ACRL News Issue (B) of College & Research Libraries October 1987 / 567 E xecu tive D ir e c to r ’s a n n u a l rep o rt, FY 1 9 8 7 B y JoA n S. S eg a l Executive Director, A C R L How the Association fared last year. A cRL’ s Strategic Plan, adopted by the Board at the New York Conference in 1986, contains four goals and seven “Strategic M anagem ent D irec­ tions.” These are: Goals I. To contribute to the total professional devel­ opm ent of academ ic and research librarians. II. To enhance the capability of academic and research libraries to serve the needs of users. III. To prom ote and speak for the interests of ac­ ademic and research librarianship. IV. To prom ote study, research and publication relevant to academic and research librarianship. Strategic Management Directions 1. Positioning ACRL as th e most significant American association of academic and research li­ braries, librarians, and librarianship. 2. M anaging the financial resources of ACRL by relying on sound budgeting and accounting princi­ ples. 3. M aintaining a dedicated and com petent staff by depending on sound personnel practices. 4. Seeking new members through a variety of re­ cruitm ent techniques, while extending efforts to retain present members. 5. Supporting all elected and appointed officers. 6. W orking co llab o rativ ely w ith o th e r ALA units. 7. Providing a H eadquarters office. D u rin g the 1987 fiscal year, this Plan drove ACRL activity. A lthough no annual operating plan was prepared, the Association began to im ple­ m ent a num ber of strategies to meet its objectives. Achievements, 1986-1987 ACRL exhibited a m arked “bias for action” d u r­ ing the past year. Using the Strategic Plan as an outline, here are some of the m ajor achievements: Goals I. Professional development. •Six courses were offered at San Francisco, w ith 116 participants. 717 participants took courses at 118 local presentations. The local presentation p ro ­ gram has been so successful in less th an two years of operation th a t six times as m any people now take the courses locally th a n at Conference. • T h e professional developm ent needs assess­ m ent survey told us th a t professional reading and attendance at conferences were the two most popu­ lar professional development activities. But 51.8 % of the respondents take short continuing education activities sponsored by professional associations, li­ brary schools, or private firms, and 48.2% take courses w ith or w ithout credit at a college or uni­ versity. Highest participation rate in short courses was am ong those who received their library de­ grees between 1960 and 1979, and among those holding the positions of departm ent head or assis­ ta n t/associate dean. W hile only 10.8% of the re­ spondents had taken an ACRL CE course, 46.4% said they would be interested in one in the future. Most likely to participate in the future are those in 568 / C &R L News non-supervisory positions, or those holding th e rank of supervisor. Courses on technology updates w e re firs t ch o ice, w ith m a n a g e m e n t second. 68.0 % said they w anted to take courses in their re­ gion; 50.5% at their ow n institution, and 41.9% at their local chapter meeting, as opposed to 31.5 % at an ALA Conference. Although 62.5% expressed a preference to learn in a classroom setting, the re­ spondents w ould consider the following off-site de­ liv e ry fo rm a ts: v id e o ta p e 4 0 .5 % ; c o m p u te r- assisted in s tru c tio n , 3 4 .2 % ; courses by m a il, 27.5% ; and interactive video disk, 26.6% . A total of 56.3 % supported their continuing education by a com bination of personal and em ployer funds. Prim ary m otivation for taking a CE course was to update skills; and 31.5% w ere interested in a cer­ tificate program . •o n e course was offered jointly w ith the N orth­ ern Illinois U niversity in C hicago in F eb ru ary , w ith 51 participants. More courses are planned for FY 1988. • T h r e e H um anities Program m ing Workshops w ere carried out: in O rlando, Florida, in Novem­ b er; in T ucson, A rizona, in F e b ru a ry ; an d in O m aha, Nebraska, in April. There w ere 108 p a r­ ticipants in all. In its three years of funding from N E H , the program has led to 23 successful NEH proposals, and several m ore to state hum anities councils. Sandy Donnelly carries m ajor responsi­ bility for the education and N EH program s. •M a jo r program s at the San Francisco confer­ ence included: President’s Program: Academic Colleagues in Concert, w ith adm inistrators, librarians, and fac­ u lty m em bers discussing th e ir relatio n sh ip