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Library Policies

Information about the UTM Paul Meek Library's policies

2. Maintaining the collection / Deaccession guidelines and procedures

2.  Maintaining the collection

Library materials are expensive to purchase, process, and house.  The Library acknowledges the necessity of preserving all holdings, both traditional and nontraditional, and supports the American Library Association’s “Preservation Policy.”  The following general principles apply:

      • Library employees and library users are informed about proper care and handling of library materials of all formats
      • Temperature and humidity within the building are controlled for the maintenance of library materials
      • In-house book repair is provided for damaged materials
      • Commercial binding is used to preserve periodicals and other materials as needed

 

2.1 Preservation/conservation

Periodicals are evaluated for addition to the permanent collection and whether to be commercially bound.  Periodicals that have perpetual digital versions available, have incomplete volumes, or are replaced with microform are not considered for binding, with an exception for archival periodicals. Hardbound books and paperbacks are rebound as needed or evaluated for replacement if more cost effective.  The Library’s liaison librarians, with input from the Cataloging Librarian and/or Acquisitions Librarian, evaluates the physical conditions of items in their area. They recommend repairing, rebinding, deaccession, or replacement. The Technical Services staff coordinates repair and binding operations.

 

2.2  Replacements

Replacement of damaged or outdated material is not automatic.  Replacing the item may be determined by the Acquisitions Librarian with recommendations and assistance from the Library’s liaison librarians, Technical Services staff, and consultation with university departmental faculty when determined to be necessary.  When the material comes from media, reference, government documents, or special collections departments, those responsible for the area will be consulted.

Except for material in archival and manuscript collections, repair alternatives such as re-binding or a method of incorporating loose or replacement pages (tipping-in) should be considered before replacing damaged material. For missing items, replacement should be initiated only after thorough searching and sufficient time—usually one year—has lapsed to avoid unnecessary duplication.  Heavily used items may be replaced immediately and treated as an additional copy.

Replacement factors considered are:

      •  
      • Demand for the resource
      • Its value to the overall collection
      • Whether or not it has been superseded by a new edition or other newer materials
      • Additional criteria may also apply when making decisions to recommend replacement

 

2.3  Weeding / Deaccession

The Library conducts a continuous review of its print and digital collections, seeking to provide high-quality scholarly resources for its patrons.  Removing duplicate, outdated, or irreparably damaged library materials by weeding/de-selection/deaccession is essential for maintaining an active, academically useful collection, and for best using limited space.  Weeding is labor intensive. It is a fairly costly operation; therefore, the selection of titles for weeding must be done responsibly.

Individual faculty members are encouraged to identify the Library items that could be weeded from classification ranges relevant to their field.  The Library’s departmental faculty liaisons work with the Library’s liaison librarians in their assigned academic departments to select specific areas in the collection for attention.

The same criteria for selection will apply to weeding (see section 1 Criteria for selecting library materials). In addition, the following criteria for weeding will also be considered when reviewing items for deselection:

        • Availability of comparable digital format
        • Past and projected usage as substantiated by circulation statistics
        • Past usage in the last twenty years, date slips, reserve usage
        • Physical condition, or digital condition and accessibility
        • Relevance and age of the title in relation to the subject matter (e.g., does it help the collection reflect the current literature and direction of the discipline?)
        • Multiple copies in the collection
        • Broken runs and short runs of dated periodicals
        • Obsolete media formats
        • Superseded editions of no value
        • Textbooks that have a superseded edition
        • Obsolete, inaccurate, outdated materials
        • Materials with a lack of curricular connection
        • Government documents that have been retained longer than five years (see 2.5 Disposition, for special requirements for the deaccession of government documents)

Materials required for program accreditation can be granted an exemption from these guidelines and criteria with supporting documentation from accreditors.

