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Library approval plans remain a major means of both codifying a library’s collection development program and providing an operational and procedural tool for acquisitions of library materials. This paper summarizes the arduous but ultimately worthwhile and satisfying project that Loyola Marymount University and YBP Library Services undertook in a yearlong approval profile review project. It describes how the library and the approval plan vendor strategized and collaborated to involve over 20 subject liaisons with varying levels of collection development experience and the support infrastructure needed to get liaisons up to speed on their roles in the project. It also explains the communications and collaboration tools we used to document a process with myriad details to track. Both the library and vendor perspectives on how to effectively structure and implement approval plan revisions for print and electronic books are included. Underlying this whole project was the belief that the approval plan (and intentional collection building) still has an important place in libraries. “Observe moderation” (Hesiod). For the past 2 years, and very intensely during the 2012–2013 fiscal year, Loyola Marymount University (LMU) and YBP Library Services engaged in a thorough review and restructuring of the LMU approval plan. Our primary goals were to modernize an outdated plan and broaden involvement to include the expertise of our liaisons, but since this occurred simultaneously with our adoption of a demand-driven acquisition (DDA) model, issues related to e-books lurked behind every topic confronted and decision made. This paper will outline LMU’s need for approval plan revision and the process this major project followed, with particular emphasis on how LMU worked with YBP to complete the project. Loyola Marymount University is a mid-sized Master’s L institution located on the west side of Los Angeles. One of the 28 Jesuit institutions in the US, LMU has 6,100 undergraduates and about 2,200 graduate students; the affiliated Loyola Law School is located near downtown Los Angeles. LMU uses the Liaison model of collection development, with almost all our librarians, a total of 22, serving as liaisons to and selectors for one or more academic program. An advantage of this model is that it spreads the load for collection development over a large group of people with diverse knowledge and expertise. A disadvantage is that, while collection development responsibilities are written into librarian job descriptions, liaison activities are not a primary job responsibility for anyone but the Head of Collection Development. This tension, combined with the fact that librarians frequently do not have much collection development experience from previous positions (or from their graduate programs) and have schedules full from their primary responsibilities, means that maintaining a well-informed and engaged company of liaisons is a continuous challenge. Early in the tenure of our new dean, she and the Head of Collection Development agreed that the current Collection Development program needed to become more intentional and less dependent on faculty for direction and for selection decisions. The first goal we set was to lead the liaisons through the process of revising and—when needed— creating individual departmental collection development policies to formalize and record the planned direction for the collection at a curricular level. This plan quickly failed, as it demonstrated to us that the expertise of the liaisons was not uniformly advanced enough for the task. Similarly, an attempt to involve liaisons in an initial attempt

Rebuilding the Plane While Flying: Library/Vendor Strategies for Approval Plan Revision (in a DDA World)