Category: Budget Realignment

Email: Streaming media on Kanopy and Swank platforms

September 15, 2021 By Carol Ann Davis

Message sent on behalf of Carol Ann Davis, Associate Dean, to specific USF faculty and shared with the USF Libraries staff.

Good afternoon!

You are receiving this information because you have been identified as a faculty member that requested streaming media via Course Reserves at some point in the past several semesters.

The USF Libraries have struggled with funding streaming media on the Kanopy and Swank platforms for the past few years in light of escalating costs and title requests. Due to the unsustainability of the streaming media models on these platforms and the cost to lease individual titles for 12 months at a time, the USF Libraries have made the difficult decision to discontinue leasing content on these two platforms at the end of the 2021 calendar year.

Content that is perpetually available will continue, and the USF Libraries are analyzing usage patterns of Kanopy content to determine which titles we can purchase-to-own to keep them available to the USF community in perpetuity. Other titles will expire individually during the 2022 calendar year. A full list of titles with expiration dates is available and will be updated regularly. As titles are purchased in a perpetual access/ownership model, those will be indicated on that page. Kanopy titles will be purchased (if available for purchase) as they near their current expiration date.

Titles on the Swank platform are more expensive, but we do have a limited number of slots that we purchased for this year. Once those slots are used, we will not be renewing the Swank contract. The Swank platform hosts a number of feature films, but with the proliferation of streaming media platforms for individual use, we are finding that some of our most popular selections are being removed from the Swank platform. The USF Libraries, as an institutional subscriber, are not able to lease content hosted on platforms such as Amazon Prime, Netflix, Hulu, or Disney Plus.

The USF Libraries continue to subscribe to database platforms that include streaming media. We have also curated a selection of freely accessible video and other media content on the Digital Learning Objects & Media Tools to Supplement Instruction guide.

For the fall 2021 semester, please continue to submit all streaming video requests through the Course Reserves function in Canvas. Instructions are available at https://lib.usf.edu/course-reserves/make-request/. If you encounter any issues in submitting through Canvas, please email LIBReserves@usf.edu. The maximum number of videos per course will continue to be limited to five (5) units. Visit our USF Libraries Media Guide:

  • To search by title to determine if the USF Libraries has perpetual ownership or expiring access to currently available streaming movies
  • To search for movies and documentaries in the USF Libraries’ extensive DVD movie collection
  • To identify open access media alternatives
  • To consult our Frequently Asked Questions information

If you would like additional help finding alternate material, please contact your Liaison Librarian.

Best wishes,

Carol Ann

Email: Faculty Q&A Session, Revisioning Collection Management

March 5, 2021 By Todd Chavez

Message was sent from Todd Chavez, Dean of USF Libraries, to all USF faculty via Academic Affairs.

Dear USF Faculty Colleagues,

In December 2020, and earlier this morning, the USF Libraries Collection Advisory Group held information sessions presenting the “Revisioning Collection Management” process. To ensure that as many faculty as possible are informed about the process, we are hosting an additional session next week to review our on-going process and answer questions. Please note if you attended the December sessions or this morning’s, the information shared next week will be the same.

All pertinent information concerning our process is available at lib.usf.edu/collections-and-discovery/revisioning/, and please see Our Compact with Faculty as well. If you are interested in information concerning specific titles, please consult resources under review and/or retained resources. If you have follow-up questions, please contact your library liaison.

The next information session is March 11th. Please register at https://usf.az1.qualtrics.com/jfe/form/SV_cZsgONhVXUKaLTE. Microsoft Teams login information is below:

We look forward to engaging with you.

Thank you, and Go Bulls!

picture_as_pdf Email sent from Dean Chavez to USF Faculty regarding upcoming Q&A Session, 3/5/2021

Presentation: Budget Process and Journal Collection Analysis

February 24, 2021 By Carol Ann Davis

Presentation by Carol Ann Davis, Associate Dean, to all interested USF Libraries’ staff.

Associate Dean Carol Ann Davis gave a presentation and Q&A with the USF Libraries faculty and staff to provide a “behind the scenes” look at our process and how the Libraries decide which journals to retain. She discussed criteria, how statistics are gathered, and why it is so difficult to determine perpetual access. The goal was to provide the librarians and staff a stronger foundation in understanding the process and answering faculty questions

picture_as_pdf Presentation slides, 2/12/2021

Email: Faculty Q&A Sessions, Revisioning Collection Management

February 16, 2021 By Todd Chavez

Message was sent from Todd Chavez, Dean of USF Libraries, to all USF faculty members.

