5490                                         905R76111
                     GUIDELINES  FOR ESTABLISHING
                     A LIBRARY WITHIN EPA
                           Protection
                          -ry
              2*0 SouVn lvAy.'rn £:.i'

-------
PSOTSCTIOK AGKSC*

-------
Preface




     Occasional requests for assistance regarding the establish- .




ment of a library within a Program Office,  a Laboratory,  or a




Region .are received by this office.




     This guide is not a directive.  It is  a tool for use by EPA




management in determining the need for a library within a program




Office, an existing or new laboratory, or branches of an office




physically located at a distance from the parent organization.




     It is also designed for use by EPA Librarians who are asked to




assist in the establishment of such libraries.

-------
       GUIDELINES FOR ESTABLISHING A LIBRARY WITHIN EPA




Introduction.  Within EPA there are twenty-eight libraries which

cooperate  to  provide all EPA staff with literature needs in all

environmental areas of concern.  The Library Systems Branch,

EPA Headquarters, acts as a coordinating office, providing technical

guidance and  support, and providing services which can best be
                  \
performed  centrally for the good of all.  Local libraries provide

direct user services and act as the contact point for the centralized

services.

     Within EPA, a library is defined as a unit providing library

services,  staffed by at least one full time person, and housing an

organized  collection of materials to support user informational

needs.

     EPA facilities which do not have established libraries are pro-

vided library service through the library jystem, either through the

nearest library, through the Regional Library, or through the Central

Technical  Library in Cincinnati or Headquarters Library in Washington,

D. C.  A list of the EPA libraries is attached.

Need for a Library.   In determining the need for a library, several
                                   »
things need to be considered.   These are listed below,  not in any

orler of priority.

     1.  How many people are located at the facility who will require

library service?

     2.  Are  there any special library needs which the  group  has,  but

which cannot be served by a nearby EPA library?

-------
                               3




     3.  Are there overriding program considerations which make a




library imperative, i.e., an entirely new program area in which




present EPA libraries have not been building collections?  Can these




collections be built by one of the central support libraries in the




EPA Library System?




     4.  What is the time period required for delivery of needed




literature?  Can researchers needs be adequately supplied through ex-




isting mail services?  Through the Central Library System if modified?




     5.  From what sources do researchers obtain required information




at the present time?




     6.  Can uncontrolled collections or reading rooms suffice in place




of a library, or does the requirement exist for an organized information




base in place of an existing disorganized information situation?




     7.  To what extent must researchers make use of the library




collections in a library itself?  How often each x-reek?  How many




hours each week?




     8.  What requirements exist for specialized journals,  books and




report literature?  What is the anticipated size of the library




collection; anticipated yearly growth?




     9.  Should the library be established as a branch of an ex-




isting EPA library or as an independent equal operation within the




library system?  Does the existing library have the resources re-




quired to operate a branch library?




    10.  What services should the library be expected to provide?

-------
Library Objectiyes.  Libraries in EPA are responsible for acquiring,
processing and making available to EPA staff any environmental litera-
ture necessary to the support of the Agency's mission.   Collections
and services in the various libraries are designed to serve the needs
of users at each local level.  The library makes use of the centralized
programs and services to the greatest extent possible to serve local
needs at a minimal cost in money, time and duplicate collection
activities.
                  \
Levels of Library Activity.  Listed below are activities and services
which, when provided by a library, make up minimal, intermediate and
maximal levels at which a library may operate.   They are provided al-
most exactly as they appear in Special Libraries:   A Guide for Manage-
ment, published by the Special Libraries Association in 1975.
Minimum Level
1.  Acquiring Materials for the Library:
          Collects publications scattered throughout the organization,
receives those that come automatically to the library,  and checks these
materials for relevancy and to avoid duplication.
          Keeps abreast of the organization's general interests and
needs for published materials.
          Reviews announcements of .new publications and selects and
orders directly from the publisher.
          Establishes a simple order record.
2.  Organizing Materials in the Library:
          Places books on shelves in a simple,  logical  order—for
example,  by author or by broad subject grouping.
          Arranges magazines and other periodicals  by title and date.

-------
                               5




           Separates  and  files pamphlets, clippings, and other ephemeral




material by  subject.




           Identifies all major publications in the library by author




and title  and brings such records together in a card catalog.




3.  Disseminating Information and Materials from the Library:




          Maintains  a collection of reference books.




          Answers simple, factual reference questions.




          Verifies 'titles of publications and tracks down references .




          Directs those needing detailed or research information to




possible sources.




          Routes new issues of magazines to those who have requested




them; or loans for short period of time after new issues have




been available in library for a reasonable review period fcr




all users.




     Routes  individual items to staff members whose interests are known.




          Knows the resources of local libraries well enough for full




utilization.




