College & Research Libraries News

1997-98 Annual Report

Values for the Electronic

Information Age

Message from the President

W. Lee Hisle

ACRL's 59th President

Let me say first what an honor and privilege it was to serve as the 59th President of the Association of College and Research Libraries during the past year. Members and ACRL leaders worked hard and accomplished a great deal. Highlights include:

W. Lee Hisle

A year-long focus on the values of librarianship

Many members focused on the values of librarianship and the challenges to those values in an electronic information age. Values were considered during my chapter visits, in Midwinter discussions, in articles and editorials in C&RL News and C&RL, and culminated in the President's Program at ALA Annual Conference. The program, "The Value of Val- ues: Changes and Continuities as We Face the New Millennium," was very successful; the keynote speaker, William Gass, inspired all who attended. (Video copies of the program are available for inter- library loan from the ALA Library.)

The Association's new emphasis on legislative and public policy advocacy

For the first time, an ACRL staff member was assigned responsibility to coordinate legislative advocacy. In addition, the ACRL Board adopted the first ACRL Legislative Agenda in January. At the ALA Legislative Day in May, the first coordinated activity specifically for academic librarians was held. Improved communication between ACRL, the As- sociation of Research Libraries, and the ALA Washington Office helped highlight legislative concerns of common interest to academic librarians. Finally, a successful preconference on "Advocacy Training for Academic Librarians" was held at the ALA Annual Conference. Plans are being completed now for a Midwinter Meeting caucus and additional activi- ties during ALA Legislative Day next spring.

The continued development of professional education activities to meet member needs

The first ACRL Regional Institute, focusing on leadership, was successfully held in the spring. Another first, the ACRL/ American Association of Higher Education (AAHE) Higher Education Issues Forum was held during AAHE's National Conference in March. Twenty-one provosts attended the highly praised session. One of the most important actions of the year was ACRL's support for the Institute for Information Literacy (IJL), funding its Advisory Committee to plan the initiatives and initial programs. At the ALA Annual Conference, three preconferences were offered along with 18 conference programs, reflecting the variety of interests of our membership.

ACRL's sound fiscal situation

Significant funds were added to the ACRL and CHOICE endowments during the year. In addition, two alternative revenue sources were identified: the Friends of ACRL, to be launched in 1998, and a new publication, Academic Libraries: Trends and Statistics. Finally, revenues for the year were significantly more than expected, while expenses were significantly less. ACRL will have the resources to continue serving its members in the near and long-term future.

The year of my presidency passed quickly and I value all the associations I made. I offer my thanks to the members and ACRL leaders, and especially to the ACRL staff, who helped make this year so enriching for our membership.

ACRL Membership Statistics

ACRL Sections Personal Organizational/Special Aug. 1998 Total Aug. 1997 Total %increase/decrease
ACRL 9,634 982 10,616 10,779 -1.51%
AAMES 368 65 433 444 -2.48%
AFAS 249 26 275 290 -5.17%
ANSS 501 73 574 621 -7.57%
ARTS 780 96 876 889 -1.46%
CJCLS 895 229 1,124 1,133 -0.79%
CLS 1,898 294 2,192 2,284 -4.03%
EALS 616 14 630 621 1.45%
EBSS 1,061 186 1,247 1,317 -5.32%
DLS 1,019 57 1,076 947 13.62%
IS 3,773 422 4,195 4,253 -1.36%
LPSS 639 89 728 755 -3.58%
RBMS 1,618 170 1,788 1,804 -0.89%
SEES 225 53 278 288 -3.47%
STS 1,657 212 1,869 1,872 -0.16%
ULS 5,633 318 5,951 6,009 -0.97%
WESS 638 55 693 724 -4.28%
WSS 758 62 820 896 -8.48%

Message from the Vice-President

Maureen Sullivan Vice-President / President-Elect

Maureen Sullivan

As the millennium approaches and academic library leaders and their colleagues seek ways to address the complex is- sues brought about by the rapid changes in technology, the exponential growth of information, and changing organi- zational structures, librarians will continue to search for strategies and solutions that will improve the products and services they de- liver to enhance learning, teaching, and research. As a result, an important component will be training and professional development.

Academic librarians look to organizations such as ACRL to provide leadership and to establish frame- works where continuous learning can take place. They will also expect these organizations to develop activities that help them acquire the skills and knowl- edge needed.

