CDL: Summary of responses for Inflationary Increases query

From: John P. Abbott <abbottjp_at_appstate.edu>
Date: Mon, 21 May 2012 10:01:11 -0400
To: COLLDV-L_at_usc.edu
Summary of responses for Inflationary Increases query
From:
"Lee, Carla (cl9eb)" <cl9eb_at_eservices.virginia.edu>


Hi everyone,

Here is the follow-up summary to my query about inflationary increases.  
Thanks again to everyone who responded.


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Original Post

Hi all,

We are looking at a new budget model here at the University of Virginia 
and I have a couple of questions for the group as we rework how we 
request collections funding;

1) Do you have an agreement with your administration that you will 
"automatically" receive an increase to cover your journal inflation? Or 
are you negotiating on a year-to-year basis?

2) If you do have a standing agreement, how are you calculating that 
inflationary increase?

Please respond to me off list and I will summarize the responses, if 
there is interest.

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Hi -- we do not have such an agreement with university administration, 
but instead craft a new budget request each year which may have 
inflationary and programmatic elements.

You may find that some schools receive standard inflationary increase 
for materials in general, including monographs and databases.

I will be interested to learn what you hear, esp. about the calculation 
of inflation. Where I am, I would say there's Admin recognition that 
prices naturally rise, as well as resistance to the rate at which they 
climb, for many publishers.

As an aside, I generally say something in budget requests about exchange 
rate fluctuations. It used to be the case that we avoided that, given 
the inevitable ups and downs. But in some areas changes in the Euro and 
Yen, and sometimes other currencies, would force reduction in 
acquisitions without help via new dollars or reallocation. This is not 
really "inflation," but another type of lost buying power. I think I 
have been fair about this, i.e. where the dollar gains in some 
substantial way, I have reduced the new dollars we need to face higher 
prices. I think that many libraries do not quantify this, but simply 
invoke it as another pressure on the budget.

Another type of "inflation" has been in new title output (or even new 
digital resources of value), but any invocation of this problem has to 
do with assumptions about providing campus access to a reasonably stable 
portion of academic output. Growth in journal prices, at least for some 
publishers, in part reflects growth in supply (more articles in a given 
title), and not just cost/article.

Bryan Skib

Associate University Librarian for Collections

University of Michigan

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We are in a somewhat similar situation.  Please do summarize to the list.

Mary Ann

Mary Ann Robinson

Sacramento City College Library

3835 Freeport Blvd.

Sacramento, CA 95822

916-558-2377

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We have negotiated ongoing inflationary increases with upper 
administration based on the price caps stipulated in our big deal 
agreements. For those agreements, we receive the real cap. For other 
serials, the increase is based on the cap negotiated with Elsevier. That 
cap is much lower than average inflation, however, so may not ultimately 
fully cover costs.

Please do not disclose our institution's name at this time.

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We do not have an explicit agreement, but rather a tradition that has 
now lasted a decade or more of the University providing 5% annual 
increases to the acquisitions budget. The practice emerged after years 
of providing inflationary estimates (based on our local experience, LJ 
April 15^th data and vendor information), and the central administration 
usually acknowledges that actual inflation is higher---which is often, 
though not always, true. I doubt this helps, but FWIW.

Edward Shreeves

Associate University Librarian for

      Collections and Scholarly Communication

University of Iowa Libraries

Iowa City, IA 52242

Phone:  319-335-5873   Fax:  319-335-5900

Email:  edward-shreeves_at_uiowa.edu

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  I'd be interested in the responses you get and your new model, if 
there are any responses. At Catholic University of America, as in many 
institutions, there is no such agreement to increase the acquisitions 
budget each year. In fact, this year we received an increase for the 
first time in many years. We push for an increase each year with our 
best arguments (which is why I'm interested in other models) but we are 
a modestly endowed institution and this hasn't been a priority.

Nonetheless, because of a few "big deals" we've made (which are 
unsustainable in the long run but useful now) and journal access via 
JSTOR and other major databases, access to journals has actually 
increased over the last decade. But this cannot last.

Mary Agnes Thompson

Coordinator of Collection Development

The Catholic University of America

620 Michigan Avenue NE

Washington DC 20064

thompsom_at_cua.edu

202 319-6421

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We have negotiated with our administration to have non-standard 
periodical inflation costs be a "fixed cost" budget item, similar to how 
higher fuel costs are budgeted for.  We have used the recent rate of 8% 
(working from the information presented in LJ, mid-April issue).

I'd like to see your results, if possible.

Lynn

Lynn N. Baird, Dean of Library Services

University of Idaho Library

PO Box 442350

Moscow, ID 83844-2350

lbaird_at_uidaho.edu

(208) 885-6534

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I wish! Our collections budget was cut 25% last year, though we are 
getting some of that back this year. I have only ever been at one

place that did have this sort of deal - the University of Toronto.

This is my alumni email - I am now at the City University of New York, 
Brooklyn College.

Stephanie Walker

stephanie.walker_at_utoronto.ca <mailto:stephanie.walker_at_utoronto.ca>

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Carla,

At Duke University Libraries we request an inflation to cover our 
journal inflation every year.  We submit a formal report to the 
university's Executive Vice Provost for Finance and Administration.  
This report details the predicted inflation of journals and monographs 
and we request a specific inflation amount for all major collection 
lines including:  Subscriptions, Monographs, Binding, Exchange items, 
Standing Orders and Special Collections.

We do not have a standing agreement, but we do utilize the following 
sources to calculate our inflationary increase request:  Library Journal 
Periodicals Price Survey, YBP Annual Book Price Update, Ebsco Serials 
Price Projections, Data provided from Harrassowitz regarding the 
European market and information about the exchange rate of the US dollar 
versus the Euro, British Pound and the Japanese Yen.

**

I am interested in reading of summary of the responses you receive.

Best,

Aisha Harvey

Head, Collection Development

Perkins Library, Duke University

(W) 1-919-660-7892

Address: http://library.duke.edu/about/depts/colldev/

**

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Year to year inflation increases but we have had them.

Patricia (Pat) Smith

Coordinator, Collections and Contracts

Colorado State University Libraries

Ft. Collins, CO 80523

Phone:  970-491-1856

Fax:  970-491-4611

Carla H. Lee

Director, Science, Engineering & Education Services

Charles L. Brown Science & Engineering Library

University of Virginia

Email: carlalee_at_virginia.edu <mailto:carlalee_at_virginia.edu>

Tel: 434-243-2390
Received on Mon May 21 2012 - 10:28:59 EDT