ACRL News Issue (B) of College & Research Libraries 304 / C‹bRL News A C R L ’s 1 9 8 8 / 8 9 b u d g e t By JoAn S. Segal Executive Director, A C R E How w ell A C R L perform ed last year. E very year for the past four years in these pages, I have presented to th e m em bership the ACRL budget for the current fiscal year, together w ith the preceding year’s financial report. Again, I report in term s of the ACRL Strategic Plan, w hich drives the program of the Association and is supported by its financial structure. T he Mission of ACRL is to foster the profession of academ ic and research librarianship and to en­ hance the ab ility of academ ic a nd research li­ braries to serve effectively the needs of current and potential library users. Its Coals are: • to contribute to the total professional develop­ m ent of academic and research librarians; • to enhance the capability of academ ic and re­ search librarians to serve the needs of users; • to prom ote and speak for the interests of aca­ demic and research librarianship; • t o prom ote study, research, a nd publication relevant to academ ic and research librarianship. T he 1987-88 year moved the Association along ACRL Programs (including Choice), FY 1989 R evenue E x p en ses Other ACRL April 1989 / 305 Revenue, FY 1989 Workshops 32% Expenses, FY 1989 Workshops 27% 306 / C&RL News in carry in g o u t these goals, b u t it w a s only w ith th e present year t h a t A C R L a d o p te d a n a n n u a l o p e ra t­ ing p la n laying o u t th e y e a r’s activities in term s of th e long-range p la n . W o rk on th e AC R L F in a n cia l P la n is pro c ee d in g w ell a n d th e in te n tio n of th e A C R L P la n n in g C o m m itte e a n d th e B udget a nd F in a n ce C o m m itte e is to c re a te a n n u ally a d ocu­ m e n t, th e A n n u a l O p e ra tin g P la n a n d B u d g e t, w h ic h w ill in c o rp o ra te th e activ ities of A C R L p lan n e d fo r th e y e ar, to g eth e r w ith th e resources needed to c a rry o u t th e p la n , th u s show ing ho w th e S trategic P la n a n d th e F in a n c ia l P la n provide a b a ­ sis for ru n n in g th e Association. Sources o f revenue In c o m p a rin g a c tu a l p e rfo rm a n c e for 1988 w ith th e b u d g e t, w e c a n see t h a t revenues w e re $18,000 less th a n b u d g e te d . A n e rro r in th e b u d g e t in d i­ c a te d w e w o u ld receive $26,000 in rev en u e from th e C in c in n a ti C onference in 1988, b u t u n d e r ac­ c ru a l acc o u n tin g p rocedures, a ll revenue received in ad v an c e of th e conference w ill b e recognized a t th e tim e it is h eld. R evenue increased slightly in m em b e rsh ip dues; m em b e rsh ip increased by 1.4% a n d dues h a v e n o t c h anged in six years. T his is th e th ir d y e a r of re la tiv e ly fla t m em b ersh ip . R evenue REVENUE FY 1988 FY 1988 FY 1989 Sources of R evenue B udget A ctual B udget M em bership dues $265,500 $257,626 $252,030 O th e r $500 $0 $0 Advisory $900 $0 $0 A w ards $5,500 $1,337 $6,120 Jobline $2,700 $3,675 $3,000 S u btotal $275,100 $262,638 $261,150 P u b licatio n s C hoice $1,339,494 $1,362,040 $1,373,270 C ‹bR L $116,621 $98,438 $101,950 C b R L N e w s $181,795 $216,273 $198,045 R are Books b Mss. L ibnshp. $17,696 $61,710 $17,420 Fast Job L istin g Service $4,965 $196 $3,780 Section N ew sletters $0 $400 $180 N o n p e rio d ic al Pubs. $38,925 $12,372 $50,230 B ooks f o r Coll. L ib s., 3d ed. $4,250 $3,965 $30,380 C h a p ter Topics $0 $0 $0 S u btotal $1,703,746 $1,755,394 $1,775,255 C onferences & W orkshops C o n tin u in g E d u c a tio n $43,050 $33,875 $54,270 N a tio n a l (86, 89) $26,000 $0 $283,740 Pre- & Postconferences $51,600 $51,809 $17,760 W ESS F lo re n ce C onference $19,250 $27,065 $0 T eleconf erences $0 $0 $0 RBMS C a m b rid g e Conf. $0 $0 $0 P la n n in g W orkshops $0 $0 $0 Subtotal $139,900 $112,749 $355,770 F u n d e d Projects N E H Project $50,731 $53,129 $22,960 H B C U M ellon Project $23,233 $13,145 $0 N E H /H B C U P roject $0 $0 $36,980 O u tp u t M easures $0 $0 $0 P la n n in g W orkshops $0 $0 $30,590 S u btotal $73,964 $66,274 $90,530 T o ta l Revenue $2,192,710 $2,197,055 $2,482,705 C hoice R evenue $1,339,494 $1,362,040 $1,373,270 T o ta l R evenue w ith o u t C hoice $853,216 $835,015 $1,109,435 A pril 1989 / 307 EXPENSE FY 1988 FY 1988 FY 1989 O b ject of Expense B udget A ctual B udget M em bership Activities M em bership Services $25,928 $19,438 $22,090 E xecutive C o m m . & B oard $54,568 $60,264 $44,080 Statistics $0 $2,011 $16,270 Advisory $27,129 $13,712 $27,330 S tan d ard s $6,778 $5,433 $7,070 Discussion G roups $2,397 $1,411 $1,870 A w ards $6,293 $10,165 $11,150 C h a p te rs $54,213 $33,243 $50,030 C om m ittees $53,386 $56,069 $54,810 Sections $45,518 $34,567 $45,650 Jobline $1,539 $2,020 $1,510 Special G ra n ts F u n d $0 $0 $19,500 O u tp u t M easures M a n u a l $0 $17,454 $24,790 S u btotal $277,749 $255,787 $326,150 P ublications C hoice $1,235,224 $1,187,288 $1,353,560 C ir R L $102,784 $97,042 $107,790 C ir R L N e w s $176,559 $208,691 $205,070 R are Bks. ir Mss. L ib n sh ip . $16,468 $17,870 $18,370 Fast Job L istin g Service $2,909 $4,779 $4,140 Section N ew sletters $19,032 $27,404 $25,990 N onperiodical Pubs. $40,670 $38,949 $28,100 Books f o r Col. L ib s., 3d ed. $13,413 $16,056 $5,280 C h a p ter Topics $2,120 $1,096 $3,170 S u btotal $1,609,179 $1,599,175 $1,751,470 C onferences & W orkshops C o n tin u in g E d u c a tio n $38,701 $42,134 $50,770 N a tio n a l (86, 89) $51,774 $57,292 $207,070 Pre- & Postconferences $52,407 $37,081 $21,900 W ESS F lorence C onference $19,227 $32,100 $0 T eleconferences $0 $0 $0 RBMS C a m b rid g e C onf. $0 $0 $19,040 P la n n in g W orkshops $0 $0 $0 Subtotal $162,109 $168,607 $298,780 F u n d e d Projects N E H P roject $50,731 $55,079 $22,960 PL A P roject ($8,000) $0 $0 H B C U M ellon P roject $23,233 $18,158 $0 N E H /H B C U P roject $0 $0 $36,980 O u tp u t M easures $0 $0 $0 P la n n in g W orkshops $0 $0 $30,590 S u btotal $65,964 $73,237 $90,530 C hoice!A C R L allocation $0 ($232) ($2,000) T o ta l Expenses $2,115,001 $2,096,574 $2,464,930 C hoice Expenses $1,235,224 $1,187,288 $1,353,560 T o ta l Expenses w ith o u t Choice $879,777 $909,286 $1,111,370 N et ($26,561) ($74,271) ($1,935) 308 / C&RL News from conferences a n d workshops w e n t up d ra m a ti­ cally as th e result of th e WESS Florence C onfer­ ence a n d tw o successful preconferences. Objects of expense Expenses for sections, chapters, a n d com m ittees dropped as w e m oved th e section new sletters to the publications a rea of th e re p o rt. Advisory services expenses w ere low er because staff m em bers in te n ­ tionally reduced their pu b lic a tio n and speaking ac­ tivity for th e year. T h e first p a r t of th e O u tp u t Measures M anual w as funded. All expenses, in­ cluding staff costs a nd a share of ACRL general ex­ penses, w ere allocated to program s. Plans for 1988/89 T h e 1989 O p e ratin g P lan includes these activi­ ties: •Professional developm ent: A C R L ’s Fifth N a­ tional Conference, C incinnati; continuing educa­ tion courses at C incinnati, D allas, a n d as local pre­ s e n ta tio n s ; a n RBM S P re c o n fe r e n c e ; an A ccreditation Preconference; a nd the final N E H H u m a n it i e s P r o g r a m m i n g W o rk s h o p in th e A C R L /PL A series. •E n h a n c in g library service