FY 0506

1
FY 05/06

• Changes in
• Monographs

2
Todays 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
(No Transcript)
6
Reading Monograph Fund Reports- Summary screen
by subject
7
Most subjects have a single Mega 1 fund
8
19 subjects retain a 2 fund
9
Reminder when viewing funds

• View reports at the fund name level to see your
  free balance for placing new requests
• Dont 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

10
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

11
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, thats it
• Use RF, endowment, and Friends funds first

12
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 dont get French e-slips yet
• and want them, contact Marsha Hamilton

13
Aux Amateurs de Livres virtual
14
Harrassowitz virtual in progress (due Aug/Sept)

• Were 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-slipse-mail Marsha
• Currently building profiles for German e-slip
  plan
• Note German science publishers are coming with
  GOBI2 e-slips

15
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 doesnt
• Will schedule 2 workshops for early September

16
Millennium Acquisitions

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

17
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

18
Thank you

• If you have questions about monographs
• contact
• Marsha Hamilton
• 7-7461 hamilton.8_at_osu.edu
• or
• Your MOD searcher
• 2-6314