In 1998-99, ACRL will have professional de- velopment as its area of focus. Legislative advocacy for issues affecting academic librarians and higher education and collaboration with other professional organizations will continue to be important elements of our program activities for the year. The theme for my presidency, “Leadership and Learning,” will provide a framework for consideration of the role of academic librarians as campus leaders. A variety of activities planned throughout the year will give us opportunities to reflect upon what leadership means in our work and in our relationships with constituents and colleagues, as well as an opportunity to consider how and what we learn.

The Professional Development Committee will provide the framework and guidance for the creation of an ACRL professional development plan. Their work will begin with the identification of the various activities already underway, as well as the critical elements of a comprehensive program. With the ACRL National Conference, an activity in place since 1978, and other existing programs such as preconferences and Annual Conference programs, ACRL's professional development program has continued to expand. With the recent focus on leadership, ACRL has developed a Leadership Institute for middle managers, and this year will include the professional development program to include the ACRL/Harvard Leadership Institute for senior level academic library leaders, the Institute for Information Literacy's (IIL) Immersion '99 Program, an intensive training and education session for instruction librarians, and a series of audioseminars on such topics as outsourcing, licensing, and negotiating contracts. The ACRL/Harvard Leadership Institute and the IJL's Immersion '99 Program will be presented in July 1999.

The 1999 Annual Conference in New Orleans will feature 16 programs presented by ACRL sections and committees. The keynote speaker for the ACRL President's Program will be Margaret J. Wheatley, president of the Berkana Institute and the author of Leadership and the New Science. Wheatley's exploration of new science principles as they relate to leadership and organizational change offers a new lens through which to view organizational experience and development.

James J. O'Donnell, professor of classical studies and vice provost for information systems and computing at the University of Pennsylvania, will lead the President's Program discussion group at Midwinter. O'Donnell is the author of the recently published Avatars of the Word: From Papyrus to Cyberspace.

The ACRL Strategic Plan will be reviewed and revised this year through engagement of ACRL leaders and the general membership. A planning retreat at the Midwinter Meeting will produce key elements for an ACRL vision for 2005 and a set of proposed strategic directions.

I look forward to seeing many of you throughout the year as I visit with your chapters and libraries. I also hope to see you at the ALA Midwinter Meeting in Philadelphia. I am certain that I will see, if not all of you, most of you at our 9th National Conference in Detroit in April. The National Conference Program Committee has put together a first-rate program consisting of keynote, concurrent, and invited speakers sessions along with many networking and fun activities such as poster sessions, table topics, receptions, and lunches.

Letter from the Executive Director

Althea H. Jenkins

Executive Director

Althea H. Jenkins

In a climate of shifting paradigms and values within the li- brary and higher education communities, we must prepare for new models of leadership, service, learning, teaching, and research. Nowhere is this shift more vividly played out than in libraries on campuses across the United States.

Throughout the year, ACRL President W. Lee Hisle focused the attention of the Association on how change may be affecting the values of our profession. To ad- dress his theme, "Facing the Millennium: Values for the Electronic Information Age," Hisle engaged members in programs, discussion sessions, articles, editorials, and focus groups as they explored their personal values and those of the profession. Hisle emphasized that to re- spond adequately to the current issues, librarians needed to understand the relationship between traditional val- ues and current conditions.

To facilitate the many discussions about values, ACRL provided publications, the Midwinter discus- sions, Annual Conference programs, and chapter affili- ate meetings to inspire colleagues to explore personal and professional values such as service, intellectual freedom, equity, ac- cess, and information literacy.

Members used the pages of C&RL News to explore and share insights. John Collins identified a "third wave" where he shared his view on the values of libraries as the embodiment of the democratic ideal. Frances Maloy wrote about the Internet and censorship and compared filtering to knowingly excluding relevant primary and secondary reference source material from users. Katherine Branch addressed the value of reading and reminded academic librarians that reading is within our purview. Stan Campbell reminded us of our love for the book as "object."

A Midwinter discussion session entitled: "Enduring Values for the New Millennium" provided an opportunity for more than 80 participants to identify and prioritize their values. The Annual Conference President's Program theme: "The Value of Values: Changes and Continuities as We Face the New Millennium," was addressed by keynoter William H. Gass, who observed that "the information highway has no destination," and that "misinformation alley" is an apt term for the Internet.

