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Raising Spirits in this Tough Economy

First results from CIBER’s Global Library Survey David Nicholas (CIBER), Christopher Warnock (ebrary) and Mark Kendall (YBP Library Services)

Background

Background to the Charleston Observatory
CIBER Charleston Information Observatory 2009

Established Spring 2009, the Observatory: Is a research adjunct for the Conference, the medium by which some of the great ideas generated are turned into robust research projects. Provides continuity and build. Is a place where information experiments can be undertaken, where evidence can be collected in a robust and validated manner, and where diverse information communities can come together and share their data to the benefit of all. Promote international and cross-sector research collaboration; global problems require global solutions.

Background to this survey
CIBER Charleston Information Observatory 2009

This is the Observatoryʼs first project and it was chosen by a large panel of librarians. Have buy in from the commercial community and is cosponsored by Baker & Taylor’s YBP Library Services and ebrary®. More specifically the study: a) examines the changes that libraries are making, where budgets and resources are being focused and why; b) determine practical/positive things being done; and assist the community as a whole by increasing cooperation, share best (innovative) practice, and identify priorities.

Survey demographics

Survey demographics by sector Q1 Sector
CIBER Charleston Information Observatory 2009 (n=835 global, all sectors, percentages) University or college (public) University or college (private) Further education or community college High school or secondary school National library Government Public library Hospital Corporation (for profit) Corporation (not for profit) Other 1.0 5.3 2.4 5.5 2.0 1.6 5.4 6.3 6.9 24.1 39.5

Survey demographics by size Q2 Number of users
CIBER Charleston Information Observatory 2009 (n=744 global, all sectors, percentages) Less than 1,000 1,000-4,999 5,000-9,999 10,000-19,999 20,000-39,999 40,000-59,999 60,000-79,999 80,000-99,999 100,000-249,999 More than 250,000 1.6 1.1 1.6 2.8 4.2 14.5 15.9 17.2 16.7 24.5

Survey demographics by consortium Q4 Consortium membership
CIBER Charleston Information Observatory 2009 (n=532 academic libraries, worldwide, percentages)

Is your library a member of a consortium?

No 10.7%
Not sure 2%

Yes 87.2%

Survey demographics by authority Q5 Purchasing authority
CIBER Charleston Information Observatory 2009 (n=733 global, percentages)

What role do you personally play in major library purchasing decisions?
I make the final decision 41.5

I make formal recommendations

36.8

My views are sought informally

14.3

I do not play an active role

7.4

Survey demographics by region
55.3

Q6 Region

CIBER Charleston Information Observatory 2009 (n=589 academic libraries, percentages)

In which country are your main headquarters located?
34.2

10.5

USA

Canada

Rest of the world

Survey demographics by country Q9 Country
CIBER Charleston Information Observatory 2009 (n=589 academic libraries, percentages) UK Ireland China India Mexico Finland Pakistan Malaysia Norway South Africa 15.2% 1.6% 1.3% 1.2% 1.1% 1.0% 0.9% 0.8% 0.8% 0.7%

FORTY NINE OTHER COUNTRIES

34.2%

The financial outlook
including personnel, services and infrastructure and resources

Total library budgets

The financial outlook total budget Q12 Total budget for current year
CIBER Charleston Information Observatory 2009 (n=420 academic libraries, worldwide, percentages)

What is your total library budget for the current financial year, including personnel, resources and operational costs?
<$US2m 50.2

$US2m-$US4m

19.0

$US4m-$US8m

11.4

>$US8m

14.5

The financial outlook total budget Q13 Total budget change
CIBER Charleston Information Observatory 2009 (n=479 academic libraries, percentages within region)

How does your total library budget for this financial year, compare with last year? [do not allow for inflation]
40 40

North America Rest of the world
11 8 4 5 1 3 0 1 0 5

-4 -9 -7

-3 -7 -9 -13 -15 -10 -6

-20% or more

-15%

-10%

-5%

-5% or less

Same

+5% or more

+5%

+10%

+15%

+20% or more

The financial outlook total budget Q14 Total budget change
CIBER Charleston Information Observatory 2009 (n=469 academic libraries, percentages within region)

How does your total library budget for the next financial year, compare with this year? [do not allow for inflation] 48
44

North America Rest of the world

6

7 2

7 1

4 0 1 0

3

-4

-1

-2

-1 -5 -12 -12 -10

-15

-14

-20% or more

-15%

-10%

-5%

-5% or less

Same

+5% or less

+5%

+10%

+15%

+20% or more

The financial outlook total budget Q17 Future budget
CIBER Charleston Information Observatory 2009 (n=466 academic libraries, percentages within region)

Where do you anticipate your library budget will be in two years’ time, compared with today [do not allow for inflation]
37 36

North America Rest of the world
14 9 8 10 8 3 0 -2 -3 -6 -13 -12 -11 -7 -7 1 0 6

-3

-4

-20% or more

-15%

-10%

-5%

-5% or less

Same

+5% or less

+5%

+10%

+15%

+20% or more

The financial outlook total budget Q18 Changes in priority
CIBER Charleston Information Observatory 2009 (n=444 academic libraries, worldwide, percentages)

What change do you expect or plan for your library expenditures in the following areas over the next two years?
Services
1 22 58 16 3

