C&RL News November 2015 550

Liaison work is a relatively recent develop-ment in the history of librarianship. Liai-
sons began primarily as subject specialists who 
continued the long-standing work of mastering 
an area of expertise, reflected in their primary 
roles of collection development and reference 
services. But with the ever-increasing and in-
tense pressure from university administration 
placed upon faculty to publish, liaison librar-
ians have been tasked with the responsibility 
of supporting faculty and graduate students in 
their research and scholarship.

Some argue that while liaisons continue to 
broaden their role, they will need to remain 
subject specialists in the service of users,1 

an attribute that is still “highly prized” by 
academic staff2 and by faculty.3 In fact, some 
academic libraries continue to interchange 
the job titles “subject librarian” with “liaison 
librarian.” However, thankfully a new vision 
of the liaison role is now being cast, call-
ing for “new forms of relationship building, 
particularly with faculty, [which] are central 
to effective liaison functions. New kinds of 
relationships are needed to respond to the 
changing work of faculty and researchers and 
to constantly evolving learning outcomes, 
research processes, and communication 
practices.”4 

I want to suggest a methodology for 
faculty engagement from the world of devel-
opment called “Moves Management.” G. T. 
“Buck” Smith, former college president and 
major gift fundraiser, developed the concept. 
Disciples of his strategy have expanded and 

developed his concept over the years. Ac-
cording to William Sturtevant, Moves Man-
agement “involves managing a series of steps 
(moves) with identified prospects (the 10 
percent who can give 90 percent), the num-
ber and type of steps depending upon the 
individual involved, such that each prospect 
is moved from attention to interest to desire 
to action (AIDA) and then back to interest 
until he or she has given everything they 
will or can to your organization.”5 In other 
words, Moves Management furnishes liaison 
librarians with a comprehensive strategy for 
relating to faculty which encourages a series 
of purposeful steps. This strategy seems to 
be exactly what some have been recently 
proposing.6 

Using this method, every “moves man-
ager” identifies a list of their prime donors 
and seeks to nurture “highly personalized” 
relationships with them. The main idea 
is to cultivate each relationship, fostering 
greater levels of interest and action. In order 
to develop these relationships, the moves 
manager is to: 

• Develop a strategy for each prospect.
• Track each prospect’s relationship with 

the organization.
• Plan contacts or moves for each pros-

pect.

John G. Bales

Making all the right moves  
for liaison engagement
A strategy for relating to faculty

John G. Bales is Theology, Philosophy and Religion 
librarian at Baylor University-Central Libraries, email: 
john_g_bales@baylor.edu
© 2015 John G. Bales

the way I see it



November 2015 551 C&RL News

liaison work must move from “collections-
centric to an engagement-centered model.”10 

It must move beyond simple words to action. 
It must move from words on a job description 
to tangible evidence of our efforts.

Notes
1. T. T. Cataldo, M. R. Tennant, P. Sherwill-

Navarro, and R. Jesano, “Subject specializa-
tion in a liaison librarian program,” Journal 
of the Medical Library Association 94 no. 4 
(2006): 446–8. Available from www.ncbi.nlm.
nih.gov/pmc/articles/PMC1629419/. 

2. Louise Cooke, Michael Norris, Nial 
Busby, Thomas Page, Ginny Franklin, Eliza-
beth Gadd, and Helen Young, “Evaluating 
the Impact of Academic Liaison Librarians on 
Their User Community: A Review and Case 
Study,” New Review of Academic Librarian-
ship 17 no. 1 (2011): 26. (Academic Search 
Complete, EBSCOhost.)

3. Zheng Y. L. Yang, “University Faculty’s 
Perception of a Library Liaison Program: A 
Case Study,” Journal of Academic Librarian-
ship 26 no. 2 (2000): 124–28. Available at http://
www.sciencedirect.com/science/article/pii 
/S0099133399001494#. 

4. Karla Hahn, “Introduction: Position-
ing Liaison Librarians for the 21st Century.” 
Research Library Issues: A Bimonthly Report 
from ARL, CNI, and SPARC, no. 265 (August, 
2009): 1. www.arl.org/resources/pubs/rli 
/archive/rli265.shtml. For the clearest, clarion 
call to 21st-century liaison work, see Anne R. 
Kenney, “Leveraging the Liaison Model: From 
Defining 21st Century Research Libraries to 
Implementing 21st Century Research Univer-
sities,” Ithaka S+R, (2014): pp.1–11. Available 
at www.sr.ithaka.org/sites/default/files/file 
s/SR_BriefingPaper_Kenney_20140322.pdf. 

5. W. T. Sturtevant, The Artful Journey: 
Cultivating and Soliciting the Major Gift  
(Chicago: Bonus Books, 1997), 55–6. For an 
excellent description of how this method is 
used by fundraisers, read chapter 6, pages 
49–69.

