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* *
*Subject: * Re: Budget
*From: * ksimmons_at_lasierra.edu
*Date: * Wed, March 18, 2009 12:18 pm**
* *
We subdivide the monographs budget by discipline corresponding to our academic
departments/schools. These are fairly broad allocations: for example
we have a single
business book fund to support all programs in the School of Business.
We don't have an
approval plan and standing orders are included in the discipline
funds. We also purchase
audiovisual media from the "book" funds, agreeing to spend up to 20%
of a departmental book
allocation on media selections. We have never subdivided either the
serials or the
electronic resources budgets for the very reason you mention below.
* *
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* *
*Subject: * RE: Budget
*From: * "Charles I. Guarria" <Charles.Guarria_at_liu.edu>
*Date: * Wed, March 18, 2009 12:22 pm**
* *
To answer your questions:
1. How granular is the fund structure in your budget?
Answer: I believe ours to be very granular. We have a budget code (AKA
program code) for every degree on campus. If we are purchasing a
cross-disciplinary item, say something that could be Poli Sci and
History we charge both.
2. Do you have serials separated from other areas of the budget?
Answer: Yes. They are separate budget lines with corresponding budget codes.
3. I am in particularly interested if you separate print (both
journals and monograph serials) and electronic serials and databases.
Answer: Sort of. E-books may be purchased with the "hardcopy" book
budget. But e-journal databases have a separate budget from hard copy
journals.
4. Do you have firm orders separate from approval orders?
Answer: No, it's all the same budget line.
5. Do you know of any literature that address the structure of the budget?
Answer: Not off hand, sorry.
Hope that helped!
Chuck Guarria
Library Chairperson
Assistant Professor
Long Island University
Brooklyn Campus Library
Acquisitions Department
One University Plaza
Brooklyn, NY 11201
Ph: (718) 780-4181
Fax (718) 780-4027
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*
* *
*Subject: * Re: Budget
*From: * Jane Schmidt <jschmidt_at_gwemail.ryerson.ca>
*Date: * Thu, March 19, 2009 9:26 am
I overhauled our fund structure a couple years back from an extremely
granular structure to one that was much more amenable to
interdisciplinarity, approval plan design and reporting by acq type (i.e.
serials, ER, monographs etc.). I was largely able to do this due to the
flexibility afforded by our ILS - Innovative. I did a presentation about it
at CLA last year. You can see my slides here:
http://www.cla.ca/conference/2008/postcon.htm
Scroll down to #46 to see the link to my presentation.
Hope this helps -- Jane
Jane Schmidt
Manager, Collection Services Team
Ryerson University Library
350 Victoria Street
Toronto, ON
M5B 2K3
416-979-5146
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*Subject: * RE: Budget
*From: * "Tully, Patricia" <ptully_at_wesleyan.edu>
*Date: * Thu, March 19, 2009 11:17 am
At Wesleyan we are restructuring our monograph funds in response to an
expected decrease in the budget next year. Our acquisitions/content
budget is split. We have a one-time (monograph) budget for purchases
such as books, CDs, DVDs, journal backfiles (not including the annual
access fee), and any content we pay for all at once. We have an
ongoing commitment (serial) budget for subscriptions of any kind and
annual access fees. We do not separate print from electronic in our
fund structure, but can report on this in other ways. Similarly, we
do not separate firm from approval orders using the fund structure.
Our restructured budget is less granular than the old one. We made
decisions on which codes to keep and which to delete based in part on
expenditures over the past 5 years and circulation statistics. In the
case of interdisciplinary funds, we also took into account how likely
it is that we would be asked to report on expenditures in each area.
For example, Medieval Studies is a well-established program at the
University, but most monographs the library purchases in this area is
paid for from history, religion, or other funds. So the new budget
does not include a Medieval Studies fund but it does include a Middle
Eastern Studies fund, since this is a very new University program and
the library may be asked to indicate how they are supporting it.
We do not have a hierarchy of fund codes as you do; we just have a
straight list of monograph funds.
I hope this is helpful!
Pat
Patricia A. Tully
Associate University Librarian
Olin Library
252 Church Street
Wesleyan University
Middletown, CT 06459-0108
860-685-3887
860-685-3910 - fax
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Received on Fri Mar 27 2009 - 20:20:57 EDT