CDL-Subject Allocations (Responses 1-2)

From: Lynn Sipe <lsipe_at_usc.edu>
Date: Tue, 05 Feb 2013 10:53:32 -0800
To: COLLDV-L_at_usc.edu
Original posting below:

Colleagues,

I am wondering how many of us have stopped creating annual subject 
allocations for book and media purchases. I'd like to know any of the 
following that you might want to address:

-whether you also changed your collection policy
-how your faculty have reacted to the change (if they were/are involved 
in selecting materials for the library or are aware of your budgeting 
practices)
-what are your observations about the effects of the change
-what your advice might be for others considering going that way

Thank you!
Dana

-- 
*Dana Hendrix*
Head, Collection Development and Acquisition
A. Frank Smith, Jr. Library Center
1001 E. University Ave.
Southwestern University
Georgetown, Texas 78626
(512) 863-1241 Office
(512) 863-8198 Fax
http://www.southwestern.edu/library/departments/acquisitions/ 
<http://www.southwestern.edu/library/>
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(1)
From:
Helen P Mack <hpm0_at_Lehigh.EDU>

At Lehigh University for the first time this year, we are using a single 
fund for all media purchases, including streaming fees.  Before this, we 
had allocated the funds into broad areas, such as humanities, sci-tech, 
etc.  This makes my life as an acquisitions librarian much easier.

Our funding structure for books has evolved over the years.  There was a 
time when we maintained a fund for each academic department, plus a few 
internal discretionary funds, such as reference, missing replacements, 
e-books, big tickets, and an amount set aside to offset overspending in 
the periodicals budget line.

When we started an approval plan over 15 years ago, we split the 
departmental funds into separate firm and approval amounts, so we could 
track the spending.  However, over the years, with continuing periodical 
price increases, we felt that it would be easier to endure further cuts 
if we returned to the concept of a single fund for each academic 
department.

And last Spring, we reviewed our collection policy by taking a closer 
look at patron behavior.  This resulted in the further consolidation of 
funds: we combined all the science departments into one fund and all the 
engineering departments into another.  We analyzed the way some 
departments seem to interact with others and combined those budgets -- 
English & theatre, religion & philosophy, international relations & 
political science.  Some have maintained their separate identities -- 
art, music, history.  Our faculty are not aware of any change in this 
regard, other than our annual round of journal cancellations.

So far, so good, but it is too early to know if this methodology has 
been effective.  We have not actually rewritten any policies yet.  For 
some of us, it has been hard to accept the fact that we really don't 
have the money to both shape the collection into some well-rounded ideal 
and give people what they want.  When funds are limited, you give your 
users what they want, what they will use, not what we think they should 
have.  Ouch!

Helen P Mack
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(2)
From:
"Brian C. Gray" <bcg8_at_case.edu>
We now allocate to 3 subject groups (science/engineering, 
arts/humanities, social sciences). Librarians in each group decide how 
to spend the money. They are encouraged to think outside the box and 
collaboratively. For example, they may make a big purchase up front 
before doing some kind of allocation. Or, they may set aside a shared 
pool for use later in the year.

Faculty are aware as they helped derive the policy by several sitting on 
a task force, and it was shared widely. The policy says our 
subscriptions can not exceed 80% of our collection budget. It also says 
what the percentages are assigned to the 3 groups.

Brian

Brian C. Gray, MLIS
Team Leader, Research Services
Librarian: Chemical Engineering and Macromolecular Science & Engineering
Email: brian.c.gray_at_case.edu <mailto:brian.c.gray_at_case.edu>
Blog: http://blog.case.edu/bcg8/
Kelvin Smith Library 201-K

Office hours in Nord Hall: http://researchguides.case.edu/profile/bcg8

Case Western Reserve University
Kelvin Smith Library
11055 Euclid Avenue
Cleveland, Ohio 44106-7151
Phone: (216) 368-8685
Fax: (216) 368-3669
Received on Wed Feb 06 2013 - 03:01:22 EST