Charleston Conference Friday, November 5, 2010 3:10 - 4:00 PM

1. The Santa Barbara Experience

2.  Prior to October 2009, Technical Services was composed
of three departments, Acquisitions, Cataloging, and Serials
 The Head of Acquisitions was planning on retiring in July
or August of 2010. We hoped to recruit a replacement.
 The Clerk responsible for reconciling the General Ledger
was planning on retiring and we were still thinking about
how we would cover her position.
 In anticipation of a new library building and a badly
needed seismic upgrade of the two story part of the
library, the Serials department was moved from the first
floor to the 3rd floor.
 We were considering how we would begin new initiatives
such as digitization with existing staffing levels.

3.  The State of California was (and still is)
experiencing one of the worst budget crises
of its history.
 In FY 2009-2010, the UC had a large deficit
(800 million). UCSB’s portion of the deficit
was a little over 50 million.
 The deficit was to be covered by a number of
means; furloughs, fee increases, and
reduction in staff.

4.  A salary saving program that encouraged
career employees to consider ending their
employment with the University.
 Targeted toward employees who were
planning on retiring or leaving the University.

5.  The employee received a severance package
and agreed not to be employed by the
University for 3 years.
 The Unit could not fill the position for 18
months.
 The application period began on August 14
and completed applications had to be turned
in by September 14. The separation date
would be October 30.

6. 7 people at the Library took the VSO, 4 were
in the Acquisitions department
◦ Head of Acquisition
◦ Head of Monograph receiving
◦ Monograph receiver
◦ Clerk responsible for reconciling to the General
Ledger, monitoring deposits, maintaining codes
and links between ILS and campus accounting

7.  The decision was made to merge the Serials
and Acquisitions
 The Head of the Serials Dept assumed most
of the duties of the Head of the Acquisitions
Dept
 The Head of the Conservation Section
added Monograph Receiving and Marking to
his portfolio and was also made Assistant
Dept Head
 One of the monograph receivers trained to
reconcile the budget, monitor deposits etc

8. Dept Head
Conservation and Mono
Receiving
Mending
Bindery Prep
Marking
Mono Receiving
Mono Ordering
Gifts
Serials Ordering Serials Receiving
Serials and E Resources
Cataloging and
Maintenance
Serials Cataloging
Serials Maintenance
Book fund accounting

9.  On very short notice the Serials Dept head
learned about Monograph acquisitions and
accounting
 The Clerk who does the General Ledger was
given two months training by the previous
incumbent
 The head of the Conservation Section worked
with staff in the Mono Receiving area to learn
their procedures.

10. The current structure probably isn’t permanent
◦ The Library is in flux both at local and consortial
level
◦ We are searching for a new University Librarian
◦ The new building and the seismic retrofit of the two
story building did make it into this years budget
and we need find staff to vacate the two story
building

11.  Catherine Nelson
 Head Acquisitions & Resource Management Services
 University of California Santa Barbara
 nelson@library.ucsb.edu