Budget allocation formulas? (response 4)
From: "Rielly, Loretta" <loretta.rielly_at_oregonstate.edu>
I meant to reply earlier. Oregon State is working on an allocation formula for monographs
and are in the testing/revising stage. We have been struggling with how to handle
interdisciplinary funds, and are considering using replacing credit hours with a formula
that focuses on upper division bac core classes since so many of our upper division credit
hours are lab courses. Please let me know if you have questions.
PRINCIPLES
The model:
. represents the educational and research mission of the university
. reflects the realities of the marketplace
. is understandable
. Is flexible
. Is reviewed annually
. Is rational and based on a tested formula
. respects historical funding models so there are no dramatic funding shifts from year to year
. includes a contingency fund for special circumstances
. includes gift funds and state funds in monograph allocations
VARIABLES & WEIGHTS 11/4/09
25% Student majors/grad students
25% Faculty FTE
. Instructors, Tenure (anyone not adjunct or emeritus)
30% Credit hours
. Upper division 1.0
. Graduate 1.5
10% Cost & Coverage
10% Usage
. ILL monographs
. circ stats
Variables not included:
. research funding & teaching vs research faculty (monographs only, will be important if
we look at serials in future)
. instruction requests (difficult to collect, disadvantages research intensive classes
that don't include instruction)
. interdisciplinary needs (everyone has these)
. importance of serials to monographs (not in variable but a consideration if look at
clusters/divisions as a first cut)
. ¨Possibly: number of degrees/certificate programs (we weren't sure if this would work
for disciplines with tracks or areas of concentration).
Contingency Fund (tbd)
. Non-departmental/academic units (e.g. Cultural Centers)
. POD "buy request "
. patron-driven models?
. Other?
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Loretta Rielly, Associate Professor
Interim Head of Collection Development
Oregon State University Libraries
loretta.rielly_at_oregonstate.edu
phone: 541.737.2642
fax: 541.737.8224
IM: vlibloretta (AIM)
I really didn't realize the librarians were, you know, such a dangerous group. . . . You
think they're just sitting there at the desk, all quiet and everything. They're like
plotting the revolution, man. I wouldn't mess with them. Michael Moore, 2002
Received on Sat Feb 27 2010 - 03:05:34 EST