capability: the His­ torically Black College a nd U niversity Planning P roject w ill in clu d e a special N E H H u m an ities P ro g ra m m in g W o rk sh o p fo r H BCU s a n d th e ir com m unities, th e preconference m entioned above, and a statistics collection activity. T he University L ib ra ry S tandards will be com pleted. •L iaison: T he B oard a nd Presidents Boissé and M offett selected as th e them e for 1989 a nd 1990 the strengthening of relations betw een academ ic li­ b r a ri a n s a n d a c a d e m ic a d m in is tr a to r s . T ask Forces w ere appointed to consider lib ra ry school c urriculum , re cru itm e n t of underrepresented m i­ n o ritie s, a n d p a ra p ro fe ssio n a ls in a c a d e m ic li­ braries. •P ublishing: Books fo r College Libraries, 3d edition, will be d istributed in a variety of form ats. T he A ccreditation M anual f o r A cadem ic Libraries and th e 1988 N o n -A R L University L ibrary Statis­ tics w ill be published. Also in 1988, the first set of Special G ra n ts are being im plem ented u nder th e process set up last year for allocating “surplus fu n d s,” by w hich is m e a n t u n a n tic ip a te d n e t re v en u e . F o r several years, AC R L y e ar-e n d p e rfo rm a n ce w as b e tte r th a n expected, b u t th e re was no m echanism for in­ c o rporating the u n a n tic ip a te d excess in to the cur­ re n t year’s op eratin g budget. T he Special G rants F u n d goes into effect in any year w h e re the fund balance exceeds th e m a n d a te d reserve. In 1988, $19,500 is allocated for projects receiving those aw ards. In 1989, th ere w ill not be a d istribution of such funds, since perform ance did n ot exceed the budget. In c o m paring th e 1988/89 b u d g e t w ith th a t for last year, it can be seen th a t Choice continues to be the single largest p a r t of th e overall budget, ac­ c o u n tin g for 62% of to ta l A C R L revenues a n d 57 % of expenses. T he pie ch arts of revenue a nd ex­ pense w ith o u t Choice show dues a t 23 % of reve­ nues. This low ered p ercentage occurs because rev­ enues are m uch h igher in this N ational Conference year. Basic m em bership activities, w hich are in th eo ry supported by dues, account for 29 % of ex­ penses. Publications are 36 % of revenues a n d 36 % of expenses; of th is, 27% of revenues a re from C ír R L and C ir R L News-, 28% of expenses are for these tw o periodicals. F un d ed projects a re b u d g ­ eted at 8% of revenues and expenses; conference a n d workshop revenues are 32% of revenue and 27 % of expenses. Fund balances U nder th e accrual system begun Septem ber 1, 1987, th e AC R L a n d Choice fu n d balances are as show n in the tab le below . Reserves T he A CRL B oard has set as a goal for ACRL and for Choice the m ain ten a n ce of a reserve fund equal to 50 % of the average o p eratin g expenses over the preceding th ree years. These reserves are required for em ergency expenses for e ither th e division or th e m a g a z in e . I n th e case of th e div isio n , th e a m o u n t is only slightly greater th a n th e cost of a n a ­ tional conference. ALA is considering re quiring di­ visions to have in reserve an a m o u n t equal to the cost of activities such as natio n a l conferences, to avoid d ra w in g on ALA general funds in advance of th e activity. In th e case of Choice, it is good busi­ ness p ractice to m ain tain a reserve fund of a t least 6 m onths’ expenses. T he Budget and F in an ce C om m ittee took ex­ trao rd in ary pains to p re p are a b a lanced budget for 1989, b u t doing so w as difficult, involving th e need to refuse requests fo r funding of several deserving section and com m ittee projects. K eeping