February 11, 2008

UTC, Lupton Library Budget Presentation

UTC Library Personnel

Personnel

2003-2004 2004-2005 2005-2006 2006-2007      

Faculty Librarians 15 16 16 16

   

Staff Specialists 16 15 15 15

   

Student Staff, FTE 6 6 7 7

   

Total Staff 37 37 38 38

UTC Library ServicesServices

2002-2003 2003-2004 2004-2005 2005-2006 2006-2007     

Days open in the year 333 333 331 331 337     

Number of staffed service points 4 4 7 7 7     

Number of weekly public service hours   92 92 92 92     

Gate Count 251,907 291,986 271,596 253,879 283,705     

Number of reference transactions 14,585 15,754 13,211 12,986 11,422     

Number of class instruction session  281 278 288 314 315     

Number of students in instruction sessions 5,582 5,674 5,512 5,719 5,891     

Book and media circulation NA 29,826 28,110 27,164 34,256     

Reserve circulation (not electronic) 8,934 10,406 9,160 8,500 3,258     

Study Room Circulation NA NA 3,239 4,291 4,823     

Laptop Circulation 463 3,644 3,577 7,913 9,091     

Materials borrowed via ILL 5,199 9,348 10,324 11,963 10,698     

Materials lent via ILL 1,384 2,069 1,970 1,768 2,083

UTC Library CollectionsCollections

2002-2003 2003-2004 2004-2005 2005-2006 2006-2007     

Monographs and Bound Periodicals 487,721 496,094 571,750 571,957 579,122     

Electronic Books 0 0 62 400 100,402     

Total Periodical Subscriptions 2,109 1,767 1,728 1,719 1,737     

       Electronic Periodical Subscriptions NA 332 389 606 741     

       Other Periodical Subscriptions NA 1,435 1,339 1,113 996     

Total Periodicals Accessible Online NA 10,500 13,643 17,618 21,468     

Online Databases 44 80 102 125 130     

AV Materials 18,089 19,522 20,312 16509 17,940     

Archives and Manuscripts 1,214 1,344 1,623 1,272 1,255     

Microfilm Units 1,294,490 1,307,495 1,309,010 1,309,908 1,310,594

UT Library Staffing Comparison

Total Staff per 1,000 FTE

4.94

6.99

11.28

4.89

6.20

13.09

0.00 2.00 4.00 6.00 8.00 10.00 12.00 14.00

UT, Chattanooga

UT, Martin

UT, Knoxville

2006

2004

UT Library Expenditure Comparison

Total Expenditures per FTE

$284.89

$302.36

$823.12

283.63

337.53

1,100.17

$0.00 $200.00 $400.00 $600.00 $800.00 $1,000.00 $1,200.00

UT, Martin

UT, Chattanooga

UT, Knoxville

2006

2004

THEC Peer ComparisonTotal Library Expendiures per FTE

$242 $245$264

$317 $320$338 $338

$406 $412

$462

$539 $546

$0$0

$100

$200

$300

$400

$500

$600

2004

2006

THEC Peer ComparisonTotal Staff per 1,000 FTE Enrolled

4.57 4.65 4.89 4.935.50 5.59 5.63 5.65 5.94

6.98 7.06 7.14

9.27

0.00

1.00

2.00

3.00

4.00

5.00

6.00

7.00

8.00

9.00

10.00

2004

2006

Library Material Spending, 1995-2007

Library Material Expenditures, 1995 - 2007

Category 1995-96 1996-97 1997-98 1998-99 1999-00 2000-01 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07

Print Subscriptions 426,355 481,143 543,210 541,136 549,158 555,293 626,986 687,043 464,275 447,847 346,906 223,173

Electronic Journals 0 0 0 0 0 0 0 0 65,468 95,657 198,409 371,201

Microform Subscriptions 40,907 47,689 47,085 67,133 21,513 48,395 41,308 46,584 33,967 18,058 16,779 19,269

Databases 30,779 35,045 28,657 112,785 97,686 110,391 129,949 139,024 253,767 244,463 279,104 364,244

Monographs 160,797 150,616 97,100 104,351 174,396 141,985 110,804 142,072 138,593 223,884 169,486 207,502

Media 39,502 26,686 39,326 55,730 42,503 37,328 40,798 32,199 39,695 47,986 50,614 43,636

Records 2,762 1,243 1,342 1,560 3,623 2,506 3,242 0 0 841 0 0

Audio Books 120 0 0 216 1,140 0 0 0 0 0 0 0

Total Expenditures 1 701,222 742,422 756,720 882,911 890,019 895,898 953,087 1,046,922 995,765 1,078,736 1,061,298 1,229,025

Acquisitions Budget 2 674,413 724,413 724,413 724,413 724,413 724,413 724,413 689,413 689,413 735,807 795,807 830,807

