Policies and Procedures

This site is designed to function as an online repository of all documents relating to Collection Development and Management functions. When completed it will replace the Guide to Collection Development and Management at the University of California, Berkeley (1986).

Chuck Eckman
AUL and Director of Collections
August 2006

General Policies and Procedures

• Collection Themes (Revised 9/16/03)
• UCB Collections Council — Charge and membership information
• UCB Subject Specialists
• Policies and Procedures for Replacements
• DILIB Fund Management
• Library-Faculty Communications: Guidelines for Library Liaisons (PDF)
• Final Report of the Working Group on Referrals, 2005 (Word document) | Referral Flag master (Word document)
• New Faculty Start-up Fund Policy, September 2006 (Word document)
• New Faculty Lecture Series (Morrison Library Inaugural Lecture Series)
  • Procedures (Word document)
• Mellon Research Grants: A&H and Library Partnership to Support Faculty
• Travel for Collections Purposes (Word document)
• Selector Annual Report Process
  • Call for Selector Annual Report (PDF)
    Selector Workshop Documents
    • Workshop agenda and useful links (Word document)
    • 2007-2008 Collection Development calendar (Word document)
    • February RFI response: Chemistry (Word document)
    • February RFI response: Engineering (Word document)
    • February RFI response: Slavic (Word document)
  • Annual Report and Budget Request (Word document)
  • Checklist of Factors to Consider (PDF)
  • 2008 Monograph Funds: Year Start Budgets and Permanent Temporary Adjustments (Excel spreadsheet)

Advisory Groups and Task Forces

• Collections Integrity Task Force
  • Charge (PDF)
  • Report (PDF)
• Collections Program Standing Advisory Groups: June 30, 2008 (PDF)
• Custodial Collections Task Force - Report (PDF)
• Demand Driven Selection Task Force - Charge (PDF)
• Medium Rare Collections Program Task Force
  • Charge (PDF)
• Persistence Working Group
  • Charge (PDF)
  • Final Report (PDF)
  • Implementation — Track Recommendations (PDF)

Data for Evaluating Titles

• Index for Interlibrary Borrowing Data (password required - contact Gail Ford)
• UCB Library Journal Use Study
• ISI Journal Citation Reports
• UC Berkeley Library, Statistics and Administrative Information

Usage Statistics

• Electronic Resources Alphabetical List, see links for usage statistics on individual titles, as available
• Ejournal Usage — monthly use statistics on titles in CDL Journal Packages
• External Vendor Statistics (Partial List) — CDL resources
• Tier 1 and 2 Ejournal and Database Usage Data via Scholarly Stats

Electronic Resources Toolkit

Ordering

• Electronic Resources Checklist (updated 10/06)
• Campus IP addresses for licensing agreements: HTML or PDF or plain text (for cutting and pasting)
  (Questions regarding Campus IP addresses should be directed to Margaret Phillips, mphillip@library.)
• UC FTE numbers for vendors and general use - 2006-2007 (Excel spreadsheet)

Problems

• Electronic Resources: Known Problems
  • Current access problems and scheduled maintenance blog
  • Basic advice, ongoing problems, and user advisories
• UCB E-Help is the web-based ticketing system (FootPrints) used to report and track online access issues. Login if you are a UCB E-Help customer, or email eproblem@library and request to be added as a customer.
• CDL problems
  • CDL Helpline: The first time you go to the CDL Helpline web site, click on the "New Users: Sign Up Here" link and fill in the new user form. Once you've signed up initially, your email address becomes your USER ID and your PASSWORD is whatever you set it to be. Then click the LOGIN button.
  • To report urgent/critical outages, such as when a major service (UC-eLinks, PubMed, Ovid databases, etc.) is unavailable, please call the CDL Helpline at (510) 987-0555 (Monday-Friday, 8 a.m. to 5 p.m.) rather than using the web form.
• Proxy Problem Report Form
• Please note: helpbox@library is for problems related to workstation setup, software, etc. Do not report access problems with licensed resources to helpbox.

Proxy links

• Is a resource available by proxy? Check: Electronic Resources Alphabetical List or Proxy PAC.
• Should a resource be made available via proxy? Fill out the Add or Remove Proxy Resource form. (Or report it via E-help or eproblem@library.)
• Are you or a patron having a problem? Fill out the Proxy Problem Report Form.

Breaches

• Conditions of Use and Licensing Restrictions for Electronic Resources
• Procedures for Handling Breaches of Contract of Licensed Resources (Word document)
• Sample letter to departments on appropriate conditions of use (Word document)

Other links

• Electronic Resources: Passwords and Restrictions (password required)
• Electronic Resources: Titles Available by Trial Access
• Record Set Load Request Form (Word document)
• Request Form for SCP Cataloging Records for Open Access Journals
• University of California Shared Print Collections
  • JSTOR Project: Current Fully Validated Titles

Financial Reports

• Innopac Financial Reports, General Information, Data, and Links
• Booking Donations to Innopac (JPG graphic)

Tools and Information for Selectors

• Technical Services Department Service Directory
• Whom to Contact for Budget Related Information
• Innopac Fixed Field Codes
• Country Codes
• Language Codes
• Innopac Reports: exporting to Excel or Word
• Donation Programs (list courtesy of the Health Sciences Library, University at Buffalo)
• Fund Code Activity Request Form (PDF)
• Replacement Decision Form: HTML or PDF
• Collections Statements
• Ebrary Academic Complete Collection Title List (Excel spreadsheet)

Scholarly Communication

• Reshaping Scholarly Communication (From the University of California Office of Scholarly Communication)
• Scholarly Communication Officers (SCO) group
• Libraries and Scholarly Communication (includes links to "toolkits" on Managing Copyright, Economics of Scholarly Communication, and the Role of Scholarly Societies)
• Academic Council Special Committee on Scholarly Communication (includes five white papers Responding to the Challenges Facing Scholarly Communications)
• UC Berkeley Faculty Conference on Scholarly Publishing (March 31, 2005)

Discussions, Planning Meetings, and Colloquia

• Notes, presentations, and other documents from the Arts, Humanities, and Social Sciences (AHSS) Speaker Series and Colloquium held at UC Berkeley on December 10, 2003

Historic Information

• The Benefits of Additional Library Collection Funds, by Alan Ritch, October 2, 2000, with Appendices and Additional Faculty Comments (PDF files)
• Collections Management — Web page designed for faculty. Provides information on UCB Library collections.
• 2004 Collections Budget Review: a New Access Model and a Budget Reduction Strategy — Staff web page with important links on electronic journal information and budget reduction projects.
• Guide to Collection Development and Management (Berkeley: The General Library, 1986) (PDF)
• Collection Development Policy Statement (Berkeley: The General Library, 1982) (PDF)

Other Collections-Related Pages

• Inside CDL: Collections — includes links to:
  • Journal Publishers Licensed Content (PDF)
  • CDL Publisher Business Models for Current Journals, 2006 (Excel spreadsheet — password required)
  • Collection Development Process
  • CDL Licensing Toolkit

Contents:

• General Policies and Procedures
• Advisory Groups and Task Forces
• Data for Evaluating Titles
• Usage Statistics
• Electronic Resources Toolkit
  • Ordering
  • Problems
  • Proxy links
  • Breaches
  • Other links
• Financial Reports
• Tools and Information for Selectors
• Scholarly Communication
• Discussions, Planning Meetings, and Colloquia
• Historic Information
• Other Collections-Related Pages

Copyright (C) 2008 The Regents of the University of California. All rights reserved.
Last updated 11/10/08. Server manager: Contact.