th e a n ­ nual budget in b a lance has becom e increasingly difficult. To help deal w ith this, the Budget and F i­ nance C om m ittee recom m ended and th e Board approved the a p p o in tm en t of a Financial D evelop­ m ent Task Force to help identify additional sources of revenue. Fund Balances under Accrual System Begun at End of FY 1987 8/31/87 8/31/88 8/31/89 Est. ACRL $497,697 $423,426 $421,491 Choice $529,027 $703,779 $723,489 A p ril 1989 / 309 In this issue of C& RL N ew s, L inda Piele sets forth the Budget and Finance Com m ittee’s argu­ m ent for increasing the dues and urges m em bers to vote in favor of the increase. I hope this budget a rti­ cle will provide you w ith the inform ation you need to m ake your decision. ■ ■ ACRL continuing education courses at ALA Annual Conference in Dallas T he Association of College a nd Research L i­ braries will sponsor continuing education courses a t the ALA Annual Conference in Dallas this sum ­ m er. T he courses are designed to provide academ ic librarians an opportunity to enhance their profes­ sional developm ent, acquire new knowledge and skills, and u p date existing competencies. ACRL continuing education courses are taught by library practitioners well known for their expertise in spe­ cific areas. T he courses w ill be given in the Dallas C onven­ tion C enter on Friday, June 23, im m ediately be­ fore ALA A nnual Conference. Refreshments will be provided a t breaks, b u t participants will be re­ sponsible for their ow n lunches. ACRL m em bers receive a 30 % discount on fees. W ritten notice of cancellation received by May 26, 1989, will be honored subject to a $15 cancel­ lation charge. No refunds for cancellations will be given after May 26. ACRL preconference courses R e g i s t r a t i o n F orm YES, I w ant to plan for success. Register me for the following course(s): C E N um ber Course Title Course Fee Name (write name as it should appear on badge)___________________________________ T itle ______________________________ Institution __________________________ .____ Address______________________ C ity _____________ S tate________Zip ____ ________ Please check o n e :___ ACRL Member (Member N um ber)__________ ___ Non-member Payment Information _____Yes, we will take advantage of the multiple registration dis­ count of 20% . All registration forms are enclosed. Total Course Fee(s) $_______________ _____Check enclosed _____Charge my account _____Please bill me _____Visa _____ American Express Signature________________________________________ Acct. #________________________ E x p ._____________ Mail to: ACRL-Continuing Education, 50 East Huron Street, Chicago, Illinois 60611-2795. 310 / C&RL News a re offered on a cost recovery basis a n d m ay be c a n ­ celled if th ere is insufficient re gistration. If a p re ­ conference course is cancelled, A C R L c a n n o t be re­ sp o n s ib le fo r c a n c e lla tio n o r c h a n g e c h a rg e s assessed by airlines o r trav e l agencies. A certificate of com pletion for each course w ill be issued. E v ery successful com pletion o f 10 hours of con tin u in g ed u ca tio n is e q u al to one C o n tin u in g E d u c a tio n U n it (CEU ). A C R L m ain tain s a C E U reco rd for each p a rtic ip a n t. T h ere are tw o w ays to register: 1) to register by p hone, call (800) 545-2433— in Illinois, (800) 545- 2444—o r (312) 944-6780; 2) to register by m ail, com p le te th e re g is tra tio n form o n th e previous page a n d re tu rn it to ACRL. C o n firm a tio n s w ill be se n t w ith in fo rm a tio n a b o u t th e location. M u ltip le R egistration D iscount fo r staff from the sam e institu tio n a n d registering a t th e sam e tim e. T h e first