In addition to our focus on values, ACRL members and staff have focused on other important issues and topics for our mission.

ACRL has worked during the past months to position itself as a strategic partner with higher education associations. ACRL brings to this partnership an expert knowledge about library and information issues and an ability to address them. Identifying and sharing the roles that libraries and librarians play in accomplishing campus missions is at the heart of the work ACRL does with the higher education organizations. We are most proud of being active partners with AAHE, UCEA, AECT, and ARL / SPARC as demonstrated through our work on their commissions, boards, working groups, and conference programs.

Librarians are expected to provide access, select tools, structure information, and instruct users. In response to this part of its mission, ACRL established the Institute for Information Literacy, which has throughout the year involved faculty, administrators, and campus leaders in its planning process. The ACRL Council of Liaisons has several members serving on commissions, councils, and Boards of Directors of higher education to share ideas and information about how librarians can be helpful to their missions.

ACRL used the 1997-98 ACRL Priorities to establish performance indicators for the year. The performance indicators and a summary of implementation are on the ACRL Web site at acrl.html.

ACRL has identified four priority areas on which to focus our work and initiatives for 1998-99. They are:

• updating the strategic plan,

• providing professional development,

• building relationships with higher education,

• developing legislative and policy advocacy role.

I want to celebrate our volunteer leadership as epitomized by their service on ACRL's Board of Directors, committees, sections, and discussion groups. I also want to recognize the chapter chairs, vice chairs, and many others who provide support for these offices. Without the dedication and commitment of all of our members, staff, and supporters across the country, this organization could not flourish.

Finally, I want to express my gratitude to all of our donors who sponsored programs, special events, and awards. We are especially appreciative of your generosity. By contributing to ACRL, you have helped us support the enhancement of academic librarians' ability to provide excellent resources and services to their constituents.

Year in Review

ACRL conducted its third membership needs survey in fall 1997. Previous surveys were administered in 1989 and 1993. Objec- tives identified for the survey were: 1) to develop a demographic profile of ACRL's membership; 2) to evaluate association pro- grams and activities; and 3) to identify areas for developing new pro- grams and services.

Key findings of the survey indicated that: 1) ACRL's membership is aging; 2) the number of interest sections members participate in has decreased; 3) the ACRL National Conference and Chapters programs are the preferred method of delivery for continuing education; 4) print format is preferred for ACRL publications; and 5) keeping abreast of technological change is the most critical issue facing librarians.

Professional development

Providing professional development activities so that academic librarians and other information professionals can enhance their ability to do their jobs remains at the core of ACRL's strategic goals. During 1997-98, entry-level, mid-career, and senior-level library personnel participated in more than 57 preconferences, conference programs, workshops, and institutes sponsored by ACRL and its chapter affiliates. In addition, opportunities for learning were available through two videotapes of ACRL programs presented at the 1997 ALA Annual Conference. These videotapes circulated 43 times through interlibrary loan from the ALA headquarters Library and Research Center.

Institutes and programs

The question of leadership among academic librarians occupied an important spot on the ACRL agenda. Acting on the assumption that good leadership results from learned behaviors, practices, and adopted principles ACRL engaged its members in education activities designed to strengthen their leadership skills, whether conducting the work of the association or carrying out the activities in their libraries in support of campus missions.

• At both the Midwinter Meeting and the Annual Conference Leadership Council, planning sessions were sponsored by the ACRL Board for the purpose of engaging all ACRL leaders in discussions about the future of the association, the current strategic plan, and how the work their units are doing can support the plan.

• Orientation for new leaders was another important leadership development activity in ACRL. A two and one-half hour session designed to provide a conceptual framework of leadership in ACRL was held for newly elected section vice chairs, committee chairs, and board members during the 1998 ALA Annual Conference.

• ACRL values members who have served the association in leadership roles. As an expression of appreciation, and to take advantage of the leadership knowledge and skills among this group, the ACRL Board established the ACRL Fellows. Under the leadership of the ACRL's im- mediate past president, members of the group will meet during the year to define a role and identify activities or issues it can undertake in sup- port of ACRL's mission.

• To help librarians acquire the skills that will enable them to as- sume leadership roles on their campuses, ACRL established two leadership initiatives. The ACRL Leadership Toolkit Insti- tute was developed to provide practical advice to aca- demic librarians on selected topics in leadership, such as managing change, team-building, presentation skills, negotiations, and managing meetings. The first institute was held in Boston in the spring of 1998 and had an attendance of 147.

