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****REVISION NEEDED*****REVISION NEEDED****

Collection Development Office

Collection Memoranda Series
MEMORANDUM #5

April 10, 1989

Multiple Volume, Prepaid Sets on Discretionary Funds


Collection Managers have become accustomed to ordering large multiple volume sets on discretionary funds. The initial publisher publicity offers a predetermined number of volumes at a special prepayment price. It is in the Libraries' best interest to take advantage of these special offerings but continuation funds are rarely available. However, these do create a significant management problem for the Acquisition Department. The following policy guidelines are proposed to regulate this activity:


The order may be initiated and paid on discretionary funds under the following conditions:
  1. All of the purchased volumes will be published within 5 years of the order date. Orders with publication periods exceeding 5 years must be placed on continuation.
  2. The volumes to be purchased must be covered by a single prepayment. Multiple prepayments cannot be accommodated on discretionary funds.


If subsequent volumes are received, the collection manager will have 3 options:

  1. Establishment of a continuation
  2. Return of the material
  3. Acceptance of the volume received with payment from discretionary funds; then, the vendor will be instructed not to send future volumes.


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