s on campuses. C LS discussion groups on faculty/librarian rela­ tions, budgeting, netw orking, standards, m icro­ com puters, docum ent delivery, and other topics. A u d io - V is u a l C o m m i t t e e ’s p ro g ra m on l i ­ braries, com puters, and AV units and how they m ight be integrated. CJCLS Megabytes w ithout Megabucks, on the use of inexpensive machines w ith lots of bang for the buck. LPSS joint program w ith SRRT on alternative sources for public policy. SEES program on acquisitions by exchange. Bob Balay, of the Choice staff, appeared on a panel discussing reference book reviewing. STS on Artificial Intelligence. BIS L earning to Teach program , followed by th e ir te n th a n n iv e rsa ry c e le b ra tio n . Also c o ­ sponsored by BIS was the session on subject au th o r­ ities in the online environm ent. T he last W o m e n ’s Studies Discussion Group p ro ­ gram (they are now a section) on in fo rm a tio n about w om en of color. ULS panel discussion on the politics of coopera­ tion. RBM S annual preconference; also a program on the book arts in the Bay area. C a th le e n B ourdon is th e staff m e m b er w ho works closely w ith Sections and Com m ittees on their program m ing activities. •D u rin g the year, the C h ap ter visits program supported eight visits by ACRL officers or staff to chapters, as follows: O ctober 3, Ohio C h ap ter, Segal; O ctober 16, M innesota C h a p te r, R ad er; O cto b er 23, O re ­ gon/W ashington C h ap ter, Segal; November 14, A labam a C hapter, Hogan; April 2, New Mexico C h a p te r, H ogan; April 24, eight-state regional m eeting, Bourdon; April 24, Iow a C h ap ter, Eus- ter; July 31, Colorado C hapter, Segal. E m m a Miller (Alia Al-Taqi) is in charge of chap­ ter activities. •A C R L presented the following awards: A cadem ic or Research Librarian o f the Year: D uane W ebster. M iriam B. D udley Bibliographic Instruction L i­ brarian o f the Year: E van Ira Farber. M artinas N ijh o ff International W est European Specialist Study Grant: Michael Albin. S a m u el L a ze ro w F ellow ship: M a rg a re t A nn Johnson. IS I Doctoral Dissertation Aw ard: Ling Hwey Jeng. Oberly Aw ard: Jacqueline A. Ashby and Stella Gomez. R B M S E x h ib itio n C a ta lo g u e A w a rd s: Jo h n C arter Brown L ibrary; H oughton L ibrary, H a r­ vard University; University of M ichigan L ibrary; H onorable Mention: H oughton L ibrary, H arvard University; Princeton University L ibrary: South­ ern M ethodist University L ibrary; N ational Ar­ chives and Records A dm inistration; University of Toledo L ibrary; Kent State University; and the University of V irginia Library. The staff m em ber w ith responsibility for aw ards is M ary Ellen Davis. II. Enhance libraries’ capacity to serve users. • T h e Ad Hoc C om m ittee on Perform ance M ea­ sures identified twelve m ajor areas of measures, w h ich w ere refin ed by c o n su lta n t N ancy V an House. An RFP seeking an author for an O u tp u t M easures M anual, was presented to th e ACRL Board for their approval at the San Francisco C on­ ference. M ary Ellen Davis worked closely w ith the C om m ittee on this effort. •3 ,9 9 7 copies of ACRL standards w ere distrib­ uted free upon dem and. Copies of the new College L ibrary Standards w ere m ailed to all accrediting bodies. D aw n Jacobson handled standards distri­ bution. • T h e ULS University L ibrary Standards C om ­ m ittee continued to hold hearings and prepared a first d raft of its work. • F u rth e r work was done to test the possibility of ACRL’s becom ing a m ajor collector of statistics about academ ic libraries. The Academic L ibrary Statistics C om m ittee carried out the survey of non- ARL university libraries and tested a questionnaire developed w ith the collaboration of the U.S. D e­ October 1987 / 569 partm ent of Education’s Center for Education Sta­ tistics (CES). The questionnaire, which closely fol­ lows the IPEDS form, proved very successful. The Committee believes it would be possible for ACRL to collect data for a large universe of academic li­ braries and make it possible for libraries to have comparable data more frequently than every four years, as now planned by OMB. The cost of such a product is high. The ACRL Board authorized the Committee to seek funding for a field test of all aca­ demic libraries. Mary Ellen Davis has carried out much of the work on the pilot project and preparation of a ven­ dor information request and on the publication emerging from the activity. •T h e Andrew Mellon Foundation has agreed to provide $20,000 to fund a planning project aimed at