• The ACRL / Harvard Leadership Institute is designed to support the development of leadership skills among librarians who hold senior management positions in academic libraries. The Institute's cur- riculum is currently being developed and plans for a July 1999 four-day session are being completed.

The higher education community is beginning to recognize that for a world in which the informa- tion base is more than doubling every six months, it is not enough to simply put a computer at every student's fingertips. Students must be able to prob- lem-solve and think critically in their chosen areas of study. Librarians will be the group expected to provide the link between an expanding knowledge base, technology, and learning. ACRL's Institute for Information Literacy is addressing this imperative. During the last year the advisory group developed its mission and goals and identified initiatives that it would carry out over the next three years as follows:

Professional development for librariansis an intensive immersion program that provides two tracks for intensive training and education. One track is for new librarians and librarians new to teaching. The other is for mid-career instruction librarians who will assume a leadership role in information literacy in their institutions or communities. The first Immersion Program is being held July 23-28, 1999, on the campus of Plattsburgh State University of New York.

Institutional Strategies: "Best Practices"is a program designed to assist individual institutions in developing strategies for developing and implementing effective information literacy programs. Institutions with best practices will be identified and campus teams will be established to evaluate literacy programs against these newly identified practices.

The Community Partnerships Programprovides opportunities for a combination of community partners (i.e., academic and K-12; academic, K-12, and public, etc.) to work toward instituting community-based information literacy programs.

National Conference

One of the busiest schedules ever has been developed for ACRL's 9th National Conference in Detroit, April 8-11,1999. A full array of speakers, research, panels, networking opportunities, and special events will keep attendees learning and networking the entire time they are in Detroit. New additions to the program include a "conference-within-a-conference" that encourages librarians, faculty, and academic administrators to attend as teams and focus on student learning in an information age. Papers developed by six leaders in higher education will be posted on the Web prior to the conference so discussion of issues, such as scholarly communication, distance learning, the economics of information, and changes in higher education, can begin before the first attendee arrives in Detroit. Nine preconferences have been developed on leadership, instruction, networks, patents, and learning to give librarians an opportunity for more in-depth learning.

Advancing the Profession

Awards and Recognition

ACRL continued a tradition of recognizing and rewarding outstanding achievement and distinguished service in academic librarianship as well as exemplary research and publication. A total of fifteen librarians and their libraries were 1997-98 award recipients. The most prestigious award presented to an academic librarian, "The Academic Librarian of the Year Award" celebrated its twentieth year anniversary with the 1998 award presented to Allen B. Veaner, adjunct assistant professor in the School of Library Science at the University of Arizona. In choosing Veaner for the award, colleagues cited his success as an administra- tor, author, editor, speaker, consultant, and educator.

The ACRL Board honored ACRL past-president Joseph A. Boisse on his retirement as a university li- brarian, an outstanding leader in ACRL, and an ac- tive member of the American Library Association with a citation and an honorary membership in ACRL.

Standards and Guidelines

Throughout the year, we continued to review and re- align standards and guidelines for the profession. The ACRL Media Resources Committee made extensive revisions to the 1987 "Guidelines for Audio-Visual Ser- vices in Academic Libraries" now titled "Guidelines for Media Resources in Academic Libraries." The Dis- tance Learning Section revised its "Guidelines for Ex- tended Academic Library Services." All Standards and Guidelines promulgated and maintained by ACRL members can be accessed on the ACRL's Web site at http: / / acrl.html.

An ad hoc committee, Library Outcomes Assess- ment, appointed by the Board in 1996-97, was charged to develop a philosophical framework for assessing libraries in terms of desired campus outcomes; to de- velop prototypes for assessment, and to develop a rec- ommendation for one or more processes for implementation of the former. The committee completed its work and the Board ap- proved the report submitted which contained the following policy:

The Association of College and Research Libraries recognizes the assessment of outcomes as an integral means of determining the adequacy and quality of libraries and their programs. The association directs its constituent bodies to incorporate this concept into their various activities and policies, including the drafting of ACRL standards and guidelines.

