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Library acquisitions

Library acquisitions refers to the systematic process by which libraries select, order, and receive materials—such as , journals, electronic resources, and media—for their collections through methods including purchase, , , , or other arrangements, with the goal of providing efficient, cost-effective to that aligns with institutional needs and demands; practices may vary internationally due to differences in legal deposits, programs, and availability. This department or function within a typically handles budgeting, negotiations, and resource management to support diverse formats across , , and . The process ensures that collections remain relevant and comprehensive, often involving collaboration between librarians, faculty, and subject specialists who evaluate collection strengths and weaknesses to prioritize acquisitions. Key components of library acquisitions include based on criteria like subject relevance, quality, and budget availability; ordering through vendors or agents; verification and receipt of items; and payment processing, all while adhering to fiscal policies that balance restricted and unrestricted funds. Acquisitions departments play a central role in these activities, distinguishing between roles where subject selectors identify needed items and acquisitions staff manage the logistical and financial execution, including handling subscriptions for serials and standing orders for ongoing series. Procedures often incorporate written policies for screening, selection, and obtaining materials, varying by type but emphasizing efficiency to minimize turnaround times from request to availability. Common acquisition models encompass firm ordering for specific titles paid upfront, approval plans where vendors automatically supply materials meeting predefined profiles (e.g., subject or price thresholds), and user-driven approaches like Patron-Driven Acquisitions () or Demand-Driven Acquisitions (DDA), in which patron usage triggers purchases after short-term loans or access trials. Other methods include big deals for large journal packages negotiated via consortia to reduce costs, evidence-based acquisitions allowing year-long access followed by targeted purchases based on usage data, and standing orders for automatic updates to multi-volume works or series. These models adapt to digital formats, such as ebooks and —as of 2025 increasingly incorporating for and —often involving platforms like GOBI for streamlined and licensing terms that specify user limits or perpetual access rights. In specialized contexts like health sciences libraries, vendors such as Rittenhouse focus on domain-specific , while tools like aid in evaluating subscription costs and usage to optimize budgets.

Overview

Definition and scope

Library acquisitions refers to the systematic of physical, digital, and resources to build and maintain collections that align with the informational, educational, and recreational needs of users. This encompasses the evaluation and selection of materials, placing orders with vendors or publishers, verifying receipt of items, and handling financial transactions such as payments and budgeting. According to the American Library Association's core competencies for acquisitions professionals, it is defined as "the of selecting, ordering, and receiving materials for or archival collections by purchase, exchange, or gift, which may include budgeting and negotiating with outside agencies... to obtain resources to meet the institution's clientele needs in the most economical and expeditious manner." The scope of library acquisitions is delimited to the inflow of resources into the collection, excluding subsequent functions such as cataloging, for access, or circulation to patrons. It typically involves key stages: initial selection based on policies, formal ordering through purchase orders or subscriptions, physical or receipt and inspection for accuracy and condition, and final payment or financial reconciliation. This boundary ensures focused operations, with acquisitions serving as the gateway for new materials while integrating with broader library workflows. Materials acquired through this process span a diverse range, including and monographs, serials such as journals and newspapers, electronic databases and e-resources, items like videos and recordings, and specialized formats such as rare manuscripts or data sets. These resources may be in , , or hybrid forms, selected to support institutional missions like academic research or public access. While closely related, library acquisitions differs from collection management, which addresses the ongoing , , weeding, and preservation of holdings after acquisition. Acquisitions emphasizes the acquisition phase to ensure timely inflow of relevant materials, whereas collection management oversees the lifecycle of the entire collection for sustained usability and relevance.

