Facing the Serials Crisis Changing budget allocations in a time of uncertainty Larry Schmidt...
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Facing the Serials Facing the Serials CrisisCrisis
Changing budget allocations Changing budget allocations in a time of uncertaintyin a time of uncertainty
Larry SchmidtUniversity of WyomingASEE Annual Conference 2004
Session 3241
The University of WyomingThe University of Wyoming 12,021 12,021
Undergraduate Undergraduate studentsstudents
2,229 Graduate 2,229 Graduate StudentsStudents
Land Grant InstitutionLand Grant Institution State’s only provider of State’s only provider of
baccalaureate and baccalaureate and graduate education, graduate education, research and outreach research and outreach services.services.
College of EngineeringCollege of Engineering
1198 Undergraduate 1198 Undergraduate Engineering studentsEngineering students
179 Graduate 179 Graduate StudentsStudents
79 Engineering 79 Engineering Faculty & Academic Faculty & Academic ProfessionalsProfessionals
Engineering Departments at Engineering Departments at the University of Wyomingthe University of Wyoming
Civil & Architectural Civil & Architectural Engineering Engineering
Chemical EngineeringChemical Engineering Computer ScienceComputer Science Electrical & Computer Electrical & Computer
EngineeringEngineering Mechanical Mechanical
EngineeringEngineering Atmospheric Science*Atmospheric Science*
The University of Wyoming The University of Wyoming LibrariesLibraries
Collection Development ProcessCollection Development Process
Department allocationsDepartment allocations Combined serial & monograph budgetsCombined serial & monograph budgets Originally used factor-based allocation Originally used factor-based allocation
systemsystem History-based decisions became the normHistory-based decisions became the norm Liaison-based system of communicationLiaison-based system of communication
The Need for ChangeThe Need for Change
What is the cause of the budget crisis What is the cause of the budget crisis at the UW?at the UW? Library working with a flat budget Library working with a flat budget Serial inflation greater than the Serial inflation greater than the
consumer price indexconsumer price index Allocations based on “history plus Allocations based on “history plus
increment”increment” Allocations as “faculty money”Allocations as “faculty money”
Problems with the current Problems with the current systemsystem
BooksBooks Book budgets cannibalized by serials costsBook budgets cannibalized by serials costs Subsequent book budgets were dependent on Subsequent book budgets were dependent on
one time fundingone time funding Dated collection Dated collection Faculty book requests in support of classes were Faculty book requests in support of classes were
often unfilled. often unfilled. SerialsSerials
Continued serials cuts by all departmentsContinued serials cuts by all departments Budgets of most departments went only to serialsBudgets of most departments went only to serials Some departments were unable to purchase Some departments were unable to purchase
society packages.society packages.
Engineering Serials Engineering Serials Breakdown Breakdown
Major commercial publications
64%
Major society publications
29%
Other publications
7%
FY 2003
Serial Costs for 2003Serial Costs for 2003
Cost comparison of commercial and society publications at UW
$0$10,000$20,000$30,000$40,000$50,000
Civil
Chemical
Computer S.
Mechanical
Electrical
Engineering Department
Co
st in
do
llars
Society publications
Commercial publications
Electrical EngineeringElectrical Engineering The Catalyst For ChangeThe Catalyst For Change
Electrical Engineering was unable to Electrical Engineering was unable to purchase core materialpurchase core material
NO set budget for any purchase of NO set budget for any purchase of booksbooks
Society package cost would soon Society package cost would soon exceed their available allocationexceed their available allocation
IEEE package cost, the original budget IEEE package cost, the original budget allocation and the total serial costs from FY allocation and the total serial costs from FY
2002 - 20042002 - 2004
$0$5,000
$10,000$15,000
$20,000$25,000
$30,000$35,000
$40,000$45,000
$50,000
2002 2003 2004
YearIEEE package costOriginal allocationTotal serial cost
Other problems with the Other problems with the current budget system in current budget system in
engineeringengineering
Focus on journals supporting individual Focus on journals supporting individual researchresearch
Undergraduate book collection is Undergraduate book collection is sufferingsuffering
Collection is dated and incompleteCollection is dated and incomplete Most current FE Exam study guide Most current FE Exam study guide
available in the library is 1990available in the library is 1990
Book & Serial Purchases for Book & Serial Purchases for FY 2003FY 2003
Allocation FY 2003Budget Books Serials
Chemical Engineering $950 $40,835
Civil Engineering $0 $66,648
Computer Science $0 $45,500
Electrical Engineering $0 $41,662
Mechanical Engineering $6,680 $62,640
Total Engineering $7,630 $253,039
Deciding on a new systemDeciding on a new system
More opportunities to purchase More opportunities to purchase booksbooks
Allow for greater purchasing power Allow for greater purchasing power for package dealsfor package deals
Support undergraduate educationSupport undergraduate education Support graduate and faculty Support graduate and faculty
researchresearch
Process for ChangeProcess for Change
Evaluate current databases & article Evaluate current databases & article indexes and costs associated with themindexes and costs associated with them
Evaluate engineering society packages Evaluate engineering society packages Analyze the high cost of commercial Analyze the high cost of commercial
press journals – publicize inflation historypress journals – publicize inflation history Analyze usage statistics and impact Analyze usage statistics and impact
factorsfactors Communication across the college Communication across the college
Collapsed Allocation ConceptCollapsed Allocation Concept
Budget for all engineering serials and Budget for all engineering serials and books in one allocationbooks in one allocation
College of Engineering and University College of Engineering and University priorities determine purchases of serials priorities determine purchases of serials and booksand books
Association Packages(primarily serials)
Proposed Engineering Allocation Flow Chart
Undergraduate Collections(primarily books)
InterdisciplinarySerials
Purchase requests I. Support instruction II. Support
interdisciplinary research
Approval plan
University publications
2nd Tier AssociationsAlternative press
(SPARC)
Periodicals in support of researchBooks in support of research
ILL
Serials FormatsPrint only
Print & electronic onlyElectronic only
Document Delivery
General engineering
(approval plan)Document Delivery
(engineering account))
First Year ResultsFirst Year Results
Over $11,000 in book purchasesOver $11,000 in book purchases Canceled high priced journals with Canceled high priced journals with
low usage statisticslow usage statistics Increased purchasing power with Increased purchasing power with
move to electronic only packagesmove to electronic only packages Transferred some packages and titles Transferred some packages and titles
to the protected core account to the protected core account
SuccessesSuccesses
Greater flexibility for changes in Greater flexibility for changes in curriculumcurriculum
Shift away from faculty perception Shift away from faculty perception that department allocations were that department allocations were “theirs”“theirs”
Improved communicationImproved communication Between engineering departmentsBetween engineering departments Between College of Engineering and UW Between College of Engineering and UW
LibrariesLibraries
The Process TodayThe Process Today
Working on a “do more with less” Working on a “do more with less” philosophyphilosophy
The University of Wyoming Libraries The University of Wyoming Libraries allocation process is still evolving. allocation process is still evolving.
Engineering faculty still willing to Engineering faculty still willing to work with mework with me
ConclusionConclusion
Process has prepared engineering for Process has prepared engineering for an uncertain futurean uncertain future
Communication between engineering Communication between engineering faculty and the Libraries is strongfaculty and the Libraries is strong
Faculty are much more aware of the Faculty are much more aware of the publishing process and are publishing process and are expressing their desire to force expressing their desire to force change in that process.change in that process.