determ ining w hat ACRL might do to help sup­ port libraries in Historically Black Colleges and Universities. III. Advocacy •A C R L has been successful in establishing sev­ eral strong links w ith higher education associa­ tions. The Executive Director served on the Advi­ sory C om m ittee to the Regional Symposium on Campus Inform ation Systems, sponsored by the Association of American Colleges and OCLC. The first of three was held in June in Alexandria, Vir­ ginia. Eight colleges were selected to participate after 33 subm itted proposals. •T h e National Association of College and Uni­ versity Business Officers (NACUBO) has agreed to an exchange of articles in C&RL News and The Business Officer. • AAUP and ACRL will work together on one or more workshops for librarians and faculty mem­ bers. •A response to the AASCU report, To Secure the Blessings of Liberty has been drafted by Ar­ temis Kirk and forwarded to AASCU as a begin­ ning to a cooperative relationship. •Sharon Rogers has continued to serve on the AAHE Committee preparing a m anual for recruit­ ing top academic adm inistrators, including library directors. •R onald Epp, Choice m anaging editor, and I authored a response to the ACLS survey of schol­ arly communication. This appeared in the Febru­ ary issue of C&RL News. •T w o mailings on im portant legislative issues were prepared by the ACRL Legislation Com m it­ tee and the ALA W ashington Office and were mailed to members by ACRL staff. •S ta ff has cooperated w ith the ACRL Task Force on Fundraising and the LAMA Fund Raising and Financial Development Section in developing a proposal for an ALA Fundraising Clearinghouse. IV. Publications and Research. It seems trite to record the regular publication of serials, but it is a considerable achievement to note th at in FY 1987, ACRL has published, in a timely fashion: 11 issues of C&RL News; 11 issues of Choice; 6 issues of C T R L ; 2 issues of RBML; 3 issues of Chapter Topics; and 22 issues of Section Newsletters. Work on autom ating the Choice operation has resulted in selection of the PL W. Wilson Co. as the vendor. Conversion will take place in FY 1988. Books fo r College Libraries, 3d edition, is near­ ing completion. It will be published early in 1988. Mary Ellen Davis is in charge of non-serial p u b ­ lications. Non-serial publications this fiscal year in­ clude: ACRL staff profile Sandra Donnelly, ACRL’s continuing education officer, has been on the ACRL staff for two and a half years. Donnelly’s main responsibilities include developing and coordi­ nating the CE courses, coordinating workshops for the NEH grant th a t ACRL shares w ith the Public Library Associa­ tion, and m anaging the exhibits for ACRL’s n a­ tional conferences. In ad d itio n to those three main areas of re­ sponsibility, Donnelly is u n d e r a c o n tra c tu a l agreement w ith PLA to Sandra Donnellym an ag e th e ir exhibits for their 1988 national conference. Before coming to ACRL, Donnelly was w ith the College of DuPage, Illinois, where she was m an­ ager of the Health and H um an Services program. Her position focused on outreach to community in­ stitutions, organizations and agencies with the goal of cooperative continuing professional education for health and hum an service professionals. D uring the time Donnelly has been w ith ACRL there has been a shift of focus in the CE program from only offering courses at ALA and ACRL con­ ferences to offering courses cooperatively on the lo­ cal level. ACRL began local presentation programs in November 1985. They have grown from 12 pro­ grams in FY 1986 to over 20 programs in FY 1987. Donnelly is also cooperating w ith Northern Illi­ nois University and the University of Wisconsin on regional programs. She has initiated cooperative program m ing w ith ALA’s Library Administration and M anagem ent Association for FY 1988 and 1989. This year ACRL’s CE program will be reshaped to align the CE offerings more closely w ith mem­ ber needs and ACRL resources. ■ ■ 570 / C&RL News • Periodicals in College Libraries: CLIP Note #8; • A C R L University Library Statistics 1985-86 and 1986 “100 Libraries” Statistical Survey; • Managing Student Workers in College L i­ braries: CLIP Note #7; • Printing and Publishing Evidence: Thesauri fo r Use in Rare Book and Special Collections Cata­ loguing; • Library Instruction Clearinghouses .1986: A Directory; • Library Statistics o f Colleges and Universities, 1985: National Summaries, State Summaries, In ­ stitutional Tables. George Eberhart is editor, Gus Friedländer as­ sistant editor of C &R L News; C&RL and RBM L have volunteer editors: Charles Martell and Ann Gwyn. Alia Al–Taqi produces Chapter Topics. Gus Friedländer is responsible for Section News­ letters. P a tric ia Sabosik is ed ito r and p u b lish er of Choice; and Virginia Clark is editor of Books for College Libraries. B. Strategic Management Directions. This part of the plan contains 7 statements regarding the management of ACRE. While they are very gen­ eral, they do constitute a way of categorizing much of the administrative work of the Division. 