Concord College Case Study Laura Matheny and Sue Liacos-Dix **view the entire case study at http:// lu .com/management/Linked/Concord%20College%20Budget%20case. htm
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Using the Ethics Wheel with Budgeting This case study moves us away from management issues of the human element to management issues of a budgetary concern. While this case study certainly won’t bring out the emotion and passion we felt for the others, please consider these ethic wheel spokes as you read about Concord College:
Creative/Imagination – How can I as a library director make the best decisions about the budget? How can I be open to considering a solution that has never been used before?
Reason / Analysis – How will I as library director go about the business of analyzing this situation?
Group Experience - How will the budget affect the college, the library, and the patrons as a whole?
Authority – What institutional/legal/tradition aspects are governing the library director’s budgeting decisions and the behavior of each person affected by the situation?
Concord College is a private liberal arts college located in Longleaf, North Carolina. (pop. 25,000) It was modeled on liberal arts colleges such as Bowdoin College in Maine and Amherst College in Massachusetts. Concord College has never attained the reputation of the colleges that served as its models, however, it is a very highly regarded liberal arts.
Almost 2000 students attend Concord College matriculating with Bachelor’s Degrees. Students major in most of the traditional liberal arts subjects and are taught by 152 faculty members.
In the late 1980s the original library building was replaced by a 110,000 square foot library building located in the center of the campus. The library was a gift of a wealthy alumnus, Jacob Madison. The Madison Library houses over 470,000 volumes, and includes books, periodicals, government documents, and electronic resources. The library includes several heavily used computer labs. Within the facility there are a total of 150 networked workstations.
Reference: There is always at least one member of the library staff on the reference desk. In addition to normal duties, reference librarians also offer regularly scheduled library instruction classes both in the library and in the classroom.
Acquisitions and Serials
Systems: M ajor duties include basic computer maintenance and repair, maintaining the network and computer troubleshooting
Madison Library has a staff of 19 full time employees.
Seven staff members have MLS degrees.
Twelve have undergraduate degrees and experience in the library but do not have professional degrees.
Twenty students are employed per semester in 15 hour per week student jobs.
Occasionally Concord College provides a paid field experience to a LIS student from UNC-Chapel Hill but because of the distance between the two campuses these field experiences are typically summer ones. Field experience students are paid out of lapsed salary money.
As the Director of Madison Library you are preparing your proposed fiscal year budget. The budget is flexible. Monies may be moved between categories. The President and the Provost have explained to you that if enrollment remains as projected, the library can count on a five percent increase in its base allocation.
Since the Library’s total operating budget is $1.64M this would mean that you will most likely be allotted a $81,975 increase in your operating budget. ( This is something to keep in mind as you think about the essential questions .)
To view in more detail the Madison Library budget, more to slides 18, 19 & 20.
The pride of Madison Library is the Andrew H. Walley Collection. Dr. Walley was a class of 1935 alumnus. In his will he left his large collection of ornithology books and manuscripts as well as original Audubon prints of American birds. Many items in the collection are very rare and quite a few (approximately 50) are the only copies in existence in this country. There are two books printed in Belgium in the 1600s that are believed to be the only surviving copies in the world. This is a very valuable collection both in terms of its content and its monetary worth.
The Walley Collection is housed in a separate room in Madison Library with books in specially constructed bookcases. Great care was taken to ensure that the room is climate controlled and that the books are safely housed.
Because of its concentration of rare materials, the Walley Collection is heavily used by ornithology scholars who often travel long distances to use the collection. There is a wide demand for many of the items in this collection but its use is restricted because of its location and because of the fragility of many of the items. There are many requests for interlibrary loan from this collection but these requests are always refused.
It has long been the dream of the staff of Madison Library to digitize the Walley collection so that its can be used more readily by scholars from around the world. The President has said that he will entertain a budget request to digitize this collection, however, several departments are competing for the limited funds by trying to begin new programs.
It is unlikely that even in the best circumstances, Madison Library would receive more than an additional 5-7% to its overall budget for this project (in addition to the 5% increase). Nonetheless you decide to present a capital improvements budget with the digitization project included as part of the expenses.
In your budget proposal, you will put forth the total costs of this digitization effort.