Infrastructure

6

18

47

23

7

Personnel

5

27

49

16

2

Resources

9

33

30

23

5

Large decrease

Small decrease

No change

Small increase

Large increase

The financial outlook
Library personnel budgets

The financial outlook staff Q20 Nature of any staff cuts
CIBER Charleston Information Observatory 2009 (n=89 academic libraries, worldwide, mean ratings) North America Rest of the world

How are those staff cuts most likely to fall?
Regrading
1.5 1.8 1.9 1.8 2.6 2.9 3.5 3.4 1.8 1.7 1.9 2.2 2.1 2.6 3.0 3.0 3.4 3.7

Redundancy or layoffs Voluntary redundancy or early retirement Freeze on recruitment Salary cuts Unpaid holidays
significant difference

Cuts in hours Restructuring

Not replacing staff who retire or leave Mean responses, 1=very unlikely, 4=very likely

The financial outlook
Library services and infrastructure budgets

The financial outlook services Q22 Nature of any service cuts
CIBER Charleston Information Observatory 2009 (n=57 academic libraries, worldwide, mean ratings) North America Rest of the world

Where are those service or infrastructure cuts most likely to fall?

Reduced opening hours
2.3

3.0 2.6

Building plans shelved

2.6 2.3 2.4 2.6 2.5 2.7 2.9

Planned IT projects put back

Reduced library training or instruction

Reduced enquiry desk services Mean responses, 1=very unlikely, 4=very likely

The financial outlook
Library resources budgets

The financial outlook resources Q24 Current resources spend
CIBER Charleston Information Observatory 2009 (n=254 academic libraries, percentages within region)

In percentage terms, roughly indicate the balance of your spending on library resources this year across the following categories?
Databases 25.3% Print books (incl. monographs) 25.5% Databases 15.1% Print books (incl. monographs) 36.7% Serials (p/e) 16.5% E-books 5.2% Serials (p/e) 14.0% Serials (p-only) 12.2% Serials (e-only) 17.8% Serials (e-only) 15.7% E-books 5.3% Serials (p-only) 10.6%

North America

Rest of the world

The financial outlook resources Q26 Resource cuts
CIBER Charleston Information Observatory 2009 (n=391 academic libraries, percentages within region) North America Rest of the world

Are you planning to cut your resources budget over the next two years?

Yes

27.9 15.1

No

29.4 47.9

Too early to say

42.6 37.0

The financial outlook resources Q27 Nature of any resource cuts
CIBER Charleston Information Observatory 2009 (n=89 academic libraries, mean ratings) North America Rest of the world Print books Monographs E-books Serials (p-only) Serials (e-only) Serials (p/e) Database subscriptions Mean responses, 1=very unlikely, 4=very likely
2.5 2.8 2.8 3.0 3.0 2.3 2.2 3.5 3.5

Where are those cuts in resources most likely to fall?

3.3 3.4 3.4 3.4

3.1

Balancing the budget
Trade-off analysis

Balancing the budget Q28 Making cutbacks
CIBER Charleston Information Observatory 2009 (n=376 academic libraries worldwide)

23.9
Cut staff

40.2
Cut resources

35.9
Cut services

Balancing the budget Q29 Greater co-operation
CIBER Charleston Information Observatory 2009 (n=371 academic libraries worldwide)

6.2
Staff savings

84.1
Resource savings

9.7
Operational savings

Balancing the budget Q30 Seeking additional funding
CIBER Charleston Information Observatory 2009 (n=358 academic libraries worldwide)

48.6

9.0

42.4

A bigger share of the institutional cake Introducing or increasing charges Looking for external funding

Balancing the budget Q31 Digital purchasing options
CIBER Charleston Information Observatory 2009 (n=315 academic libraries worldwide)

27.8

14.7

23.2

11.0

23.3

Digital collections Individual titles from publishers Individual titles from vendors Automated book vendor approval plans Patron-driven access model

Balancing the budget Q32 Doing things differently
CIBER Charleston Information Observatory 2009 (n=358 academic libraries worldwide)

55.9

34.6

9.5

Accelerating the shift to e-only Directing users to free electronic resources Outsourcing services or infrastructure

Balancing the budget Q33 Smarter management
CIBER Charleston Information Observatory 2009 (n=277 academic libraries worldwide)

23.7

13.5

40.5

22.3

Getting a better understanding of costs Better benchmarking and PIs Demonstrating value through better usage and outcomes data Greater pressure on vendors

Balancing the budget Q34 Overview
CIBER Charleston Information Observatory 2009 (n=362 academic libraries worldwide)

20.8

26.3

20.6

32.3

Making cutbacks Greater library co-operation Seeking additional funding Doing things differently

Looking forward
Views on the future

Looking forward Q34 Views of library opinion formers
CIBER Charleston Information Observatory 2009 (n=356 academic libraries, mean ratings) North America Rest of the world

To what extent do you agree or disagree with the following statements?
0.23 0.26 0.53 0.26 0.19 0.22 0.90 0.94 0.84 0.82

The economy will recover in the next two years

The impact on libraries will be severe and long lasting

Library budgets will suffer in the next two years but then recover

The downturn will focus resources where the greatest value is delivered

The downturn will focus library thinking on return on investment

Mean responses, -2=strongly disagree, +2=strongly agree