1. Development. •P lanning activities have included a staff re­ treat in September, Midwinter Meeting discussions by committees, sections, and Chapters Council, and the development by staff of a draft of the first annual planning document. Several new projects began to be developed, including a research work­ shop, planning workshop, and faculty/librarian workshops. 2. Finances. •A LA ’s new chart of accounts has been used to prepare the 1988 budget. The first financial orien­ tation was held for the Board and Budget and Fi­ nance Committee. The Budget and Finance Com­ mittee, jointly with the Planning Committee are working on a policy for allocating surplus funds. •A C R L ’s financial condition rem ains very strong. Generous fund balances have allowed the division to absorb the impact of accrual accounting w ithout imperiling the ACRL 6-month “reserve” fund. The anticipated fund balance at the end of FY 1987 is $585,865. •F inancial reports have been presented regu­ larly to the Budget and Finance Committee and the Board. 3. Personnel. •Staffing at Headquarters has stabilized, with only one turnover this year. Vivian H unter left ACRL in December. Sheryl Stephens became ad­ m inistrative assistant in February. Senior staff meetings were initiated in the fall and have pro­ vided a forum for sharing information, giving and receiving assistance w ith operational problems, and participating in management decisions. •A n exciting new activity is the quality circle implementation. We first became aware of q .c.’s in some of Charles Martell’s writing. We looked into the movement and made a commitment to have a staff member trained, which took place in the spring. Our “zero meeting” was held in May an d im p le m e n ta tio n w ill b e g in —on a n o n ­ m andatory basis—in the fall. •T h e ACRL staff is very strong. They have ex­ perience in running the Association and each has expertise in specific areas. As a division, ACRL is very lucky to have enough staff to carry out a large num ber of projects, and staff members of high quality, who are all aware of the ACRL overall program and able to assist members when they call, write, or meet them in person. Communica­ tion with Choice staff has included monthly meet­ ings, alternately in Connecticut and in Chicago (or at Midwinter Meeting and Annual Conference). 4. Membership. •R a te of growth has slowed appreciably and ACRL must look at new strategies for recruiting and retaining personal and organizational mem­ bers. ALA–wide plans for increasing organiza­ tional membership are attractive and ACRL might be able to participate in them. 5. Leadership. •O rientation programs have been initiated for the Budget and Finance Committee and for all new committee and section chairs. The first orientation took place in San Francisco. ACRL leaders receive a regular update of Association activities. 6. A L A collaboration. •A CRL staff members have served ALA on sev­ eral committees, including the Staff Association (C. Bourdon, President, S. Donnelly, floor rep., M.E. Davis, Personnel Subcommittee); Job Evalu­ ation Committee (C. Bourdon); D ata Processing Steering Committee (J. Segal); staff team for Plan­ ning Committee (J. Segal); Team on Business Plan (J. Segal); an d Pre-P ress C o m m itte e (G. Eberhart). •W e published a comparison of the ALA and ACRL plans to indicate similarity of goals. 7. Headquarters. •S taff has been rather crowded since we in­ creased the number (not FTE) of staff last year. Re­ cent acquisition of new computer equipment has upgraded our ability to produce documents and do analysis, but has further cramped the staff. The new equipment was selected to offer compatibility w ith ALA systems, in clu d in g th e M cD onnell Douglas membership and finance systems (DMG), the ALA Publishing Pre-Press System, and poten­ tially the W ang System. • W e have used H eadquarters as a m eeting place for the Executive Committee, Academic Li­ brary Statistics Committee, Cincinnati Planning Committee, Fundraising Clearinghouse Planning Group, and informal meetings with individual of­ ficers and members. •ALANET