ACRL News Issue (B) of College & Research Libraries 608 / C&RL News D. Technical Considerations. 1. Word processing/communication/computer technology will improve and proliferate. 2. Advances in storage technology will alter the way in which information is published and distrib uted. 3. Changes in technology will change the kinds of information services provided. 4. Libraries and the for-profit sector will be in competition to meet the demand for speedier deliv ery of information/documents. 5. Personal ownership of word processing/com puting/telecommunications hardw are and soft ware will continue to increase. 6. As the use of terminals and microcomputers grows, access to information will become more de centralized. 7. Preservation methods for disintegrating li brary book stocks will become more effective and more widely used. E. Human Resources. 1. The rigorous competency standards of the ed ucational reform movement will improve the per formance of both teachers and students in public schools. 2. Scholarly communication will continue in its present state of relative good health; researchers, scholarly publishers, and librarians will continue to be the major links in the process. 3. Libraries will not become less labor intensive but will require a new mix of staff and skills. 4. Libraries will remain in competition with other organizations for staff. 5. Society will require training and the help of intermediaries to use proliferating online informa tion sources. 6. Information management and data process ing staff will be increasingly costly to hire and re tain. ■ ■ ACRL’s 1 9 8 5 /8 6 b u dget Last year’s performance and this year’s projection. L ast year, when we presented the budget article in C&RL News (December 1984, pp. 599-606), we pointed out the program nature of the budget, and tied each budget item to a specific objective in the ACRL statem ent of goals and objectives. This year’s budget is again based on our programs. Ex penses are incurred and revenue generated in the accomplishment of ACRL’s mission and goals. The mission of the Association of College and Research Libraries (ACRL) is to foster the profes sion of academic librarianship. To accomplish that mission, ACRL has established four goals: • To contribute to the total professional deve opment of academic and research librarians. • To improve the service capabilities of ac demic and research libraries. • To promote and speak for the interests of ac demic and research librarianship. • To promote study and research relevant to ac librarianship. On p p .605-7 in this issue is a draft of the work of the Strategic Planning Task Force in revising the ACRL mission statement, goals, subgoals, and ob jectives. Until the process for adopting the final version of the Strategic Plan for the Association is complete, the mission statement and goals men tioned above are those driving ACRL. By this time next year, we will have moved into the new plan, ĩn the meantime, the program activities remain tied to the present goals and objectives in the man ner described in last year’s budget article. l Highlights of 1984/85 performance a A C R L ’s fund b alan c e again increased (by a $74,298) to $472,193 from the September 1984 fig ure of $397,895. This increase came in the publica tioademic ns area, where advertising, particularly classified December 1985 / 609 ACRL Programs (including C H O IC E ) ACRL Summary Budget Budgeted Actual Budgeted Item 1984/85 1984/85 1985/86 Revenues $ 1,786,517 $ 1,809,597 $2,190,894 Expenses 1,825,816 1,642,067 2,126,763 Net Income (39,299) 167,530 64,131 ACRL Balance 426,436 472,193 464,102 Choice 201,310 ( 9 J 5 7 ) 1 63,065 1Revenue for Choice subscriptions in future tim e periods was deferred by auditors in September, 1984, leaving an actual fund balance of ($102,389) at the beginning of the year. T he actual year-end balance therefore represents a year of excellent perform ance in w hich revenues exceeded expenses by $93,232. ads, brought in unexpectedly high revenues; and in early revenues from exhibitors for th e Balti more Conference. Expenses w ere lower th a n ex pected for publications, conferences and w o rk shops, and in m em bership activities. Projections for 1985/86 T he ACRL Board has authorized expenditures necessary to begin p rep aratio n of the th ird edition of Books fo r College Libraries. This will be a deficit operation, w ith some revenues for royalties a p pearing at the earliest in the 1987/88 fiscal year. Nevertheless, we anticipate th a t the ACRL fund balance will rem ain a t $464,102 at the end of the year, a drop of only $8,000 because offsetting reve nues will be realized in publications and in m em bership dues. Choice At the beginning of the 1984/85 fiscal year, the ALA auditors deferred a large am ount of subscription revenue for future years. This is in accordance w ith good accounting