Research and Publications

While ACRL publications provide some of the best professional development opportunities for academic librarians, they also serve to share information throughout the profession. As the only national membership organization in North America representing all types of academic libraries, ACRL publishes many specialized titles that might not oth- erwise appear in print. In 1997-98 ACRL maintained its vigorous publications program, publishing four journals and six monographic titles. In addition:

• ACRL participated, along with 24 other disciplinary associations in a study conducted by the Syracuse University Center for In- structional Development. The study was designed to extend the range of faculty activities that are rewarded through promotion, tenure, and merit. An advisory committee ap- pointed by the Board developed a statement for academic librarians entitled: "Academic Librarianship and Redefining Scholarship." The Board approved the statement, which ACRL published and distributed.

• In cooperation with the Na- tional Forum on Information Literacy ACRL published an update of the 1989 ALA Report on Information Lit- eracy A Progress Report on Information Literacy.

• ACRL's College Libraries Section also produced a videotape entitled, "Hot Topics in College Li- brary Management."

Choicepublished a special issue, WEBII, a sequel to the highly success- ful special issue on the Web pub- lished in August 1997. The issue con- tains 482 reviews of web resources plus several original features. The "Web issue" was distributed free to current subscribers, and more than 360 additional copies were sold.

Choiceentered an agreement with Doody Publishing of Oak Park, Illinois, for a beta-test of Choice Online. One hundred academic li- braries volunteered to participate and 125 political science fac- ulty were selected by the American Political Science Association. The beta-test will end in December 1998, and Choice Online will be launched January 1999.

Internet activities

Our 1997 member survey showed that most ACRL members use the Internet as part of their daily work. This trend fits well with ACRL's move toward a virtual association. During the year, ACRL monitored 13 discus- sion lists on the ALA server and members from various ACRL units moni- tored 17 discussion lists that are mounted on servers of various institu- tions. Web pages were also maintained by sections, chapters, and selected committees and linked to the ACRL Web page. ACRL's web page, now in its 3rd year, was redesigned and expanded during 1997-98 to include a legislative page, Institute for Information Literacy page, and important reports on the issues and topics page. ACRL's web site is among the most often accessed on the ALA server, averaging more than 43,000 "hits" each month. Especially popu- lar is the C&RL NewsNet job classified ads, which members use to advertise jobs as well as search for the latest openings in the profession.

Addressing the issues

Government Relations

The ACRL Government Relations and Informa- tion Policy initiative was established by the ACRL Board in 1997-98 for the stated purpose of influ- encing legislation and public policy affecting aca- demic libraries and higher education. ACRL staff was assigned to this responsibility and given au- thority to design a program for monitoring activi- ties in this area, preparing analyses of and re- sponses to proposed information policies, exam- ining issues that reflect the interests of academic librarians, and developing positions for ACRL.

Activities in 1997-98 included:

• Development of ACRL's first legislative / public policy agenda by the ACRL Government Relations Committee, which was approved by the ACRL Board. The agenda included the follow- ing topics: copyright, NGI/Internet II, Title 44, digitization and preserva- tion, National Agricultural Library (NAL), National Endowment for the Humanities (NEH), and appropriations.

• Creation of an ACRL legislative website with links to key government relations and legislative sites of other higher education and informa- tion-related organizations.

• Establishment of a legislative network consisting of representatives from each of the 42 ACRL chapters charged with responsibility for developing grass root support and ensuring response to ALA action alerts. In the first six months of activity, more than 80 librarians responded to calls for action and contacted their congressional representatives.

• Adoption of a resolution by the ACRL Board from the Copyright Committee in support of the Ashcroft/Campbell "Digital Copyright Clarification and Technology Act" (H.R. 3048). ACRL President W. Lee Hisle wrote a letter to eight higher education organizations, and 2,331 members who are deans or library directors encouraging support of the Boucher/ Campbell copyright proposals.

• Appointment of an ACRL member, Lee Wisel, to the Inter-Asso- ciation Working Group on Title 44 Revision. The Group was charged to work with congressional staff on draft legislation to revise Chapter 19 on government information dissemination.

• Monitoring and providing support for the passage of The Higher Education ACT (HEA) with special attention given to Title VI, International Programs which includes the Foreign Periodicals Program.

• A letter writing campaign by ACRL mem- bers in support of increased funding for the Na- tional Agricultural Library (NAL).

• Offering the first ACRL Advocacy Precon- ference to instruct librarians on how to advocate legislative issues on their campuses, as well as on the national and state level.