Role in library operations

Library acquisitions plays a pivotal role in integrating with other library departments to ensure seamless operations. It coordinates closely with technical services, such as cataloging and units, to handle the receipt, verification, and preparation of materials for inclusion in the collection, often merging workflows to reduce handoffs and enhance efficiency. Similarly, acquisitions collaborates with public services by incorporating user and (ILL) data to inform purchasing decisions, enabling "purchase-on-demand" programs that directly address patron requests and bridge user needs with collection growth. This integration supports overall library functionality, as seen in merged departments like resource acquisitions and sharing at institutions such as , where acquisitions, ILL, and collection management operate under a unified structure to streamline access. By acquiring a range of materials in physical, electronic, and digital formats, acquisitions significantly impacts user access, fostering diverse and current collections that cater to educational, research, and recreational purposes. In academic libraries, for instance, acquisitions prioritize resources aligned with curricular and scholarly demands, with humanities accounting for about 49% of print book acquisitions and social sciences leading e-book expenditures at 32%, thereby supporting institutional missions in knowledge dissemination. This ensures equitable access to up-to-date information, as evidenced by programs like patron-driven acquisitions (PDA), which allow users to trigger purchases based on immediate needs, enhancing relevance and inclusivity across public and academic settings. In public libraries, such efforts promote recreational reading and community engagement by diversifying holdings to reflect varied user demographics. Success in library acquisitions is measured through key metrics that evaluate efficiency, responsiveness, and alignment with institutional goals. Common indicators include acquisition rates, with academic libraries averaging 4,750 print books and 345 e-books added annually in 2017, varying by institution type—doctoral libraries acquiring over 8,600 print items compared to 2,880 in institutions—to meet -intensive demands. Fill rates for user requests often exceed 99%, as demonstrated by one university library's fulfillment of 99% of 12,970 print book orders in a . Delivery times serve as another benchmark, with averages around 3.23 weeks from order to availability, and over 87% of materials received within a month, directly improving user speed. Alignment with missions is assessed by expenditure distribution, where 70-76% of budgets support ongoing resources like serials for sustained , differing between academic libraries focused on scholarly output and public ones emphasizing community recreation. The typical workflow in acquisitions begins with , drawing from policies and user input to identify gaps, followed by ordering through vendors or donors. Upon receipt, materials undergo quality checks, , and payment, before handover to technical services for cataloging and integration into the library's online system, ensuring and . This end-to-end process, managed by dedicated units in larger libraries, minimizes delays and maximizes resource utilization without overlapping into detailed selection methods.

Historical development

Pre-20th century practices

In ancient times, library acquisitions were often driven by royal patronage and aggressive collection strategies rather than systematic purchasing. The , established in the 3rd century BCE under the , exemplifies this approach; its rulers mandated the acquisition of all known scrolls, obtaining them through tributes from conquered territories, purchases from traveling merchants, and even confiscating books from ships docking in the port, which were then copied before originals were returned. This policy aimed to centralize knowledge but relied heavily on state coercion and emulation of Greek texts, with estimates suggesting the collection grew to over 700,000 scrolls by the 1st century BCE. Private collections in the complemented these efforts, as wealthy individuals like the Roman scholar Varro amassed personal libraries through buying, borrowing for copying, and inheritance, such as Varro who amassed a personal library containing thousands of volumes and served scholarly or elite purposes. Parallel developments occurred in other civilizations. For instance, the in during the (9th–13th centuries) acquired manuscripts through international purchases, gifts from rulers, and scholarly exchanges, amassing thousands of volumes focused on science, , and translations from and other languages. In ancient China, imperial libraries such as those under the (206 BCE–220 CE) relied on state-sponsored copying of classics, tributes from vassal states, and purchases, building comprehensive collections of historical, philosophical, and administrative texts. During the medieval period, acquisitions shifted toward monastic and ecclesiastical institutions, where the primary method was manual copying by scribes within scriptoria to preserve Christian and classical texts. Monasteries such as those following the Benedictine rule produced codices through labor-intensive transcription, often funded by church endowments or royal gifts, resulting in collections focused on , , and patristic works; for instance, the 9th-century revival under emphasized copying to rebuild libraries decimated by invasions. Private and scholarly collections persisted among intellectuals, acquired via bequests, exchanges, or limited purchases from booksellers in urban centers like , but these remained ad-hoc and elite-driven, with no centralized distribution networks. Overall, medieval practices prioritized preservation over expansion, with copying serving as both a devotional act and a means of acquisition amid scarce commercial production. By the 18th and 19th centuries, the rise of public and subscription libraries marked a transition toward more structured, community-supported acquisitions, though still informal compared to modern systems. In , the British Museum Library, founded in 1753 through an act of Parliament, built its initial collections via endowments and bequests, including the royal library of over 2,000 volumes from and the Cottonian collection of manuscripts, supplemented by purchases funded by parliamentary grants. Subscription libraries, popular in colonial and , relied on member dues to purchase new imprints, enabling broader access; for example, the , established in 1731, acquired books through shared subscriptions, growing to thousands of volumes by the early 1800s. In the United States, endowments and private philanthropy began supporting public institutions, as seen in the 1815 purchase of Thomas Jefferson's personal library of 6,487 volumes by Congress for $23,950 to rebuild the after its destruction in the ; Jefferson's donation emphasized diverse subjects like law, science, and history, reflecting ideals. These pre-20th century practices were characterized by heavy reliance on donations, gifts, and rather than proactive buying, with acquisitions often opportunistic and lacking formal selection policies or budgets. Monastic and early libraries operated without standardized criteria, leading to uneven collections shaped by donor interests or chance finds, and limited by the absence of until the , which constrained scale and diversity. This donor-dependent model persisted into the , even as subscriptions introduced modest financial planning, but it highlighted vulnerabilities such as incomplete coverage of emerging scientific or works.