Dear USF Faculty Colleagues,

In December 2020, the USF Libraries Collection Advisory Group held two information sessions presenting the “Revisioning Collection Management” process. To ensure that as many faculty as possible are informed about the process, we will be hosting two additional sessions in March to review our on-going process and answer questions. Please note if you attended the December sessions, the information shared in March will be repeated.

All pertinent information concerning our process is available at lib.usf.edu/collections-and-discovery/revisioning/, and please see Our Compact with Faculty as well. If you are interested in information concerning specific titles, please consult resources under review and/or retained resources. If you have follow-up questions, please contact your library liaison.

Information sessions will be offered March 4th in the morning and March 11th in the afternoon to accommodate schedules. Please register for the session you would like to attend at https://usf.az1.qualtrics.com/jfe/form/SV_cZsgONhVXUKaLTE. Microsoft Teams login information for both sessions are below:

We look forward to engaging with you.

Thank you, and Go Bulls!

picture_as_pdf Email from Todd Chavez regarding upcoming information sessions, 2/16/2021

Email: Faculty Q&A Sessions, Revisioning Collection Management

February 16, 2021 By Magdalen Trela

Message was sent from Maggie Trela, our Communications and Marketing Officer, to all USF Libraries faculty and staff.

Hello LIB faculty!

The Collections Advisory Group (CAG) will be hosting two spring faculty Q&A sessions to review our Revisioning Collection Management process. These sessions will be the same as those offered in early December 2020. If you are interested in attending these sessions, please let me know and I’ll send you the calendar invite/s. The email invite to USF faculty will be going out from the Provost’s Office this week and can be found under my signature.

Thank you!

picture_as_pdf Email from Maggie Trela to USF Libraries faculty and staff, 2/16/2021

Meeting: Strategic Budget Realignment Impacts

February 3, 2021 By Todd Chavez

Dean Chavez provided the members of the Multi-Campus Deans group with an update regarding the anticipated collection impacts generated by the Strategic Budget Realignment effort. Topics included: faculty responses/input, communications efforts, and service enhancements to mitigate impacts.

Email: Library Collections and Budget Statement

December 14, 2020 By USF Health Libraries

Message was sent by USF Health Libraries to their stakeholders.

Managing library resources for the University of South Florida within the recent budget constraints due to the COVID pandemic requires actions by the academic USF Libraries and the USF Health Libraries. This is our update on how the USF Libraries and the USF Health Libraries are addressing this year’s budget challenges and how we can continue to support the research and instruction conducted at USF.

The USF Libraries (Tampa Campus Library, Poynter Library – St, Petersburg, and Library Services – Sarasota) have posted their “Revisioning Collection Management,” plan that details the steps they are taking to ensure their “commitment to providing USF faculty and students with access to the content they need for research and instruction” (https://lib.usf.edu/collections-and-discovery/revisioning/).

The USF Health Libraries, composed of the Shimberg Health Science Library and the Florida Blue Health Knowledge Exchange, are committed to providing resources to support USF Health education, research, scholarship, and the accreditation of our colleges and programs.

With the steadfast support of our USF Health Leadership, the USF Health Libraries is in an excellent position to maintain collections that critically support USF Health’s research and educational activities, while taking the opportunity to re-work our journal subscription packages. In doing so, we hope to free up library budget funds to subscribe to and maintain the most important resources for your work.

We see this time of budget uncertainties as a way to REFRESH our collections to provide stronger support to USF Health programs and priorities in the form of the journals, books, and databases that are most significant to your efforts as students, instructors, researchers, residents, and administrators.

Our evidence-based plan is simple:

  1. ASSESS: We will enhance our current data-driven decision making for collections renewals and acquisitions including the use of a combination of third-party resources that will allow us to model and forecast our collections decisions for so-called “big deal” (i.e., major publishing houses) packages. These data will include faculty citations, faculty authorship, annual usage, backfiles usage, perpetual access, open access, interlibrary loan costs (including copyright costs), full-text denials, and prices.
  2. ASK: We will build journal subscription models to obtain the most cost-effective journal subscription plans for our highest-cost journal packages (e.g., Springer/Nature, Sage, Wiley, and Elsevier). This will allow us to keep or reacquire the individual journals in those packages that are the most used and most important to USF Health, while freeing up funds to obtain other needed collection resources that support new teaching and research initiatives of our faculty members.
  3. ACQUIRE: We will gather input on new titles and resources from our liaison librarians and from USF Health faculty members to use with our forecasting and decision-making models.
  4. APPRAISE: We will carefully review and conduct a final analysis of all data collected and select resources for renewal, cancellation, and acquisition.
  5. APPLY: We will negotiate with our vendors for fair deals for selected titles and subscribe or purchase accordingly. We will then communicate our refreshed collections with all of you.
  6. EVALUATE: We will apply continuous-quality improvement methods to collect and analyze the data following our evidence-based methodology. This process will ensure we are providing the most cost-effective, critical resources aligned with the goals and mission of USF Health and the USF Health Libraries.

