Transcript RCM Comprehensive Budget Review George A. Smathers Libraries February 23, 2011 RCM and the UF Libraries The George A.

RCM Comprehensive Budget Review
George A. Smathers Libraries
February 23, 2011
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RCM and the UF Libraries
The George A. Smathers Libraries have two
main components under RCM:
• Health Science Center Libraries (HSCL) –
funded through the academic & research units
of the Health Sciences Center
• University Libraries (UL) – funded through the
other academic & research units, excluding the
College of Law*
*
The Lawton Chiles Legal Information Center is not part of the George A.
Smathers Libraries and, therefore, is not included in this review.
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Value of the Libraries
Libraries uniquely embody the distinct
characteristics of the whole university and
support its mission across all disciplines.
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Value to Stakeholders*
• Student Enrollment, Retention and Graduation
• Student Achievement and Learning
• Student Experience, Attitude and Perception of
Quality
• Faculty Research Productivity and Teaching
• Faculty Grants
• Institutional Reputation and Prestige
*
Association of College and Research Libraries. Value of Academic
Libraries: A Comprehensive Research Review and Report. 2010.
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Facilities
The library facilities are extensive and heavily
used:
• nearly 475,000 square feet of public space;
• public seating for almost 4,500;
• 56 group study rooms and 6 instruction labs;
• over 41,000 square feet of shelving;
• over 650 public hours per week and remote
online services 24/7; and
• 3 million in-person visitors each year.
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Library Technology
The University of Florida Libraries are
technology hubs offering 541 public
workstations; 50 loaner laptops; and 9 mediaequipped study and instruction rooms
All equipment is supported by the Libraries’
Information Technology Hardware Support Units
The Libraries maintain the largest number of
public workstations on campus, but receives
no centralized IT funding
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Acquisitions
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Acquisitions
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Acquisitions
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Benchmarks
“The Future of the Library” report presented to
the UF Provost in December 2006 by a
committee of faculty from across the
campus:
• Smathers Libraries described as “stressed”
and under funded
• HSCL described as “even more stressed”
and more severely under funded
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Benchmarks
“The Future of the Library” Principal
Recommendations
• Increase library funding to levels necessary to
support programs, including new IT and digital
functions
• Revisit space issues, as current space does not
appear adequate for collection growth or to create
the “social-collaborative” workspaces
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Benchmarks
“Assessment of UF Libraries Compared to
Peer Academic Institutions” developed in
2010 to compare the resources of the UF
Libraries and the demand measures for UF
to eight similar academic institutions
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Benchmarks
Criteria for selecting similar entities:
• University is an AAU member and a large,
public, research university in the US News &
World report Top 30, with 4 or more health
colleges and a law school
• Library system is an ARL member
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Benchmarks
US News Ranking
University of Michigan
4
University of North Carolina, Chapel Hill
5
University of Wisconsin, Madison
9
University of Washington
11
University of Florida
15
Ohio State University
18
University of Pittsburgh
20
University of Minnesota
22
Michigan State University
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Benchmarks
Findings:
• When scaled to other institutions’ resources
and populations, the UF Libraries are under
funded and under staffed
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Library Budgets
The Libraries’ budget(s) fall into 3 categories:
• Materials
• Staffing
• Operations, Essentially Maintenance/Upkeep
and Technology
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Requested Scenarios for
Comprehensive Budget Review
• Flat Budget
• 5% Reduction
• With Increases
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Flat Budget
Materials
Despite protecting the materials budget through
the recent budget reductions, lost purchasing
power due to high rate increases for library