20th and 21st century evolution

In the early 20th century, library acquisitions underwent significant professionalization, with major institutions establishing dedicated acquisition departments to manage growing collections amid rapid expansion in and public access. Influenced by the (), founded in 1876, these developments built on emerging library education programs, such as Melvil Dewey's school at in 1887, which trained professionals in systematic collection building. By the , 's conferences, publications, and guidelines had fostered standardized practices for selecting and acquiring materials, shifting from methods to coordinated efforts that emphasized cooperative purchasing and bibliographic control. Following , acquisitions expanded dramatically due to increased government funding and initiatives promoting resource sharing. In the United States, the Library Services Act of 1956 provided annual funding for rural library services, leading to the addition of millions of volumes nationwide, while the Library Services and Construction Act of 1964 supported construction and acquisitions, resulting in over 14 million new books acquired by the late 1960s. The Depository Library Act of 1962 further bolstered this growth by allowing for up to two federal depository libraries per congressional district, enabling free distribution of government publications and enhancing interlibrary loan networks. Programs like the Farmington Plan (1948–1972), coordinated through the Association of Research Libraries (an affiliate), facilitated cooperative international acquisitions, securing nearly two million foreign research materials for U.S. libraries. The late 20th and early 21st centuries marked a profound shift toward and digital formats in library acquisitions, driven by technological advancements. The Machine-Readable Cataloging (, developed by the from 1965 to 1968, introduced machine-readable bibliographic records using numeric tags, revolutionizing acquisitions by enabling automated ordering, processing, and integration with emerging systems. This paved the way for Integrated Library Systems (ILS) in the 1970s and 1980s, which unified acquisitions, cataloging, and circulation functions, improving efficiency in managing print collections. By the 1990s, the internet's rise accelerated the transition to digital resources, with e-books emerging through platforms like NetLibrary, allowing libraries to acquire and lend electronic titles and adapt to shrinking physical space constraints. Globally, the evolution of acquisitions in developing countries reflected varied challenges and international support, particularly through 's initiatives since 1945. Established in to advance and , promoted library development by facilitating book exchanges, reducing customs duties via the 1950 Florence Agreement, and supporting pilot projects like the (1950) and Library (1959), which enhanced local acquisitions of vernacular and educational materials. From the onward, deployed experts, funded training programs—such as the East African School of Librarianship in —and organized seminars in regions like and to build capacity for sustainable acquisitions amid limited national resources. These efforts emphasized international aid, contrasting with resource-rich contexts and highlighting 's role in bridging gaps for equitable access.

Acquisition methods

Purchasing and subscriptions

Purchasing represents a core method in library acquisitions, involving the direct monetary of materials from vendors to build and maintain collections. This process ensures libraries obtain physical and digital items aligned with user needs, often through negotiated agreements that optimize costs and . Subscriptions, meanwhile, provide ongoing to serial publications like journals and magazines, typically managed via renewal cycles to support continuous and . Firm orders constitute one-time purchases of specific materials, such as individual books, e-books, DVDs, or , funded from allocated departmental budgets. These orders are initiated after selection, with libraries submitting requests via forms or systems that encumber funds and track expenditures to meet targets, such as encumbering 80% of budgets by early in the year. For instance, libraries prioritize formats in firm orders to enhance , excluding ongoing subscriptions which follow separate protocols. Approval plans streamline acquisitions by automating the delivery of pre-selected materials based on a library's profile, which includes parameters like subject areas, publishers, and price ranges using classifications such as subjects. Vendors ship books or notification slips for review, allowing librarians to retain items or return unwanted ones, with profiles regularly adjusted to refine selections and project costs. This method reduces manual workload, enables quantity discounts, and ensures timely coverage of new publications, particularly in specialized areas like art catalogs or foreign literature. Vendors such as EBSCO (formerly YBP Library Services) handle weekly shipments, while others like Casalini Libri focus on specific languages. Serials subscriptions involve recurring orders for periodicals and continuations, representing long-term commitments that require annual renewals and agent-mediated processing to handle invoices for multiple titles. Libraries select titles based on usage and , then order through subscription agents who consolidate payments and track issues, arrivals for shelving. This supports ongoing access to scholarly journals, with serials increasingly integrated via licensing agreements. Vendor selection begins with identifying suppliers through requests for proposals (RFPs) or competitive bidding to ensure fair pricing and service quality, evaluating factors like reliability, discount rates, and integration capabilities. Bidding processes, often mandated for public and federal libraries, involve open solicitations where vendors submit quotes, with awards based on comprehensive criteria beyond cost, such as delivery speed and support. Once selected, vendors like Baker & Taylor or Ingram Content Group provide bulk deals, offering volume discounts on large orders to lower per-unit costs for libraries. Ordering typically occurs via (EDI), a standardized computer-to-computer exchange that transmits purchase orders, acknowledgments, and invoices without manual intervention, reducing errors and speeding transactions. Libraries set up EDI accounts with vendors to automate firm orders and serial claims, integrating with systems like or Voyager for seamless workflow. Following delivery, invoice verification matches received items against orders, confirming quantities, prices, and discounts before payment, often resolving discrepancies through vendor communication. Legal aspects of purchasing are governed by contracts that outline terms for physical materials, including payment schedules, delivery obligations, and dispute resolution, ensuring enforceability under applicable laws. These agreements specify shipping methods to minimize damage, with vendors responsible for timely and secure transport, often via standard carriers. Returns policies address defective, duplicate, or incorrect items, allowing libraries to ship back materials within specified windows for credits or replacements, as detailed in vendor manuals or order confirmations. For example, law libraries emphasize clear communication on return reasons like manufacturing defects to facilitate efficient processing.