Our promise to you: We will remain flexible and open in our decision making in response to our ever-changing environment and the individual and programmatic needs of our students, faculty, researchers, residents, and administrators. As always, interlibrary loan services will be available to obtain requested full-text articles we may not have access to in our collections.

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Email sent from USF Health Libraries to its stakeholders, 12/14/2020

Email: Note to Faculty on RefWorks Being Discontinued

December 14, 2020 By Academic Affairs

Message was sent to all faculty members via Academic Affairs.

RefWorks, the citation management software, will no longer be available after December 31, 2020. This resource is currently funded through the Florida Academic Library Services Cooperative (FALSC) and is not being renewed. Other reference management software such as Zotero, EndNote, and Mendeley are supported by the USF Libraries, with more information provided through our guide on Citing Sources.

No new RefWorks user accounts will be accepted beginning August 1, 2020, and current RefWorks users who would like to save their references are advised to export them by December 31, 2020. Users will have until January 31, 2021 to access their accounts for the purpose of exporting references, after which accounts will be permanently inaccessible. All attachments must be downloaded and reattached to references separately in another citation manager. Information on how to export your references and migrate to another citation manager is provided in the USF Libraries Guide on RefWorks.

If you have questions about exporting your RefWorks references, please contact Susan Silver at ssilver@usf.edu.

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Email sent to all of Academic Affairs, 12/14/2020

Meeting: Budget and Collections Realignment

December 2, 2020 By Todd Chavez

Todd Chavez, Dean of USF Libraries, will attend the USF Faculty Senate to discuss and answer questions about the USF Libraries budget process

Meeting: Budget and Collections Realignment

November 19, 2020 By Todd Chavez

Todd Chavez, Dean of USF Libraries, attended the USF Executive Faculty Senate to discuss the USF Libraries revisioning collection management process.

Email: Budget and Collections Realignment

November 18, 2020 By Todd Chavez

Message sent from Todd Chavez, Dean of USF Libraries, to the USF Faculty.

As part of the University’s strategic budget realignment process, the USF Libraries are engaged in a comprehensive “Revisioning Collection Management” process. Because the majority of our base budget is tied to collections, the impact of the realignment must largely accrue to our library materials budget, primarily recurring subscriptions. To meet the realignment targets, our process is guided by the following principles:

  • continue support of faculty resource needs;
  • maximize control of the USF Libraries collection budget;
  • end reliance on non-recurring funding sources;
  • engage faculty in the decision-making process; and
  • refocus collection expenditures on perpetual rather than leased access.

Although the process for accessing full-text library resources may change, the Libraries’ commitment to providing USF faculty and students with access to the content needed for research and instruction is unwavering. To ensure transparency and provide all pertinent information concerning the revisioning process, a comprehensive informational website will be maintained at https://lib.usf.edu/collections-and-discovery/revisioning/. Please see Our Compact with Faculty as well.

We invite you to participate in Q&A sessions the first week of December to learn more, and a morning and afternoon option is available to accommodate schedules. Please register for the session you would like to attend at https://usf.az1.qualtrics.com/jfe/form/SV_daI7kmqQXjCKzWd. Microsoft Teams login information for both sessions are below:

Morning Session: Tuesday, December 1stfrom 11 a.m. – 12 p.m.

Afternoon Session: Wednesday, December 2ndfrom 1 p.m. – 2 p.m.

We look forward to engaging with you throughout this process.

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Email from Dean Todd Chavez to the USF Faculty ListServ, 11/18/2020

Meeting: Budget and Collections Realignment

November 18, 2020 By Todd Chavez

Todd Chavez, Dean of USF Libraries, met with the USF Faculty Senate Executive Committee to discuss the USF Libraries’ budget realignment process.

Email: Strategic Budget Discussion, Updated from 11/3/2020

November 5, 2020 By Todd Chavez

Message sent by Todd Chavez, Dean of USF Libraries, to all USF Libraries’ faculty and staff.

Following up on Dean Todd Chavez’s message on Tuesday (11/3/2020), he attached revised versions of the slide deck and handout as well as the promised “USF Libraries Compact with the Faculty” authored by our colleagues serving on the Collection Advisory Group (Jason Boczar, Emily Mann, Audrey Powers, and LeEtta Schmidt). Many thanks to the group!

