Back To Schedule
Friday, November 4 • 12:45pm - 2:00pm
How a New Library System Changed the Way We Think about Acquisitions and Collection Development

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

Franklin & Marshall College is a small undergraduate institution with a FTE of approximately 2,400 students. In the Summer of 2016 the library migrated to OCLC's Worldshare Management System (WMS). This change to a cloud-based library system gave us an opportunity to consider new ways of doing cataloging, circulation, and acquisitions. This presentation will primarily discuss the changes that were implemented to the allocation of funds for ordering materials and the impact of those changes, including the way we now approach collection development. Some Items that will be discussed:

Before WMS
  • The way materials had been ordered: 76 funds just for book purchases; departmental allocations with monthly budget reports; funds for librarians; a midyear reallocation of unspent funds; approval plans; and DDA for ebooks.

After WMS
  • The changes to the allocation structure will be discussed in detail: a smaller number of funds (16); no individual departmental allocations; 3 large book funds; one large fund for librarians; no midyear reallocation of funds; no monthly budget reports for departments.

We will also talk about the process that led us to consider these changes: new eyes looking at the acquisition process and the opportunity presented to us by WMS.

Initial assessment of the changes:
  • Feedback from faculty, librarians, staff (this was a radical change for some of our staff and users)
  • Is the new fund structure working?
  • Have the changes been beneficial to acquisitions workflows?
  • What's next?
  • Even fewer funds?
  • More subject-based approval plans?
  • More DDA or EBS plans for ebooks?

  • Sharing experiences with allocations, acquisitions workflows, and migration to new systems


Thomas Karel

Collection Management Librarian, Franklin & Marshall College
I have been an academic librarian for 42 years, working in reference, government documents, and collection development. Since 1995 I have also been an adjunct faculty member in Drexel University's library and information science program.
avatar for Bonnie Powers

Bonnie Powers

Content Services Librarian, Franklin & Marshall College
I have been the Content Services Librarian at Franklin & Marshall College since July 2015. Previously, I worked for public library systems for about 9 years as a cataloger and a district consultant. My very first library position was also at Franklin & Marshall College, about 13 years... Read More →

Friday November 4, 2016 12:45pm - 2:00pm EDT
Cooper Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401