Gifts, donations, and exchanges

Gifts and donations represent a significant non-purchase method for libraries to acquire materials, often involving books, journals, manuscripts, and other resources contributed by individuals, estates, or organizations. Libraries typically establish formal policies to the acceptance of such gifts, evaluating them against criteria such as relevance, condition, and duplication to ensure alignment with institutional needs. For instance, duplicates or materials in poor condition may be deaccessioned through sales, further donations, or disposal, allowing libraries to maintain efficient collections without returning items to donors. These policies help balance the influx of unsolicited donations while fostering community engagement. Tax implications for donors provide incentives for contributions, as libraries, qualifying as 501(c)(3) organizations, enable deductions for the of donated items. Donors are responsible for obtaining independent appraisals to substantiate claims, while libraries issue acknowledgment letters detailing the donation but refraining from valuations to comply with IRS regulations. Examples include university alumni programs, such as the University of Saskatchewan's initiative where faculty compiled and donated works by alumni authors since the institution's founding, enriching special collections with culturally significant materials. Exchanges complement gifts by facilitating bilateral or multilateral swaps of publications between libraries, often through established international networks. The International Standard Book Number () system, implemented globally since 1970, aids in identifying and tracking materials for these exchanges, enhancing efficiency in resource sharing. Programs under UNESCO's 1958 Convention on the International Exchange of Publications, updated through handbooks in 1978 and beyond, promote cooperation among governmental and non-governmental institutions, with the maintaining arrangements with over 5,000 institutions worldwide for reciprocal transfers. These efforts have sustained collection growth in specialized areas since the , particularly for rare or regionally focused items. The advantages of gifts, donations, and exchanges include substantial cost savings compared to , which remains the primary acquisition method, and opportunities to acquire unique or out-of-print materials that broaden access. However, drawbacks encompass hidden costs like processing time, potential irrelevance to current needs—especially in donations to developing regions—and issues with material condition that may require repairs or weeding. Overall, these methods diversify collections when managed strategically, though they demand rigorous evaluation to avoid overburdening resources. Processing gifts and exchanges involves several steps to integrate materials effectively. Initial appraisal assesses and suitability, with libraries relying on donor-provided estimates or internal reviews without assigning monetary figures. Selected items are cataloged and shelved according to standard procedures, mirroring purchased acquisitions, while acknowledgments—ranging from simple thank-you letters to personalized plaques—are issued to donors as a protocol of gratitude and support. Unaccepted materials are redirected ethically, ensuring supports long-term collection integrity.