course (higher-priced course) w ill b e the re g u la r price, w ith a d d itio n a l registrations 20% off. Please photocopy th e form for m u ltiple regis­ trations. Please share this w ith a colleague! If you h ave a n y questions, c o n ta c t A CRL /A L A , 50 E . H u ro n S t., C hicago, IL 60611-2795; or call (800) 545-2433. C E 012— STRESS M A N A G EM EN T FO R LIBRARIANS In this d ay of tig h te n in g fiscal policies, increas­ ing o u tp u t is one w a y to stre tc h y o u r b u d g e t. H o w ­ e v er, th is expected increase in o u tp u t increases stress fo r you a n d your staff a n d low ers efficiency. Stress can b e controlled! You can boost efficiency by developing effective a n d pro d u c tiv e w ays of coping w ith stress a n d re d u cin g th e possibility of b u rn o u t fo r you a n d your staff. You w ill le a rn to id entify sources of stress in y o u r lib ra ry ; u n d e r­ sta n d th e basic concepts, processes a nd dynam ics of stress a n d its effects; le a rn t h a t stress is n orm al; de­ velop m ethods of m o n ito rin g th e a m o u n t of bo th good a n d b a d stress; lea rn w ays you a n d others have of coping w ith stress; a cq u ire helpful infor­ m atio n to begin developing skills, tools, a n d tec h ­ niques for m an a g in g stress; a n d u n d e rstan d the role of th e supervisor a n d m an a g er in stress m a n ­ agem ent. T h e in stru cto r has ta u g h t a n d pra ctic e d lib ra rian sh ip for n e arly 20 years a n d on a recent one-year sa b b a tica l leave has studied th e p henom e­ non of stress in libraries. H e has w ritte n , published a n d presented workshops on this in teresting and useful topic. In stru c to r: C h a rle s A. B u n g e , U n iv e rsity of W isconsin-M adison. D ate: Ju n e 23, 1989, 9:00 a .m .-4 :3 0 p .m . Fee: AC R L m em bers, $95; non-m em bers, $135. C E U credit: .7. L im ite d to fir s t 100 registrants. C E 107— M A N A G IN G ST U D E N T W O RK ERS IN A C A D E M IC LIBRA RIES W ould you like to p u t less effort in to m anaging stu d e n t w orkers w h ile increasing th e ir p ro d u c tiv ­ ity? If you’ve h a d a t least one y e ar of experience m an a g in g stu d e n t w orkers, n o w is th e tim e to lea rn a d d itio n a l m a n a g e m e n t tec h n iq u e s a n d clarify y our position a n d th e n a tu re of th e stu d e n t w o rk ­ er’s role in th e academ ic lib ra ry . Discover th e im ­ p o rtan c e of th e selection a n d tra in in g process for fu tu re h a rm o n y and success b etw een supervisor a n d stu d e n t. L e a rn to a n tic ip a te a n d solve p ro b ­ lem s m ore easily a n d becom e a seasoned supervisor of stu d e n t w orkers. Instructor: M ichael D . K a th m a n , St. Jo h n ’s U ni­ versity. D ate: Ju n e 23, 1989, 8:30 a .m .-5 :0 0 p .m . Fee: AC R L m em bers, $95; non-m em bers, $135. C E U C redit: .8. L im ite d to fir s t 30 participants. C E 120— F IN A N C IA L AND C O ST A C C O U N T IN G F O R LIBRARIANS As a m a n a g e r you need to b e a b le to co m m u n i­ c ate w ith y our m anagem ents a n d external a u d i­ ences, using sta n d a rd financial term inology. F i­ n a n c ia l a n d c ost a c c o u n tin g c a n give you th e lan g u a g e to do this. In a d d itio n , it can help you m ak e b e tte r decisions by tea c h in g you how to d e ­ te rm in e th e cost of a lte rn a tiv e choices of action. You w ill be m ore persuasive w h e n p resenting r a ­ tio nally doc u m e n ted arg u m en ts ra th e r th a n em o­ tio n pleas for su p p o rt. L ib ra ry m anagers b o th new a n d experienced w ill lea rn to re ad a n d u n d e rstan d th e th re e sta n d a rd fin an c ia l sta te m en ts used by o r­ ganizations; be a ble to e v aluate su p p le m e n tary in ­ fo rm atio n such as th e a u d ito r’s o p inion, notes a nd schedules; lea rn to calcu la te a n d in te rp re t ratio analyses; u n d e rsta n d th e un d e rly in g principles of fu n d accounting; be a ble to d e te rm in e th e re la tio n ­ ship of th e fin an c ia l statem ents to th e o p e ratin g b u dget; a n d le a rn a m ethodology fo r calcu la tin g th e cost of lib ra ry services. Instructor: Julie Virgo, T h e C a rro ll G roup. D ate: Ju n e 23, 1989, 9:00 a .m .