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Collection Development Policy of the Franklin D. Schurz Library

I. Introduction

A. Purpose

The collection development policy statement is a guideline for the acquisition and maintenance of materials in the Schurz Library collection. It is also intended to define for Library staff, Library users, faculty, administration, trustees, and other interested parties the scope and purpose of the Schurz Library collection.

B. Institution and Clientele Served

The Schurz Library primarily serves the students and faculty of Indiana University South Bend, a comprehensive public university offering a post secondary education through the masters level. According to its mission statement, IU South Bend “provides a learning and working environment that attracts and retains students, faculty, and staff; fully develops and challenges individual talents throughout the community; encourages free and spirited collaboration; and maintains a commitment to quality, integrity, and academic freedom.” Approximately 7,500 students attend IU South Bend, and work towards degrees in a variety of subjects. In addition, the faculty of the university are actively involved in research and writing.

The mission of the Franklin D. Schurz Library and the Learning Resource Center is to prepare and to support the members of the Indiana University South Bend community in successfully meeting their goals in teaching, learning, and research, to foster intellectual discovery, and to encourage lifelong learning.


C. Mission Statement of the Collection Management and Development Program

The primary goal of the collection management and development activities is to acquire and maintain the information resources necessary to support the scholarly and teaching mission of the campus. It also strives to support the academic and professional pursuits of the faculty. A secondary goal is to provide information resources for the local community. The resources of the Schurz Library complement the public and school libraries of the area with many resources which are not available elsewhere locally.


D. Intellectual Freedom, Censorship and Copyright

The Schurz Library accepts and adheres to the principles of intellectual freedom as endorsed by the American Library Association. The Schurz Library also complies with all laws governing fair use and copyright.

E. Brief Overview of the Collection

1. History - The Schurz Library collection was established in conjunction with the development of the IU South Bend campus, which had its first official graduating class in 1967. The collection has been housed in a number of locations, and moved to its current location in the Franklin D. Schurz Library in 1989.

2. Broad Subject Areas - The major subject areas emphasized are those which support the teaching and research needs of the academic units on campus. The Schurz Library is also a federal depository library, housing government documents provided according to an area community profile.

3. Collection locations - The Schurz Library collections are housed in the Schurz Library and in the Educational Resource Commons on the campus of IU South Bend.

F. Organization of the Collection Development Program

1. Staffing and responsibilities - Responsibility for collection development decisions, including the location of materials within the library, lies with the Head of Collection Development, who consults with other librarians and with departmental liaisons as appropriate. Day-to-day decisions about the location of particular materials are made by the librarians or staff members responsible for the particular areas of the collection in question, e.g., Reference or Reserves.

2. Liaison - Collection development decisions are made in close consultation with the faculty of IU South Bend. This is done through liaison with a faculty representative of each department. These departmental liaisons make recommendations for material selection in their areas of subject expertise.

Budget Structure and Allocation Policy

The budget is maintained by the Dean of the Library Services. An allocation policy developed by the Dean in consultation with the Library Affairs Committee of the Academic Senate governs the distribution of resources to the various academic departments. This policy is implemented by the Head of Collection Development.


H. Cooperative collection development agreements

The Schurz Library has no formal cooperative collection development agreements with any other libraries. However, resources at other local libraries, and in the IU system are taken into consideration when collection development decisions are made.

I. Equipment purchase and technical support.

The Schurz Library is committed to providing the budget and personnel for equipment and technical support of the non-print materials added to the Library. The Head of Electronic Services and the Head of Computer Applications are responsible for informing the Library staff of current technologies and electronic trends. The Dean of Library Services will inform the university of electronic resources and equipment which may need to be purchased.

J. Collection Development Policies for Specific Areas and Functions

More detailed collection development policies have been developed for specific areas of the Library collection and should be consulted as extensions of this general policy. Areas with such policies in place or under development include:

A policy addressing the possible establishment of a branch library in Elkhart is also in place.


II. General Collection Management and Development Policies

A. Types of Publications

The Schurz Library does not limit collections purchases based on format. Print, video, audio, realia, media kits and electronic formats are collected. The most appropriate version will be selected from among the available options.

The Library collects only content-rich electronic resources. Preference is given to electronic formats which are compatible with hardware and software currently in use. The policies on electronic formats need to be updated frequently because of the rapid rate of change in this area. Therefore, a separate collection development policy informs decisions on electronic resources.

The Schurz Library values the Internet as an important source of information and supports both public use and reference access to the Internet. The Library also maintains a homepage on the Internet which acts as a clearinghouse for many of its electronic services.

