1. NELINET Collection Services Conference,
Southborough, MA, April 15, 2009
Academic Library Budgets Bibliography
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College and Research Libraries, 57, 133-43.
Arora, A., Klabjan, D. (2002). A model for budget allocation in multi-unit libraries.
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Asantewa, D. (2003). Holistic budgeting: A process. Information Outlook, 7 no.8., 14-18.
Birdsall, D.G. (1995). The micropolitics of budgeting in universities: Lessons for library
administrators. The Journal of Academic Librarianship, 21, 427-37.
Bourgeois, E., Cohen, P., Dix, J., Natesan, C. (1998). Faculty-determined allocation formula at
Southwest Texas State University. Collection Management, 23 no.1/2, 113-23.
Bucknall, C. (1991). Balancing collections, balancing budgets in academic libraries. Journal of
Library Administration, 14 no.3, 121-34.
Budd, J. (1991). Allocation formulas in the literature: A review. Library Acquisitions, 15, 95-
107.
Budd, J., Adams, K. (1989). Allocation formulas in practice. Library Acquisitions: Practice &
Theory , 13, 381-390.
Butcher, K. (1999). Reflections on academic librarianship. The Journal of Academic
Librarianship, 25 no.5, 350-3.
Campbell, J.D. (1989). Academic library budgets: Changing the sixty-forty split. Library
Administration and Management, 3, 325-30.
Campbell, J.D. (1994). Getting comfortable with change: A new budget model for libraries in
transition. Library Trends, 42 no. 3, 448-59.
Canepi, K. (2007). Fund allocation formula analysis: Determining elements for best practices in
libraries. Library Collections, Acquisitions, & Technical Services, 31 no. 1, 12-24.
Clayton, P. (2001). Managing the acquisitions budget: A practical perspective. The Bottom
Line, 1, no.3, 145-51.
Corrsin, S.D. (1999). Interpreting financial statements and creating and understanding
appropriate budgets for your organization. Library Collections, Acquisitions, and
Technical Services, 23 no.2, 192-193.
Cubberley, C. (1993). Allocating the materials funds using total cost of materials.
The Journal of Academic Librarianship, 19, 16-21.
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2. Dannelly, G.N. (1993). Justifying collection budgets: Indexing materials costs. Journal of
Library Administration, 19 no.2, 75-88.
Dannelly, G.N. (1994). Indexing material budgets at Ohio State University. In Collection
management and development. Chicago: American Library Association.
Dean, B.C., Albright, L., Fennessy, E.T., Miraglia, K.J. (1996). Budget allocation changes: A survey
of ATG subscribers. Against the Grain, 8, 28.
Desmarais, N. (2001). In search of equitable fund allocations. Against the Grain, 13 no.6,
83-86.
Dole, W.V. (2003). PBA: A statistics-based method to allocate library materials budgets. In
C. Creaser (Ed.), Statistics in practice – measuring & managing: Proceedings of IFLA
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University: Library & Information Statistics Unit (LISU).
Donlan, R. (2006). How much does biology really need? Determining library budget allocations.
Library Issues 26 no. 6, 1-4.
Durckheim – Montmartin, M.E., Viljoen, J.H., Human, L., Geldenhuys, G. (1995). Library materials
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Evans, G.E. (2001). The in’s and out’s of library budget preparation. The Bottom Line, 14 no.1,
19-23.
Evans, M. (1996). Library acquisitions formulae: The Monash experience. Australian
Academic & Research Libraries, 27, 47-57.
Ferguson, A.W. (2002). Back talk—memory lane: it’s budget time. Against the Grain, 14
no.3, 85-86.
Fisher, W.H., Leonard, B.G. (1997). Budgeting for information resources: current trends and
future directions. In Collection management for the 21st
century (pp. 207-17). Westport,
CT: Greenwood Press.
Genaway, D.C. (1986). PBA: Percentage based allocation for acquisitions: A simplified
method for the allocation of the library materials budget. Library Acquisitions
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Genaway, D.C., The Q formula: the flexible formula for library acquisitions in relation to the
FTE driven formula. Library Acquisitions, 10 no.4, 293-313.
