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FY 05/06 PowerPoint Presentation

FY 05/06

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FY 05/06

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Presentation Transcript

  1. FY 05/06 Changes in Monographs

  2. Today’s Topics • Changes to 1 and 2 funds • Reading monograph fund reports • Hints for using funds effectively • Aux Amateurs de Livres – now virtual • Harrassowitz – virtual soon • GOBI2 for advanced users – workshops • Millennium Acquisitions – on the horizon

  3. Changes to “1” funds “2” fund was folded into “1” fund - All money transferred to “1” fund - No money was “lost” - New “mega-1” fund / no more transferring UND funds no longer exist - New LDVD1 fund (Penny Pearson) $10,000. for vhs, dvd, cd requests

  4. Changes to “2” Funds Nineteen “2” funds remain 2 funds used for gathering plans only Do not use 2 funds for virtual approval, e-slips, notification slips, ORTs, or GOBI2 2 funds pay for automatically-shipped gathering plans and for Wexner Bookstore plan (Wexner = FIN and ARC only)

  5. Reading Monograph Fund Reports- Summary screen by subject

  6. Most subjects have a single Mega “1” fund

  7. 19 subjects retain a “2” fund

  8. Reminder when viewing funds: • View reports at the “fund name” level to see your free balance for placing new requests • Don’t use “summary” screen if you have a “2” fund • “2” funds can be used only to pay invoices for gathering plans & Wexner plan • Forget how 1 and 2 funds were used last FY during the transition to this new structure

  9. Hints for Using Funds Effectively Use Friends, endowment, and RF first - These are the least flexible fund types - Can not be used for p-card orders - P-card needed for o.p., rush, reserve orders Divide “1” fund into 12 parts - Submit requests for about 1/12 of initial allocation each month - Check fund reports weekly to stay on target

  10. Spread funds over fiscal year Anthropology APPROPRIATION EXPENDITURE ENCUMBRANCE FREE BALANCE 1> ant1 $24,009.75 $391.37 $6,556.24 $17,062.14 ------------------------------------------------------------------------ TOTAL $24,009.75 $391.37 $6,556.24 $17,062.14 ------------------------------------------------------------------------------------------------------ Allocation: $24,000  12 months = $2,000 per month Plan approx: $2,000 per month maximum in order requests Allow for extra large purchases Retain 5-10% for unexpected and rush requests toward the end of the fiscal year If spending faster than 1/12 ratio, slow spending or do outside fundraising There is no “2” fund to transfer from / When “1” money is gone, that’s it Use RF, endowment, and Friends funds first

  11. Aux Amateurs de Livres - virtual • We have a gathering plan for: • French literature and language • French history, philosophy, political science • All other subjects are selected from e-slips • If you don’t get French e-slips yet… …and want them, contact Marsha Hamilton

  12. Aux Amateurs de Livres virtual

  13. Harrassowitz – virtual in progress (due Aug/Sept) • We’re setting up a gathering plan for: • German literature • German history, philosophy, political science • All other subjects will be selected from e-slips • If you want German e-slips…e-mail Marsha • Currently building profiles for German e-slip plan • Note: German science publishers are coming with GOBI2 e-slips

  14. GOBI2 Workshops – For Power Users • GOBI2 workshops to cover advanced features: • Building order templates • Running retrospective searches • “Not bought in Ohio” searches • Titles excluded from your book / slip files • Changing Slip View frequency and coverage • CM discussion of what works / what doesn’t • Will schedule 2 workshops for early September

  15. Millennium Acquisitions • You’ll be hearing a lot about MilACQ soon • Web-based OSCAR technical services screens • You’ll use Millennium to: • Submit ORTs • Check fund status online • View order records and status • Everything you currently do in menu-based OSCAR

  16. Millennium Acquisitions • Millennium Acquisitions Planning Group • Just formed; report due Aug. 31st • Will make recommendations for transition planning and training • Collection Managers will receive extensive training on how to use Millenium for all your OSCAR acquisition needs • Estimated cut-over date = December 2005 Fall back date = Spring break 2006

  17. Thank you If you have questions about monographs… contact: Marsha Hamilton 7-7461 hamilton.8@osu.edu or Your MOD searcher 2-6314