Legal deposits and government programs

Legal deposit laws require publishers to submit copies of their publications to designated national libraries or repositories, ensuring the long-term preservation and accessibility of a nation's cultural and intellectual output. These mandatory programs, often rooted in legislation, facilitate the creation of comprehensive national collections without cost to the receiving institutions. By compelling compliance from publishers, legal deposits support bibliographic control, , and historical on a national scale. In the , the Copyright Act 1911 established a formal requirement for publishers to deliver, at their own expense, a copy of every book published in the country to the (formerly the ) within one month of publication. This provision, later extended to other legal deposit libraries such as the and the , has been a cornerstone of the UK's archival system, preserving over centuries of printed works. The has maintained a similar deposit requirement since the Copyright Act of 1790, which mandated the submission of copies of copyrighted works to the district courts, later centralized with the Copyright Office in 1870 and transferred to the . These deposits, numbering over 700,000 annually (as of 2022), form the basis of the 's vast collection, providing free public access to American publications for scholarly and cultural purposes. France's legal deposit system, originating in an edict of 1537 under King Francis I and enshrined in the Heritage Code (Articles L.131-1 to L.136-1), obligates publishers to deposit copies of all printed, audiovisual, and digital works with the (BnF) and other authorized institutions. The BnF receives these materials to build its national collection, which exceeds 40 million items, enabling the archiving of France's publishing output since the . Australia's national legal deposit program was formalized under the Copyright Act 1968, requiring publishers to provide a copy of every Australian publication to the within one month of release. This system, building on earlier state-based efforts from , ensures the preservation of approximately 55,700 items in 2023–24, supporting Australia's documentary heritage and public access through the library's digital platform. Beyond legal deposits of commercial publications, government programs distribute official documents and aid materials to libraries at no cost. The U.S. Federal Depository Library Program (FDLP), established in 1882 and managed by the Government Publishing Office, disseminates tangible and digital U.S. federal publications to approximately 1,100 participating libraries nationwide, promoting free public access to government information in an impartial setting. Internationally, initiatives like those from the Agency for International Development (USAID) provide subsidized donations to libraries in developing nations, bolstering educational resources; for instance, USAID's Time to Read project delivered 1.5 million s to Kyrgyzstani schools and libraries between 2017 and 2021 to enhance and . These legal and programmatic frameworks ensure libraries acquire essential materials for national archiving, with benefits including cost-free enrichment of collections, enhanced through statutory , and broader to official records for researchers and the public.

Selection and evaluation

Criteria for materials

Library acquisitions rely on established criteria to ensure selected materials align with needs and address collection gaps effectively. These standards guide librarians in potential additions, balancing factors such as community and resource quality to build comprehensive collections. Core criteria encompass to the , where materials must demonstrate present and potential for the library's patrons, including alignment with educational or recreational demands. is assessed through and accuracy, prioritizing works from credible authors and publishers that provide objective, well-researched content free from factual errors. ensures inclusivity by representing varied viewpoints, cultural backgrounds, and formats—such as , , and accessible editions—to serve underrepresented groups and foster equitable . Currency is particularly vital for , emphasizing timeliness to reflect current knowledge in evolving fields like or , while fiction may prioritize enduring literary value. Librarians employ various tools to apply these criteria systematically. Professional reviews from sources like , which provides evaluative assessments of thousands of titles annually to aid in collection decisions, offer critical insights into a material's strengths and suitability. Demand analysis through (ILL) statistics helps identify frequently requested items, revealing collection gaps— for instance, subject-level ILL data correlates strongly with future usage patterns, guiding targeted acquisitions. and collection assessment tools further support this by forecasting usage based on historical data and trends, enabling data-driven selections beyond . As of 2025, (AI) integration has enhanced these tools, allowing for more sophisticated usage predictions and personalized recommendations while raising ethical considerations for bias mitigation in algorithms. Criteria vary by library type to match institutional missions. In academic libraries, selections prioritize scholarly works that support needs, depth, and authoritative sources, such as peer-reviewed monographs essential for . Public libraries, conversely, favor popular titles that appeal to broad audiences, including bestsellers and leisure reading to encourage and habitual use. Ethical considerations, as outlined in the American Library Association (ALA) guidelines, mandate avoiding biased or censored materials to uphold intellectual freedom. The Library Bill of Rights interpretation on diverse collections requires librarians to select inclusively without excluding items due to controversial content, personal beliefs, or potential offense, thereby resisting censorship and promoting unbiased representation of all viewpoints. This has gained renewed urgency as of 2024-2025 amid a surge in book challenges and legislative efforts targeting library materials on topics like race, gender, and sexuality.