2.3.1   Procedure for Deaccession (Weeding)

  • Library liaison librarians and/or Library departmental faculty review print and digital titles in their assigned areas.
  • Items are identified for removal from the collection based on the weeding criteria (see 2.3), discipline-specific guidelines (see 2.3.3), materials never weeded guidelines (see 2.3.4), and selection criteria (see section 1)
  • Titles are accessed using a collection analysis tool to compare against the Resources for College Libraries (RCL) which provides a listing of core titles essential for undergraduate teaching and research
  • Creation of lists of potential deaccession/replacement materials are shared by the Library liaison librarians to the Library’s departmental faculty liaisons for their departmental discussion and material deselection decision preferences, to the academic department’s chairs, and to other faculty to collect feedback as needed
  • Review deadline is established and communicated to all decision-makers and an acknowledgment of receipt and agreement is requested
  • Meeting the deadline, the deaccession/replacement materials decision lists are returned by the Library’s departmental faculty to the Library liaison librarians for the deaccession/replacement process
  • Any items chosen for deaccession by the departmental faculty that are wanted for disposition to the department or a particular faculty member after deaccession must be individually noted on the list at this time so they can be processed individually
  • For the items chosen for replacement or newer editions, the Acquisitions Department will be responsible for acquiring the materials for the collection
  • For the items chosen for deaccession, the Technical Services Department will be responsible for updating the metadata in the library services platform, completing collection record updates (see 2.4), withdrawing physical materials, creating lists of items as needed, and moving items into the correct offering/recycling workflow
  • The deaccession of physical materials will follow the policy for disposition (see 2.5)
  • Deaccessed items will either be moved into a bin or holding area for surplus pickup, or will be offered free of charge to students, faculty, and staff for a limited in-library offering in a designated area
  • Lists of items being deaccessioned to surplus will be created if applicable
  • A surplus form will be submitted to the University Business Office, Office of Purchasing detailing “a lot of books, etc.” and include any lists detailing the items in the lot(s) will be provided
  • Acknowledgement will be provided by the University Business Office, Office of Purchasing and they will notify and schedule the pickup of items to be recycled

2.3.2   Discipline-Specific Guidelines

Standards for library collections vary by discipline, with some fields requiring only the most up-to-date materials as the fields are constantly developing. Examples of disciplines with materials that should be deaccessioned after a certain period of time include, but are not limited to:

  • Health, Medicine, and Nursing materials older than 5 years
  • Technology materials older than 5 years
  • Psychology materials older than 10 years
  • Business materials older than 10 years

2.3.3   Materials Never Weeded Guidelines

The library will never deaccession (weed) these types of items from the library collections except for format changes such as moving from a print edition to a digital edition:

  • Items of authoritative importance listed within Resources for College Libraries (RCL)
  • Works affiliated with the University or local area
  • Books written by UTM Faculty members
  • Donated materials with placards
  • Works of historical value as determined by library faculty
  • Selected titles or authors who have been respected award winners
  • Juvenile awards winners, medals, and honors books
    • Coretta Scott King Awards/Honors
    • E.B. White Read Aloud Awards
    • John Newbery Medals/Honors
    • Michael L. Printz Awards/Honors
    • Mildred L. Batchelder Awards/Honors
    • Orbis Pictus Awards/Honors
    • Pura Belpre Awards/Honors
    • Randolph Caldecott Medals/Honors
    • Robert F. Sibert Informational Book Awards/Honors
    • Stonewall Book Awards/Honors
    • Theodore “Seuss” Geisel Medals/Honors
    • YALSA Awards for Excellence in Nonfiction for Young Adults

2.4  Collection record updates

Weeding requires changing official records, since the library services platform’s online catalog and OCLC bibliographic utility reflect the collection. Part of the deaccession process involves removing or suppressing the record of a title chosen for deaccession in the catalog, and the Library’s holding symbol is deleted from the record in the OCLC database.  Missing items will be so identified in the catalog (see also section 2.2 Replacements).

2.5  Disposition

Disposition of material selected for deaccession and any in-kind gifts not selected for inclusion in the collection is made subject to University Policy FI0610. Vice Chancellor Petra McPhearson on 2/21/24 gave an emailed blanket approval allowing the library to offer deaccessioned items free of charge to students, faculty, and staff before sending them to surplus. For disposition, the items will either be made available during a free two-week disbursement in-library offering and/or sent to surplus for recycling.  Any items not disbursed will move into the recycling workflow after the offering period ends.

The disposition of government documents in the Library’s depository collection is governed by 44 USC § 1912. Designated regional depositories may permit depository libraries, within the areas served by them, to dispose of Government publications that they have retained for five years after first offering the physical items to other depository libraries within their area, then to other libraries, and then into a recycling stream.  Government document collection records will be updated as appropriate during the disposition process (see section 2.4 Collection record updates).