Partnerships and Collaborations

During the year we have continued to strengthen relationships and information exchanges with higher education and information-related organi- zations. This has served to increase ACRL's vis- ibility as a resource for information about librar- ies and information sources and services.

During 1997-98, ACRL and its members carried out the following activities:

• As a member of the National Forum on Information Literacy, ACRL produced A Progress Report on Information Literacy: An Update on the ALA Presidential Committee on Information Literacy; Final Report.

• ACRL and the American Association of Higher Education (AAHE) held the first in a series of Higher Education Issues Forums that brought librarians and provosts together to discuss topics of mutual interest.

• ACRL members participated in the development of, and the Board endorsed, a white paper, "Higher Education Policies for the Digital Age" produced by the Higher Education Alliance for Information Technology and spearheaded by the National Association of State Universities and Land-Grant Colleges.

• ACRL members continued to share information on libraries and technology with the higher education community through programs presented at the national conferences of the Middle States Association, Western Association, North Central Association, American Association for Higher Education, and the University Continuing Education Association.

• At the invitation of the American Council on Education (ACE), the ACRL Board endorsed ACE's statement "On the Importance of Diversity in Higher Education." This statement, endorsed by fifty other organizations, was published in the February 13, 1998, issue of the Chronicle of Higher Education.

• The Task Force on Institutional Priorities and Faculty Rewards, which participated in a study sponsored by Syracuse University, published its report "Academic Librarianship and Redefining Scholarship: A Report from the ACRL Task Force on Institutional Priorities and Faculty Rewards."

• ACRL's Standards and Accreditation Committee surveyed the six regional accrediting agencies to determine procedures employed in selecting academic librarians as peer evaluators on regional accrediting teams. The survey results were reported in C&RL News so that librarians with appropriate qualifications may apply to become peer evaluators.

ACRL feels strongly that the challenge of long-term equitable access to scholarly research, especially in the fields of science, technology, and medicine, is a major issue confronting all academic libraries and welcomes the ARL / SPARC initiative as a positive and practical strategy to address some of the complex and difficult issues. SPARC is a newly formed alliance of libraries that aims to foster expanded competition in scholarly communication. The ACRL Board enthusiastically endorsed the SPARC initiative and committed $5,000 to support its work. ACRL intends to work closely with ARL to advance the goals and projects of SPARC among academic libraries.

Governing the Association

The governing body of ACRL is the Board of Directors, which has an obligation to represent the membership in directing the business of the association. The primary functions of the Board of Directors include: clarifying ACRL's mission, establishing both short- and long-range objectives, establishing operating policies, and controlling budgets and fiscal policy.

In addition to carrying out the business of the association in 1997— 98, the following activities received special attention by the Board:

• Revision of the Association's Bylaws and ratification by the membership.

• Allocation of $35,000 in the 1998-99 budget for awarding scholarships to minority and entry-level librarians to increase their participation in ACRL's professional development activities.

• Review of previous year's programs and activities, establishment of priorities for 1998-99, and performance indicators for program assessment of the year's activities.

• Establishment of a framework and schedule for updating the strategic plan.

ACRL Board of Directors, 1997-98

(I to r): (back row) Linda Muroi, Carol Pfeiffer, Helen Spalding, Jill Fatzer, John Sheridan, Victoria Montavon, Bernard Fradkin; (front row) William Miller, Althea Jenkins, W. Lee Hisle, Maureen Sullivan, and Ray English. Not pictured: Mary Reichel.

Financial Report

Ray English Budget and Finance Committee Chair

Ray English

ACRL had an exceptionally strong budget performance dur- ing the İ997-98 fiscal year and the association's financial condition remains very healthy.

The 1997-98 ACRL budget called for expenditures to- taling $367,838 above revenues, reflecting the costs of new initia- tives and the need to incur expenses in advance of the Detroit Na- tional Conference. A combination of strong revenues (particularly from publication advertising) and cost efficiencies resulted in actual spending that was only $77,622 above revenues. As a result, the ACRL fund balance finished the year at $1,295,731, more than $290,000 above the anticipated level. The Choice bud- get finished the year with a surplus of $119,249, al- most $230,000 above budget.