Intermediate Level




1.  Acquiring Materials for the Library:




          Keeps informed about the developing needs of the organization




and imaginatively selects materials "in anticipation of actual requirements,




          Establishes contacts with book, magazine and government docu-




ments dealers for expediting orders.




          Begins to acquire and set up special collections of materials




such as patents, internal reports, maps, and  pictures.




          Creates and maintains a complete  order file Xv'ith automatic




follow-up procedures and, x^here feasible, takes  advantage  of available

-------
electronic data processing facilities and equipment.



          Reviews the library's collections and builds up weak areas.



          Establishes a regular system of checking with staff authorities



for evaluations of publication.



2.  Organizing Materials in the Library:



          Orders printed catalog cards for books.



          Adopts a published classification scheme and uses it for



subject arrangement of books.
                  \


          Adopts a published subject heading list  for cataloging



books and for indexing selected pamphlets, clippings, and other



materials.



          Devises specific filing and finding systems for special



collections such as patents,  maps, and pictures.



3.  Disseminating Information and Materials from the Library:



          Gathers research materials pertinent to  a question and



transmits them to requesters.



          Prepares selective bibliographies.



         . Undertakes comprehensive literature searches on request.



          Distributes lists of current literature  received, sometimes



including abstracts copied from published sources.



          Has broad familiarity with nationwide library resources in
                                  •


pertinent subject fields.



Maximum Level



1.  Acquiring Materials for the Library:



          Periodically does formal research concerning users'  needs.



          Establishes personal contacts  with experts and dealers  of



unusual publications—out-of-print, unpublished, foreign,  etc.

-------
                               7

          Prepares a written selection policy.

          Sets up and maintains specialized collections, such as

catalogs of executive development programs, computer print-outs, and

archival material of the organization.

2.  Organizing Materials in the Library:

          Creates subject organization systems tailored to its needs,

such as classification schemes, subject heading lists, or thesauri,

if not provided through the central library system.

          Indexes articles, reports, and other materials in depth,

possibly using mechanical methods, v/hen these are are not covered

by commercial indexing and abstracting services, or other existing

systems.

          Prepares abstracts of published materials as necessary

for specialized bibliographies, reference files and the like,  if

these abstracts do not already exist in other systems or commercial

services.

3.   Disseminating Information and Materials from the Library:

          Locates, synthesizes, and evaluates information and  provides

it in written summary form.

          Prepares critical bibliographies.
                                  «
          Prepares evaluative comprehensive literature searches.

          Distributes abstracts of current literature received.

          Provides library-prepared translations of articles in  some

languages.

          Regularly prepares and supplies applicable current information

for the specific requirements of individual users,  e.g.,  SDI  (Selective

Dissemination of Information) systems.

-------

-------
          Is prepared to provide editorial help of all kinds for




the organization's publication, unless this is the responsibility




of another local EPA office,




          Has thorough knowledge of subject experts and possible




sources of unpublished information in the subject fields.




Staffing a Library.  Qualified, trained staff are essential to




good library services.  On the job training to inform the  librarian




about the organization to be served, as well as the EPA Agency-wide




library systems, will take a few of the early months the, librarian




is on the job.  Specialized training programs developed by the Library




Systems Branch are available to all library staffs within  the Agency.




     Ratios of library staffs to the users served vary according




to the subject matter covered.  In some chemistry libraries the




ratio is 1 librarian to every 3 to 12 chemists; in newspaper libraries




the ratio is more likely to be 1 to 90j in engineering libraries




the ratio is closer to 1 to 30 or 40; in social science libraries,




the ratio may be more nearly 1 to 60.  A good rule of thumb in establishing




a new library is to use a ratio of 1 library staff member  required




to serve about 50 active users.  The active user base are  people who  ',




need to use a library in the performance of their job as opposed to       \




just professionals who drop in every., so often.




     A clear understanding of the levels of service to be  provided




by the. library needs to be determined before the type of library




staff required to provide these services can be determined.   The




relationship"between the to-be-established library and others  within




the EPA library system must also be determined.

-------

-------
      In establishing a library which  is to provide the maximum level of



 service as  defined earlier  in this  guide, a professional librarian is



 essential.   To  provide the  intermediate level of service, a library tech-



 nician  with several years of experience is essential.  To maintain a



•library providing  a minimum level of  service, a library technician or



 library clerk with considerable experience or training is essential.  The



 clerk should be permitted some additional training within another of the



 EPA libraries to become familiar with services provided centrally and
                 %


 what may be expected in the way of  centralized services for this new



 library from the library system.



 Costs of a  Library.   Libraries are not inexpensive items.  In



 research and development organizations the library or information



 center  allocation  totals, in general, from 2% or 3% to 9% or 10% of



 the research budget.   This  represents the allocation for one year's



 operating expenses.