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Email from Dean Todd Chavez to all USF Libraries faculty and staff, 11/5/2020
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USF Libraries’ Budget Realignment Strategy, Slide Deck
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Revisioning Collection Management, Handout
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USF Libraries Compact with the Faculty

Meeting: Budget and Collections Realignment

November 4, 2020 By Todd Chavez

Dean Todd Chavez met with Provost Wilcox and confirmed that steps taken to date to achieve targets and timelines were supported. Reported to the Provost and Masha Galchenko that the Libraries were 31.8 percent ($439,953) completed with the Year 1 strategic budget reset.

Email: Strategic Budget Discussion

November 3, 2020 By Todd Chavez

Message sent from Todd Chavez, Dean of USF Libraries, the USF Libraries’ faculty and staff.

To effectively manage this unprecedented budget realignment, it will be essential that everyone has accurate and consistent information that can be shared with members of the University community. To that end, we have prepared tools to help you:

  • an email (attached) that can be shared with colleagues as needed;
  • a slide deck (attached) that can be used for presentations to faculty;
  • a brief handout (attached) that provides an overview of the issues; and
  • a comprehensive website (see link below) containing a wealth of information concerning the realignment and its impact on our collections.

Our goal is to be transparent, accurate, and consistent in all communications to all parties. Although we anticipate that librarians will use this communications packet more frequently in the course of their assigned duties, we have elected to send this email to all employees of the USF Libraries to keep everyone equally informed and capable of sharing accurate information if asked.

In the coming weeks, our Collection Advisory Group (Jason Boczar, Emily Mann, Audrey Powers, and LeEtta Schmidt) will produce a “USF Libraries Compact with the Faculty” –a document that clearly enumerates our unwavering commitment to USF faculty to serve their information resource needs by all means available to us. Once that document is available, it will be distributed to everyone and posted on our “Revisioning Collection Management” website at: https://lib.usf.edu/collections-and-discovery/revisioning/

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Email from Dean Todd Chavez to Library Faculty & Staff, 11/3/2020

Meeting: Budget and Collections Realignment

October 28, 2020 By Todd Chavez

Todd Chavez, Dean of USF Libraries, met with the USF Faculty Senate to discuss the USF Libraries’ budget realignment process.

Meeting: Budget and Collections Realignment

October 27, 2020 By Todd Chavez

Todd Chavez, Dean of USF Libraries, attended a meeting of the Council of State University Libraries (CSUL) and provided information to them about the USF Libraries’ budget realignment process and how it might impact statewide contracts.

Email: USF Libraries’ Budget Realignment

October 22, 2020 By Todd Chavez

Message sent from Todd Chavez, Dean of USF Libraries, to USF College Deans.

I wanted to take a moment to provide some information concerning the USF Libraries’ budget realignment requirements. The budget realignment requirements are substantial and will likely impact the entire community at some level.

  • Year 1 Reduction: $1,383,500
  • Year 2 Reduction: $ 650,000
  • TOTAL: $2,033,500

The 15.3 percent realignment includes personnel actions, program elimination/suspension, reduced operational expenditures (e.g. travel, equipment), and membership cancellations, but the majority of the impact will be in our collections budget, primarily recurring subscriptions, because this is the lion’s share of our E&G base budget.

To meet these levels we are compelled to:

  • aggressively modify our seven “Big Deals” –the large subscription bundles that includes Elsevier, Taylor & Francis, Springer/Nature, Wiley, Oxford, Cambridge, and Sage;
  • reevaluate prior “luxuries” such as maintaining subscriptions to both Web of Science and Scopus;
  • target low use/high cost content even if they are research intensive; and
  • consider cancellations of anything on the margins of our institutional mission.

It is going to be very difficult to balance our deepest desire to do no harm and meet these targets, but we think that we can manage the tightrope through an equally aggressive service plan and commitment to meeting faculty needs by any means necessary. To that end, we are launching a phased approach:

  • Now through December –Step 1: notify vendors/publishers that USF will be reviewing its current collection selections and will reacquire a subset. This is the legal step we must take to meet the terms of our contracts and licenses. This will immediately impact four “Big Deals.”
  • November through January –Step 2: conduct a comprehensive analysis of our recurring collection. Through our website (see below), we will literally flood the faculty with data that they can choose to review, or not. It will be a transparent exercise.
  • January through February/March –Step 3: reacquire content based on the analysis in Step 2.
  • March through May –Step 4: review and consider next steps on canceled content. ILL/Document Delivery and other mechanisms will be in place in January to bridge gaps.

