University Libraries
Budget Overview
CRAD
February 19, 2009
Twin Cities Deans Council
February 2008
University Libraries
Vision
The University Libraries are a strategic asset of the
University, providing intellectual leadership and
extraordinary information experiences toward the
advancement of knowledge.
Mission
The University Libraries inspire learning and discovery
through information resources, collaboration, and
expertise.
University Libraries (Twin Cities)
Independent TC Libraries:
- Law
- Departmental (e.g.,
Economics, Industrial
Relations, Journalism,
Applied Economics)
Academic
Programs
Health
Sciences
Coordinate
Campus Libraries
University
Librarian
Development
Business
Organization
Development
Communications
Collection
Development
Access
Services
Information
Technology
MINITEX
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
USE METRICS (FY 08)
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)
• 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/Services
Academic Programs Health Sciences
Programs
Collections &
Access Services
Information
Technology
Department liaisons:
Discipline (and inter-disciplinary) instructional &
research support
Collections, campuswide 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/Services
Academic Programs Health Sciences
Programs
Collections &
Access Services
Information
Technology
Department liaisons:
Discipline (and inter-disciplinary) instructional &
research support
Collections, campuswide 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&M
Cost
Pool
Increase
FY09
FY08
FY07
FY06
$41,297,709
$40,028,133
$38,432,165
$35,952,585
3.2%
4.2%
6.9%
◊ Allocation + facility costs (not double step-down)
Attribution = Weighted Head Count
Lower Undergrads = .50
Grads = 1.00
Upper Undergrads = .75
Faculty = 1.00
College Weighted Headcounts
College
Liberal Arts
Weighted
Headcount
12,876
College
Weighted
Headcount
Design
1,207
Medical School
6,482
Pharmacy
1,159
Institute of Technology
6,466
Nursing
1,134
Education & Human Dev
4,965
Dentistry
948
Carlson
4,068
Humphrey Institute
651
CFANS
2,535
Vet Medicine
613
Continuing Education
2,487
Duluth Medicine
450
Biological Sciences
1,845
Extension
123
Public Health
1,271
Law
111
TOTAL WEIGHTED HEADCOUNT 49,648
Context of Libraries’ Budget
Internal Budget Model
Challenges
• 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
• 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)
reduction/reallocation
Strategic Resource Shifts 2003-08
PAST
CURRENT
Librarian 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 ranks
21st 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