ETL503 Module 06 ‘Collection Development Policy’ Reflections and Activities

6.1 Policy and procedures

Rationale for a CDP

Having a policy in place allows for actions to be defended and holds the TL accountable. It may not satisfy all complaints, but it means a policy can be shared with the community. The policy needs to match the values and mission of the school context. Having a written collection management policy is highly valuable as it offers a clear, thoughtful rationale and guidelines for the collection’s short-term and long-term development.

Blog Activity 01
The following reading is designed to get you thinking about collection development. It is useful for Assessment 2.
Step 1: Access and read the following article:
Morrisey, L. J. (2008). Ethical issues in collection development. Journal of Library Administration, 47(3-4), 163-171.

The article focuses on raising awareness regarding ethical issues in collection development rather than providing solutions. Universities increasingly emphasise accountability, prompting renewed focus on ethics and bias, particularly in library collection development. Bibliographers and collection managers must ensure ethical practices when curating and providing access to resources.

Two key documents guide ethical decision-making in collection development: the American Library Association’s Code of Ethics and the library’s own collection development manual. These resources help address challenges like censorship and intellectual freedom and provide frameworks for responding to patron concerns about controversial materials.

Libraries should engage users by allowing input on acquisitions and ensuring feedback mechanisms. Collection managers need to be fair and transparent, avoiding favouritism and ensuring budget discipline. Maintaining privacy and confidentiality is crucial, especially as collection practices evolve.

Intellectual property rights are another concern, requiring carefully navigating copyright and fair use laws. Collection development should be collaborative, with clear communication among bibliographers to avoid conflicts and ensure diverse representation.

Personal biases must be managed, especially when acquiring potentially offensive or controversial materials. Decision-making should be based on scholarly merit and publisher reputation rather than personal views.

Negotiation skills are essential for managing subscriptions and maintaining budget efficiency. Librarians must be cautious about vendor relationships to avoid conflicts of interest. Donor stipulations should align with the library’s collection policies, ensuring consistency and fairness.

Ethical issues also extend to digital resources and licensing agreements. Libraries must protect user privacy and ensure fair access, considering the implications of remote access policies for different user groups.

Ultimately, ethical collection development requires continuous evaluation and open discussion among library staff to address and mitigate bias.

Step 2: Reflect on the ethical issues raised and Step 3: Consider writing a reflective blog that demonstrates your thinking around these ethical issues and how they apply to your current or future concepts.
I think, with many concerns happening globally, particularly in the US, the focus on decision-making based on scholarly merit and publisher reputation is key. Personal views should not impact users’ access to resources. One area that we have to address in Singapore is the country’s stance on gay relationships, which are still considered illegal. We have many students who identify as gay or bisexual, and it is crucial that we have resources that support this in the library, although it could be argued that we should not, based on Singapore law. Luckily, we do have the flexibility to choose our own texts as an international school.
Contents
What should a collection policy contain?
Blog Activity 01
The following activity is designed to get you thinking about what a good collection development policy should include. It is useful for Assessment 2.
Step 1: Locate a school library collection policy. You may use one from a library you know, or you can locate on online. Here are some examples:
Step 2: Reflect on its purpose, audience, and usefulness. Decide whether the found policy should be considered a ‘good’ policy or if it needs changes.
Step 3: Reflect on the changes you would make to strengthen that policy.
One of the aspects I think is essential to a CDP is the considerations imposed by the nature of the school or context. This really can vary and be subject to the TL’s point of view. It’s important to ensure that the TL does not allow their opinion to reflect upon the collection choices. What I would say is that this needs to be clear in the policy, and should be evaluated on a frequent basis.
Relating to both physical and electronic resources is necessary, but again requires the CDP to be updated where necessary.
It’s important to think about what a collection development policy should and shouldn’t include. If a school library lacks a written collection development policy, it probably also doesn’t have written policies for other areas, and sometimes even lacks a comprehensive policy on the library’s role in the school. In these cases, the collection development policy often becomes a ‘catch-all’ policy, diminishing its specific purpose and value. Instead, it’s much better to create distinct policies for each necessary area.
It’s also important to differentiate between policy documents, which outline policy decisions, and procedure documents, which detail procedural aspects relevant mainly to library staff. Policy documents are public and should be readable and engaging, focusing on clarity, brevity, and good presentation. However, it’s common for there to be some overlap or ‘grey’ areas regarding what should be included in policy versus procedure documents.
A commonly used structure for policies is:
  • definition of area
  • statement of purpose(s) and goals (the ‘why’ section)
  • broad decisions (the ‘what, how, who in broad terms’ section) designed to fulfil the stated purpose(s) and goals
In this model, procedures comprise clear, specific and detailed directions on how the broad decisions in the policy area are carried out. Procedures are given as a logical sequence of instructions which can be readily and systematically followed to fulfil the decisions achieve the desired goals. A library procedures manual is concerned with specific practices and is an internal document detailing how a collection development policy is implemented. A procedures manual can:
  • ensure consistency in the provision and management of resources
  • serve as a reference and training point for new tasks or those undertaken infrequently
  • provide continuity when staff change

