:

  1. Ability to analyze and interpret the relationships between inputs, outputs and outcomes, especially collection use
  2. Ability to create, implement, monitor, and revise plans
  3. Patience (collection development takes a long time and is never really done)
  4. Internalizes and understands the cultural, legal, and ethical issues affecting the library, especially in making content available
  5. Ability to apply mission, goals, and objective statements to particular situations [selection in particular]
  6. Stays current in knowledge relevant to particular tasks [includes publishing, information technology, and community change]
  7. Ability to use appropriate information sources to develop reasonable forecasts, especially of future expenditures
  8. Strong interpersonal skills (a people person with a strong vision of public service} and ability to work with others to master tasks
  9. Political skill (the ability to maximize opportunities and minimize liabilities
  10. A mediator who can sort out competing demands for scarce resources to benefit the agency or community as a whole
  11. Comfortable with and good at financials (budgeting and fund-raising)
  12.  Strong communication skills (writing, speaking, and listening (able to communicate difficult decisions effectively)

Some Basic Questions

In considering CDM tasks and responsibilities, several basic questions need to be answered. Answers will vary with experience, world view, agency, community, and audience:

There is no standard model of organization for CDM, even in academic libraries. Quite different models work well in different environments. Normally, you will follow the model already established in your situation.

Are We Still Selecting?

Some librarians believe that they no longer select as they did in the past. Firm order selection has been replaced with standing orders, approval plans, consortial agreements, licenses for bundles, and selecting on the basis of usage data rather than author/publisher reputation or review attention. In this sense, a substantial amount of selection has been delegated or outsourced to others. Thus, the collection development - management librarian may spend only ten or fifteen percent of her time on pure selection and much more than that on various administrative tasks.



Discussion

One

Select an information agency of your choice. Consider the several questions raised immediately above. Answer these questions as best you can and then suggest an appropriate model for the collection development function. Your model should include some specifics on staff and organization.

Two

What rationales might you muster to support the notion that information professionals rather than subject specialists should make the final decisions on collection development and management?


Last major revision: December 2004.

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