Questions and answers from the series of programs on all facets of collection management at UCSB, held during 2000-2001. Dates reflect most recent updates..

10/15/04:	Overview: Collection Development
01/31/01:	Collections Budget
02/09/06:	Acquisitions and Cataloging
12/21/07:	Yankee and Gobi
04/18/01:	Systemwide Collection Development
05/9/01:	Serials and Preservation
12/12/06:	Helpful Hints for Developing Subject Expertise and Learning Your Collection
09/26/07:	E-Journals cataloging and management
10/10/08:	Faculty Liason Best Practices
2010-11:	Scholarly Communication

I.  CURRENT PROJECTS

II.  COLLECTION MANAGEMENT RESPONSIBILITIES

• Generic Statement of Professional Duties and Responsibilities

  And from the Collection Manager's Orientation Program,  see the questions and answers about Collection Manager Responsibilities.

• Collection Manager Orientation Checklist
• Collection Coordinator's Professional Duties and Responsibilities
• Head of Collection Development
• AUL for Information and Research Services

III.   COLLECTION DEVELOPMENT POLICIES

• Guidelines
• UCSB Library Collection Development Policies

  And from the Collection Manager's Orientation Program,  see the questions and answers about Collection Development Policies.

• Video/DVD Acquisition and Use Policy

IV.   COLLECTIONS: ORGANIZATION AND STRUCTURE

• Collections Organization Chart
• Collection Groups, Coordinators and Members
• Collection Managers by Subject
• Collection Development Department

  And from the Collection Manager's Orientation Program,  see the questions and answers about Collection Groups: Organization and Structures.

V. UC SYSTEMWIDE COLLECTION DEVELOPMENT RESOURCES AND PLANNING

• CDL & UCL Committes and Groups
• Components of The Planning and Consultative Structure for UC Libraries
• CDL Collection Management and Development Program
• CDL Collection Framework Documents 
• CDL Information for Campus Libraries - e.g., Licensing Toolkit, Usage Statistics
• Request Form for SCP Cataloging Records for Open Access Journals 

  And from the Collection Manager's Orientation Program, see the questions and answers on Systemwide Collection Development.

VI.  ORDERING AND ORDER RECORDS MANAGEMENT

A.  Ordering

• Contact People in Technical Services
• Rush, Hold & Notify Request Procedures

  And from the Collection Manager's Orientation Program, see the questions and answers on Acquisitions and Cataloging.

B.  Order / Acquisition Records and Budget Reports

• Committments and Expenditures Reports
• Pegasus (ALEPH) for Collection Managers: Take a Look at Budgets
• Pegasus (ALEPH) for Collection Managers: Take a Look at Monograph Orders
• Pegasus (ALEPH) for Collection Managers: Take a Look at Serials Orders

C.  Serials

• Serials Review Lists
• Request Form for SCP Cataloging Records for Open Access Journals 

  And from the Collection Manager's Orientation Program, see the questions and answers on Serials and Preservation.

D.  Digital Resources (Databases)

• Trial Guidelines
• Digital Resource Selection & Processing Form
• Collection Criteria for Adding Digital Resources to the Davidson Library Server
• CDL Licensing Toolkit

E.  Dissertations

• Adding non-UCSB Dissertations from ILL to the UCSB Collections
• Collection Manager Dissertation Review Flag

VII. APPROVAL PLANS

• Quick Guide to GOBI Ordering (2 pages)
• GOBI Ordering Tutorial (35 pages)
• Using Folders in GOBI
• Creating Notifications in GOBI
• Retrieving Approval Plan Activity in GOBI

  From the Collection Manager's Orientation Program, See the questions and answers on Yankee and Gobi. see also:  What approval plans are there besides University Press and Yankee?.

VIII. COLLECTION ASSESSMENT AND MANAGEMENT

• How to Retrieve ILL Data Using the OCLC Collection Analysis Tool
• Exporting ILL Data From the OCLC Collection Analysis Tool
• ILL Generated Reports
• Discarded Materials: regulations and distributions
• Lost and Missing Book Procedures

  And from the Collection Manager's Orientation Program,  see Helpful Hints for Developing Subject Expertise/Learning your Collection.

IX. SCHOLARLY COMMUNICATION

• UCSB Libraries Scholary Communication
• Reshaping Scholarly Communication (Systemwide Information)
• Librarians' Scholarly Communication Toolkit
• Open Access Resources and Issues in the Humanities
• Request Form for SCP Cataloging Records for Open Access Journals
• Process for Submitting Digital Projects

X. CATALOGING

• Cataloging Priority/Rush Cataloging
• Cataloging Errors
• Assigning/Changing Location
• Recommend a New Book or Journal Form

  And from the Collection Manager's Orientation Program, see the questions and answers on Acquisitions and Cataloging

XI. GIFTS

• What to do with Gifts?
• Donation Programs for Books, Journals, and Media
• Gift Acceptance Policy
• Gift Agreement Form for Donors
• Add to Collection Shelf

XII.   STORAGE

• Southern Regional Library Facility Website
• Storage Review Procedures
• Local Storage
• Patron Request for Permanent Return of SRLF Materials to UCSB

XIII.   TOOLS

• LC Classification Schedule Online
• Currency Converter
• Journal Info
• Selected Bibliography of Collection Management

XIV.   PRESERVATION

• University of California Preservation Advisory Group
• UC3: University of California Curation Center

  And from the Collection Manager's Orientation Program, see the questions and answers on Serials and Preservation.