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Lively Lunch Discussion [clear filter]
Thursday, November 3

12:45pm EDT

Budgeting in an Academic Library
Are you always seeking to improve budgeting in your academic library? Are you fascinated by the challenge of predicting costs for subscriptions? I went on an "Academic Library Budgeting Roadshow," and had discussions with peers at seven other institutions. In this session, I will present a summary of my findings, then pose the same questions to the group. We'll discuss everything from the budget process and timeline, to allocating funds, to predicting subscription costs, to what you do if you go over or under budget, to flexibility, to deposit accounts, to Zero-Based Budgeting, to the biggest challenges we each face. Let's share our collective wisdom and brainstorm ideas for best practices in a world of tight budgets, new services, merging vendors, unpredictable cost increases, and rapidly changing purchase and delivery models. Additional questions to be discussed at the group's discretion as time allows.

Objective: Sharing budgeting practices with a goal of finding ways to improve our own.

Learning Expectation: Expect to learn more about other libraries' budgeting practices, and gain new perspective on your own.

avatar for Karin Wikoff

Karin Wikoff

Electronic and Technical Services Librarian, Ithaca College

Thursday November 3, 2016 12:45pm - 2:00pm EDT
Pinckney Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403
Friday, November 4

12:45pm EDT

How a New Library System Changed the Way We Think about Acquisitions and Collection Development
Franklin & Marshall College is a small undergraduate institution with a FTE of approximately 2,400 students. In the Summer of 2016 the library migrated to OCLC's Worldshare Management System (WMS). This change to a cloud-based library system gave us an opportunity to consider new ways of doing cataloging, circulation, and acquisitions. This presentation will primarily discuss the changes that were implemented to the allocation of funds for ordering materials and the impact of those changes, including the way we now approach collection development. Some Items that will be discussed:

Before WMS
  • The way materials had been ordered: 76 funds just for book purchases; departmental allocations with monthly budget reports; funds for librarians; a midyear reallocation of unspent funds; approval plans; and DDA for ebooks.

After WMS
  • The changes to the allocation structure will be discussed in detail: a smaller number of funds (16); no individual departmental allocations; 3 large book funds; one large fund for librarians; no midyear reallocation of funds; no monthly budget reports for departments.

We will also talk about the process that led us to consider these changes: new eyes looking at the acquisition process and the opportunity presented to us by WMS.

Initial assessment of the changes:
  • Feedback from faculty, librarians, staff (this was a radical change for some of our staff and users)
  • Is the new fund structure working?
  • Have the changes been beneficial to acquisitions workflows?
  • What's next?
  • Even fewer funds?
  • More subject-based approval plans?
  • More DDA or EBS plans for ebooks?

  • Sharing experiences with allocations, acquisitions workflows, and migration to new systems


Thomas Karel

Collection Management Librarian, Franklin & Marshall College
I have been an academic librarian for 42 years, working in reference, government documents, and collection development. Since 1995 I have also been an adjunct faculty member in Drexel University's library and information science program.
avatar for Bonnie Powers

Bonnie Powers

Content Services Librarian, Franklin & Marshall College
I have been the Content Services Librarian at Franklin & Marshall College since July 2015. Previously, I worked for public library systems for about 9 years as a cataloger and a district consultant. My very first library position was also at Franklin & Marshall College, about 13 years... Read More →

Friday November 4, 2016 12:45pm - 2:00pm EDT
Cooper Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

12:45pm EDT

How Do Libraries Make a Long Term, Substantial Commitment to Support OA Publishing?
Linked to "Rolling the Dice or Calculating a Bet? How to decide which OA project(s) to support," this session workshops a couple of related questions that bear on library operations in a possible future environment where most publications are open: 1) how do we model the transition of library budgets from purchasing content to supporting OA Publishing, and 2) OA as a collection development strategy--the practices of library collection development and management and the jobs associated with them and what they look like when most publications are OA. To prepare for the session, please see "Curating Collective Collections — Open Sesame: Collection Development at the Network Level", which appeared in the September 2016  (28:4, p. 87)  issue of Against the Grain.

avatar for Robert Kieft

Robert Kieft

Consultant, SCELC
Robert Kieft has worked at the libraries of Occidental College, Haverford College, and Stanford University. Retired from Occidental in the summer of 2015, he continues to work with SCELC and the Partnership for Shared Book Collections as a consultant on shared collections services... Read More →

Friday November 4, 2016 12:45pm - 2:00pm EDT
Calhoun Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403