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Tuesday, November 7 • 9:00am - 12:00pm
Developing a Weighted Collection Development Allocation Formula

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Registration Cost: $150

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This practical workshop is geared primarily toward librarians who are looking for ways to optimize their limited collection development budgets and/or are revisiting their allocation procedures with an eye toward distributing funds to their various academic disciplines or departments in a more equitable and justifiable way.

Bailey, Creibaum, and Holloway will address the process of creating a weighted allocation formula similar to the one used for over 15 years at Arkansas State University. The presenters will introduce attendees to the skills and resources needed to manage their own Excel spreadsheet-based allocation formula.

The use of weights applied to each factor is a central feature of this formula. Potential factors may include the number of degrees awarded in each program, departmental semester credit hour production, the number of faculty in each department, and the average cost of resources in each discipline, among others.

Participants who bring their tablets or laptops will be able to download and work with a fully functioning simplified version of the Excel formula during the session.

The presenters will discuss various reasons an allocation formula might need to be changed and demonstrate how their basic formula can be modified to utilize the criteria relevant to other institutions. Real-time examples will be used to show how seemingly small changes in the formula can produce major changes in results.

avatar for Jeff Bailey

Jeff Bailey

Library Director, Arkansas State University
A native of Dayton, Ohio, Jeff Bailey was appointed Director of the Dean B. Ellis Library of Arkansas State University in 2012 after leading the library for three years in an interim capacity. In his academic library career, Jeff has held positions in both public and technical services... Read More →
avatar for Linda Creibaum

Linda Creibaum

Acquisitions and Serials Librarian, Arkansas State University
Linda Creibaum is Acquisitions and Serials Librarian at Arkansas State University, where for the last 15 years she has been fascinated at the change in library resource formats and the nature of the “problems” she solves in her work day. Linda has worked in a variety of library... Read More →

Star Holloway

Collection Management Librarian, Arkansas State University
Star is the Collection Management Librarian at the Dean B. Ellis Library. She received her M.S. in Information Science from the University of Tennessee-Knoxville and her Bachelor’s Degree in Finance with an emphasis in banking at Arkansas State University.

Tuesday November 7, 2017 9:00am - 12:00pm EST
Salon I, Gaillard Center 95 Calhoun Street, Charleston, SC 29401