-5 :0 0 p .m . Fee: A C R L m e m b e rs , $ 95; n o n -m e m b e rs , $135. C E U C redit: .7. L im ite d to fir s t 30 registrants. C E 101— LIBRARIANS AS SUPERVISORS M anagers a re developed, n ot b o rn . W ould you like to becom e a m ore effective m an a g er? C a p ab le m anagers engender loyalty a n d m o tiv a te staff to hig h er levels o f perfo rm a n ce . A n effective m an a g e ­ ria l style is le a rn e d a n d developed. N ew m anagers a n d those e ager to im prove th e ir m an a g eria l skills w ill develop an aw areness a n d u n d e rstan d in g of c u rre n t m a n a g e ria l concepts a n d p ra ctic e s; in ­ crease self-aw areness of be h av io r a n d m anagerial April 1989 / 311 philosophy; develop a greater appreciation of the supervisor’s role and contribution to im proving l i ­ b ra ry perform ance; gain an understanding of the skills required for effective supervision; examine individual approaches to supervision in response to the needs and dem ands of p a rtic u la r situations. Instructor: L ea Wells. Date: June 23, 1989, 9:00 a .m .-5 :0 0 p .m . Fee: ACRL m em bers, $95; non-m em bers, $135. C E U Credit: .8. L im ite d to fir s t 35 registrants. C E 117—APPROACHES T O MANAGING T H E PRO RLEM PATRON H ave you ever h a d to in te rac t w ith individuals in your library w ho exhibit a nger, deviant activity or crim inal behavior? These “problem p a tro n ” situa­ tions can be stressful, em otional, tension-packed episodes in th e life of any library employee. This course will prep are you to a p proach these situa­ tions in a professional m anner. You w ill learn tech­ niques to reduce, elim inate or channel the anger a nd frustration som e lib ra ry users display. At the e nd of this course you should feel confident th a t you can approach these difficult situations, quickly determ ine the problem , a nd resolve th e situation in a m an n er acceptable to the p a tro n a nd th e library. Discussions w ill deal w ith specific public a nd tech­ nical service activities such as circulation, refer­ ence, acquisitions and cataloging. You will also learn strategies to deal w ith d e viant or crim inal be­ havior. You w ill receive m aterials a nd suggestions app ro p ria te to establishing a n effective security program in an academ ic library. B uilding check­ lists, staff m anuals, p a tro n awareness program s a nd legal considerations w ill be covered in p ra cti­ cal term s. Instructor: T hom as McNally, Loyola University of Chicago. Date: June 23, 1989, 9:00 a .m .-5 :0 0 p.m . Fee: A CRL m em bers, $75; non-m em bers, $135. C E U Credit: .7. L im ite d to fir st 40 registrants. ■ ■ N a tio n a l L ibrary W eek: A re y o u kid d in g? By Linda K. W allace Director A L A Public In form ation O ffice A presentation to A C R L ’s Public Relations Discussion Group at the 1989 A L A Midwinter Meeting in Washington. I t ’s a given th a t m ost people have high expecta- tions for public relations. W e PR people have done a great job of selling o ur ow n profession. T he A m erican L ib ra ry Association organized its Public Inform ation Office in th e mid-1970s, about th e sam e tim e th a t libraries all across the country