A "remarkable achievement" (Technical Services Quarterly), this benchmark text serves as the perfect guide for beginners and a quick reference tool for seasoned professionals. For the new fifth edition, expert instructor and librarian Johnson is joined by technical services expert Weber. Complete with refreshed case studies exploring the issues and suggestions for further reading, each chapter provides in-depth coverage of one aspect of collection development and management. Readers will gain a thorough understanding of
 

• traditional management topics such as organization of the collection, staffing, planning, and policymaking;
• the continuing relevance and importance of the discipline in an increasingly digital environment;
• open access, the Big Ten Open Books collection, and moving toward a digital library ownership model;
• e-book lending, including purchasing models (PDA, DDA, EBA) and controlled digital lending;
• collaborative collection development and management;
• licenses, negotiation, contracts, maintaining productive relationships with vendors and publishers, and other important purchasing and budgeting topics;
• self-published books and their path into library collections;
• collection analysis and weeding, including both print and e-resources;
• timely issues such as the ways in which collecting practices have changed post-pandemic, the evolving needs and expectations of library users, diversity in library collections, and ensuring accessibility, all illustrated using updated examples and data; and
• marketing, liaison activities, and outreach, through coverage expanded for this edition.

Peggy Johnson is a frequent speaker and trainer on collection development and management. She has published several books, including ALA Editions’ Developing and Managing Electronic Collections: The Essentials, and numerous journal articles. She edited the peer-reviewed journal Library Resources & Technical Services for more than nine years and continues to edit Technicalities: Information Forum for the Technical Services Professional. Prior to retiring from the University of Minnesota Libraries, she served as associate university librarian. During more than thirty years at the University of Minnesota, her responsibilities focused on collection development and management, technical services, institutional planning, grants management, and budgeting. A past president of the Association for Library Collections and Technical Services (ALCTS), she received the ALCTS Ross Atkinson Lifetime Achievement Award in 2009. Peggy has consulted on library development in Uganda, Rwanda, Senegal, Morocco, and China.

Mary Beth Weber has worked in library technical services in academic libraries for over thirty years. She has held various technical services positions, and is an expert on cataloging nonprint materials, acquisitions workflows, and non-MARC metadata for digital collections. She also has extensive managerial experience. Weber has authored numerous books, including Virtual Technical Services: A Manual and Rethinking Library Technical Services: Redefining Our Profession for the Future. She has given presentations on cataloging, mentoring, and publishing for various organizations. She chaired Rutgers University Libraries’ Faculty Mentoring Program Committee for two years, and participated in ALCTS’ inaugural mentoring program. Weber is an active member of Core: Leadership, Infrastructure, Futures, a division of ALA. She served as editor-in-chief of Library Resources and Technical Services (LRTS) for nine years and helped transition the journal from ALCTS to Core. Weber was awarded the ALCTS Presidential Citation in 2011 for her service as the ALCTS Newsletter Editor. She received the ALCTS Honors award in 2015 for her contributions as LRTS Editor. Weber is currently the head of central technical services at Rutgers University Libraries and oversees resource description (MARC and non-MARC) for all four of Rutgers’ campuses.

List of Figures

Preface to the Fifth Edition

Acknowledgments

1    Introduction to Collection Development and Management 
Components of Collection Development and Management 
Historical Overview 
Theories of Selection 
Future of Collection Development and Management 
Notes 
Suggested Readings

2    Organizational Models, Staffing, and Responsibilities 
Collection Management and Development Responsibilities 
Assignment of Responsibilities 
Learning after School 
Performance Evaluation 
Organizational Models 
Ethical Issues 
Case Study 
Notes 
Suggested Readings

3    Planning, Policy, and Budgets 
Planning in Libraries 
Planning Models 
Environmental Scanning 
Why Undertake Formal Planning? 
Collection Development Policy Statements 
Writing the Collection Development Policy Statement 
Budgeting and Finance 
Case Study 
Notes 
Suggested Readings

4    Developing Collections 
The Universe of Published Materials 
The Selection Process 
Case Study 
Notes 
Suggested Readings

5    Vendor Relations, Negotiation, and Contracts 
Overview 
Vendor Relations 
Negotiation 
Contracts 
Case Study 
Notes 
Suggested Readings

6    Managing Collections 
Weeding 
Storage 
Preservation and Conservation 
Review and Cancellation of Continuing Resources 
Collection Protection and Security 
Case Study 
Notes 
Suggested Readings

7    Marketing, Liaison Activities, and Outreach 
Understanding Marketing 
Marketing Concepts 
Managing the Marketing Cycle 
Liaison and Outreach Activities 
Social Media 
Case Study 
Notes 
Suggested Readings

8    Collection Analysis, Accountability, and Demonstrating Value 
Collection Analysis as a Management Tool 
Historical Overview of Collection Analysis 
Approaches to Collection Analysis 
Electronic Resources and Collection Analysis 
Collection-Based Analysis Methods 
Use- and User-Centered Analysis Methods 
Cost-Benefit Analysis, Social Return on Investment, and Balanced Scorecards 
Conducting the Analysis and Preparing a Collection Analysis Report 
Case Study 
Notes 
Suggested Readings

9    Collaborative Collection Development and Management 
Overview 
Resource Sharing 
Bibliographic Access 
Coordinated or Collaborative Collection Building and Management 
Infrastructure for Cooperative and Collaborative Collection Development and Management 
Attributes of Successful Consortia 
Challenges to Collaborative Collection Development and Management 
Evaluating Collaborative and Cooperative Collection Development and Management 
Case Study 
Notes 
Suggested Readings

Appendixes 

• Appendix A    Professional Resources for Collection Development and Management 
• Appendix B    Selection Aids

About the Authors

Index