Hi Ann-Marie,

I created this document a few months ago: https://docs.google.com/document/d/1MtynxxHGQl7UJxmf1OccODnKkCCC_zdMZ2X_j9zZ0QY/edit

It covers fund structures and other fiscal management concepts. There are a number of screencasts that I think should be helpful to you. I moved it into the new Fund Structures folder that Kristin M. created.

Kristen

On Thu, Sep 14, 2017 at 12:46 PM Kristin Martin <kmarti@uchicago.edu> wrote:

Thanks to everyone who is contributing or working on getting documentation together. Chicago (Scott Perry) has added some documents to the folder.

 

Kristin

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Ann-Marie Breaux
Sent: Tuesday, September 12, 2017 10:46 AM


To: folio-rm-t@ole-lists.openlibraryfoundation.org
Subject: [folio-rm-t] RE: Fund Structures: Examples Wanted

 

That sounds awesome, Kim – thank you so much!

 

A-M

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Kim Maxwell
Sent: Tuesday, September 12, 2017 11:38 AM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Subject: [folio-rm-t] RE: Fund Structures: Examples Wanted

 

Hi Kristin,

 

I’d like to contribute MIT’s fund structure, except that I am co-chairing a committee this fall that is specifically looking at how to change the fund structure. Recommendations are due by 12/15, and we’re hoping to implement a new structure by the start of FY2019, on July 1, 2018.

 

That said, I am doing a ton of research right now on fund structures, talking to other libraries who have recently made changes, etc.  When/if I find something interesting, I’ll look at sharing that, with permission of course.

 

More later,

 

Kim

 

Kim Maxwell

Eresources Management Librarian

MIT Libraries | Cambridge | MA

+1-617-253-7028

kmaxwell@mit.edu

 

From: folio-rm-t@ole-lists.openlibraryfoundation.org [mailto:folio-rm-t@ole-lists.openlibraryfoundation.org] On Behalf Of Kristin Martin
Sent: Monday, September 11, 2017 3:37 PM
To: folio-rm-t@ole-lists.openlibraryfoundation.org
Subject: [folio-rm-t] Fund Structures: Examples Wanted

 

Hi folks,

 

The Acquisitions subgroup would like some examples of the fund structures at your library. So far, they have been working from Texas A&M’s example, but additional examples would be helpful. Here is the information needed:

·         General Fund structure for your library

·         Can provide screenshots with narrative and/or a spreadsheet with the whole structure (For screens and overall structure, one at each level is fine. For overall funding structure, it would be great to have an overall outline)

·         Actual amounts don’t need to be shared if you would prefer not to.

·         Providing by the end of this week would be great.

 

Here is a folder in Google Drive where you can put your examples. It is limited to the RM SIG members. If you have trouble accessing, please request access: https://drive.google.com/drive/folders/0ByKXfvKzMDq-eG85NkJ6WXFyMjg

 

Thanks!

 

Kristin

 

 

Kristin E. Martin

Electronic Resources Management Librarian

The University of Chicago Library

1100 E. 57th Street - JRL 170

Chicago, IL 60637

773-834-2702

kmarti@uchicago.edu

 

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--
Kristen Wilson
Associate Head, Acquisitions and Discovery
North Carolina State University Libraries
919-513-3354
kristen_wilson@ncsu.edu
ORCID: http://orcid.org/0000-0002-3509-3417