1. Rick Moul, PASCAL Executive Director rmoul@pascalsc.org 803 734-0910 PASCAL Status and Funding Overview March 2009 Ruth Riley, Chair, PASCAL Board of Directors ruth.riley@uscmed.sc.edu 803-733-3353

2. PASCAL is … … an Essential Program At the end of June 2008, PASCAL’s virtual academic library contained millions of articles licensed from over 13,000 research publications and over 10 million print volumes owned by the state’s academic libraries. Effectively PASCAL guaranteed every one of the state’s 230,000 college students & faculty fingertip access to a quality university-level research library. … a Model for the State Overall, the state has seen a seven-fold return in value for each dollar spent, based largely on the capability to license materials at the statewide “enterprise” level and by leveraging investments made by individual institutions through the resource sharing system. “The best current example for sharing inter-intuitional costs for technology in South Carolina is the Partnership Among South Carolina Academic Libraries (PASCAL)…” -- The Higher Education Study Committee …a Work in Progress Programming is guided by a strategic plan developed in 2001. Current programs – as transformative as they have been in their own right – have just built a foundation that that sets the stage for South Carolina to catch up with competition regionally and nationally. Were core funding to fall below the survival threshold, the state’s hard-won progress would be erased.

3. Survival Strategy, FY 2008-9 Stabilization of Program “Kernel” Preserve PASCAL Delivers Rapid Book Delivery Program Secure Continuation Licensing for most important electronic resources through July 1, 2009 Conserve support infrastructure Content and Service reductions Subscription cancellations (six databases – over 7,000 business, nursing, science, technology titles- LexisNexis, Access Science, Nature, Science, ProQuest Nursing & Allied Health Source, Lippincott Nursing Premier Nursing Journals) 40% delivery service reduction for PASCAL Delivers Dues Increase & Fee Assessment 20% Dues Increase for member libraries Initiated service fees to member libraries for core services One-time Conditions (FY 2008-9) Carry-forward due to completion of capital payments for delivery system Transfer of license renewals from calendar to fiscal year

4. PASCAL Minimal Survival 2009-10 Operating Expenses for Minimal Survival $1,600,000Continue PASCAL Delivers at 3 days/week delivery schedule Maintain core databases offered in FY 2008-09 Anticipated Revenue Current State Funding$180,000In House Budget as of 3/9/09 – reduced from $200,000 FY 2008-09 allocation PASCAL Member Libraries Dues & Fees $450,000Assumes that all libraries are able to pay their dues in 2009/10 Total Anticipated Revenue$630,000 Revenue Shortfall$970,000Likely to be $1,000,000 given budget cuts to libraries

5. PASCAL Restored Program 2009-10 Operating Expenses for Restored Program $2,300,000Restore cancelled databases Restore PASCAL Delivers to 5 days/week delivery schedule Anticipated Revenue Current State Funding$180,000In House Budget as of 3/9/09 – reduced from $200,000 FY 2008-09 allocation PASCAL Member Libraries Dues & Fees $450,000Assumes that all libraries are able to pay their dues in 2009/10 Total Anticipated Revenue$630,000 Revenue Shortfall$1,670,000

6. Additional Revenue Models “Minimal Survival” Raises $1 Million in addition to current PASCAL dues and fees to total $1.6 Million Formulas used to calculate costs are based on fixed costs for delivery & operations and a combination of tiered pricing and FTE distribution for database costs with variations in the percentage allocation used in tiered pricing. Allocation ModelUSC SystemOther ResearchOther 4 year PublicTechnical Colleges Independent Colleges FTE Split$240,694$124,984$259,593$243,407$277,524 Formula A$172,942$51,038$152,922$353,982$419,824 Formula B$187,019$66,473$167,430$367,950$361,836

7. Additional Revenue Models “Restored Program” Raises $1.67 Million in addition to current PASCAL dues and fees to total $2.3 Million Formulas used to calculate costs are based on fixed costs for delivery & operations and a combination of tiered pricing and FTE distribution for database costs with variations in the percentage allocation used in tiered pricing. Allocation ModelUSC SystemOther ResearchOther 4 year PublicTechnical Colleges Independent Colleges FTE Split$370,522$195,334$364,858$589,738$348,004 Formula A$312,412$127,057$295,036$557,052$559,151 Formula B$326,490$142,492$309,544$571,020$559,151

8. PASCAL has made it possible to continue my life as a scholar while living in a rural area of the state. We need PASCAL as it represents an extensive academic network. It is virtually impossible for state universities to have all of the resources that are needed. With PASCAL, we all share and have access to all of the books in the state libraries. PASCAL is essential to my productivity as a scholar. -- Professor, Francis Marion University PASCAL is an absolutely essential tool for scholarship, teaching, and student learning. I am very disappointed that funding for PASCAL has been cut so drastically. I know there must be hundreds to thousands of other researchers/teachers, particularly at smaller institutions, who feel the same way. In the present and future I believe that the funding for PASCAL should not only be restored but expanded. – Professor, Coastal Carolina University To read testimonials from students and faculty from all over the state, please visit http://pascalsc.org/content/view/170/1/ Importance to South Carolina’s Academic Community