Strategic Plan 2018-2020


The Strategic Plan recognizes that although there are many issues and items that are of concern to our members, there is a limit to the resources available on which to call for advancing the priorities of CAUL-CBUA and its members, so the focus in the planning process was in identifying key strategies in the plan, while incorporating flexibility for future shifts in priorities.  It was developed with the understanding that the plan is a living document that needs to be regularly reviewed and updated to evolve with the landscape.  It is also critical to the success of CAUL-CBUA in supporting the needs of its members, that the plan is ever-present in the planning and activities of CAUL-CBUA, its committees, and its working groups.  To further foster inclusion, the plan must make every effort to integrate the concepts of diversity and accessibility throughout.


Strategies and Goals

1.0 Foster a collaborative approach to shared regional challenges and opportunities

1.1  Develop a leadership and operational structure for ILL and Document Delivery Services across CAUL-CBUA.

1.2  Optimize the Relais implementation for ILL and document delivery services across CAUL-CBUA.

1.3  Work with Novanet to better coordinate shared service efforts, preferably on a regional scale.

1.4  Develop networks of shared expertise among CAUL-CBUA members.

1.5  Develop regional expertise and best practices in support of national university, college, and library association interpretations of the Copyright Act and Fair Dealing.

2.0 Develop a comprehensive strategy across CAUL-CBUA to facilitate the actualization of the CFLA-FCAB TRC Report recommendations at member institutions.  Note: Need to ensure Indigenous Peoples involvement in any activities or strategy development.  Per the terminology used in the CFLA-FCAB TRC Report, this includes First Nations, Inuit, and Métis.

2.1  In collaboration with Indigenous Peoples, develop an education and training program to foster understanding among CAUL-CBUA members.

2.2  In collaboration with Indigenous Peoples, develop strategies to address member needs in working with Indigenous Peoples.

2.3  Foster interest in, and support for, Indigenous Peoples in the Atlantic Region entering information management careers, either directly, or in partnership with other organizations and/or institutions.

2.4  Foster the indigenization of collection development across CAUL-CBUA member institutions.

3.0 Foster growth and development in employee knowledge and skills at member libraries to meet the challenges of an ever-evolving post-secondary education landscape.  Note: To the extent possible, ensure accessibility in opportunities.

3.1  Develop an ongoing coordinated plan for education and development opportunities for CAUL-CBUA members.

3.2  Enable financial support opportunities for CAUL-CBUA members.

3.3  Develop a multi-faceted approach to ensuring member awareness of education and development opportunities.

4.0 Foster a collaborative collection strategy to maintain the integrity and discoverability of, and access to, member collections in the region.

4.1  Leverage member purchasing power and optimize resource usage rights in consortial acquisitions while balancing the diverse needs and priorities of the membership.

4.2  Develop a strategy for the preservation of non-digital collections in the region.

4.3  Develop a strategy for the preservation of, and perpetual access to, electronic resources in the region.

4.4  Facilitate discoverability of member collections in the region.

4.5  Develop an education and training program to facilitate member skills and knowledge development.

4.6  Support existing repository development and aid in the facilitation and implementation of repositories in member libraries.

5.0 Coordinate regional, and leverage national, RDM initiatives to support institutional researcher needs.

5.1  Provide ongoing access to training resource material and enable CAUL-CBUA members to participate in education and training opportunities related to research data management.

5.2  Connect members with documentation to support RDM service development and delivery.

5.3  Ensure regional awareness of Portage and other RDM services and initiatives through network development and information sharing.

5.4  Develop a region-wide strategy to address long term access and stewardship of research data.

6.0 Foster excellence and innovation across the region by supporting the work of the CAUL-CBUA committees, to develop emerging initiatives.

6.1  Open Educational Resources (OER).

7.0 Foster partnerships and collaborations among CAUL-CBUA members and with external organizations to CAUL-CBUA to facilitate the realization of Strategic Plan goals.

7.1  Investigate broadening community participation with academic libraries in the Atlantic Region, enabled through possible partnerships.

7.2  Explore alternative staffing options for advancing CAUL-CBUA initiatives.


CAUL-CBUA supports member institutions in the provision of exceptional library services and resources to help our institutions achieve academic and scholarly excellence.


CAUL-CBUA enhances teaching, learning and research in Atlantic Canada through the provision of information resources, library resource sharing, preservation programs, and shared professional development.


We value creativity, collaboration, engagement and decisions based on best practices.


An important part of the organization are CAUL-CBUA working committees. 
  • Collections Committee
  • Copyright Committee
  • Digital Preservation and Stewardship Committee
  • Document Delivery Group
  • Scholarly Communications Committee
Each committee has Board representation. It is the Board that is responsible for ensuring the actions in this plan are implemented, but many of the initiatives will be done by CAUL-CBUA committees.