We were faced last year with trying to do an allocation formula for serials.
We had an older article by Charles Lowry but it seemed an impossible task to
come up with decimal weightings as he suggested was necessary so you aren't
adding "apples and oranges."
We finally decided not to allocate funds TO each department, but to decide
on a fair amount for each department to drop. We were helped because we
already had a status quo allocation by department which told us how much
each department does spend of the total budget.
So, we figured what percentage of the serials budget each department was
taking up and arrived at the following formula
CURRENT DEPT. PERCENTAGE OF CURRENT DEPT.
PERCENT OF TOTAL ALLOCATION REQUESTED
PER. BUDGET TO DROP
over 10% 15% to drop
5.0%-9.9% 7.5% to drop
2.5-4.9% 5% to drop
0.6-2.49% 2.5% to drop
0.5% and below 0
We held an open meeting for departments to come and discuss their concerns
about the formula. Biology came in force and was extremely unhappy, since
they had the highest percent of the periodicals budget (16.5%). Chemistry
(13.2% of the budget) accepted the inevitable and didn't even come to the
If there is a recent article by Charles Lowry, I would be interested in
receiving the citation.
West Chester University, West Chester, PA