has been used for communication. October 1987 / 571 Conclusion ACRL has h ad another good year. P ro g ram m at­ ically, several new ideas are under developm ent. T h e stre n g th of m e m b e r c o m m itm e n t, w h ich drives th e organization, is excellent and we can look forw ard to another good year. ■ ■ ★ ★ ★ News from the field) Acquisitions • Bennington College, V erm ont, has received more th a n 2,000 works on th eater, including plays, historical studies, critical works, and other texts, from the estate of the late E d w ard T. Kirby. Kirby, who died in 1985, was a noted playw right and the author of Ur-drama: The Origins o f Theater. The collection includes works on G reek an d R om an theater; m edieval dram a; T udor dram a; Chinese, Siamese and In d ian dram a; and rare volumes on the Japanese Noh theater. There are also a num ber of im portant works by im p o rtan t Russian direc­ tors, playw rights and d ram a theorists as well as a u ­ thoritative histories and reference works. Among notable foreign works is Les voies de la creation theatrale, a survey of plays, theatrical essays and photographs edited by Denis Bablet. • The University of Illinois a t Chicago has re- ceived the archives of the annual In tern atio n al D e­ sign Conference at Aspen (IDCA). T he brainchild of W alter Paepcke, head of C ontainer C orporation of America, IDCA was inagurated to Provide a fo­ rum for designers to engage in discussions of the quality of design and the relationship design has w ith business an d to exchange ideas w ith th e ir peers from around the w orld. The ID CA archive preserves the papers and presentations of a large num ber of internationally know n designers and businessmen including Ivan Cherm ayeff, Charles Eames, R. Buckminster F uller, Gyorgy Kepes, and F rank Stanton. Over the years, Chicago designers, including Robert H u n ter M iddleton, Bruce Beck, Jay D oblin, M orton Goldsholl, Albert Kner, John Massey, H e rb e rt Pinzke an d D eF orest Sackett, have h ad m ajor involvement. Among the m aterials in the archive are the official records of each con­ ference, from th e first in 1951 on “D esign as a F unction of M anagem ent” through the most recent in 1987 on “Success and F a ilu re .” In the collection are copies of papers presented, transcribed confer­ ence records, tape recordings of meetings, corre­ spondence, and a w ide range of graphic m aterials produced in conjunction w ith the conference. Grants • T he Association of Research L ibraries, Wash- ington, D .C ., has received a $45,000 grant from th e C ouncil on L ib ra ry Resources to conduct a th ird Institute on Research Libraries for L ibrary an d In fo rm atio n Science F aculty. T he in stitu te will be held in the sum m er of 1988, w ith 12 faculty participating. Previous institutes w ere held in 1984 and 1986, at w hich librarians and library and u n i­ versity adm inistrators joined library educators in studying the forces th a t influence the cu rren t and fu tu re conditions of research libraries. T he 1988 in ­ stitute will concentrate on the library school curric­ ulum as it relates to research libraries. • D alhousie University, Halifax, Nova Scotia, and Acadia University, W olfville, have each re­ ceived a $30,000 grant from the Social Sciences and H um anities Research Council of C an ad a to sup­ p o rt their specialized research collections in strate­ gic studies. T he funds have been provided to p u r­ chase m icroform collections of docum ents and reports in th e fields of diplom atic history, in te rn a ­ tional relations, m ilitary affairs and arms control. D alhousie’s m ajo r acquisitions w ill be of post- W orld W ar II records of U.S. governm ent agencies involved in m ilitary and diplom atic planning, such as the Joint Chiefs of Staff and the departm ents of Defense and State. A cadia’s acquisitions will be of a sim ilar n atu re b u t will concentrate on the pre- W orld W ar II period. • H ofstra University, H em pstead, New York, has received $3,000 from th e New York State Dis­ cretionary G ran t Program for the Conservation/ Preservation of L ib rary Research M aterials. The grant will be used for the deacidification, restora­ tion, encapsulation, m icrofilm ing and cataloging of the holdings of the M acready/M eyer T heatrical C ollection, a com b in atio n of books, h andbills, playbills, m anuscripts, and correspondence re la t­ ing to the career of British Shakespearean actor W illiam Charles M acready (1793-1873). Among the items are those w hich concern the infam ous As­ tor Place Riots of 1849, sparked by the rivalry be-