Acquisitions Services Annual Report FY09 - Dartmouth …library/acq/documents/FY09... · Web viewAcquisitions Activity 10 Year Comparison FY2000 through FY 2009 FY00 FY01 FY02 FY03

Dartmouth College Library

Acquisitions Services Annual Report FY09

July 1, 2008 to June 30, 2009

Judy Maynes, Head of Acquisitions ServicesJuly 22, 2009

Dartmouth College Library Acquisition Services

FY09 Annual Report July 1, 2008 to June 30, 2009

Executive Summary

The economic downturn and negative endowment returns resulting in local budget cuts had an unprecedented impact on the Information Resources budget and on staff resources this fiscal year. Potential and ultimate layoffs and position eliminations in FY09 caused great anxiety and uncertainty for staff throughout the library system. Acquisitions Services withstood a 50% reduction in professional staff when the Acquisitions Librarian position was eliminated in early 2009. This required significant planning and training to shift key responsibilities to other staff members, and increased the administrative responsibilities required of other managers. Cuts in the Information Resources budget required intensive research and review of all continuing resources, renegotiations with vendors and publishers, and difficult cancellation decisions in preparation for FY10. Budget cuts also required ongoing detailed reports for budget managers and bibliographers along with extremely close monitoring of over 400 subject funds, particularly during the final two quarters of the fiscal year in order to come in on budget.

Throughout this financially volatile year, Acquisitions staff worked closely with other library staff and administration, as well as with vendors and publisher representatives to adjust to necessary budget realities, prepare reports, process cancellations, complete the annual ARL statistics on schedule, and successfully close the year on target. In addition, Acquisitions was prepared to begin ordering for FY 2010 on July 1, 2009.

Additional Highlights: Completed our first full year of our Coutts Approval Plan, which consolidates

monographic purchases for US, Canadian and UK titles Transferred on-receipt monographic cataloging (FastCat) to the Cataloging and Metadata

Services staff to repurpose staff time to digital resources and digital projects such as ERM, federated searching, and Scholarly Stats.

Purchased electronic monographs on Amazon’s Kindle for the first time Developed a department emergency plan

Statistical Highlights $9309.80 credited to the Information Resources budget from Alumni Memorial Books

Fund (AMBF) receipts, memorializing 335 Alumni with individual book plates $760.00 credited to the Information Resources budget from misc financial gift receipts

(monetary gifts to purchase memorial and non-memorial books) $688.92 returned to library resources budget from Better World Books Library Discard &

Donations Program receipts Cataloging activity declined by 49.2% following the transfer of the monographic

cataloging-on-receipt to Cataloging and Metadata Services staff in Nov. 2008 37,633 orders were placed in FY09, an 11.2% increase over FY08

o Monograph orders increased by 7.5%; most in approvalso Serials orders increased by 258.5%, predominantly digital resources, which

includes transitions from print to online format

FY09 Annual Report. Acquisitions Services. 22July09/ j.maynes Page 2 of 18

Key Issues Looking Ahead Significant cancellations, discards, transfers, and transitions to online-only format will be

processed in FY10 due to budget cuts and the library’s de-accessing project. Evaluate the merits of merging the digital and serials teams to take advantage of common

skills and expand expertise for both teams. Evaluate the merits of consolidating serials vendors to streamline workflow, reduce

service fees, eliminate redundancies, and reduce the number of accounts (FY10 and FY11)

Revise and continue to pursue the job advancement & succession planning proposal stated last fiscal year: with workflow more complex and staff resources reduced, it is vital to develop a succession plan that includes training and advancement opportunities for non-exempt staff in Acquisitions so that we can continue to meet library goals.

Develop spending pattern profiles for each bibliographer to increase our financial support services and better predict year-end spending.

Special Thanks

I wish to extend a special thank you to all Acquisitions staff who, at both the individual and team level, proved their unique ability to embrace the unexpected by stepping up to the plate, taking on exigent and challenging assignments, covering responsibilities for each other whenever needed, and working together to ensure a highly successful year even in an extraordinarily difficult financial climate. Thank you all for what you contribute each and every day towards the overall success of the Dartmouth College Library.

Respectfully submitted on behalf of all staff in Acquisitions Services,

Judy MaynesHead of Acquisitions Services

Attachments:

Expanded Highlights (section within)

Appendices:I. Acquisitions Mission and Responsibility AreasII. Acquisitions Services Organizational ChartIII. Acquisitions Services Staff RosterIV. Participation on Committees, Task Forces, and Working Groups V. Acquisitions Staff Development Activities VI. Statistics: Ordering FY 2009VII. Statistics: Selected Activities; a Ten-Year Comparison VIII. Serials Maintenance StatisticsIX. FY2010Acquisitions Goals


Acquisitions ServicesExpanded Highlights for FY 2009

Staff Resources, Staff Development and Training

Staff Resources: Carol Magenau, the former Acquisitions Librarian, retired on September 30, 2008. The

position was frozen in early October 2008 and ultimately eliminated in early 2009. A Search Committee formed in September 2008 to fill the Acquisitions Services

Librarian position; the committee reviewed applications, completed five phone interviews, and extended three invitations for campus interviews moments before the position was frozen in late October 2008. The Committee included: Jim Fries (Feldberg Library), Cecilia Tittemore (Cataloging and Metadata), and Jan Peltzer, Julie McIntyre and Judy Maynes (Acquisitions Services).

One .5 FTE was on maternity leave during January, February and March of 2009.

Special Note Regarding Staff Resources: The loss of the Acquisitions Librarian position represents a 50% reduction in professional staff and a corresponding 25% reduction in department management staff. This is significant given the size of our department (1 exempt and 19 non-exempt staff), the scope of responsibilities including stewardship of a $9 million dollar resources budget. This reduction necessitated several work assignment changes, including substantial planning, training and redistribution of major responsibilities in the areas of statistics and financial reporting. It also meant a permanent increase in the quantity of supervision, planning, and management responsibilities for the remaining three managers at a time when major workflow and responsibility changes are imperative.

Staff Development and Training: Trained and developed a team for assessing need, creating and running complex review

files for collection development and financial reports. Trained one staff member to gather and compile additional monthly statistics for the

department and library, and to respond to the annual ARL statistics survey on behalf of the library.

To increase the amount of staff time for digital resources, realigned and reassigned other responsibilities, including:

o Monographic cataloging on receipt (FastCat) was transferred to the Cataloging & Metadata Services Department on November 1, 2009.

o 15 additional staff hours per week were reassigned to digital resources (2 staff) and one additional staff member began training on digital workflows.

o Reduced size of check-in teams o Trained student assistant to receive and process all non-memorial gifts, and file

invoices according to accounting standards. Trained one staff member on the bound volume truck as first level serials training Conflict Management Workshop for Acquisitions, with Mary Childers Initiated an educational series for Acquisitions staff to broaden knowledge of funding

sources, priorities and financial pressures associated with individual subject collections. Bibliographers were invited to a weekly staff meeting to talk specifically about their subject area collections (Bibliographer Guest Speaker Series).


Conferences & Seminars: ALA Annual Charleston Acquisitions Conference

Equipment and Facilities Significant time was spent making computer software updates for a large department and

addressing challenges, including: software updates as we changed from Symantec & Syegate to SEP, migrated to FileMaker9, and handled several viruses in coordination and assistance from computing staff.

Collection Development Support & Workflow

Collection Development Support Updated the Bibliographer Liaison Guidelines for Acquisitions Staff. Held individual meetings with bibliographer and liaisons to review funds & endowment

restrictions in their subject areas for the new fiscal year. Added links and content to support the Bibliographers Toolkit/Lib Guides Developed procedures to integrate Kindle Books purchases into the workflow Developed a spreadsheet to track budget limits and quarterly expenditures for approvals Added a Russian Émigré approval plan with Eastview Revised the music scores profile with Harrassowitz Reintroduced monthly claims procedures for new orders Completed first full year of the Coutts consolidated approval program for US, Canadian

and UK titles. Restructure internal payment tracking methods for digital packages and moved to cost

center payment structure direct with publishers to save customer service fees

Financial & Statistics: Realigned digital resources renewals to the start of the fiscal year to eliminate high cost

expenditures in the fourth quarter. Worked with vendors to implement EDI electronic invoicing and reduce the number of

paper invoices Successfully completed the ARL Statistics survey; first year following the retirement of

Acquisitions Librarian who had compiled these for the last twenty years. Assessed and revised the counting methods to address workflow changes over the years

and declining binding budgets; created a new counting formula to ensure consistency in volume count at receipt to discard.

Vendor Business Relations Transferred Russian Approval plan to Eastview following Russian Press going out of

business Developed guidelines for Acquisitions Staff and the Director of Digital Resources for

improved coordination of vendor visits


Alumni and Other Programs

Alumni Memorial Books Program (AMBF), Memorial and Miscellaneous Gifts Upgraded to FileMaker9 in preparation for upgrading the database and reducing

redundancy in workflow Trained library assistant to process misc financial gifts Hosted AMBF program orientation for Class Activities Office staff 38 classes currently participate in the Alumni Memorial Books Program $9309.80 credited to the Information Resources budget from AMBF receipts 335 Alumni memorialized through the Alumni Memorial Books Program $760.00 credited to the Information Resources budget from misc financial gift

receipts (funds to purchase memorial and non-memorial books)

Better World Books Library Discards & Donations Program $688.92 commission returned to library resources budget

Implementations, Collaborations and Advisory Groups

Implementations and Collaborations: Electronic Resources Management (ERM) Cross-Departmental Implementation:

Developed small working groups focused in the following areas: Catalog Display, Resource Records, License Records, and Use Statistics

Created a new approval profile and account with Theodore Front for 20th and 21st Century music scores as part of a collaborative shared collections program with other Borrow Direct libraries.

Howe Library Portal Project

Participation in Library-Wide Initiatives: E-Resources Fair First-Year Open House Sophomore Summer Senior Book Plate Program for graduating Library student assistants Library Tours

Vendor Advisory Group Membership Coutts Information Services – OASIS System Advisory Committee

Additional Statistics: Responded to 3107 inquiries addressed to our general acquisitions mailbox Made 3971 Digital Maintenance Updates in the Serials Solutions Database Resolved 148 Digital E-Access Problems; average: 12.3 per month


~ APPENDICES ~

Appendix I. Acquisitions Mission Statement & General Areas of Operations

Mission:

To provide exceptional support services for all collection development activities through prudent stewardship of the materials budget and strong working relations with our customers, colleagues and business partners.

To fulfill our mission, Acquisitions strives to:

Employ good accounting principles, maintain accurate records and effectively manage the materials budget and the financial information in Millennium

Provide accurate statistical, fund and other management reports Periodically review policies and procedures to ensure effective and efficient

services Develop strong working relationships with vendors, publishers, consortia and

alumni Maintain strong cross-departmental working relationships with colleagues Seek out new technologies in support of our work Maintain a commitment to staff development & training

General Areas of Operations Managed by Acquisitions:

Library resources budget for all libraries Purchase and receipt of library materials Approval plans, continuations, subscriptions and memberships Digital resources trials, license, lease, access and site administration Alumni Memorial Books Program (AMBF), & Non-Memorial Gifts Program Fund, statistical and other management reports Serials Cataloging


Appendix II. Acquisitions Services Organizational Chart

Jim Yong Kim President

Barry ScherrProvost

Jeff Horrell Dean of Libraries and Librarian of the College

Elizabeth KirkAssociate Librarian for Information Resources

Judy Maynes

Head of Acquisitions Services Julie McIntyre

Acquisitions Supervisor

Kathy WalkerAcquisitions Supervisor

Open Position / currently eliminated (Acquisitions Services Librarian)

Becky TorreyDigital Resources Specialist

Alex BramanAcquisitions Assistant

Karen WelchAcquisitions Assistant

Cheryl BurnsVendor Specialist

Barbara SterlingAcquisitions Assistant

Karla BushwayAcquisitions Assistant

Donna VinopalContinuing Resources Specialist

Bobbie GilbertAcquisitions Assistant

Lori HeathAcquisitions Assistant

Kathy O'NeillFinancial Management Specialist

Goodie CorriveauAcquisitions Assistant

Susan CarusoAcquisitions Assistant

Jan PeltzerAcquisitions Assistant

Marianne DensmoreAcquisitions Assistant

Tim WolfeAcquisitions Assistant

Suzette FeganAcquisitions Assistant

Sarah McBrideAcquisitions Assistant (20 hrs)


Appendix III: Acquisitions Services Staff Roster July 1, 2008 to June 30, 2009

Name Hours Title GradeStart Date

End Date

Braman, Alexander 37.5 Acquisitions Assistant II AAT C 5-31-2005

Burns, Cheryl L 37.5Acquisitions Specialist / Vendor Relations DRM A 9-2-1986

Bushway, Karla E 37.5 Acquisitions Assistant II AAT C 1-8-2001Caruso, Susan A 37.5 Acquisitions Assistant II AAT C 9-1-1998Corriveau, Miriam J 37.5 Acquisitions Assistant II AAT C 8-24-1992

Densmore, Marianne L 37.5 Acquisitions Assistant II AAT C12-22-

1986Fegan, Suzette K 37.5 Acquisitions Assistant II AAT C 1-28-1988Gilbert, Roberta A 37.5 Acquisitions Assistant II AAT C 9-21-1987Heath, Lori A 37.5 Acquisitions Assistant II AAT C 9-18-2006

Magenau, Carol exemp

tAcquisitions Services Librarian LPIII * 9/28/1987

9/30/2008

Maynes, Judy exem

ptHead of Acquisitions Services LPII ** 7-6-1999

McBride, Sarah E.E. 20 Acquisitions Assistant I AAT B 9-10-2007

McIntyre, Julie P 37.5Supervisor - Acquisitions Services DRM B 6-30-1980

O'Neill, Kathleen E 37.5Acquisitions Specialist / Financial Mgmt DRM B 7-29-1985

Peltzer, Jan E 37.5 Acquisitions Assistant II AAT C11-14-

2005Sterling, Barbara W 37.5 Acquisitions Assistant II AAT C 6-13-1988

Torrey, Rebecca M 37.5Acquisitions Specialist / Digital Resources DRM A 9-6-2000

Vinapol, Donna M 37.5Acquisitions Specialist / Continuing Resources DRM A 10-2-1995

Walker, Kathleen A 37.5Supervisor - Acquisitions Services DRM B 8-25-1986

Welch, Karen J 37.5 Acquisitions Assistant II AAT C 1-24-2005

Wolfe, Timothy 37.5 Acquisitions Assistant I AAT B10-15-

2007

* Retirement; position eliminated February 2009** promoted to LPIII beginning July 1, 2009


Appendix IV. Committees, Implementations, Forums and Working Groups

Bibliographers Toolkit/Lib Guides GroupCataloging RoundtableCollection Development Forum (CD Forum) & Agenda CommitteeCollection Services Roundtable (CSR)Collections Management & Planning Group (CMPG)Conflict of Interest Study Group (COI)Financial and Statistical Development TeamDCLSA (including Program Committee, Social Committee, and Welfare Chair)Diversity ForumEmail and Collaboration Technology Task Force Emergency Planning – Acquisitions Department First Year Open HouseKindle Coordination GroupLibrary Assessment CommitteeLibrary Management Group (LMG)Library Staff Inspiring Ideas Conference Planning Group Marketing & Communications CommitteeMaterials-On-Demand (MOD) Development CommitteeP-card RoundtablePreservation, Acquisitions and Cataloging-Metadata Committee (PACC)Senior Library Student Book Plate ProgramSophomore Summer CommitteeStaff Development CommitteeStudent Supervisory Quarterly MeetingSustainability CommitteeTECOR (Technical Coordinators' Roundtable)

Implementation Committees:Coutts Information Service Consolidated Approval Plan ImplementationElectronic Resources Management Implementation Group (ERMIT-2)Shibboleth Implementation GroupWebFeat Implementation GroupDartmouth Library Alumni Portal Group

External Committees and Collaborative Projects:Coutts Information Service Advisory GroupHowe Library Portal Group

Search Committees:Acquisitions Services Librarian


Appendix V. Staff Development Activities (participation by various individuals)

Artworks programConflict Management Workshop with Mary ChildersCommunicating Effectively in the Workplace: “Did you mean to say that?”Digitizing CollectionsE-books: Past, present and futureE-Resources FairFriends of the Library lecture: “Race and Identity”Going the Extra Mile: Achieving Service ExcellenceHow to have a secure and healthy computer – Luncheon LearnHow to be an effective team leader (workshop)Inspiring Ideas Library Staff ConferenceIntroduction to Digitizing local collections Introduction to Social Networking on FacebookLecture: “The Library’s role in the learning environment at the University of Auckland,” by Janet CopseyMicrosoft Excel 2007 Level 1 – Interactive Online courseMyiLibrary – Tim Turner/CouttsNISO ONIX-PL WebinarCoutt’s OASIS v.4 demoPEAK ProgramProfessionalism and Business EtiquetteProQuest Newspaper Resource DemonstrationReadex Serial SetSerials Solutions for SummonsSingle Sign OnSpring Vendor Expo 2009Staff Development Committee Open HouseThe “GO” system

Conferences Attended:American Library Association Annual Conference Charleston Acquisitions Conference


Appendix VI. New Order Statistics FY09

NEW MILLENNIUM ORDER RECORDS CREATED 2008/2009

Monographs Monographs

Serial Serial

Orders

MONTH Orders Gifts Orders GiftsTOTAL

July 3310 163 399 2 3874Aug 3076 97 223 1 3299Sept 3943 156 139 1 4239Oct 3423 347 195 1 3967Nov 2684 128 187 10 3009Dec 2263 67 288 6 2624Jan 3110 48 51 1 3210Feb 2713 67 64 1 2845Mar 2525 50 84 11 2670Apr 2742 131 104 1 2978May 2755 61 33 0 2849June 1787 134 143 5 2069TOTAL 34331 1449 1910 40 37633Average 2861 121 159 3 3136Gifts = acq type=g, separating m/s Serial orders = BLOC/s


Appendix VII: Acquisitions Ten-Year Comparison FY 2000 through FY 2009

Acquisitions Activity 10 Year Comparison FY2000 through FY 2009

FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 % change(FY08/FY09)-1

TOTAL ORDERS PLACED

34,007 35,340 37,871 31,733 33,389 33,096 36,569 28,923 33,833 37,633 11.2%

Monographic orders ORDER TYPEFirm orders npg 19,975 19,690 18,628 12,882 13,046 13,995 15,242 19,578 19,592 19,995 2.1%Approvals a 8,649 10,236 13,443 13,041 15,116 14,522 16,572 5,186 10,536 12,084 14.7%BLSO items ¡ 515 921 1,024 1,030 949 781 1,036 765 725 608 -16.1%Books in series x 1,814 2,021 2,145 2,111 2,256 2,107 2,318 2,060 1,620 1615 -0.3%Class dups c 67 164 318 112 68 95 60 79 35 20 -42.9%Multiparts m 480 420 277 213 157 202 165 152 149 172 15.4%Other wyz 473 58 177 265 445 39 12 18 8 43 437.5%CJK k 522Repl. frt 308 380 473 295 264 310 430 371 659 749 13.7%Total Mono Orders 32,281 33,890 36,485 29,949 32,301 32,051 35,835 28,209 33,324 35808 7.5%

Total Serial Orders bdehoqsu 1,726 1,450 1,386 1,784 1,088 1,045 734 714 509 1825 258.5%

Other order breakdowns

Replacementsfrt/ORDER TYPE 308 380 473 295 264 310 430 371 659

749 13.7%

RUSH r/ORD NOTE 956 1,175 1,220 895 729 826 1,235 1,026 803 615 -23.4%Gift g/ACQ TYPE 1,460 1,217 2,089 2,219 1,930 1,711 1,793 2,063 1,133 1478 30.5%Digital Resources c/FORM 664 802 759 1,400 656 685 394 454 387 1,652 326.9%Videos/DVDs v/FORM 1,127 976 1,117 1,362 1,681 1,695 1,598 1,916 19.9%Kindle k/FORM 26


Appendix VII: Acquisitions 10 Year Comparison FY 2000 through FY 2009 (Continued)

CATALOGING ACTIVITY (Acquisitions)Monographs 19,560 16,805 16,987 12,878 12,430 13,133 15,800 15,233 14,190 7210 -49.2%

Serial titles 494 452 655 602 198 156 169 127 106 66 -37.7%Scores 225 38 7 9 7 5 5 13 1 4 300.0%Maps 24 7 16 12 18 12 6 4 -33.3%Computer Files 5 2 0 2 0 0 0 0

All cataloging 20,279 17,299 17,678 13,498 12,651 13,308 15,992 15,385 14,303 7284 -49.1%

*Monograph replacements include serials #With FY07, counting approval slips with firm orders since they are ordered individually.

Note: monographic cataloging on receipt (FastCat) was transferred to Cataloging & Metadata Services staff on Nov. 1, 2008.


Appendix VIII: Serials Maintenance Activity FY09

FY09 Serials Maintenance Totals

Serials Maintenance0807

0808

0809

0810

0811

0812

0901

0902

0903

0904

0905

0906

TOTAL

Added copy 1 0 2 0 0 1 1 0 0 5Cancelled 47 17 97 9 0 18 80 91 62 80 39 67 607Ceased 2 2 11 1 2 1 0 7 23 32 14 24 119Discard 4 5 1 4 1 3 5 37 16 22 16 35 149Holdings Update 41 49 10 28 25 61 14 31 73 54 58 24 468Inactive new 15 1 0 2 0 0 3 2 2 1 26New titles 14 2 10 6 7 8 0 2 15 8 21 2 95Recatalog 1 1 1 0 0 0 0 0 0 3Reclass 0 0 0 0 0 0 0 0 0Retrospective Conversion 0 1 0 0 0 0 0 0 1Title change (new) 2 1 1 0 4 3 3 6 2 5 1 28Title change (old) 2 1 0 5 5 2 8 3 5 1 32Transfer 2 16 108 2 87 77 7 46 3 72 23 8 451Withdraw 1 0 0 0 0 0 0 0 0 1TOTAL 129 94 239 52 59 183 114 219 195 276 183 163 1985

1906

Contributions by staffKathy Walker 62 48 125 28 55 142 25 44 27 88 54 9 786Becky Torrey 1 1 2 4


Donna Vinopal 67 45 113 24 4 41 89 175 168 188 129 152 11951985


Appendix IX: Acquisitions Services Mission and Goals FY2010

Mission: To provide exceptional support services for all collection development activities through prudent stewardship of the information resources budget and by building strong working relations with our colleagues, customers and business partners.

Goals1. Develop a culture of continuous improvement through ongoing assessment of library activities and programs (Library Goal 1)

a. Assess first full year performance for the Coutts approval plans and develop assessment criteria in preparation for 2012 contract review

b. Review and update all Coutts approval plan profiles c. Assess the Chinese materials purchasing procedures and finalize documentation d. Assess new Kindle book purchase procedures and develop documentation e. Review sources and procedures for gathering statistics; implement new counting

methods and criteria, and finalize documentation f. Streamline workflows for monographic standing order and multipart materials in

collaboration with Cataloging & Metadata and Preservation departmentsg. Develop an action plan for consolidating major serials subscriptions through one

serials agent and begin establishing criteria for an RFP

2. Provide optimal physical and digital environments that advance research and education (Library Goal 2)

a. Continue implementation of III Electronic Resources Management Module b. Participate in the off-campus storage site transfer project by processing and

updating holdings for all transferred serialsc. Participate in the project to expand alumni access by reviewing licenses and

contacting vendors to request implementation of Shibboleth authenticationd. Work with DLTG programmer to rebuild our workflow tracking database for

receiving and implementing subscription change requests

3. Recruit, develop and retain exceptional staff committed to our service culture and philosophy (Library Goal 3)

a. Train additional staff for the following teams: Coutts Ratification (2), RUSH Orders (1), Acquisitions Mailbox (1), and Order Revision (1)

b. Continue to pursue Job Advancement / Succession Plan Proposal for non-exempt Acquisitions staff; revise as needed and submit to HR

c. Continue Bibliographer Speaker educational series for Acquisitions staff to broaden knowledge of subject collections

d. Improve departmental project management skills by sending supervisors, project team leaders, and other interested staff to the Project Management training

e. Continue to develop the Financial & Statistics Team f. Develop an action plan for merging serials and digital workflows and begin

implementation


g. Continue content updates on department web pages, including links to the Bibliographers’ Toolkit on LibGuides

h. Continue providing colleagues a supportive & collaborative work environment by demonstrating high standards of personal responsibility, maintaining courteous and professional interactions; and providing the highest quality customer service

4. Develop information resources and services that support research and education (Library Goal 4)

a. Develop procedures to identify print JSTOR titles to be discarded, and update volume count criteria and procedures in support of the de-accessioning project

b. Implement a flexible cost-sharing structure for multi-funded resources c. Integrate the shared music collection program with other Borrow Direct Libraries

into our approvals workflow and create documentation d. Improve budget planning, predictability and education:

a. Reduce the number of monographic series standing orders and incorporate into the approval books plan or purchase as firm orders under the monographic budget

b. Determine budget limits for all approval plans to improve projected spendc. Develop spending profiles for all bibliographers’ subject areasd. Enhance budget orientations for Bibliographers and Liaisons e. Determine a core set of review files and budget reports for bibliographers

and managers to choose from through a web reports menu e. Improve vendor account management:

a. Implement quarterly wire transfers to Beijing Rare Books and assess results for possible expansion to other foreign vendor accounts

b. Investigate Amazon corporate account as a way to reduce use of credit card purchases; implement when feasible

c. Review vendor list and request implement of EDI electronic invoicingd. Conduct a subscription list audit with our three major serials vendorse. Implement regular evaluation of vendor performance

f. Improve marketing and information management for the Alumni Memorial Books and other Gifts Programs:

a. Migrate to and consolidate information using FileMaker9b. Complete a retrospective review of AMBF classes to insure all deceased

class members have been memorializedc. Develop a records management plan for Alumni Memorial Books

Program files (through consultation with Records Management and Rauner Special Collections staff)

d. Incorporate the AMBF brochure into Alumni Class Activities materials for the annual fall Class Officers meetings; Upgrade to a professional quality brochure when funding is available

_ _ _


Documents

Acquisitions Services Annual Report FY09 - Dartmouth …library/acq/documents/FY09... · Web viewAcquisitions Activity 10 Year Comparison FY2000 through FY 2009 FY00 FY01 FY02 FY03