University Libraries Budget Overview CRAD February 19, 2009 Twin Cities Deans Council February 2008.

University LibrariesBudget Overview

CRADFebruary 19, 2009

Twin Cities Deans CouncilFebruary 2008

University Libraries

University Libraries (Twin Cities)

Independent TC Libraries:- Law- Departmental (e.g.,Economics, IndustrialRelations, Journalism,Applied Economics)

Coordinate Campus Libraries

MINITEX: State Network Services

• Funded by MN Office Higher Education ($5.6m); additional contracts with Dept. Education and Dakotas.

• Services to MN libraries/citizens: resource sharing, document delivery, e-content licensing (ELM), shared storage. Manages procurement services (~$12 million).

• Increasing demand:– Requests for loans/journal articles up 34%– Delivery system volume up 114%– Use of Electronic Library of Minnesota (ELM) up 492%

• Programs result in $40 million savings for MN libraries.

Overview

ASSETS• 14 libraries, 46 svc. points• 600,000+ ASF space• 369 FTE staff (73 in

MINITEX)• 6.2 million volumes, 77,000

journals• 30,000 e-journals, 260,000 e-books• Unique special collections,

archives (including University Archives)

USE METRICS (FY 08)• 2 million user visits to libraries (~10-15% non UMN)• 8.5% increase in library facility

use• 6.6 million website & catalog

uses• 3.5 million user logins to e-collections (30% increase) • 120,000 reference transactions• 26,000 attendees in 1300

classes

Major Programs/ServicesAcademic Programs

Health Sciences Programs

Collections & Access Services

Information Technology

Department liaisons: Discipline (and inter-disciplinary) instructional & research support

Collections, campus- wide licenses (in all media formats)

-MnCat (enterprise)-Linking/search systems for publisher content

Reference Svcs.(in-person, email, real-time online)

Incl. specialized services--e.g., maps/GIS, business, East & South Asia, government information, history of medicine, archives/special collections, Arboretum

-Circulation (books)-Course reserve svcs.-Document delivery -Inter-library loan (global)-Copy, printing services

-MyLibrary portal -Undergrad Virtual Library-Personal Info mgt. tools (e.g., RefWorks)

Copyright/publishing education & advisory services

Collection preservation

UThink blog service

User workstations, individual & group study facilities, media equipment & production facilities

-Digitization services-Metadata consultation services

Media (A/V, images) systems & services

Instructional Svcs. -Classes, online tutorials-Course websites- SMART Learning Commons

Instructional Svcs.-Evidence-based medicine classes-Health informatics -Learning Commons

-Archive finding aids (online)-University Archives faculty collections institutional records

-Digital archiving (Univ. Conservancy)- Repository services

-Diversity programs- Partnership MCAE

Consumer health svcs. & practitioner support (e.g., Go-Local database services)

-External borrower program (fee-based)-Corporate information services (fee-based)

Research partnerships (Computer Science, CTSA, Bioethics, Applied Econ, Geology)

Major Programs/ServicesAcademic Programs

Health Sciences Programs

Collections & Access Services

Information Technology

Department liaisons: Discipline (and inter-disciplinary) instructional & research support

Collections, campus- wide licenses (in all media formats)

-MnCat (enterprise)-Linking/search systems for publisher content

Reference Svcs.(in-person, email, real-time online)

Incl. specialized services--e.g., maps/GIS, business, East & South Asia, government information, history of medicine, archives/special collections, Arboretum

-Circulation (books)-Course reserve svcs.-Document delivery -Inter-library loan (global)-Copy, printing services

-MyLibrary portal -Undergrad Virtual Library-Personal Info mgt. tools (e.g., RefWorks)

Copyright/publishing education & advisory services

Collection preservation

UThink blog service

User workstations, individual & group study facilities, media equipment & production facilities

-Digitization services-Metadata consultation services

Media (A/V, images) systems & services

Instructional Svcs. -Classes, online tutorials-Course websites- SMART Learning Commons

Instructional Svcs.-Evidence-based medicine classes-Health informatics -Learning Commons

-Archive finding aids (online)-University Archives faculty collections institutional records

-Digital archiving (Univ. Conservancy)- Repository services

-Diversity programs- Partnership MCAE

Consumer health svcs. & practitioner support (e.g., Go-Local database services)

-External borrower program (fee-based)-Corporate information services (fee-based)

Research partnerships (Computer Science, CTSA, Bioethics, Applied Econ, Geology)

Strategic Academic Priorities• Advance the Libraries' transition from print to digital collections

– Enable departmental/college savings, faculty productivity– Develop cost-effective, multi-institutional models of collection access

& management.

