As selectors know, there is a new expectation that they more closely manage their serial budgets. See Managing selector funds to Zero. We’ve had a number of discussions with selectors about what information would be helpful as they undertake this new task.
Thanks to Jim Gordon (Acquisitions) and Kurt True (Systems), it is now possible to generate Serial Expenditures Reports for selectors to use in managing their serials budgets.
Instructions for how to access these reports are posted on the Collections Services staff-side website, at http://www.lib.berkeley.edu/Staff/CS/serials_expenditure_reports.html.
These reports are most useful after a critical mass of serial subscriptions is paid, so we plan to roll these reports out every January. Jim Gordon will be watching subsequent payment activity and will issue updated reports throughout the remainder of the fiscal year – every 4 to 6 weeks.
This is the first year that we’re concentrating on selector management of serial budgets, and hopefully this tool will be useful in everyone closing the year with their serials budgets close to being in balance. We understand that managing exactly to zero is impossible, so small surpluses or deficits are expected.
Best, Bernie