When writing policy and procedures documents it is important to keep in mind the distinctions between the two. These include:

Policies Procedures
 Policies are normally public documents available to the school community (and preferably aimed at the needs of, readily understandable by and, where appropriate, developed in consultation with the school community).  Procedures are internal library documentation created primarily for the people who carry out those procedures.
Policies include goals and principles. Procedures document the practices which fulfil those goals and principles;
Policies are broad.  Procedures are specific.
Policies tend to be relatively brief and direct (they are much more likely to be read and followed if they are not verbose, Procedures are longer because they contain detail.
Policies say what happens (and preferably why). Procedures describe how it happens.
Blog Activity 02
The following readings further explore the requirements of collection development policies and procedures. They are useful for Assessment 2.
Step 1: Access and read through the following resources:
Oberg, D., & Schultz-Jones, B. (eds.). (2015). 4.3.1 Collection management policies and procedures. In IFLA School Library Guidelines, (2nd ed.),  (pp. 33-34). IFLA.
4.3.1 Collection management policies and procedures
  • A school librarian collaborates with school administrators and teachers to develop a collection management policy.
  • This policy must be based on the curriculum, the specific needs and interests of the school community, and reflect societal diversity.

The collection management policy statement should include:

1. The mission of the school library, aligned with the IFLA/UNESCO School Library Manifesto.
2. Statements affirming intellectual freedom and freedom of information.
3. The purpose of the collection management policy, its connection to the curriculum, and its relevance to the national, ethnic, cultural, linguistic, and indigenous identities of users.
4. Long and short-term objectives for resource provision.
5. Responsibilities for collection management decisions.

  • The policy should clarify that collection building is a collaborative effort involving teachers, who provide valuable insights into their students’ needs.
  • The policy should establish a method for reconsidering resources, adhering to the principles of intellectual freedom and children’s right to know.
  • It should identify the responsibility of school librarians to resist censorship, regardless of the source of demands to limit resources or access.
  • Procedures for developing and managing the school library collection should be detailed in a separate document or appendix.
  • The procedures manual should guide the selection and acquisition of resources, and set standards for processing, organizing (cataloguing, classification, shelving), maintaining, repairing, and de-selecting (weeding) resources.
  • The manual should include guidelines for obtaining resources that reflect the national, ethnic, cultural, linguistic, and indigenous identities of the school community.
  • It should also provide clear guidelines for reconsidering controversial materials.
Mitchell, P. (2018). How does your collection measure up?: Using the school collection rubric. Journal for the School Information Professional, Autumn 2018, Vol.22(2), pp.18-19,2.
  • The rubric addresses the shift from predominantly physical collections to a mix of formats.
  • It identifies and describes the elements of a balanced, high-quality collection that meets the school community’s needs.
  • The rubric offers a framework for measuring, evaluating, and improving school collections.
  • It is designed to be a flexible tool that can be used in various ways based on a school’s needs and priorities.
Step 2: Reflect on the points raised in each reading. What similarities or differences did you notice?
Step 3: Consider writing a reflective blog post that outlines what your approach to collection development procedures and policies would look like.