Overview

Background

This project follows on from the Collections Strategy 2022-25 paper submitted to Library Committee on 23rd February 2022, where it was given approval to progress with the Collections Strategy documentation. 

With regards to this original paper, it has been through initial consultation with colleagues across L&UC together with USD and has been discussed with selected individual academic colleagues to provide initial feedback and input. Following feedback from Library Committee and College Library Committees in reference to this paper, further consultation will include a student focus group and colleagues from comparator HE libraries as part of this project.  

This project has been initiated to support the creation of a new Collections Strategy which is being developed to inform the management and development of Library General Collections over the next 3 years, 2022-2025. 

The Collections Strategy will contribute to the following outcomes set out in Strategy 2030 

  • The undergraduate curriculum will support breadth and choice, preparing students, graduates and alumni to make a difference in whatever they do, wherever they do it. 

  • Improved digital outreach will see us enabling global participation in education. 

  • We will have more user-friendly processes and efficient systems to support our work 

  • Our estate will be fit for purpose, sustainable and accessible. We will support learning, research and collaboration with our neighbours, businesses and partners. 

The Collections Strategy will include guiding principles and objectives to: 

  • Provide access to a dynamic, evolving and relevant collection of resources in all formats to support teaching, learning and research in the University. 

  • Increase the range of Library resources that students can access and to provide consistent University-wide services to support all University of Edinburgh students and researchers and other user communities 

  • Increase the range and amount of online Library resources, supporting students and researchers wherever they’re located. 

  • Ensure efficient processes to acquire Library resources and to provide user-friendly services to support access to collections. 

  • Ensure the best use of Library spaces in the management and development of physical Library collections. 

We are in a rapidly changing collections environment and there are a number of significant factors which have an impact on how we develop our General Collections and therefore on what we include in our Collections Strategy. These include: 

  • Evolving collection formats and e-publication models. 

  • Transition to Open Access. 

  • Curriculum Transformation. 

  • Changing student requirements and expectations. 

  • Evolving research needs. 

  • Collections infrastructure (space, budget, staff resource). 

  • National and international library networks and collaborative services. 

In line with the widespread global view of the role of academic libraries, the Collections Strategy will reflect that the value of University of Edinburgh Libraries is located not just in the physical collections in our Library buildings and in the millions of electronic resources made immediately available to members of the University, but also in the services offered to acquire resources on demand and to provide rapid access to electronic and physical resources located elsewhere. 

Scope

The scope of the COLL002 project will cover the Collections Strategy which pertains to University of Edinburgh General Collections in all formats and at all sites. General Collections are Library resources supporting teaching, learning and research which are not part of the University’s Heritage Collections due to their date of publication, value, provenance, scarcity or local relevance. 

The Strategy will include Guiding Principles for General Collections to support the consistent updating, development and implementation of policies and procedures. 

It is proposed that the Collections Strategy consists of two main elements: Guiding Principles and Collections Objectives which requires to be completed by July 2023. 

 

Out of scope

  • The Strategy will not include detailed procedures and policies.  

  • Special Collections are excluded from this strategy document and deemed out of scope. 

Objectives and Deliverables

The deliverables are prioritised using the MoSCoW prioritisation method: 

M=Must Have; S=Should Have; C=Could Have; W=Want

  • M= has to be satisfied for the final solution to be acceptable in terms of delivery dates, compliance, viability etc. 
  • S= high-priority requirement that should be included if possible -workarounds may be available
  • C= a nice-to-have requirement 
  • W= want but will not be part of this project) 

 

Objectives and Deliverables 

Priority 

MoSCoW 

Owner 

O1 To review initial feedback from original Collections Strategy paper submission February 2022

  

  

D1 Review feedback from previous consultations and collate relevant information to use for further consultation work to be completed as part of this project

MUST

Hannah Mateer

 

 

 

O2 To consult with key user and peer groups to aid and contribute to strategy documentation

  

  

D2 Organise Student User Group consultation and gather feedback – survey, questionnaire or face to face meeting

MUST

L&UC

D3 Organise Academic User Group consultation and gather feedback – methodology TBC

MUST

L&UC

D4 Consult with peer Universities and gather feedback

SHOULD

Hannah Mateer

D5 Capture feedback and use to inform Strategy documentation: Guiding Principles and Collections Objectives 

MUST

Hannah Mateer

D6 Complete an EQIA assessment MUST Project Team

 

 

 

O3 To create Guiding Principles for General Collections, which will take account of the current context to inform how we develop and manage our collections. Agreed principles will underpin the decisions we make and the actions we take and provide a basis for explaining our approach to our stakeholders..

  

 

D7 Complete a sector review of similar library strategies 

MUST Hannah Mateer
D8 Review notes, feedback and documentation to formulate collection objectives  MUST Hannah Mateer
D9 Document appropriate collection objectives within strategy documentation  MUST Hannah Mateer

 

   

O4 To agree Collections Objectives - these are aligned with the L&UC Strategy 2020-25 objectives and with the Guiding Principles for Collections above:

 

 

D10 Complete a sector review of similar library strategies 

MUST Hannah Mateer
D11 Review notes, feedback and documentation to formulate collection objectives  MUST Hannah Mateer
D12 Document appropriate collection objectives within strategy documentation MUST Hannah Mateer

 

 

 

O5 To communicate the completed Collections Strategy documentation: Guiding Principles, Collections Objectives and Action Plan

 

 

D13 Produce completed documentation and present to LUC SMT for approval

MUST

Hannah Mateer

D14 Present Collections Strategy documentation to Collections 2025 Programme Board MUST Hannah Mateer

D15 Agree communication plan for the advertisement of strategy ISG wide / University wide

SHOULD

Hannah Mateer

 

Benefits

Benefits Description

Owner

Effective management of, and access to, General Collections 

Hannah Mateer, Head of Collection Services

Refined General Collections enabling redevelopment of spaces  

Hannah Mateer, Head of Collection Services

 

Success Criteria

  • Input from Students and Academic colleagues to develop a Collections Strategy to effectively manage and provide access to Library General Collections. 

  • A collections strategy document that is clear and concise and understood by students, academics etc 

  • Strategy Document can be communicated easily and marketed to advertise activity 

  • Guiding Principles that can be utilised by Library staff to develop policy and procedures. 

Project Milestones

Milestone

Due Date

Project Planning complete

18-Jan-2023

Review and Assess Original Feedback

17-Feb-2023

Student Consultations

17-Mar-2023

Academic Consultations

31-Mar-2023

Other Universities Consultations

31-Mar-2023

Guiding Principles – Information Gathering

28-Apr-2023

Collections Objectives – Information Gathering

28-Apr-2023

Collections Strategy Draft Document

05-May-2023

Document Review Completed

19-May-2023

Collections Strategy Final Document

02-Jun-2023

Submission to LUC SMT

23-Jun-2023

Submission to Collections 2025 Programme Board

14-Jul-2023

Delivery complete

21-Jul-2023

Closure

31-Jul-2023

Project Info

Project
Library General Collections Strategy
Code
COLL002
Programme
ISG – Collections 2025 (COLL)
Management Office
ISG PMO
Project Manager
Karen Stirling
Project Sponsor
Hannah Mateer
Current Stage
Close
Status
Closed
Project Classification
Transform
Start Date
24-Nov-2022
Planning Date
18-Jan-2023
Delivery Date
21-Jul-2023
Close Date
03-Aug-2023
Programme Priority
2
Overall Priority
Normal
Category
Discretionary

Documentation

Plan