University of Texas Libraries: Budget Review

University of Texas Libraries:Budget Review

University Library Council

Fred Heath

September 2004

FY03 Library Expenditures

HRC14%

Law10%

CAH3%

UT Library73%

FY03 Library Expenditures (all funds) = $36,671,492

University of Texas Libraries

20000000

21000000

22000000

23000000

24000000

25000000

26000000

27000000

Budget

UTTAMU

University of Texas LibrariesFY 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


0

5

10

15

20

25

Fee

UTTAMU



1,500,000.00

3,500,000.00


486,000.00

524,880.00

566,870.40

2,027,750.40


1,000,000.00

1,000,000.00

1,000,000.00

4,000,000.00


936,000.00

1,460,880.00

2,027,750.40

4,874,630.40


315,000.00

330,750.00

347,287.50

1,293,037.50


300,000.00

300,000.00

300,000.00

1,200,000.00


320,493.00

337,304.00

355,011.00

1,319,579.00


142,507.00

387,696.00

369,989.00

1,093,421.00


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 LibrariesReplacement 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


FY 2006 2007

ILS-one timeILS-one time 2,000,000.00 2,000,000.00 1,500,000.00 1,500,000.00

ILS MaintenanceILS Maintenance 450,000.00 450,000.00 486,000.00 486,000.00



1,500,000.00

3,500,000.00


486,000.00

524,880.00

566,870.40

2,027,750.40


1,000,000.00

1,000,000.00

1,000,000.00

4,000,000.00


936,000.00

1,460,880.00

2,027,750.40

4,874,630.40


315,000.00

330,750.00

347,287.50

1,293,037.50


300,000.00

300,000.00

300,000.00

1,200,000.00


320,493.00

337,304.00

355,011.00

1,319,579.00


142,507.00

387,696.00

369,989.00

1,093,421.00


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

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….

LIBQUAL+: All Users' Perceptions of Library Services

6.00

6.20

6.40

6.60

6.80

7.00

7.20

7.40

7.60

7.80

8.00

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23

Rep

rese

nts

6.0

- 8

.0 o

n a

sca

le o

f 1-

9

UT Austin

TAMU


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.


2006 2007

Structural Deficit 1,000,000.00 1,000,000.00

In addition to facilities upkeep, the funds can be applied to the purchaseof expensive and highly desirable holdings, such as the online version ofthe entire run of the New York Times….



1,500,000.00

3,500,000.00


486,000.00

524,880.00

566,870.40

2,027,750.40


1,000,000.00

1,000,000.00

1,000,000.00

4,000,000.00


936,000.00

1,460,880.00

2,027,750.40

4,874,630.40


315,000.00

330,750.00

347,287.50

1,293,037.50


300,000.00

300,000.00

300,000.00

1,200,000.00


320,493.00

337,304.00

355,011.00

1,319,579.00


142,507.00

387,696.00

369,989.00

1,093,421.00


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 TexasMaterials 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


Materials 2006 2007 2008 2009 Inflation

$450,000 $936,000 $1,460,880 $2,027,750



1,500,000.00

3,500,000.00


486,000.00

524,880.00

566,870.40

2,027,750.40


1,000,000.00

1,000,000.00

1,000,000.00

4,000,000.00


936,000.00

1,460,880.00

2,027,750.40

4,874,630.40


315,000.00

330,750.00

347,287.50

1,293,037.50


300,000.00

300,000.00

300,000.00

1,200,000.00


320,493.00

337,304.00

355,011.00

1,319,579.00


142,507.00

387,696.00

369,989.00

1,093,421.00


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


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.

Staffing

$300,000 $315,000

2006 2007

The libraries will rely upon reorganization, reconfiguration and technological efficiencies to correct staffing imbalances.

Staffing Needs



1,500,000.00

3,500,000.00


486,000.00

524,880.00

566,870.40

2,027,750.40


1,000,000.00

1,000,000.00

1,000,000.00

4,000,000.00


936,000.00

1,460,880.00

2,027,750.40

4,874,630.40


315,000.00

330,750.00

347,287.50

1,293,037.50


300,000.00

300,000.00

300,000.00

1,200,000.00


320,493.00

337,304.00

355,011.00

1,319,579.00


142,507.00

387,696.00

369,989.00

1,093,421.00


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


• No base funding to support a 1,000 computer workstation environment

• Maintenance costs, downtime high• User satisfaction declining

LibQUAL+ Surveys 2001-2004Modern equipment that lets me easily access the information I need

2001 2002 2003 2004 2004 2001 2002 2003 2004 2004

0.36 0.79 1.060.76

1 0.53 0.45 0.660.45

6

Undergraduate rank Graduate rank

Life Cycle Replacement


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]

Life cycle funding 300,000.00 300,000.00

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.



1,500,000.00

3,500,000.00


486,000.00

524,880.00

566,870.40

2,027,750.40


1,000,000.00

1,000,000.00

1,000,000.00

4,000,000.00


936,000.00

1,460,880.00

2,027,750.40

4,874,630.40


315,000.00

330,750.00

347,287.50

1,293,037.50


300,000.00

300,000.00

300,000.00

1,200,000.00


320,493.00

337,304.00

355,011.00

1,319,579.00


142,507.00

387,696.00

369,989.00

1,093,421.00


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 LibrariesMerit/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.

Merit/Fringe Increase 306,771.00 320,493.00

Limited funding will be used to correct that structural problem.

2006 2007



1,500,000.00

3,500,000.00


486,000.00

524,880.00

566,870.40

2,027,750.40


1,000,000.00

1,000,000.00

1,000,000.00

4,000,000.00


936,000.00

1,460,880.00

2,027,750.40

4,874,630.40


315,000.00

330,750.00

347,287.50

1,293,037.50


300,000.00

300,000.00

300,000.00

1,200,000.00


320,493.00

337,304.00

355,011.00

1,319,579.00


142,507.00

387,696.00

369,989.00

1,093,421.00


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 LibrariesProgrammatic 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



1,500,000.00

3,500,000.00


486,000.00

524,880.00

566,870.40

2,027,750.40


1,000,000.00

1,000,000.00

1,000,000.00

4,000,000.00


936,000.00

1,460,880.00

2,027,750.40

4,874,630.40


315,000.00

330,750.00

347,287.50

1,293,037.50


300,000.00

300,000.00

300,000.00

1,200,000.00


320,493.00

337,304.00

355,011.00

1,319,579.00


142,507.00

387,696.00

369,989.00

1,093,421.00


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



1,500,000.00

3,500,000.00


486,000.00

524,880.00

566,870.40

2,027,750.40


1,000,000.00

1,000,000.00

1,000,000.00

4,000,000.00


936,000.00

1,460,880.00

2,027,750.40

4,874,630.40


315,000.00

330,750.00

347,287.50

1,293,037.50


300,000.00

300,000.00

300,000.00

1,200,000.00


320,493.00

337,304.00

355,011.00

1,319,579.00


142,507.00

387,696.00

369,989.00

1,093,421.00


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 LibrariesSummary

• 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


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


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


Enhancements

193,429 142,507 387,696 369,989

Program support 658,490

33,091

2006 2007 2008 2009

Documents

University of Texas Libraries: Budget Review