practices, b u t it resulted in our beginning the year w ith a sizeable deficit. At the end of the fiscal year, we had reduced th a t defi cit almost completely, and look forw ard to having a positive fund balance at the end of the 1985/86 fiscal year. The ACRL Budget and F inance C om m ittee has asked the Executive D irector and the E ditor and Publisher of Choice to p rep are a p ro posal for building a reserve fund for Choice. T he tim ing is excellent, and such planning is beginning. ACRL sources of funds 1985/86 T he sources of funding for ACRL program s in 1985/86 will be m em bership dues (22.8% ), p u b li c a tio n s ( 3 3 .0 % ) , c o n feren ces a n d w o rk sh o p s ( 3 5 .3 % ) , f u n d e d p ro je c ts ( 8 .3 % ) , a n d o th e r sources, including the ACRL Jobline (.6% ). The total revenue projected for ACRL and Choice com bined in 1985/86 is $2,190,894. This is $404,377 m ore th a n the budget for 1984/85. This increase is 610 / C&RL News REVENUES 1 Budgeted 1984/85 Budgeted Program 1984/85 2nd Closing 1985/86 Membership Dues $ 198,550 $ 220,489 $ 221,425 Publications Choice 1,115,600 1,068,013 1,220,405 C&RL 113,147 99,837 121,755 C&RL News 102,179 159,331 165,530 In-House 28,000 39,938 32,700 BCL III 0 4,669 0 Subtotal 1,358,926 1,371,788 1,540,390 Conferences & Workshops National Conference 1,000 27,187 268,731 Preconferences 26,000 26,826 25,000 Continuing Education 52,540 31,353 48,740 Subtotal 79,540 85,366 342,471 Funded Projects Divisional Leadership 5,000 1,357 0 NEH Project 135,523 112,047 80,248 Subtotal 140,523 113,404 80,248 Other (Including FJLS and Jobline, Project Income, Contributions & Gifts) 8,978 18,550 6,360 TOTAL $1,786,517 $1,809,597 $2,190,894 TOTAL(without Choice) $ 670,917 $ 741,584 $ 970,489 2 Actual 3 due to the National Conference which will be held in 1986 a n d a n tic ip a te s revenues of close to $270,000, an increase of $75,000 in publications revenues and an increase of almost $23,000 in membership revenues. Assumptions used in making these revenue pro jections included: 1) The number of members will increase at ap proxim ately th e sam e ra te as it did this year (3.2%). This will include an increase in organiza tional members. No dues increase is anticipated. 2) Advertising revenues will again increase markedly for C ò R L News and C ò R L as a result of more aggressive space selling. 3) Advertising and subscription revenues for Choice will increase as a result of a subscription price increase. 4) Books for College Libraries, 3rd edition will be subsidized by ACRL and will be published jointly with ALA Publishing. Publishing will as sume publication costs and ACRL will assume costs of authorship. 5) Subscription rates will remain the same for C&R L and Cò-RL News. 6) The Continuing Education program revenue will increase as a result of the development of the regional program, a new marketing plan, and the Baltimore National Conference continuing educa tion program. 7) Choice revenues, which constitute more than half the total ACRL budget, have not been in cluded in the above percentages. These are rather calculated on ACRL figures alone. ACRL objects of expense 1985/86 The ACRL Goals and Objectives established in the Long Range Plan will drive the programs and services for the year. The use of a program budget allows ACRL to observe where its dollars go. One extremely large item in the 1985/86 budget are the revenues and expenses associated with holding a National Conference in April 1986. This will ac count for approximately 29.2% of expenses. Publi cations also account for a very large part of the ex penses, 36.9%. It is anticipated that 18% of the expenses will be made in the area of membership activities including funding for chapters, sections, committees, discussion groups, membership ser vices, the Executive Committee and Board, and projects such as research, statistics, and Jobline. About 7.6% of expenses will be spent on funded projects. Another 7.9% will be spent on Precon ferences and Continuing Education. In 1985/86 some important items to note in program expendi tures are: 1) We anticipate increased funding to ACRL’s chapters. The additional chapter program funds December 1985 / 611 E X P E N S E S 1 2 3 Budgeted Actual Budgeted Program 1984/85 1984/85 1985/86 Membership Activities Membership Services $ 30,350 $ 20,987 $ 19,745 Board & Executive Com m ittee 16,403 39,107 9,763 Budget & Finance Com m ittee 2,004 707 1,963 Sections 33,054 25,531 39,198 Chapters 43,505 39,406 39,752 Committees 40,055 41,121 36,830 Discussion Groups 2,616 755 1,588 Advisorv 29,376 14,612 19,272 Liaison 10,105 2,239 0 ACRL 100 305 51 963 Research 6,348 0 3,177 Statistics 7,190 6,117 2,686 Jobline 1,024 1,755 1,757 Subtotal 222,380 192,388 176,694 Publications Choice 1,092,811 974,781 1,148,183 C &R L 109,872 76,680 105,616 C &R L News 114,577 123,496 153,537 