Collection development policies

Collection development policies serve as formal frameworks that guide libraries in the strategic building, maintenance, and evaluation of their collections over the long term. These policies ensure alignment with institutional goals, promote consistency in decision-making, and facilitate accountability among staff and stakeholders. By outlining priorities and procedures, they help libraries respond to evolving user needs while managing resources efficiently. Key components of these policies typically include a that defines the library's purpose and target users, such as supporting , , or community services. The scope delineates subject strengths and weaknesses, often using tools like the Conspectus methodology to categorize coverage across disciplines, languages, formats, and exclusions. Deselection guidelines address the removal of outdated or redundant materials, emphasizing criteria like currency, usage, and retention of historically significant items. Stakeholder input is incorporated through consultations with users, faculty, or administrators to reflect diverse perspectives and enhance . The development of these policies usually involves dedicated committees comprising librarians, administrators, and sometimes external experts, who draft and refine the document based on institutional assessments. Policies are updated periodically, often every three to five years, to account for changes in budgets, user demographics, or technological advancements; for instance, the Library reviews its policy ongoing but approves major revisions through its leadership. A notable example is the Library's policy, which was revised in 2023 by a collaborative team including librarians and faculty to emphasize and digital access while building on historical strengths in legal materials. As of 2025, many policies are increasingly incorporating provisions for AI-assisted selection processes and strategies to counter censorship threats, reflecting broader trends in digital innovation and advocacy. In implementation, these policies directly influence acquisition strategies, such as establishing approval plans where vendors pre-select materials matching defined scopes, and weeding processes that systematically evaluate collections for deselection to optimize space and relevance. For example, the Harvard policy prioritizes print monographs for core subjects while favoring digital formats for serials, ensuring efficient . Variations in policies exist across library types to suit their unique missions. Academic libraries, like Harvard's, focus on supporting and with broad subject depth and cooperative agreements. Public libraries, such as the New Orleans Public Library, emphasize community accessibility, , and diverse formats for general audiences. Special libraries prioritize niche topics aligned with organizational goals, curating in-depth resources for professional use rather than broad coverage.

Budgeting and funding

Sources of funding

Library acquisitions are primarily funded through institutional budgets allocated by parent organizations, which form the core financial support for both public and libraries. In public libraries, these budgets are predominantly derived from taxes, accounting for approximately 86% of as of 2018. More recently, federal initiatives like the American Rescue Plan Act (2021) provided supplemental grants exceeding $200 million to public libraries for recovery efforts, including digital acquisitions. For libraries, funding typically comes from university allocations tied to tuition, fees, and institutional revenues, ensuring sustained support for . These allocations enable libraries to prioritize materials expenditures, often comprising 40-60% of the overall in settings to cover books, journals, and digital resources. Grants from governmental and nonprofit entities provide supplemental funding targeted at specific acquisition needs, such as humanities collections or digital enhancements. In the United States, the (NEH) awards grants to libraries for preserving and acquiring cultural materials, including fellowships and infrastructure support for research institutions. Endowments, established through donor gifts—for example, with minimums starting at $25,000 at the University of Illinois—generate perpetual income for targeted acquisitions, such as rare books or subject-specific collections, and are common in university libraries to ensure long-term stability. For instance, endowments at institutions like fund distinctive materials purchases beyond standard budgets. External philanthropy and international programs further diversify funding sources, particularly for underserved or global initiatives. The Bill & Melinda Gates Foundation has provided over $1 billion in grants to public libraries since 1997, focusing on digital access and technology acquisitions to bridge information gaps in low-income communities. Internationally, the International Federation of Library Associations and Institutions (IFLA) supports library projects through its Stichting IFLA Global Libraries foundation, which channels donations and legacies to fund acquisitions and development in developing regions. These external aids complement institutional funding by addressing specialized or innovative acquisition opportunities.

Cost analysis and allocation

Cost analysis in library acquisitions involves evaluating the financial efficiency of materials to ensure optimal use of limited budgets. One key method is the cost-per-use (CPU) metric, which calculates the cost of a resource divided by its usage instances, such as downloads or views, to assess value and inform decisions like canceling low-usage subscriptions. For electronic journals, libraries often apply return on investment (ROI) analysis by comparing subscription costs against benefits like research output or citation impact, enabling targeted cancellations of underutilized titles to reallocate funds. Inflation adjustments are also critical; serials have seen annual price increases averaging 4–6% in recent years (as of 2025), while academic book prices have risen more modestly, necessitating periodic budget recalibrations to maintain purchasing power. Budget allocation strategies in libraries emphasize equitable and data-driven post-funding acquisition. Formula-based approaches distribute funds proportionally based on factors like areas, requests, or historical spending patterns, providing stability and predictability across departments. , reviewed annually, requires justifying every expense from a zero baseline rather than incremental adjustments, which helps eliminate inefficiencies during fiscal constraints but demands significant administrative effort. Tools like the (Counting Online Usage of Networked Electronic Resources) standard facilitate accurate usage statistics for e-resources, standardizing reports on downloads and views to support CPU and ROI calculations across vendors. A persistent challenge in cost allocation is balancing one-time purchases, such as , against recurring serials subscriptions, exacerbated by the since the 1980s, when journal prices surged due to bundling and publisher consolidation, forcing libraries to reduce acquisitions by up to 20% in some cases to cover escalating serial costs.