Ironically, we anticipate (remains to be tested) that we may actually create a discretionary buffer that will allow us to permanently acquire “leased” content to lower future recurring obligations. That evaluation will go on concurrently with Steps 2-3. Because we have no discretionary funds at this time, we cannot take advantage of these opportunities.

Finally, we are preparing (an early draft is up at https://lib.usf.edu/collections-and-discovery/revisioning/) a comprehensive information resource to ensure 100 percent transparency in all that we do. Once we are ready, we will market this resource to the University community as a one-stop-shop for collection impacts from the realignment.

One request: if any of you can share any specific program impacts, this will be very helpful. For example, if you are considering a program’s elimination or a change from Grad 2 to Grad 1, we can consider those resources as candidates for cancellation without fear of impact.

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Email from Dean Todd Chavez to the USF College Deans, 10/22/2020

Discussion: Budget Realignment

October 12, 2020 By Tom Cetwinski

Discussion took place between Tom Cetwinski, Associate Dean of USF Libraries, and the other Associate Deans and Administration Staff regarding the budget realignment.

Meeting: Budget Realignment

October 6, 2020 By Todd Chavez

Dean Todd Chavez met with Provost Wilcox, Nick Trivunovich, and Masha Galchenkyo to formalize realignment targets, timeline, and procedures.

Meeting: Budget Realignment

October 1, 2020 By Todd Chavez

Dean Todd Dean Chavez participated in a budget discussion hosted by President Currall and his senior leadership and the deans. Chavez participated in a budget discussion hosted by President Currall and his senior leadership and the deans.

Meeting: Budget Realignment

September 26, 2020 By Todd Chavez

Dean Todd Chavez clarified and discussed proposed realignment strategies to President Currall, Provost Wilcox, David Lechner, Charles Lockwood, Nick Trivunovich, and Brian Ten Eyck.

Meeting: Budget Realignment

September 22, 2020 By Todd Chavez

Dean Todd Chavez and Associate Dean Carol Ann Davis presented proposed realignment strategies to President Currall, Provost Wilcox, David Lechner, Charles Lockwood, Nick Trivunovich, and Brian Ten Eyck.

Meeting: Strategic Budget Discussion

September 22, 2020 By Todd Chavez

Todd Chavez, Dean of USF Libraries, met wtih the USF Libraries Management Group.

Discussion: Budget Realignment

September 10, 2020 By Todd Chavez

Discussion took place between Todd Chavez, Dean of USF Libraries, and Rose Bland, Director of the Shimberg Health Sciences Library, regarding the budget realignment.

Notice: Information Regarding the Strategic Budget Realignment, for the University Community

September 1, 2020 By Carol Ann Davis

The USF Libraries are participating in the strategic budget realignment process with all other units on the Tampa campus. In an effort to ensure consistent communication with our colleagues on all three campuses, faculty may receive this response when suggesting new purchases.

Thank you for submitting a request/requests for a new resource for the USF Libraries collections. The Library appreciates your interest in helping to develop collections and services relevant for your research and teaching. We are working with our numerous vendors on acquiring a price quote/quotes for this material.

Please be aware that as part of the university’s budget strategy for the coming year, the library —  and all colleges and support units across the Tampa campus — is experiencing a significant budget realignment. Changes in funding for Library collections coupled with an annual average increase of 4.4% for recurring collection commitment greatly restricts our purchasing capacity. As a result, the Library is unable to purchase additional resources at this time.

The Library will keep your request and the associated vendor quote should the situation unfold in the coming weeks which allows a return to active collection development.

Please address questions to Carol Ann Davis, Associate Dean, at borchert@usf.edu.

Meeting: Budget Realignment

August 26, 2020 By Todd Chavez

Dean Todd Chavez participated in a budget discussion hosted by President Currall and his senior leadership and the deans.

Meeting: Budget Realignment

August 17, 2020 By Todd Chavez

Todd Chavez, Dean of USF Libraries, met with the Libraries’ staff.

Meeting: Budget Planning

August 12, 2020 By Todd Chavez

Todd Chavez, Dean of USF Libraries, met with the Library Executive Group.

Meeting: Budget Realignment

August 10, 2020 By Todd Chavez

Dean Chavez met with the Library Executive Council to discuss potential responses to realignment targets and the August 28 deadline received by email on August 7.

Meeting: Budget Realignment

August 6, 2020 By Todd Chavez

Dean Todd Chavez participated in a budget discussion hosted by President Currall and his senior leadership and the deans.

Meeting: Budget Realignment for Collections

August 5, 2020 By Todd Chavez

Todd Chavez, Dean of USF Libraries, met with the leadership of the USF Libraries Collections and Discovery department.