In-House 27,837 36,751 35,373 FJLS 2,296 3,709 2,828 BCL III 813 3,412 66,779 Subtotal 1,348,206 1,218,829 1,512,316 Conferences & Workshops National Conference, Seattle 1,000 2,059 0 National Conference, Baltimore 36,927 30,217 286,173 Preconference (RBMS) 25,986 23,804 26,103 Continuing Education 51,529 44,155 51,376 Subtotal 115,442 100,235 363,652 Funded Projects Divisional Leadership 4,265 6,165 0 NEH 135,523 124,450 74,101 Subtotal 139,788 130,615 74,101 TO TA L $1,825,816 $1,642,067 $2,126,763 T O T A L (w ithout Choice) $ 733,005 $ 667,286 $ 978,580 now provide seed money for new chapters and for innovative chapter activity. These will probably increase. In the past chapters, committees, and sec tions have rarely used their full budgeted amounts. It is anticipated th a t a trend tow ard using more of the budgeted funds will be seen. 2) Books fo r College Libraries, 3rd edition, will be prepared under the m anagem ent of the Choice editor and publisher. 3) A National Conference will be held only two years after the most recent one. This will be in Bal tim ore on the them e “Energies for T ransition.” 4) The Continuing E ducation program will con tinue to grow and will be enriched by presentations at the National Conference. 5) The N EH joint project w ith PLA will p ro b ably be completed during the year. Assumptions th a t were used in making these pro jections included: 1) Telephone expense will not increase. 2) Staff salary allocations to programs were a r rived at by projecting actual tim e study d a ta and m odifying it according to an ticip ated program shifts. 3) Postage was increased to reflect 10 % increase in the first class rate and 21 % in the library rate. 4) The ALA Executive Board Personnel C om mittee disallowed A CRL’s Tuition Reimbursement Program , thus reducing personnel expenses by ap proximately $6,000. The im portance of the Strategic Plan for A CRL’s financial future is very great. The Division has accumulated ACRL Programs (excluding CHOICE) Expenses December 1985 / 613 an enviable reserves fund (now equal to 21.6 % of one year’s revenue) and careful planning is needed to assure th a t these reserves are used in furthering the priorities identified in the planning process. Budgets in future years will reflect pro gram priorities which emerge from this process, thus ensuring th a t resources are used in the service of members. ■ ■ ACRL m e e tin g s in C h ica g o A tentative schedule fo r A L A ’s M idw in ter Meeting, January 18-23, 1986. A C R L BOARD OF DIRECTORS First meeting: Sunday, Ja n u a ry 19, 2 :0 0 -5 :3 0 p.m . Second meeting: Tuesday, January 21, 2:00-5:30 p.m . Orientation and luncheon: Sunday, January 19, 12:30-2:00 p.m . A C R L DIVISIONAL COMMITTEES Academic or Research Librarian of the Year Award: Monday, January 20, 2:00-4:00 p.m .* Academic Status: Sunday, January 19, 9:00-11:00 a.m .; Monday, January 20, 9:00-11:00 a.m ., 2:00-4:00 p.m . Appointments and Nominations: Saturday, Janu ary 18, 4:30-5:30 p .m .; Tuesday, January 21, 8:00-9:00 a.m . * Audiovisual: Monday, January 20, 2:00-5:30 p.m . Books for College Libraries—3d Edition: Sunday, January 19, 9:30-11:00 a.m . Budget and Finance: S a tu r d a y , J a n u a r y 18, 2 :0 0 -5 :3 0 p .m .; S u n d ay , J a n u a r y 19, 9:30 a .m .-12:30 p .m .; M onday, January 20, 9:30 a .m .-12:30 p .m ., 2:00-5:30 p .m .; Tuesday, January 21, 9:30 a .m .-12:30 p.m . C onference Program P lanning, President’ Program—New York, 1986: Saturday, January 18, 2:00-4:00 p.m . * Meetings w ith an asterisk are closed meetings. s Conference Program Planning—San Francisco, 1987: Sunday, January 19, 8:00-9:00 a.m. Constitution and Bylaws: Saturday, January 18, 8 :0 0 - 1 1 :0 0 a . m . ; M o n d a y , J a n u a r y 20, 8 :0 0 -1 1 :0 0 a .m .; W e d n e sd a y , J a n u a r y 22, 9:30-11:00 a.m. Continuing Education Courses Advisory: Sunday, January 19, 11:30 a .m .-12:30 p.m .; Monday, January 20, 9:30-11:00 a.m. Copyright: S atu rd ay , J a n u a ry 18, 9:30-11:00 a.m .; Tuesday, January 21, 8:00-9:00 a.m. Doctoral Dissertation Award: Monday, January 20, 2:00-4:00 p.m .* L egislation: S a tu r d a y , J a n u a r y 18, 11:30 a . m . - 1 2 :3 0 p . m . ; M o n d a y , J a n u a r y 20, 9:30-11:00 a.m .; Tuesday, January 21, 11:30 a .m .-12:30 p.m . Membership: M onday, Jan uary 20, 8:00-11:00 a.m. National Conference Executive: Friday, January 17, 9:30 a .m .-5:30 p.m . Performance Measures for Academic Libraries: Saturday, January 18, 9:30-11:00 a.m .; Mon day, January 20, 9:30-11:00 a.m. Planning: Sunday, January 19, 8:00-9:00 a.m .; Monday, January 20, 9:30-11:30 a.m . Professional Association Liaison: Monday, Jan u ary 20, 2:00-4:00 p.m . Professional Education: S u n d ay , J a n u a r y 19, 9 :3 0 - 1 1 :3 0 a . m . ; M o n d a y , J a n u a r y 20, 9:30-11:30 a.m. Publications: Saturday, Jan u ary 18, 2:00-4:00