Home 9 Shifting liaison involvement in collections: a holistic approach to managing the collection lifecycle

Shifting liaison involvement in collections: a holistic approach to managing the collection lifecycle

2021 Virtual Preconference
October 5, 1:00 – 4:00 PM

Description: This interactive workshop provides a unique opportunity to consider how to apply a holistic evaluation of the collections lifecycle and workflows to locally manage it effectively and efficiently. The presenters will provide a case study of their own experiences transitioning from a liaison model of subject-based collections development to a centralized collections team with a focus on the collection lifecycle. They will pair that with practical hands-on reflection and application by attendees. The presenters will guide processes for direct application of the concepts covered, allowing participants to connect their learning to their own work and leave the workshop with a foundation for their own local use.

The session will include active learning components and opportunities for cross-participant information sharing on topics including: articulating one’s institutional values and goals around collections, designing revised collection policies, communications planning, documenting negotiation principles, building a new team, managing changes in roles, and rethinking workflows. The presenters and participants will consider processes to connect collection development with ongoing collection management. The workshop will also highlight how the evolution of a culture of ownership and “just in case” collections purchasing to a culture of access and “just in time” availability can result in more impactful procurement

The presenters provide direct experience from across the library representing collections, systems, liaisons, and administration to provide a comprehensive examination of potential considerations in shifting collections models. They will share the best practices they developed in implementing this workplace change as well as the pitfalls that others might avoid.

Learning objectives:

  • Understand collection lifecycle management
  • Articulate institutional values and goals around collections
  • Develop design principles for collection policies
  • Critically assess collection strategy
  • Articulate the change proposition
  • Work through a process for their workplace
  • Have a toolkit of templates and facilitation exercises


  • Cara Cadena, Head of Collections and Digital Scholarship, Grand Valley State University
  • Annie Bélanger, Dean of Libraries, Grand Valley State University
  • Jon Jeffryes, Associate Dean of Curriculum, Research and User Services, Grand Valley State University
  • Marcia Lee, Acquisitions and eResource Librarian, Grand Valley State University

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