Dartmouth Libraries Collection Management Policy

Summary of Policy

Dartmouth Libraries are responsible for the long-term curation and stewardship of Dartmouth's collections in support of current and evolving academic needs. The policy outlines storage standards, strategic collections analysis and review, criteria for retention, relocation or deselection, and the Libraries' adherence to conservation and preservation best practices.

Affected Parties

All Groups

Policy Statement

Dartmouth Libraries ensure the preservation and long-term accessibility of Dartmouth's collections. Collection management decisions are guided by Dartmouth's evolving research and curricular needs, as well as institutional storage capacity.

Storage

Dartmouth Libraries maintain appropriate storage environments for both physical and digital collections to protect materials from deterioration caused by environmental conditions and time. On campus and at the Library Collections & Services Facility, environmental conditions are closely monitored, following best practice and industry standards. Dartmouth Libraries also manage the lifecycle of its digital content. 

Collection Analysis and Review

Routine collection analysis and review are critical to the ongoing relevance and usability of academic collections. Engaging with stakeholders, understanding current usage patterns, and forecasting future trends ensures that Dartmouth Libraries' collections remain current, diverse, and responsive to the curricular and research needs of the Dartmouth community. 

Dartmouth Libraries' experts take a data-informed approach to evaluating, updating, and refining its holdings, with an emphasis on improving access to high-quality resources and removing outdated, redundant, and unused materials. The benefits of a regular collection analysis and
review process include improved access to the physical collection and an increased capacity to acquire and maintain new publications and resources.  

Criteria for Retention

Demonstrated ongoing use is typically the primary criterion for maintaining a physical resource. Considerations that inform retention decisions include: 

  • demonstrated curricular support
  • demonstrated active research area
  • importance to the discipline as informed by subject librarians or faculty
  • currentness of the edition
  • nationally and globally recognized collections
  • shared collection or retention agreements
  • national data indicating unique or "last copy" 
  • alignment with Dartmouth Libraries' Collection Values and Collection Development Policy

Criteria for Relocation to the Library Collections & Services Facility

Low-use materials that are retained may be relocated to Dartmouth's Library Collections & Services Facility (LCSF), a high-density, industry standard storage environment that optimizes collection storage while preserving efficient and rapid on- and off-campus access. Relocation
decisions are guided by:

  • frequency of use
  • material condition and/or 
  • low availability through other libraries in Dartmouth's peer networks. 

 Large-scale transfers of physical material to the LCSF require approval of the Head of Collection Management & Preservation and the Associate Dean of Libraries, Collections, & Content Strategies.

Criteria for Deselection

Space is a finite resource, therefore a sustainable approach to collection management depends upon decisions to permanently remove material. The deselection and withdrawal of materials is a nuanced process and varies according to subject, call number range, and material type.
Criteria for deselection include:

  • duplicates
  • materials are available in electronic or digital formats with secure perpetual access 
  • items with zero-circulation over a period of time that don't meet retention criteria
  • items available from the Ivy Plus Library Confederation (IPLC) or Center for Research Libraries collections  

Subject librarians typically make decisions about individual titles and may consult faculty and the Associate Dean of Libraries for Collections & Content Strategies if needed.

Any plans for large-scale withdrawals require the approval of the Dean of Libraries, and the support of the Council on Libraries and the Associate Dean of Libraries, Collections, & Content Strategies.

Conservation 

Conservation focuses on the treatment and repair of rare, valuable, and fragile items as well as the care of circulating print materials, in service of long-term preservation and current access needs. Conservators follow the standards set by the American Institute of Conservation. Work includes: 

  • specialized repairs
  • custom enclosures 
  • preventive care.

Preservation

Preservation encompasses the work involved in protecting materials from deterioration caused by environmental factors, handling, or time. Adhering to best practices in preservation, library professionals:

  • maintain strict environmental controls across all collection spaces and regularly monitor critical factors such as temperature, humidity, and lighting. 
  • take proactive measures to prevent loss, theft, and damage. 
  • maintain a disaster manual and convene a cross-departmental disaster response team.
  • manage the lifecycle of its digital content in trusted repositories, including: 
    • assessing whether content has long-term value
    • ensuring the Libraries' technical preservation infrastructure can support ongoing access
    • maintaining data integrity through practices like regular backups and migration to newer formats. 

Definitions

  • "Collections" are resources acquired and stewarded by the Libraries and include books, journals, and media in physical or digital format, as well as new and emerging formats supporting scholarship and teaching.

  • "Collection management" is the systematic, efficient, and economic stewardship of library resources and collections.

  • "Conservation" primarily encompasses the repair of items that have been damaged or degraded.

  • "Dartmouth Libraries" or "Libraries" means a library belonging to, or under the administration of Dartmouth, including the Baker-Berry Library, Dana Biomedical Library, Feldberg Business & Engineering Library, the Library Collections & Services Facility, Matthew-Fullers Health Sciences Library, Rauner Special Collections Library, and Sherman Art Library.

  • "Digital Content" are information resources that are either born digital or that have been digitized from their original format 

  • "Ivy Plus Library Confederation (IPLC)" is a voluntary union of 13 sovereign academic libraries who work together to leverage their collective efforts to improve discovery of and access to information. 

  • "Preservation" The professional discipline of protecting materials by minimizing chemical, physical, or digital deterioration and damage to minimize the loss of information and to extend the life of library materials.

  • "Retention Agreement" is a library's declaration that it will retain and maintain in usable condition a resource in its collection for a defined period of time. Typically articulated in a Memorandum of Understanding (MOU) or other related policy documents. 

  • "Trusted Digital Repository" is defined as a repository that provides reliable, long-term access to managed digital resources to its users, now and in the future.

Policy ID

064-0005

Effective Date

April 2, 2025

Division

Office of the Provost

Office of Primary Responsibility

Dartmouth Libraries

Last Reviewed Date

April 21, 2025

Next Review Date

2030