Budget increase / decrease 2,243 0 0 0 0 0 0 -35,000 0 46,394 60,000 35,000

Journal Cancellations 124,429 4,426   12,070   50,709 12,089 292,590        

1. Total Expenditures - all material expenditures from E accounts (Library and Student Technology Fee) and R accounts (Special Library, Tennessee Tomorrow, and Lupton Renaissance).2. Acquisitions Budget - base Library appropriation from Academic Affairs of University's E & G funds.3. Spike in book budget in 2004-2005 resulted from $100,000 UCF Grant to support graduate programs.4. Increase to base in 2004-2005 represents $46,394 from the University5. Increase to base in 2005-2006 represents $50,000 from the University and $10,000 reallocated internally from binding budget.6. Increase to base in 2006-2007 represents $30,000 reallocation in Academic Affairs budget and $5,000 reallocated from Library binding, the University provided no increase.

Total Library Spending, 2006-2007

Projected 2007-2008 Expenditures, with Inflation

Lupton Library, 2007-2008 Material Expenditure Projections

2006-2007 Expenditures

Anticipated Increase

Actual Dollar Increase

Anticipated 2008 Expenditures

Ongoing Material and Material-Related Expenditures

       

Journal costs (US) 327,029 7% 22,892 349,921Journal costs (Europe) 219,223 13% 28,499 247,722Databases 293,895 7% 20,573 314,468Microform subscriptions less shipping & handling 18,978 6% 564 19,542

Access software: Article Linker, Scholarly Stats 13,499   NA 13,499FirstSearch 12,000   NA 12,000Swets handling charge 9,888 NA 396 10,284Subtotal 894,512   72,924 967,436         One-time expenditures        

Monographs, audio-visual materials, etc. - includes approval plan

251,138 6.5% 16,324 $267,462

  251,138   16,324 $267,462         Digital one-time expenses          83,375      

         Expenditure total for 2006-2007 1,229,025               Expected inflation, 2007-2008     89,248           Total expected expenditures for 2007-2008       1,234,898         Funds available, 2007-2008, inc. restricted       $1,169,626         Difference in anticipated and available funds       - $44,949

Library Budget Request

FY 2007 Spending

All accounts

Year 110% increase

to base Resulting Base

Budget

           Total Salary Budget  1,209,885   120,989   1,330,874Total Student Salary Budget 61,000   6,100   67,100Total Other Operating Budget 89,513   8,951   98,464Total Acquisitions 1,229,025   122,903   1,351,928  2,589,423   258,942   2,848,365           

 Projected Budget  

Year 210% increase

to base Resulting Base

Budget

Total Salary Budget  1,330,874   133,087   1,463,961Total Student Salary Budget 67,100   6,710   73,810Total Other Operating Budget 98,464   9,846   108,310Total Acquisitions 1,351,928   135,193   1,487,121  2,848,366   284,837   3,133,203           

 Projected Budget  

Year 310% increase

to base Resulting Base

Budget

Total Salary Budget  1,463,961   146,396   1,610,357Total Student Salary Budget 73,810   7,381   81,191Total Other Operating Budget 108,310   10,831   119,141Total Acquisitions 1,487,121   148,712   1,635,833  3,133,202   313,320   3,446,522

Year 1: Spending PlanProposed Use of New Funds     Cost       Personnel        University Archivist   42,000

 Assistant Head of Access Services / ILL Coordinator   42,000

       Subtotal     84,000       Collections      

 Inflation increase- represent 10% of ongoing expenditures   122,000

 Increase for books and AV materials- represents 5% of current expenditures   12,500

 Serials increase- represents 5% of current expenditures   26,000

 

Other material increase- could be new databases, one-time purchases, or to purchase new federated search software or institutional repository software, etc. We should assume this is ongoing   10,000

       Subtotal     170,500       Other Operating        Increase to student and operating budget   4,442       

      258,942

Year 2: Spending Plan Proposed Use of New Funds     Cost              Personnel        Outreach Librarian   43,000  Staff specialist split between R/I and IT   30,000       Subtotal     73,000              Collections      

 Inflation increase- represent 10% of ongoing expenditures   135,193

 Increase for books and AV materials- represents 5% of current expenditures   13,000

 Serials increase- represents 5% of current expenditures   27,400

 

Other material increase- could be new databases, serials or software, but we should assume it is ongoing   29,063

       Subtotal     204,656       Other Operating        Increase to operating and student budget   7,181       

      284,837

Year 3: Spending PlanProposed Use of New Funds     Cost       Personnel        Add Building Manager   30,000  Add Programmer / DBA   50,000       Subtotal     80,000       Collections      

 Inflation increase- represent 10% of ongoing expenditures   148,712

 Increase for books and AV materials- represents 5% of current expenditures   14,000

 Serials increase- represents 5% of current expenditures   29,000

 

Other material increase- could be new databases, serials or software, but we should assume it is ongoing   31,608

       Subtotal     223,320       Other Operating        Increase to operating or student budget   10,000       

      313,320

Thank you!