1997- 98 budget highlights

ACRL's revenues (not including Choice) were $202,531 more than budgeted for the year. Classi- fied and product advertising revenues, especially from College &Research Libraries News‚ were $118,336 above budgeted levels, accounted for most of the revenue gain. Revenues from preconference and institute registration fees were $34,012 more than budget, and dona- tions accounted for over $20,000 additional revenues. Subscription revenues for College & Research Libraries and C&RL News were $12,971 and $5,184 above budget respectively. ACRL membership dues rev- enues remained stable.

As has been the case in recent years, ACRL realized substantial cost containment in several areas. ACRL's total expenses (again not including Choice) were $87,685 less than budget, with a substantial portion of the savings coming in staff costs.

Choice'sbudget performance in 1997-98 was especially strong. Total Choice revenues were $75,231 above budget and expenses were $155,370 below budget. Choice's revenue exceeded budget in all categories, except for royalties and miscellaneous sales; advertising sales were $77,189 more than budget. Savings in Choice expenses resulted from reduced staff costs and a revised way of accounting for the Unrelated Business Income Tax (or UBIT), which had negatively impacted the budget in the previous fiscal year.

ACRL asset management

ACRL's long-term investment portfolio includes the ACRL general endowment, the Choice endowment, and three awards endowments (Oberly, Leab, and Atkinson). At the end of the 1997-98 fiscal year, the total portfolio value of all ACRL endowment funds was $628,174, an increase of $278,866 (or 79.8%) above the total value at the end of 1996- 97. Values for each of the endowments as of August 31, 1998, were as follows: ACRL endowment, $277,106; Oberly award, $17,045; Leab award, $23,750; Atkinson award, $96,853; Choice endowment, $214,418.

The implementation of the first phases of ACRL's new approach to managing its financial assets occurred in 1997-98. During the year, $200,000 was transferred from the ACRL operating fund balance into the ACRL general endowment, and $100,000 was transferred from the Choice fund balance into the Choice endowment. Similar transfers are planned for the 1998-99 budget year.

I am very pleased to report that a joint task force of representatives from the divisions and the ALA Budget Analysis and Review Committee (BARC) has reached agreement on a new set of guidelines for transfers and withdrawals from division fund balances and division endowments. These new guidelines will permit ACRL to draw on a portion of the appreciation of its unrestricted endowments to carry out strategic initiatives. Coupled with the transfers described above, the new guidelines will enable ACRL to realize the twin goals of its new asset management strategy: continuing to build the association's financial resources through long-term investment growth, while also having the flexibility to use a portion of investment income and capital appreciation to carry out the association's most important strategic initiatives.

1998- 99 ACRL budget

The ACRL Board, following a recommendation from the Budget and Finance Committee, has approved a 1998-99 ACRL budget with revenues that exceed expenses by $172,126 and a Choice budget with expenditures that are $88,163 above revenues. Net revenues from the Detroit National Conference account for a substantial portion of the anticipated 1998-99 ACRL net revenue gain. The 1998-99 budget includes projected revenues, expenses, and fund balances as follows:

ACRL Choice
beginning fund balance $1,295,731 beginning fund balance $1,042,981
total revenues $2,315,000 total revenues $1,931,350
total expenses $2,142,875 total expenses $2,019,513
net ($172,126) net ($88,163)
endowment transfers $200,000 endowment transfers $100,000
ending fund balance $1,267,857 ending fund balance $854,818


I wish to express thanks to the ACRL Budget and Finance Committee and particularly the ACRL staff for all their work in realizing such excellent budget results for the 1997-98 year and for their continuing efforts to build ACRL's financial resources, which are essential for carrying out the association's objectives. Members of the Budget and Finance Committee were: Nancy Allen, Katherine Branch (intern), David Brink, Rena Fowler, Cathy Henderson, Janice Kemp, John Popko, Gloriana St. Clair, Lynn Sutton, Sharon Walbridge, Elizabeth Wood (intern), and Juana Young, as well as ex-officio members Maureen Sullivan and Althea Jenkins.

I concluded last year's report by saying that everyone involved with ACRL can feel justifiably proud of our association's financial strength, its superb budget performance, and ACRL's increased ability to carry out its highest priorities. Those same words hold true today.