materials is substantial:
Fiscal Year
Rate
Increase
2007-2008
2008-2009
2009-2010
2010-2011
2011-2012
5.86%
5.87%
5.88%
5.88%
5.89%
Lost Buying Cumulative
Power
Loss
$546,742
$579,464
$614,185
$651,032
$690,137
$546,742
$1,126,206
$1,740,391
$2,391,423
$3,081,560
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Flat Budget
Lost Purchasing Power (FY 2012):
UL
HSCL
Print Serials
$200,000
$0
Smathers
Total
$200,000
Print Monographs
$200,000
$100,000
$300,000
Electronic Resources
$156,138
$33,999
$190,137
Total:
$690,137
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Flat Budget
Maintenance/Upkeep
Routine, scheduled cleaning and maintenance
of public spaces are not provided by Physical
Plant
The estimated shortfall in annual expenses
required for maintenance is $837,323
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Flat Budget
Technology
Smathers Libraries utilize over 90 terabytes of
server space for archival and operational purposes
CNS Hosting Expenses:
FY 2011
$150,120
FY 2012
$217,320
Based on volume increases for digital collections,
including electronic theses and dissertations,
this trend will continue in successive years
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Flat Budget
Declining FCLA Technology Funds:
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Flat Budget
Committed Recurring Funding:
UL
HSCL
Smathers Total
Management (Salary, OPS, OE):
$172,846
$115,370
$288,216
Scholarly Communications (Salary)
$73,131
$0
$73,131
$0
$57,510
$57,510
$15,600
$62,400
$76,000
UL
HSCL
Smathers Total
$49,120
$0
$49,120
$40,200
$40,200
UF Archives & Records
Clinical Research (Salary)
Distance Learning Fees (OE)
Committed Non-Recurring Funding:
Graham Center Archivist (Salary)
Trailing Spouse – Basic Sciences
Librarian, HSCL (Salary)
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5% Budget Reduction
Materials:
-5% Budget Cut:
UL
HSCL
Smathers Total
$750,000
$113,000
$863,000
$556,138
$133,999
$690,137
$1,306,138
$246,999
$1,553,137
FY 2012 Lost
Purchasing Power:
TOTAL:
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5% Budget Reduction
Materials:
2011-2012 Lost
-5% Budget Cut
Purchasing Power
Smathers Total
Print Serials
$300,000
$200,000
$500,000
Print Monographs
$300,000
$300,000
$600,000
Electronic Resources
$263,000
$190,137
$453,137
Total:
$863,000
$690,137
$1,553,137
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5% Budget Reduction
Staffing:
Presumed Salary Cuts:
UL
$415,000
HSCL
$70,000
Smathers Total
$485,000
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5% Budget Reduction
Staffing:
Presumed Application of Cuts:
Elimination of staff positions
$100,000 (2 positions)
Unfilled vacant tenure track positions
$280,000 (4 positions)
Anthropology
Political Science
Emerging Technologies
Clinical
Unfilled vacant staff positions
$105,000
Exhibits Coordinator
Cataloging Staff
Total: $485,000
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5% Budget Reduction
Anticipated Results:
• Loss of $1.5 million in content (from $9.2
million in appropriated funds)
• Reduction in library operating hours, except
HSCL, by 16 hours per weekend (15%
reduction in hours)
• Inability to provide library liaison services to
large academic departments
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Budget With Proposed Increases
Restore Cumulative Lost Buying Power:
UL
HSCL
$2,487,096 $594,465
Resulting Acquisitions:
E-Journals
Databases
E-Books
Print Monographs
Electronic Back Files
Total:
Smathers Total
$3,081,560
$ 630,000
$1,300,000
$ 300,000
$ 100,000
$ 750,000
$3,080,000
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Budget With Proposed Increases
Maintenance/Upkeep
Proposed Recurring Expenses:
UL
$726,690
HSCL
$110,633
Smathers Total
$837,323
Resulting Maintenance:
Rotating repair and painting of walls
Upholstery cleaning for public seating
Cleaning shelving and materials
$712,272
$ 28,163
$ 96,888
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Budget With Proposed Increases
Opportunities With Additional Funding:
• Expanded Library Liaison Program
• Bio-Informatics
• Data Curation
• VIVO continuation
• Newell Hall Student Learning Commons
• 24/5 Access to Library Facilities
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Budget With Proposed Increases
Opportunities (continued):
• Expanded web services and mobile
applications
• Digital Scholarship Unit
• Post-MLS Fellowship
• Print On Demand
• Repurposing On Campus Library Space
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Alternative Funding Sources
• Increased DSR Funding
• Dedicated Library Allocation from the
Student Technology Fee
• Dedicated Library Allocation from Annual
Tuition Increases
• Establish a Student Library Fee
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