1. RCM Comprehensive Budget Review George A. Smathers Libraries February 23, 2011 1

2. RCM and the UF Libraries The George A. Smathers Libraries have two main components under RCM: Health Science Center Libraries (HSCL) – funded through the academic & research units of the Health Sciences Center University Libraries (UL) – funded through the other academic & research units, excluding the College of Law* * The Lawton Chiles Legal Information Center is not part of the George A. Smathers Libraries and, therefore, is not included in this review. 2

3. Value of the Libraries Libraries uniquely embody the distinct characteristics of the whole university and support its mission across all disciplines. 3

4. Value to Stakeholders* Student Enrollment, Retention and Graduation Student Achievement and Learning Student Experience, Attitude and Perception of Quality Faculty Research Productivity and Teaching Faculty Grants Institutional Reputation and Prestige * Association of College and Research Libraries. Value of Academic Libraries: A Comprehensive Research Review and Report. 2010. 4

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6. Facilities The library facilities are extensive and heavily used: nearly 475,000 square feet of public space; public seating for almost 4,500; 56 group study rooms and 6 instruction labs; over 41,000 square feet of shelving; over 650 public hours per week and remote online services 24/7; and 3 million in-person visitors each year. 6

7. Library Technology The University of Florida Libraries are technology hubs offering 541 public workstations; 50 loaner laptops; and 9 media- equipped study and instruction rooms All equipment is supported by the Libraries’ Information Technology Hardware Support Units The Libraries maintain the largest number of public workstations on campus, but receives no centralized IT funding 7

8. Acquisitions 8

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11. Benchmarks “The Future of the Library” report presented to the UF Provost in December 2006 by a committee of faculty from across the campus: Smathers Libraries described as “stressed” and under funded HSCL described as “even more stressed” and more severely under funded 11

12. Benchmarks “The Future of the Library” Principal Recommendations Increase library funding to levels necessary to support programs, including new IT and digital functions Revisit space issues, as current space does not appear adequate for collection growth or to create the “social-collaborative” workspaces 12

13. Benchmarks “Assessment of UF Libraries Compared to Peer Academic Institutions” developed in 2010 to compare the resources of the UF Libraries and the demand measures for UF to eight similar academic institutions 13

14. Benchmarks Criteria for selecting similar entities: University is an AAU member and a large, public, research university in the US News & World report Top 30, with 4 or more health colleges and a law school Library system is an ARL member 14

15. Benchmarks US News Ranking University of Michigan 4 University of North Carolina, Chapel Hill 5 University of Wisconsin, Madison 9 University of Washington 11 University of Florida 15 Ohio State University 18 University of Pittsburgh 20 University of Minnesota 22 Michigan State University 29 15

16. Benchmarks Findings: When scaled to other institutions’ resources and populations, the UF Libraries are under funded and under staffed 16

17. Library Budgets The Libraries’ budget(s) fall into 3 categories: Materials Staffing Operations, Essentially Maintenance/Upkeep and Technology 17

18. Requested Scenarios for Comprehensive Budget Review Flat Budget 5% Reduction With Increases 18

19. Flat Budget Materials Despite protecting the materials budget through the recent budget reductions, lost purchasing power due to high rate increases for library materials is substantial: Fiscal YearRate Increase Lost Buying Power Cumulative Loss 2007-20085.86%$546,742 2008-20095.87%$579,464$1,126,206 2009-20105.88%$614,185$1,740,391 2010-20115.88%$651,032$2,391,423 2011-20125.89%$690,137$3,081,560 19

20. Lost Purchasing Power (FY 2012): ULHSCL Smathers Total Print Serials$200,000$0$200,000 Print Monographs$200,000$100,000$300,000 Electronic Resources$156,138$33,999$190,137 Total:$690,137 Flat Budget 20

21. Maintenance/Upkeep Routine, scheduled cleaning and maintenance of public spaces are not provided by Physical Plant The estimated shortfall in annual expenses required for maintenance is $837,323 Flat Budget 21

22. Technology Smathers Libraries utilize over 90 terabytes of server space for archival and operational purposes CNS Hosting Expenses: FY 2011$150,120 FY 2012$217,320 Based on volume increases for digital collections, including electronic theses and dissertations, this trend will continue in successive years Flat Budget 22

23. Declining FCLA Technology Funds: Flat Budget 23

24. Committed Recurring Funding: ULHSCLSmathers Total UF Archives & Records Management (Salary, OPS, OE):$172,846$115,370$288,216 Scholarly Communications (Salary)$73,131$0$73,131 Clinical Research (Salary)$0$57,510 Distance Learning Fees (OE)$15,600$62,400$76,000 Committed Non-Recurring Funding: ULHSCLSmathers Total Graham Center Archivist (Salary)$49,120$0$49,120 Trailing Spouse – Basic Sciences Librarian, HSCL (Salary)$40,200 Flat Budget 24

25. 5% Budget Reduction Materials: ULHSCLSmathers Total -5% Budget Cut:$750,000$113,000$863,000 FY 2012 Lost Purchasing Power:$556,138$133,999$690,137 TOTAL:$1,306,138$246,999$1,553,137 25

26. 5% Budget Reduction Materials: 2011-2012 Lost -5% Budget CutPurchasing PowerSmathers Total Print Serials$300,000$200,000$500,000 Print Monographs$300,000 $600,000 Electronic Resources$263,000$190,137$453,137 Total:$863,000$690,137$1,553,137 26

27. Staffing: Presumed Salary Cuts: ULHSCLSmathers Total $415,000 $70,000 $485,000 5% Budget Reduction 27

28. Staffing: Presumed Application of Cuts: Elimination of staff positions $100,000 (2 positions) Unfilled vacant tenure track positions $280,000 (4 positions) Anthropology Political Science Emerging Technologies Clinical Unfilled vacant staff positions $105,000 Exhibits Coordinator Cataloging Staff Total: $485,000 5% Budget Reduction 28

29. Anticipated Results: Loss of $1.5 million in content (from $9.2 million in appropriated funds) Reduction in library operating hours, except HSCL, by 16 hours per weekend (15% reduction in hours) Inability to provide library liaison services to large academic departments 5% Budget Reduction 29

30. Restore Cumulative Lost Buying Power: ULHSCLSmathers Total $2,487,096 $594,465 $3,081,560 Resulting Acquisitions: E-Journals $ 630,000 Databases $1,300,000 E-Books $ 300,000 Print Monographs $ 100,000 Electronic Back Files $ 750,000 Total: $3,080,000 Budget With Proposed Increases 30

31. Maintenance/Upkeep Proposed Recurring Expenses: ULHSCLSmathers Total $726,690$110,633$837,323 Resulting Maintenance: Rotating repair and painting of walls $712,272 Upholstery cleaning for public seating $ 28,163 Cleaning shelving and materials $ 96,888 Budget With Proposed Increases 31

32. Opportunities With Additional Funding: Expanded Library Liaison Program Bio-Informatics Data Curation VIVO continuation Newell Hall Student Learning Commons 24/5 Access to Library Facilities Budget With Proposed Increases 32

33. Opportunities (continued): Expanded web services and mobile applications Digital Scholarship Unit Post-MLS Fellowship Print On Demand Repurposing On Campus Library Space Budget With Proposed Increases 33

34. Increased DSR Funding Dedicated Library Allocation from the Student Technology Fee Dedicated Library Allocation from Annual Tuition Increases Establish a Student Library Fee Alternative Funding Sources 34