6. Frada Mozenter, Bridgette T. Sand-
ers, and Jeanie M. Welch, “Restructuring a  

• Execute the plan. In other words, see 
that the contacts or moves are made.

• Reconfigure the strategy as things go 
along and refine the plan accordingly.

• Finally, coordinate the refined plan and 
execute the newly formulated moves.7 

So how would adapting this method look 
for a liaison librarian? I have created a spread-
sheet for the roughly 60 faculty for whom I 
am responsible with their name, rank, and 
areas of scholarly interest. I track every action 
step that has been taken and that is planned. 
There are myriad strategic steps that one can 
take. The point is to take each action in a 
way that is appropriate to the status of the 
relationship, that is useful to their scholarly 
productivity, and that builds toward the next 
step of engagement. 

The most important benefit is that each 
faculty member is treated personally. This is 
no cookie-cutter approach. Moves Manage-
ment understands that each individual faculty 
member has unique needs and research in-
terests. Further, it is intended to be sensitive 
to the relational expectations of faculty mem-
bers. There will likely be only a small group 
of faculty with whom the liaison will have 
a robust engagement. Second, the Moves 
Management method is strategic. Every action 
step has a purpose that fits into an overall 
plan to develop greater levels of support. 
The relationship is continuously cultivated 
for the faculty member’s scholarly success. 
Third, plans should be customized8 accord-
ing to the faculty member’s needs. Liaisons 
should periodically measure their success 
and assess their plan.9 Moves Management 
not only allows, but encourages mid-course 
corrections and goal changing. 

Liaisons will do more than “liaison” with 
faculty. They will continue to teach informa-
tion literacy courses, develop collections, 
expertly field reference questions, and serve 
on various library and university committees. 
Liaison librarians should modify this method 
to accommodate their own individual job 
description. However, I believe our engage-
ment with faculty will become even more 
pronounced in the years to come. Hence, (continues on page 556)



C&RL News November 2015 556

professor and linguist Claire Bowern (who 
also serves as vice president of the Endangered 
Language Fund), this blog provides a look at the 
fieldwork and research being done to preserve 
Australia’s indigenous languages. Updates on 
publications, grants, and endangered language 
news items are often featured. Access: https://
anggarrgoon.wordpress.com/.

• Endangered Languages and Cultures. 
Fascinating and insightful blog covering all 
aspects of endangered languages and cultures, 
including issues in documentation, technology, 
language policy, and education. As the blog was 
started by faculty at the University of Sydney 
and remains connected to the Pacific and Re-
gional Archive for Digital Sources in Endangered 
Cultures, a majority of the posts are focused 
on endangered languages in Australia and the 
South Pacific. Access: http://www.paradisec.
org.au/blog/.

• Indigenous Languages and Technol-
ogy (ILAT). Electronic list that focuses on 
issues relating to the intersection(s) of technol-
ogy and language revitalization. Access: http://
www.u.arizona.edu/~cashcash/ILAT.html.

• The Linguist List. The Linguist List is a 
major online forum, started in 1990, that focuses 
on the worldwide linguistics community. Infor-
mation about conferences, publications, jobs, 
and other resources from around the world is 
posted frequently. Use the site’s search function 
to find content related to endangered languages. 
Access: http://linguistlist.org/.

Notes
1. http://www.nytimes.com/1981/04/05/

movies/fellini-on-men-women-love-life-art-
and-his-new-movie.html.

2. http://www.unesco.org/new/en/cul-
ture/themes/endangered-languages/.  

Liaison Program in an Academic Library,” 
College & Research Libraries 61 no. 5 (2000): 
439. See http://crl.acrl.org/content/61/5/432.
full.pdf+html. “In summation, an effective 
liaison program should be comprehensive, yet 
detailed. It should be structured, yet provide 
room for flexibility. It should be well grounded 
in theory, yet based on proven experience.”

7. Sturtevant, The Artful Journey, 55. I have 
slightly modified this list.

8. M. R. Tennant, L. C. Butson, M. E. 
Rezeau, P. J. Tucker, M. E. Boyle, and G. 
Clayton, “Customizing for Clients: Developing 
a Library Liaison Program from Need to Plan,” 
Bulletin of the Medical Library Association 89 
no. 1 (2001): 8–20, www.ncbi.nlm.nih.gov 
/pmc/articles/PMC31699/?tool=pmcentrez. 
Accessed December 1, 2014. A good reminder 
to tailor the plan, but does not include a useful 
methodology for faculty relationships.

9. Kenney proposes “focusing on outputs,” 
“. . . but ultimately we need to shift from mea-
suring how many departmental meetings one 
attends to how well integrated the liaison is 
in the life of the department.” “Leveraging the 
Liaison Model.” Ithaka S+R, 2014, 9.

“Making all the right moves . . .” (continues from page 551)

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10. Ibid., 3.