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MD: Scarecrow Press.
Goudy, F.W. (1993). Academic libraries and the six percent solution: A twenty-year financial
overview. The Journal of Academic Librarianship, 19, 212-15.
2

3. Gregory, V.L. (1990). Development of academic library budgets in selected states with
emphasis on the utilization of formulas. Journal of Library Administration, 12 no.1,
23-45.
Hall, J.T.D. (1992). New methods of top-slicing. British Journal of Academic Librarianship, 7
no. 1, 9-15.
Harris, M. (1992). Division of funds within the library: Allocation of the materials budget in the
academic library. Australian Library Review, 9, 99-101.
Johnson, Peggy. (1995). Preparing materials budget requests. Technicalities, 15, 1 +.
Jones, P.A., Keller, C.L. (1993). From budget allocation to collection development: A system
for the small college library. Library Acquisitions, 17, 183-89.
Kohl, D.F. (2003). Doing well by doing good. The Journal of Academic Librarianship, 29
no. 4, 205-6.
Kyrillidou, M. (2001). Research library spending on electronic scholarly information
is on the rise. Journal of Library Administration, 35 no.4, 89-91.
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an acquisition budget in a university library. Australian Academic & Research Libraries, 27,
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Landesman, M. M. (2004). Libraries Investing in the Future First—Some Practical Suggestions.
ARL, 234, 10-13.
Lowry, C. (1992). Reconciling pragmatism, equity, and need in the formula allocation of books and
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MacEwan, B.J. (1994). Projecting increases needed to maintain the materials budget: One
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Martin, M.S. (1997). The “new” library budget. The Bottom Line, 10 no.2, 74-76.
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Martin, M.S., Wolf, M.T. (1998). Budgeting for information access. Chicago: American
Library Association.
Materials budgets in ARL libraries, ARL SPEC Kit 166. (1990). Washington: Association of
Research Libraries, Office of Management Studies.
McGinnis, M. (1990). Stretching the monograph budget in the academic library. In
Acquisitions ’90 (pp.317-31). Cornfield, OH: Genaway.
3

4. Niemeyer, M., Lawson, L. V., Millen, G., Slattery, C. (1993). Balancing act for library materials
budgets: Use of a formula allocation. Technical Services Quarterly, 11 no.1, 43-60.
Ochola, J.N. (2002). Use of circulations statistics and interlibrary loan data in collection management.
Collection Management, 17 no.1, 1-13.
O’Connor, S., Lafferty, S., Flynn, A. (1998). The materials acquisition process at the
University of Technology, Sydney: Equitable transparent allocation of funds. Australian
Academic & Research Libraries, 29 no.1, 23-33.
Promis, P. (1996). Developing a databased budget allocation strategy: The University of
Arizona Library experience. Collection Building, 15 no.3, 5-9.
Rein, L.O., Hurley, F.P., Walsh, J.C., Wu, A.C. (1993). Formula-based subject allocation: A
practical approach. Collection Management, 17 no.4, 25-48.
Rounds, R.S. (1994). Basic budgeting practices for librarians, 2nd
ed. Chicago: American
Library Association.
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we approach the 21st
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Shreeves, E. (1991). Guide to budget allocation for information resources. Chicago:
American Library Association.
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Building, 27 no. 1, 30-34.
Snyder, H. (1998). Allocating costs: Is it a program worth keeping? Library Administration
& Management, 12 no.3, 166-68.
Snyder, H. (2001). Standard costs and flexible budgets: It’s still better to be wrong
than ignorant. Library Administration & Management, 15 no.4, 246-48.
Snyder, H., Davenport, E. (1997). What does it really cost? Allocating indirect costs. The
Bottom Line, 10 no.4, 158-64.
Sorgenfrei, R. (1999). Slicing the pie: Implementing and living with a journal allocation
formula. Library Collections, Acquisitions, and Technical Services, 23 no.1, 39-45.