Digital and emerging acquisitions

Electronic resources and licensing

Electronic resources in library acquisitions encompass a variety of digital formats, including e-books, online databases, and , which are acquired to expand access to scholarly and multimedia content. E-books are often purchased or licensed through platforms that facilitate demand-driven or evidence-based acquisitions, allowing libraries to select titles based on user needs. Databases such as provide aggregated access to journals, books, and primary sources, while collections, including video and audio content, support educational and research purposes by offering on-demand playback. These resources are typically obtained via specialized vendors like EBSCO, which offers e-books and research databases, and , whose platform streamlines selection and ordering for academic libraries. Licensing agreements form the core of electronic resource acquisitions, defining terms for access, usage, and preservation to protect library investments. Key provisions include perpetual access rights, which ensure continued availability of content after subscription termination, often through archiving or post-cancellation access clauses. Concurrent user limits specify the number of simultaneous logins, balancing cost with demand, while (ILL) permissions allow sharing of digital content under controlled conditions, such as print-to-electronic delivery. Compliance with standards, established in 2002, standardizes usage reporting to enable libraries to measure and justify expenditures through consistent metrics like downloads and views. The acquisition process involves detailed negotiations between libraries and vendors to tailor licenses to institutional needs, often leveraging consortia for enhanced bargaining power. Consortia purchases, such as those facilitated by for shared digital collections, enable collective funding and to large-scale resources at reduced costs. Libraries weigh perpetual ownership models, where upfront payments grant indefinite rights, against subscription-based , which provides ongoing updates but risks content loss upon cancellation. These negotiations prioritize clauses for , data privacy, and withdrawal rights to mitigate vendor dependencies. Technical implementation ensures secure and seamless user access to licensed resources, primarily through authentication methods like recognition and (SSO) systems. IP authentication verifies users by associating their network location with the library's domain, ideal for on-campus access, while SSO solutions such as or enable off-site logins via institutional credentials, reducing barriers for remote patrons. These mechanisms integrate with library discovery tools to maintain compliance with license terms, including usage tracking and access controls.

Open access and consortia models

Open access (OA) models enable libraries to acquire scholarly materials without subscription or licensing fees, primarily through digital repositories that provide free, permanent access to peer-reviewed content. Libraries increasingly integrate OA resources into their collections by harvesting or linking to repositories such as , launched in 2000 by the U.S. National Institutes of Health's National Library of Medicine as a free full-text archive of biomedical and life sciences literature. Similarly, the (DOAJ), established in 2003, indexes over 21,000 peer-reviewed OA journals across various disciplines, allowing librarians to discover and incorporate high-quality, no-cost content into their catalogs. These approaches reduce acquisition costs while expanding access to global research, particularly in fields like and social sciences where OA adoption is high. Consortia models complement by facilitating collaborative acquisitions that leverage for discounted or shared access to both OA and hybrid resources. for Research Libraries (CRL), founded in 1949 as an international consortium of over 200 member institutions, maintains shared collections of rare and digital materials, enabling members to access specialized content without individual purchases. In the United States, LYRASIS, a nonprofit serving more than 1,000 libraries, negotiates group discounts on electronic resources, including OA platforms, through pooled memberships. These consortia promote resource sharing and sustainability, allowing smaller libraries to benefit from akin to those in proprietary e-resources but with an emphasis on open and collaborative principles. Within these frameworks, usage-based models like (PPV) and demand-driven acquisition (DDA) further optimize and consortia acquisitions by tying costs to actual patron . PPV enables libraries to pay only for individual downloads or views, often through consortia agreements that fees, avoiding upfront commitments for underused . DDA, widely adopted in libraries since the early , triggers purchases of e-books or s only after predefined usage thresholds, such as short-term loans or views, with studies showing it aligns acquisitions closely with user needs while minimizing waste. For instance, DDA programs in consortia have demonstrated up to 92% of libraries prioritizing this model for e-books due to its cost-effectiveness. Global trends in acquisitions have accelerated since the Berlin Declaration on Open Access to Knowledge in the Sciences and Humanities in 2003, which called for free online access to research outputs and spurred institutional policies worldwide. This led to rapid growth in OA content, with annual publication increases exceeding 30% in the decade following, prompting libraries to allocate budgets for article processing charges (APCs) to support authors in publishing OA articles. APCs, averaging around $1,800–$2,000 per article in many fields, are now managed through consortia transformative agreements that offset fees for members, fostering a shift from subscription-based to hybrid funding models. Emerging trends as of 2025 include the integration of () tools in digital acquisitions, such as AI-driven recommendation systems for resource selection and for licensing negotiations, helping libraries address financial strains on digital collections while enhancing efficiency.