• Integrate information discovery and management tools and services into the workflow of students and faculty– Enhance faculty productivity, student learning effectiveness.

• Expedite the dissemination and preservation of researchers’ scholarship through new models of electronic publication– Educate campus about copyright ownership & use, influence public

policy on copyright and open access.– Increase visibility of UMN research, enhance reputation of faculty

• Integrate information literacy competencies into curriculum and practice , provide collaborative learning spaces – Facilitate student learning outcomes & goals of liberal and

professional education.

Drivers of Libraries’ Costs• Academic Programs & initiatives• Publishing trends, market (also driven by

discipline and academy trends)• Intellectual property laws & models,

contracts/licenses• Technology development & adoption • Research methodologies and teaching/learning

strategies• Faculty/student behavior

Libraries Cost Pool◊ & Attribution Model

O&MCostPool

FY09 FY08 FY07 FY06

$41,297,709

$40,028,133

$38,432,165

$35,952,585

Increase 3.2% 4.2% 6.9%

Attribution = Weighted Head CountLower Undergrads = .50 Grads = 1.00Upper Undergrads = .75 Faculty = 1.00

◊ Allocation + facility costs (not double step-down)

College Weighted Headcounts

College Weighted Headcount

Liberal Arts 12,876

Medical School 6,482

Institute of Technology 6,466

Education & Human Dev 4,965

Carlson 4,068

CFANS 2,535

Continuing Education 2,487

Biological Sciences 1,845

Public Health 1,271

College Weighted Headcount

Design 1,207

Pharmacy 1,159

Nursing 1,134

Dentistry 948

Humphrey Institute 651

Vet Medicine 613

Duluth Medicine 450

Extension 123

Law 111

TOTAL WEIGHTED HEADCOUNT 49,648

Context of Libraries’ Budget

Internal Budget Model• Budget ~ $1.4 million

structural deficit• Internal taxation to

balance budget & reallocate

• One-time funds: furnishings, renovations, projects

• Ongoing reallocation FY08 over $1,000,000

reduction/reallocation

Challenges• Collection growth &

preservation• Publishing: 8-10% annual

inflation• Increasing investment in

technology infrastructure• Decreased net revenue

from income services• Increased investment in

collaboration (e.g., CIC)

Strategic Resource Shifts 2003-08

PAST CURRENTLibrarian focus on collection development, reference services

Librarian focus on direct support of curriculum, research

Local focus on acquisition/processing collections

Leverage vendor services and data for core & enhanced services

Access services = cataloging, classification

Access services = networked discovery & productivity tools

Collection-focused facilities & services

Instruction-focused facilities & services; facility partnerships

Outreach = state collection sharing

Outreach = resource sharing, licensing, software development, digital collaboration, consumer health

2003

COLLECTION INVESTMENT (EXPENDITURES) RANKING 2008

Minnesota ranks21st in staff size among 122 research libraries

Recent Reductions/Reallocations

• Collections: reduced commitments to accommodate $204K shortfall; Journal policy = electronic only.

• Automated workstation support (N=900)• Consolidated service desks• Centralized course reserve services• Migrating server support to OIT• Major process improvement effort in

acquisitions/cataloging • Eliminated selected copy services• Combined branch library operations• Eliminated/reconfigured 22 positions in FY08

Compact Request FY2010

FY2010

Salaries $1,080,000 3% salary program

Collection Inflation $975,000 7% (9-10% actual) to sustain current journal/ monograph commitments

Strategic Initiatives

$140,000(geospatial data architecture)

Address emerging needs (and grant requirements) for data curation