18 Appendix one - Collection Management Policy template

Each collection has an individual collection management policy that contains the following elements:

1 Introduction

     1.1 The Collection Development Policy  
     1.2 Collection Management Policies  
     1.3 Responsibility for the Policy Document  
     1.4 Audience

2 General scope statement

     2.1 Scope of the Collection  
     2.2 Ki Mua Roles  
     2.3 Responsibility for the Collection  
     2.4 Historical Note

3 Our customers

     3.1 Customer Profile 

4 Collection definition

     4.1 Content   
          4.1.1 Areas of strength/weakness  
          4.1.2 Material excluded  
          4.1.3 Languages  
          4.1.4 New Zealand/Auckland/Maori focus  
          4.1.5 International coverage  
          4.1.6 Heritage focus  
          4.1.7 Collection level  
          4.1.8 Duplication policy  
          4.1.9 Waiting lists/Suggestions for purchase  
          4.1.10 Editions  
          4.1.11 Formats  

     4.2 Collection access and delivery
          4.2.1 Locations  
          4.2.2 Floating/Rotating  
          4.2.3 Access and/or lending conditions  
          4.2.4 High demand/Standard/Back catalogue  
          4.2.5 Other institutions  
          4.2.6 Interloan policy  

     4.3 Lifecycle management
          4.3.1 Retention, relocation and weeding policy  
          4.3.2 Repair and replacement   
          4.3.3 Disposal  
          4.3.4 Preservation

  
5 Acquisitions  

     5.1 Fund Codes  
     5.2 Major Sources of Selection  
     5.3 Other Sources  
     5.4 Preferred Suppliers/Sources of Supply  
     5.5 Significant Deposit/Donation Arrangements  
     5.6 Standing Orders  
     5.7 Donations  
     5.8 Legal Requirements
 
6 Collection presentation

     6.1 Processing  
     6.2 Cataloguing  
     6.3 Classification/Shelf Arrangement  
     6.4 Presentation Standards  
     6.5 Innovation And Exploitation
 
7 Performance measurement

     7.1 Turnover  
     7.2 Age Of Collection  
     7.3 Underuse Targets  
     7.4 Overuse Targets (Worn Out)  
     7.5 In-Library Use  
     7.6 OnLine Use
     7.7 Revenue Targets  

Appendix one: Statistical analysis

Including:
     No. Of Items In Collection (Last 3 Statistical years)  
     Average Age Of Collection  
     Budget Allocation & Expenditure (Last 3 Statistical Years) 
     Valuation Category And Average Price  
     Revenue Target & Income (Last 3 Statistical Years)  
     Items Added Per Annum (Last Statistical Year)  
     Items Issued Per Annum (Last Statistical Year)  
     Turnover Rates  
     Items Withdrawn 
     Other Relevant Statistical Information  
 
Appendix two: Action list