Planning for Collections of the Future

Strategic Directions for Libraries in the Knowledge Based Society

25 October 2005

Ruth A PagellChief Librarian

Singapore Management University

©Ruth A Pagell

Planning for Collections of the Future

Planning

STRATEGIC DIRECTIONS

Budgeting

Building Collections

©Ruth A Pagell

Planning for Collections of the Future

Business Basics The external environment Trends in education

Trends in information content and delivery

The internal environment Your organization’s strategic directions

The role of the library within the institution

©Ruth A Pagell

Planning for Collections of the Future

What More Control More Flexibility

Institutional Control Government Private

Institutional Focus Research Teaching

Decision Making Centralized Decentralized

Subject Focus Liberal Arts Science, Technology and Business

IT Involvement Administrative Computing

Academic Computing

Institutional Factors

©Ruth A Pagell

Planning for Collections of the Future

Buying Process

Local Consortial

Decision

Process

Faculty Librarians

Budget

Process

Top - Down

Interactive

Institutional Factors

©Ruth A Pagell

Planning for Collections of the Future

Business Basics Who are the Players?

• Governing Board

• University Administrators

• Client base of faculty, staff and students Librarians

• Database Aggregators

• Publishers

• Authors

©Ruth A Pagell

Planning for Collections of the Future

Format: Print and/or Electronic Content: Subject area

Size – whole or its partsApplication: Course reading, researchLocation: Take home or use at work Pricing: Library pricing for print=one

user at a time Library pricing for multiple users= multiple models

©Ruth A Pagell

Planning for Collections of the FutureU S Library Drivers

Space constraints - favor e-purchases Consortial arrangements – favor e-buying Keeping up with the “Jones” favors e-

anything ARL statistics favor print Research faculty favor print

Planning for Collections of the FutureAssociation for Research Library Data 2003-2004

Total Volumes 2,935,654 Presentations 734

Volumes Added 88,469 Present Attendees 10,078

Monos Purchased 44,949 Ref Transactions 56,923

Serials Purchased 42,971 Initial Circulations 298,876

Audio & Video 61,435 Prof Staff 92

Computer Files 9,131 Non Prof Staff 164

ILL Total 43,549 Total Staff 256

Exp Monos 3,951,151 Salaries Profession 5,550,998

Exp Periodicals 4,643,648 Salaries NonProfs 5,249,375

Total Materials Ex 12,132,614 Total Sal 11,542,664

Operating Exp 3,939,785 Svc Hours 113

Total Expenditures 27,797,992 Total Students 10,751

Ex E serials * 1,819,914 Grad Students 3,024

Ex Bib Utilities 209,711 Faculty 674

Comp Hard & Soft 384,434 Index (0.369)

Index range +2.46 to – 2.64 Most scores negative

http://www.arl.org/stats/arlstat/mrstat.html

©Ruth A Pagell

Planning for Future Collections ARL Definitions

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Planning for Collections of the Future

North American

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Emory: A destination university internationally recognized as an inquiry-driven, ethically engaged,and diverse community, whose members work collaboratively for positive transformation in the worldthrough courageous leadership in teaching, research, scholarship, health care, and social action.

Emory University Model

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VISION:

The Emory libraries’ premier collections, innovativeservices, and expert and diverse staff are indispensableto the Emory academic community and the global research community for advancing scholarship, teaching, and lifelong learning

Emory University Model – The Libraries

©Ruth A Pagell

Planning for Collections of the FutureEmory University Model

Goal 1: Research collections in key disciplines andprograms are internationally distinguished for their breadth and depth and strengthen the academic mission of the university in distinctive ways.

Measure: Collection strengths in key areas in comparison with peer institutions show significant growth.

Target: Collection strengths have improved by 100%against peer institutions and endowments to build collections have doubled.

©Ruth A Pagell

Planning for Collections of the Future Emory University Model

GOAL 1:Research collections in key disciplines and programs are internationally distinguished for their breadth and depth and strengthen the academic mission of the university in distinctive ways.

Strategic Initiative 1: Develop and implement a collecting strategy to build collections in all formats that provide greater research depth and distinction in key disciplines and core support for new areas of study.

©Ruth A Pagell

Planning for Collections of the FutureGoizueta Business Library

Characteristics Private Small Decentralized Focus on business Students who travel Faculty who trust the library Good technology support

©Ruth A Pagell

Planning for Collections of the Future Goizueta Business Library Model

Select by content not format E whenever Flexible budget with fixed bottom line If it’s new, try it If you buy it, market it

©Ruth A Pagell

Planning for Collections of the Future Goizueta Business Library Model

Strategic Initiative 4: Provide a new, innovative business library facility and programs that will significantly move forward the business school’s goal to be competitivewith top international business schools and accommodatethe changing needs of business students, faculty, and staff

2. Expand Business Library Collections

. BASE YEAR: Begin to explore an ebook collection

YEAR 1: Discuss consortial possibilities with peers for ebooks Pilot ebook collection

YEAR 2: Roll-out ebook collection

©Ruth A Pagell

Planning for Collections of the Future The Asian Environment

Central Governmental Control - The Ministry of Education

Fixed budgetary lines Strong governmental tertiary institutions Divergent level of technological readiness Varying degrees of respect for libraries and

librarians

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Planning for Collections of the FutureThe 21st Century Singaporean student

The User Computer savvy and laptop dependent Goes nowhere without a hand phone Commutes by public transportation Hangs out anywhere but home

©Ruth A Pagell

SMU Vision: “To be a premier university, internationally recognised for its world class research and distinguished teaching."

Li Ka-shing Library Mission: “The Library is a key connector to the information resources that are necessary for the growth of research within SMU. ..the focus will be on providing services and access to information more than on providing access to large collections of hard materials ...” President Hunter

Planning for collections of the FutureSingapore Management University Model

©Ruth A Pagell

Planning for Collections of the Future Singapore Management University

High tech external environment New wired campus Students bring laptops to campus Government sponsored, privately run Faculty as decision makers Single budget template across administrative

departments

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Planning for Collections for the FutureSingapore Management U Library Model

Drivers toward Flexibility Small print collection School of Business is largest school Mandate to grow e and not print Need to create a new model

©Ruth A Pagell

Planning for Collections of the FutureSingapore Management U Library

Drivers toward Status Quo Growing economics and social science faculty Regional vendor pricing for both books and

e -products Weak role of librarian as decision maker Non interactive budgetary process

©Ruth A Pagell

Planning for Collections of the FutureSingapore Management U Library

Driver for the Status Quo: The Internal Auditor Risk aversion Fear of making a mistake Potential need to justify every expenditure

©Ruth A Pagell

Planning for Collections of the Future Flexibility and the Librarian

The external environment of the region Librarians willing to assert their

knowledge A move by librarians from selection by

format to selection by content A move by vendors for different pricing

models for e products