Executive Summary 1997-98

Ending Reserve
Operating Fund (ACRL) $1,190,604 $1,295,731 109% $1,573,649
Endowments (ACRL) 196,273 414,756 211% 228,708
Operating Fund (CHOICE) 845,352 1,042,918 123% 1,024,306
Endowment (CHOICE) 99,524 213,418 214% 120,598
Subtotal $2,331,753 $2,966,823 127% $2,947,261
Membership dues and other
Dues $352,935 $359,060 102% $354,066
Other 7,000 9,525 136% 13,286
Awards 4,900 5,600 0% 4,450
Sec. Newsletters 0 2,750 0% 1,750
Subtotal $364,835 $376,935 103% $373,552
CHOICE $1,833,915 $1,909,146 104% $1,768,231
C&RL 146,332 166,518 114% 154,877
C&RL News 322,553 420,909 130% 359,615
RBML 27,780 28,938 104% 29,259
Nonperiodical Pubs. 146,500 168,170 115% 113,852
Subtotal $2,477,080 $2,693,681 109% $2,425,834
Regional Institute $30,975 $36,515 118% $0
National 0 500 0% 988,315
Pre-& Postconferences 57,326 100,347 175% 89,123
Subtotal $88,301 $137,362 156% $1,077,438
Total Revenue $2,930,216 $3,207,978 109% $3,876,824
CHOICE Revenue $1,833,915 $1,909,146 104% $1,768,231
Total Rev. W/O Choice $1,096,301 $1,298,832 118% $2,108,593
National Conference Rev. $0 $500 0% $988,315
Total Revenue $1,096,301 $1,298,332 118% $1,120,278
w/o Natl. Conf.
Membership Activities
Membership Servs. $98,451 $74,668 76% $57,066
Exec. Comm. & Board 98,919 93,172 94% 73,125
Statistics 11,483 11,209 98% 0
Advisory 12,097 -18,154 -150% 15,032
Standards distrib. 5,263 4,298 82% 5,132
Discussion Groups 3,222 2,854 89% 2,504
Awards 33,588 23,125 69% 20,645
Chapters 60,055 50,015 83% 46,846
Committees 43,679 39,180 90% 36,059
Sections 66,082 60,298 91% 55,576
Section Newsletters 26,352 26,223 100% 25,051
Chapter Topics 5,916 3,957 67% 3,498
C&RL 19,235 0 0% 0
C&RL News 1,229 0 0% 0
Council of Liaisons 69,220 48,282 70% 38,261
Subtotal $554,791 $419,127 76% $378,795
CHOICE $1,944,537 $1,789,167 92% $1,772,962
C&RL 146,332 154,531 106% 143,658
C&RL News 322,553 326,867 101% 282,357
RBML 27,163 33,803 124% 27,385
Nonperiodical Pubs. 129,585 140,806 109% 112,124
Subtotal $2,570,170 $2,445,174 95% $2,338,486
Pre & Postconferences $65,189 $101,272 155% $88,519
National (95,97) 155,785 125,659 81% 563,168
Leadership Institute 30,108 34,233 114% 0
IIL 32,633 40,156 123% 0
Subtotal $283,715 $301,320 106% $651,687
TOTAL EXPENSES $3,408,676 $3,165,621 93% $3,368,968
CHOICE EXPENSES $1,944,537 $1,789,897 92% $1,772,962
CHOICE Net ($110,622) $119,249 -108% ($4,731)
CHOICE ENDOW. TRANSFER $100,000 $100,000 $0 $100,000
TOTAL EXP. W/O CHOICE $1,464,139 $1,376,454 94% $1,596,006
Net w/o CHOICE ($367,838) ($77,622) 21% $512,587
Net w/o Natl. Conference ($212,053) $48,037 -23% $557,110
ACRL ENDOW. TRANSFER $200,000 $200,000 $0

Meet the ACRL Staff

Many of you have had phone and/or e-mail contact with ACRL's staff, of which there are 12.95 ALA-approved FTE positions at headquarters. Here's your chance to put a face with that voice or e-mail signature. On these pages, we present current ACRL staff (including two of ACRL's Choice 22.4 FTE staff) with information about their responsibilities. Take a minute to "meet the staff!" We're looking forward to hearing from you.

With several vacant positions in ACRL, we reviewed and made changes in the distribution of duties and responsibilities, some of which should result in higher grade levels and promotions for existing employees. New ACRL and Choice staff in 1998 include: Margaret Sutton, professional development assistant (ACRL); Gail Skamarack, general manager (Choice); Susanne Bjorner, special projects editor (Choice); Helena Tench, social sciences editor (Choice); Sharon Coleman, distribution assistant (Choice).

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