B. Selection criteria

Every effort is made to have a well-rounded, authoritative collection in the subject areas covered by the academic units on campus, and to have general works which should be a part of any standard collection. Preference is given to English language materials. Foreign language materials, other than those supporting the foreign language course work, are only considered when a comparable source is not available in English. The Library does not unnecessarily duplicate information in more than one format. In addition, the Library generally does not collect textbooks used for classes.

For some materials, especially serials, the Head of Collection Development may request justification from the departmental liaison for the inclusion of the resource in the collection. Serials represent a major, long-term, financial and space commitment. The supporting documentation might include professional reviews, departmental mission statements, or other evidence that the material in question would fulfill the selection criteria outlined below.

The following principles are applied in the selection of materials.

• Works necessary for support of curricula, particularly (a) works consistent with the collection goals outlined in the Library’s conspectus and (b) works included in standard guides for college and university libraries, will normally receive the highest selection priority.

Works necessary to support faculty research will receive priority over works necessary to support the work of IU South Bend administrative and professional staff, works which meet the recreational reading needs of the campus, or works which primarily serve the local community.

• Other things being equal, works meeting the instructional, research, or other needs of multiple users and/or works which are likely to receive repeated use (e.g., classic or reference works) will generally receive priority over works of more restricted utility.

• Other things being equal, works which are less readily available in other local libraries, by interlibrary loan, or electronically, will be given priority over more readily accessible works. Since access through interlibrary loan or electronic methods is generally not free, however, the cost of these alternatives must be weighed in determining the best method to meet user needs.


In every case, specific works are evaluated according to the following qualitative criteria as applicable:
• Timeliness
• Authoritativeness
• Accuracy
• Inclusion in recognized bibliographies or indexes
• Critical reviews of the material
• Contribution to balance of viewpoints in the collection
• Extent of projected use
• Ease of use
• Cost
• Durability

These principles and criteria also apply in evaluating gift materials and in determining whether items should be withdrawn, replaced, or preserved.

C. Relationship to policies and programs for Acquisitions and Collection Management

Collection Development activities are closely connected to the work of the Acquisitions Department and to various processes of collection management. In particular, issues of gift acceptance, access to materials, storage, preservation, and deselection (weeding) bear critical relationships to the quality, composition, and usefulness of the library’s collection. Some essential points are included in this section. More detailed policies governing the following aspects of collection management have been formulated and should be regarded as extensions of this general collection development policy:

Acceptance and handling of gifts of library materials
• Preservation of materials
• Disaster response

1. Preservation and replacement - Decisions on preservation of damaged materials and replacement of lost, stolen or damaged materials are based on use and condition of the materials, and on the availability of the information in the same or other formats.

2. Storage - Currently no materials are housed in remote storage. However, in the foreseeable future, remote storage will become necessary. Decisions on remote storage will be based on use and fragility of the materials.

3. Deselection - Deselection decisions are based on the informational value, use, format, and condition of materials. In general, deselection is based on the same criteria employed in the selection process.

4. Access - All Library patrons are allowed free access to reference and general collections. Access to special collections is by appointment; this access is supervised by the archives staff, in consultation with the Dean of Library Services. Extra assistance and special machines are available to disabled patrons.

C. Special Collections

The Schurz Library maintains several special, rare and archival collections. For a complete list and short description of the special collections please refer to specific collection development policies. The Schurz Library does not actively solicit or purchase materials for special collections.

D. Multiple copies - The Library collects multiple copies of only the most heavily used reference and reserve works, at the discretion of the Head of Collection Development.

E. Reserve - A collection of course reserve materials are maintained at the request of IU South Bend faculty for student course work. Recent administrative information and reports pertinent to the IU South Bend campus and Indiana University are kept on reserve before being removed to archives. Materials which are at risk because of their format or popularity are also kept on general reserve, at the discretion of the Head of Collection Development. An electronics reserve system is in use for course materials which are suited for this medium.

F. Reference Works - A large number of general and subject specific reference works are maintained as a separate, non-circulating collection. Resource selection for the reference collection is based on the reference collection development policy.

G. Government Documents - IU South Bend is a federal depository library. The profile used for selection of government documents reflects the academic emphases of the campus as well as the needs of the surrounding Michiana community.

H. Access and ownership policies - Schurz Library provides access to its resources either through ownership of materials acquired or through other methods, e.g., interlibrary loan or electronic access. Full and equal access is provided to all IU South Bend students, faculty and staff, as well as to the general public of the Michiana area, except where full access is technically, contractually, legally, or financially restricted or infeasible. The Library avoids acquiring materials subject to such restrictions whenever possible.

III. Detailed analysis

A conspectus providing a detailed, subject-specific analysis of the collection goals for the library is under development.



Last Reviewed: 03/2014