Sullivan, D. s. (1993). Budgeting for users: Rethinking the materials budget. The Acquisitions
Librarian, 3 no. 2, 15-27.
Tadasad, P.G., Maheshwarappa, B.S. (1999). Book fund allocation among academic libraries:
Views and approaches. Herald of Library Science, 38 no.3-4, 176-86.
Tuten, J.H., Jones, B. (1995). Allocation formulas in academic libraries: CLIP note # 22.
Chicago: Association of College & Research Libraries.
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5. Van Reenen, J. (2001). Library budgets and academic library rankings in times of transition.
The Bottom Line, 14, 213.
Walters, W.H. (2008). A fund allocation formula based on demand, cost and supply. Library
Quarterly, 78 no.3 303-314.,
Walters, W.H. (2007). A regression-based approach to library fund allocation. Library Resources &
Technical Services, 51 no. 4, 263-278.
Warner, A.S. (1998). Budgeting: A how-to-do-it manual for librarians. New York: Neal-
Schuman.
Warner, A.S. (1999). Teaching about library budgets. The Bottom Line, 12 no.1, 19-21.
Webster, J.D. (1993). Allocating library acquisition budgets in an era of declining or static
funding. Journal of Library Administration, 19 no.2, 57-74.
Weston, C.V. (2004). Breaking with the past: Formula allocation at Portland State University.
The Serials Librarian, 45 no.4, 43-53.
Wiemers, E. (1993). Budgeting methods for collection management. In Collection
management for the 1990’s (pp. 105-13). Chicago: American Library Association.
Wilder, S.J., Brannon, M.K., Chustz, T.H. (1998). Materials budget management: Good
practice, good politics. In Technical services today and tomorrow. Englewood, CO:
Libraries Unlimited.
Wilkinson, F.C., Lewis, L.K. (1999). Reference materials - - where formats and budget lines
collide: librarians speak out! Against the Grain, 11 no.4, 1 +.
Wise, K., Perushek, D.E. (1996). Linear goal programming for academic library acquisitions
allocations. Library Acquisitions, 20, 311-27.
Wu, E.F., Shelfer, K.M. (2007). Material budget allocation: A formula fitness review. Library
Collections, Acquisitions, and Technical Services, 31 no. ¾, 171-183.
5

6. Van Reenen, J. (2001). Library budgets and academic library rankings in times of transition.
The Bottom Line, 14, 213.
Walters, W.H. (2008). A fund allocation formula based on demand, cost and supply. Library
Quarterly, 78 no.3 303-314.,
Walters, W.H. (2007). A regression-based approach to library fund allocation. Library Resources &
Technical Services, 51 no. 4, 263-278.
Warner, A.S. (1998). Budgeting: A how-to-do-it manual for librarians. New York: Neal-
Schuman.
Warner, A.S. (1999). Teaching about library budgets. The Bottom Line, 12 no.1, 19-21.
Webster, J.D. (1993). Allocating library acquisition budgets in an era of declining or static
funding. Journal of Library Administration, 19 no.2, 57-74.
Weston, C.V. (2004). Breaking with the past: Formula allocation at Portland State University.
The Serials Librarian, 45 no.4, 43-53.
Wiemers, E. (1993). Budgeting methods for collection management. In Collection
management for the 1990’s (pp. 105-13). Chicago: American Library Association.
Wilder, S.J., Brannon, M.K., Chustz, T.H. (1998). Materials budget management: Good
practice, good politics. In Technical services today and tomorrow. Englewood, CO:
Libraries Unlimited.
Wilkinson, F.C., Lewis, L.K. (1999). Reference materials - - where formats and budget lines
collide: librarians speak out! Against the Grain, 11 no.4, 1 +.
Wise, K., Perushek, D.E. (1996). Linear goal programming for academic library acquisitions
allocations. Library Acquisitions, 20, 311-27.
Wu, E.F., Shelfer, K.M. (2007). Material budget allocation: A formula fitness review. Library
Collections, Acquisitions, and Technical Services, 31 no. ¾, 171-183.
5