Challenges and future trends

Common obstacles

Library acquisitions face significant budget constraints, primarily driven by the ongoing , where journal subscription prices have escalated dramatically, outpacing inflation and straining institutional resources. For instance, research library expenditures on serials increased by 273% from 1986 to 2004, compared to a 73% rise in the during the same period, forcing libraries to cancel subscriptions and reduce overall acquisitions. This escalation, often exceeding 4-5% annually in recent years for , , and titles, has led to a reallocation of funds away from monographs and other materials, exacerbating the imbalance in collection growth. Supply issues further complicate acquisitions, including vendor monopolies that limit competition and inflate costs through practices like bundled "big deals" and restrictive licensing. Mergers among content providers and technology vendors have heightened risks of vertical integration, reducing options for libraries and increasing dependency on a few dominant players. Supply chain disruptions, such as the 2020s paper shortages and elevated shipping costs due to global events like the , have delayed book deliveries and raised production expenses for publishers, directly impacting library procurement timelines and budgets. Additionally, censorship pressures from external groups and internal self-censorship have led librarians to avoid acquiring certain materials that meet standard criteria, limiting diversity in collections and . Internal hurdles within libraries, such as staff shortages, hinder efficient acquisitions processes, with reduced personnel leading to backlogs in , ordering, and cataloging of materials. Outdated policies, often designed for print-era needs, fail to adequately address digital resource licensing, integration, and data-driven selection, resulting in inconsistent and inefficient acquisition strategies. Equity issues manifest in stark disparities between wealthy in the Global North and underfunded ones in the Global South, where limited budgets restrict access to international publications and digital resources. For example, one analysis of a major library collection revealed that 92.76% of titles originated from Global North publishers, compared to just 7.24% from the Global South, reflecting systemic under-acquisition of diverse due to gaps and biases. These imbalances perpetuate a cycle where under-resourced libraries struggle to build comprehensive collections, widening the knowledge divide.

Innovations and adaptations

In recent years, (AI) has transformed library acquisitions through predictive selection tools, particularly recommendation engines that analyze user behavior and collection gaps to suggest materials. These systems, which gained prominence in the , employ machine learning algorithms to personalize acquisitions, enhancing relevance and efficiency in resource allocation. For instance, AI-driven platforms like those integrated into library management systems forecast demand based on circulation data and patron preferences, reducing underutilization of acquired items. Blockchain technology has emerged as a key innovation for tracking in rare and special collections, ensuring and in acquisitions. By creating immutable digital ledgers, records the ownership history of items like books or manuscripts, mitigating risks of and facilitating secure interlibrary transfers. Libraries adopting this approach, such as national institutions safeguarding , report improved trust in provenance verification during acquisition processes. Adaptations in library acquisitions increasingly emphasize , with a shift toward formats over to minimize environmental impact. resources require fewer physical materials and reduce carbon footprints associated with and shipping, aligning with acquisition policies that prioritize e-books and databases when usage thresholds favor them. Post-2020 social movements, including calls for racial and , have prompted inclusive policies that actively seek diverse voices in collections, such as materials from underrepresented authors and global perspectives. These policies involve auditing existing holdings for biases and partnering with diverse publishers, fostering equitable access and . Key trends in acquisitions include the expansion of patron-driven acquisitions (), where users trigger purchases based on their interactions with catalog previews, optimizing budgets by aligning collections with actual demand. PDA programs have grown significantly since the early 2010s, with academic libraries reporting significantly higher circulation rates for PDA-selected items compared to traditional methods. Global collaborations, facilitated by platforms like , enable shared acquisition efforts across institutions, allowing libraries to pool resources for and discovery of international materials. OCLC's integrates data from thousands of libraries worldwide, supporting cooperative selection and reducing duplication in holdings. Looking ahead, libraries are poised to integrate (VR) and (AR) resources into acquisitions by 2030, offering immersive experiences for educational and archival materials. These technologies will enable virtual tours of rare collections or interactive simulations, with early adopters in projecting widespread implementation to enhance user engagement. AI budgeting tools are also expected to mature, using to automate cost forecasting and allocation for acquisitions, potentially streamlining processes and reducing administrative overhead in resource-constrained environments.