      In the development of  a new library,  costs include the purchase of



 equipment and preparation of space assigned to the library, and the basic



 collection  required  before  a library can provide services at any level.



 Shelving costs  may be  estimated at $1.00 per volume of anticipated size



 of  the  collection  if  only a few hundred items are involved; for quantities



 exceeding 500 volumes  the per volume cost approaches $.50 and continues  to
                                  *


 decrease with more sizeable collections.  Costs for desks,  chairs, type-



writers  and file cabinets will depend on the level of function and the



 number  of staff members.



      Annual operating  costs for libraries include funds for salaries,



 collection  (books, journals, reports, microform,  audio-visuals,  etc.),



 supplies, equipment,  computer use, travel, memberships.  Printing,

-------

-------
                               10



postage and reproduction costs are quite heavy for libraries involved



in inter-library loans.  These are not often reflected in the budget



presented for libraries, but instead are absorbed as part of the



Agency's overall administrative support budget.   The amount allocated



for collection is normally about 25% of the total library budget,



salaries about 65 to 70%, and the other 5 - 10%  cover the items listed

                   V


above.  A serious variable is computer usage and the extent to which



the library makes use of the Agency-wide data processing support.



Space and Equipment: Requirements.  Library space requirements are



divided into three categories, space for the staff, space for the



collection and space for use of the collection or reader areas.



     Standard space allocations for office workers are generally



100 square feeL per worker.



     Based on standard 3 foot library shelves, with sections of seven



shelves high, approximately 8 books to each linear foot may be used



in determining storage for collections.  Figures of 15 volumes per



square foot of net room area are also used.



     Reading areas should provide space for 10%  of the active user



base to be in the library at any one time.   When a combination of
                                   *


reading tables and individual study carrels  are  used,  approximately



25 square foot per user should be provided.



     In order to make maximum use of space provided,  EPA libraries



are encouraged to maintain large proportions of  collections in micro-



form.   This in turn requires provision of readers  and  reader/printers



for microfiche and microfilm.   Maintenance agreements  on these pieces

                          g-

of equipment are important once the guarantee period  has expired.

-------

-------
                               11


     Other special equipment such as a computer terminal or audio-


visual equipment may be required, depending on the level of library


activity and the programs it carries out.


Guidelines for Collection Development.  New libraries will identify the


work being done in, and the subject areas of concern for, the local


office served, and then determine which materials will best satisfy


the requirements of the users in this location.  Since the collections


in any EPA library are considered available to all EPA staff at any


location, careful review should be made before extensive purchases


of any materials are made.


     Initially, the library will purchase general reference materials


such as Wuo's Who, dictionaries, encyclopedias, congressional directo-


ries, and the like.  Following this, selection will be made of the


major reference works relative to the particular subject area of con-


cern.  Subscriptions will be entered for the major journals in the


special subject area, as well as a selected few general environmental


titles.  As a rule back issues of these titles are not purchased if


they are available from another near-by EPA library or other local


libraries.  If a later decision is made to purchase any of the back-


files,  the microfilm version should be considered.
                                     •

     As a part of the EPA library system program, all EPA libraries


receive a complete set of EPA reports on microfiche along with the
                    l

accompanying indexes by which the set is accessed.   Other reports


included in the environmental pollution and control category at  the


National Technical Information Service (NTIS)  may be reviewed and

-------

-------
 if  the  interest  is  great enough, a subscription for automatic receipt




 of  these  items,  in  hard copy or microfiche, may be initiated.




      In order  to retain the quality and up-to-dateness of the




 collection, the  following criteria for determining materials to




 be  purchased should be observed:




      1.   Items to update reference collection of general works,




 replacing needed out-of-date items.




      2.   Items to fill gaps in collection covering air, noise, pesticides




 radiation, solid waste, toxic substences and water pollution and




 control from the economic, legal, management, scientific and technical,




 and social impact aspects.  A conscious effort should be made to




 collect the best reference and supportive materials in those areas




 represented in the  staff of any one location.




      3.   Items should be selected on the basis of their availability




 elsewhere in the general geographic areas, elsewhere in the EPA




 library systems, and demonstrated need by EPA staff.




      4.  Generally, items should not be duplicated in any collection;




 indefinite loans should be kept at a minimum.




      5.  Items providing general background in a subject area are




 important; other items added should be current updating of a field;




new research results and staterof~£he-art in environmental areas.




     6.  Items written by well known authorities in the field, keeping




 local staff interest in mind.




      7.   Reviews should be obtained on as many items as possible




before purchases are made.




     8.   Political considerations must be taken into account when

-------

-------
items are requested which are not rated as the highest quality.

     9.  Items of environmental interest in the geographical area of

concern to the library should be acquired.

    10.  Textbooks used in courses paid for by the Environmental

Protection Agency should be added to library collection when courses

are complete.
                                           22C
                                           CMc•??,-,

-------