Guide to Management of the Information Resources Budget

by German, Lisa; Slight-Gibney, Nancy; Lambert, Dennis; Brown, Kathleen R.

• ISBN13: 9780810841321
• ISBN10: 0810841320
• Format: Paperback
• Copyright: 2001-05-23
• Publisher: Scarecrow Press

Summary

Guide to the Management of the Information Resources Budget assists librarians making information resources budget allocations and outlines general principles for the management of those allocations. It describes the character and function of the budget document, states allocation principles, presents an array of considerations and options for application to the local budget allocation process, and enumerates sources of information helpful to that process.

Table of Contents

Preface	v
Introduction	1	(1)
Purpose	1	(1)
Need	1	(1)
Intended audience and scope	2	(1)
Definition	2	(1)
Allocation principles	2	(2)
Allocations and institutional objectives	2	(1)
Clear, realistic, and rational method of allocation	3	(1)
Allocation by librarians	3	(1)
Broad-based participation in allocation	3	(1)
The allocation process	4	(6)
Planning	4	(1)
Forecasting and projecting	4	(2)
Selecting a budget structure	6	(1)
Choosing allocation criteria	7	(1)
Examples of allocation criteria typical of academic libraries	7	(1)
Examples of allocation criteria typical of public libraries	8	(1)
Examples of allocation criteria typical of special libraries	8	(1)
Examples of allocation criteria typical of school libraries	8	(1)
Choosing the allocation method	9	(1)
The information resources budget document	10	(2)
Purpose	10	(1)
Audience	11	(1)
General characteristics of an effective budget document	11	(1)
Preparation	11	(1)
Managing the encumbrance and expenditures of funds	12	(5)
Financial reports	12	(1)
Encumbrance levels	12	(2)
The flow of orders	14	(1)
Payment of invoices	15	(1)
Acquisitions department staffing levels	15	(1)
Financial requirements of the institution	15	(1)
Payment record retention	16	(1)
Record keeping and audits	17	(1)
The relationship between collection development and acquisitions	17	(2)
Needs of the bibliographer or collection development librarian	17	(1)
Needs of the acquisitions librarian	18	(1)
Budget evaluation	19	(3)
Institutional information	19	(1)
External cost information	20	(2)
Glossary	22	(3)
Bibliography	25