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Planning a major shift of a library collection is not as complex as it is tedious. Careful measurement and excruciating attention to detail will almost always guarantee success. If your shift is large (lots of books, or lots of moving parts), I recommend that your plans be very thoroughly documented, widely shared, and each step of your plan be followed precisely. Smaller shifts can ooze from one step to another, combine steps, etc., because there are fewer things to forget.
The following pages outline the steps UO Library staff took when planning the shift of our collections. They worked for us; they may not work as well for you. One of the most important parts of shift planning and implementation is to remember that mistakes happen. When they do, it is time to sit back and figure out what you forgot, what factor didn't get included in the plans, or whether it was just human error. Regardless of the cause, it's a chance to put the project on pause for a moment, bolster up the ones who made the mistake, figure out how to fix it, and then move on.
Your shifts may vary a lot from ours, but we hope that by sharing our experiences we may help you with yours.
The basic steps of a shift are: