W. Frank Steely Library University Library Advisory Committee: Departmental Allocations, FY 2010 Arne J. Almquist, Ph.D. Associate Provost for Library

W. Frank Steely Library

University Library Advisory Committee:Departmental Allocations, FY 2010

Arne J. Almquist, Ph.D.Associate Provost for Library Services


ULAC – September 25, 2009

In FY 2009, the ULAC updated the Library’s departmental allocation formula. Since journals are no longer funded through the allocation, journals cost was removed as a factor in the formula. In some cases, this resulted in large increases/decreases in departmental allocations as compared between FY 2009 and FY 2010.


In addition …

We experienced a $50,000 cut in library funding. Ongoing serials inflation increased the loss in purchasing power to approximately $125,000.

Since we protected serials subscriptions, the effect of the cut increased the magnitude of the changes in individual departmental allocations.


FY 2005

FY 2006

FY 2007

FY 2008

FY 2009

FY 2010

$- $20,000 $40,000 $60,000 $80,000

$100,000 $120,000 $140,000 $160,000 $180,000 $200,000

f


Total Departmental Allocations (before cap adjustment), FY 09 & FY 10


FY 2008/09 FY 2009/100

20000

40000

60000

80000

100000

120000

140000

160000

180000

200000

Total Year to Year Decline: 25.6%


Comparison of Formula-Generated Departmental Allocations – FY 09/FY 10

Accountan

cy

Business

Inform

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Communication

Constructi

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Economics

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Educati

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History

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Marketi

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Physics

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Psychology

Thea

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Women

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tal$0

$2,000 $4,000 $6,000 $8,000

$10,000 $12,000 $14,000

2008 20092009-2010



Formula Reductions Greater Than 30%Department FY 2009 FY 2010

(Formula)Difference Diff (%)

Biological Sciences $7,218 $4,515 ($2,703) (37%)

Bus. Informatics $7,647 $4,194 ($3,453) (45%)

)Chemistry $8,889 $2,715 ($6,174) (69%)

Computer Science $5,997 $3,511 ($2,486) (41%)

Construction Mgmt $4,717 $2,574 ($2,144) (45%)

Marketing $3,656 $2,412 ($1,243) (34%)

Math & Stats $7,820 $5,125 ($2,695) (34%)

Nursing & Hlth Prof $13,362 $9,189 ($4,173) (31%)

Physics & Geology $10,518 $4,479 ($6,039) (57%)

Pol Sci & Criminal Justice $8,593 $5,714 ($2,878) (33%)



Playing Devil’s Advocate …

• Those departments with the largest potential cuts had the highest cost journals

• Journal subscriptions have been purchased centrally (not from departmental allocations) for the past few years

• When journal subscription costs were coming from allocations, departments indicated preference for journals over books (with limited funds

• With our new journals collection model, these departments have substantially more access to the journal literature than was previously the case



That Said…

• It is important to increase access to books and other non-journal/non-serial items for all departments over time

• We also need to build a mechanism for the funding of high cost, specialized information resources rather than dealing with these on an ad hoc basis



To deal with the issue …

• We capped the amount of decrease that any one department could experience due to the combination of the formula change and budget cut at 30%

• We identified an amount of money that could be moved into the account ($10,463) to bring all departments to the cap without penalizing other departments. That is, departments did not lose funds to subsidize those whose allocations fell below 70% of the previous year’s allocation


$


Comparison of Departmental Allocations with 30% Cap – FY 09/FY 10

Accountan

cy

Business

Inform

atics

Communication

Constructi

on Man

agem

ent

Economics

& Fi

nance

Educati

on TESL

History

& Geogra

phy

Marketi

ngMusic

Physics

and Geo

logy

Psychology

Thea

tre &

Dance

Women

's and Gen

der Stu

diesStu

dies$0

$2,000 $4,000 $6,000 $8,000

$10,000 $12,000 $14,000

2008 2009Cap 2009-2010


$10,463 added to raise all lines to the cap


Continuing Evolution of the Non-Serials Allocation Process

Current Year Future?• Departmental Allocations $149,463 $149,463• Liaison Allocations $ 12,500* $ 25,000• Information Brokerage $ 8,000 $ 16,000

* Represents greater than 50% reduction from prior years


Dept. AllocationsLiaisonsPat Drvn Acq

Dept. AllocationsLiaisonsPat Drvn Acq


Issues …

• Further Refinement of the formula? Additional dimensions?

• Increase in the portion of the one-time purchases through pooled mechanisms?

• Creation of a pool to facilitate the purchase of large, specialized (generally serial) information resources?


Documents

W. Frank Steely Library University Library Advisory Committee: Departmental Allocations, FY 2010 Arne J. Almquist, Ph.D. Associate Provost for Library