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University of Texas Libraries: Budget Review

University of Texas Libraries: Budget Review. University Library Council Fred Heath September 2004. FY03 Library Expenditures. University of Texas Libraries. FY. 2006. 2007. 2008. 2009. Totals. ILS-one time. 2,000,000.00. 1,500,000.00. 3,500,000.00. ILS Maintenance.

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University of Texas Libraries: Budget Review

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  1. University of Texas Libraries:Budget Review University Library Council Fred Heath September 2004

  2. FY03 Library Expenditures

  3. University of Texas Libraries

  4. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  5. University of Texas Libraries

  6. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  7. University of Texas Libraries Replacement of Software System • Legacy Software System Developed During ’80s • User base of 1 • All other ARL libraries adopted commercial • standards compliant software • Lag behind current practices and excluded from • current large library collaborations • Cost is approximately $4,000,000 (RFI) • $500,000 cost savings • $3,500,000 UT funding • $1,000,000 hardware funding UT System • Recurring maintenance line of $450,000

  8. FY 2006 2007 ILS-one time 2,000,000.00 1,500,000.00 ILS Maintenance 450,000.00 486,000.00 University of Texas Libraries

  9. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  10. University of Texas Libraries Structural Deficit • $12,689,000 for resources 2003: 10th in ARL • $7,100,000 by UT Libraries • $2,000,000 UT System ALCEP • Remainder by HRC, CAH, Jamail Ctr Legal Res • Resources supporting teaching and learning modest • $10,776,000 Texas A&M Libraries • Base dollars of UT Libraries consumed almost entirely by journals and databases • Limited base dollars for undergraduate • curriculum or social sciences/humanities • Unintended consequences of coping strategy….

  11. University of Texas Libraries • The budget adjustment will: • correct the structural deficit in the materials budget and • allow resources historically directed toward resources to be • systematically applied to the upkeep of the reading rooms, study facilities, • carpeting and furnishings. • Make clean, well-lighted spaces of libraries a vital part of the learning experiences • of University of Texas students.

  12. University of Texas Libraries Structural Deficit 1,000,000.00 1,000,000.00 2006 2007 In addition to facilities upkeep, the funds can be applied to the purchase of expensive and highly desirable holdings, such as the online version of the entire run of the New York Times….

  13. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  14. University of Texas Materials Inflation • Relentless increase in scientific, technical, medical • journals (STM) >10% for two decades • $5M obligation requires add’l $500K 2004 • 4,500 journals cancelled since 1993 (>$1,000,000) • No cancellations at Texas A&M University

  15. University of Texas Libraries Materials 2006 2007 2008 2009 Inflation $450,000 $936,000 $1,460,880 $2,027,750

  16. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  17. Staffing University of Texas Libraries Staffing Needs The impact of state-imposed budget constraints required that the General Libraries reduce its staffing complement by almost one million dollars. It is necessary to restore key technical and discipline-based specialties. 2006 2007 $300,000 $315,000 The libraries will rely upon reorganization, reconfiguration and technological efficiencies to correct staffing imbalances.

  18. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  19. 2001 0.36 0.79 2002 1.06 2003 0.76 2004 1 2004 0.53 2001 0.45 2002 0.66 2003 0.45 2004 6 2004 University of Texas Libraries Life Cycle Replacement • No base funding to support a 1,000 computer workstation • environment • Maintenance costs, downtime high • User satisfaction declining LibQUAL+ Surveys 2001-2004 Modern equipment that lets me easily access the information I need Undergraduate rank Graduate rank

  20. Life cycle funding 300,000.00 300,000.00 University of Texas Libraries The increase in the Library Fee will establish a Life Cycle replacement line of $300,000, enabling the replacement of desktop equipment on a four-year cycle, slightly longer than the standard business approach to the maintenance of essential IT infrastructure.[i] The projection assumes that costs will hold steady at $1500 per workstation; no inflation factor is added for subsequent years. A “steady state” of 950 workstations is projected.

  21. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  22. Merit/Fringe Increase 306,771.00 320,493.00 University of Texas Libraries Merit/Fringe Increase Decisions to replace certain fringe-bearing funds in the general library accounts left a second unintended structural deficit. Those fringe-bearing dollars were replaced on a one-to-one basis with other funds. The one-to-one exchange has required the library to locate other sources to meet fringe benefits as well as on-going merit increases approved by the administration. 2006 2007 Limited funding will be used to correct that structural problem.

  23. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  24. University of Texas Libraries Programmatic Enhancements • More than the maintenance of the status quo • Significant one-time funds that can: • address the needs of newly recruited scholars • respond to new directions in the curriculum • correct porosities that have developed over time • All of the funds will be absorbed by 2010 by recurring costs

  25. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  26. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  27. University of Texas Libraries • Summary • A state-of-the art technical infrastructure • Enabling national collaborations • Stable platform for digital communications • Structural imbalances in collection budget corrected • Rational response to rising costs of scholarly • communication • Respond to new directions in the curriculum • Physical spaces revitalized • Environments students rate as a priority

  28. FY 2006 2007 2008 2009 Totals ILS-one time 2,000,000.00 1,500,000.00 3,500,000.00 ILS Maintenance 450,000.00 486,000.00 524,880.00 566,870.40 2,027,750.40 Structural Deficit 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00 4,000,000.00 Materials Inflation 450,000.00 936,000.00 1,460,880.00 2,027,750.40 4,874,630.40 Staffing incldg merit/fringe 300,000.00 315,000.00 330,750.00 347,287.50 1,293,037.50 Life cycle funding 300,000.00 300,000.00 300,000.00 300,000.00 1,200,000.00 Merit/Fringe Increase 306,771.00 320,493.00 337,304.00 355,011.00 1,319,579.00 Program Enhancement 193,229.00 142,507.00 387,696.00 369,989.00 1,093,421.00 Retrospective Development 658,490.00 33,091.70 691,581.70 Total 5,000,000.00 5,000,000.00 5,000,000.00 5,000,000.00 20,000,000.00 University of Texas Libraries

  29. Enhancements Program support 658,490 University of Texas Libraries 2006 2007 2008 2009 193,429 142,507 387,696 369,989 33,091

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