Proposed Fiscal Year 2020 Town Library Budget
Jones Library Munson Memorial Library North Amherst Library Proposed FY20 Budget
2020Approved by the Board of Trustees March 26, 2019 Topic Page Vision Statement
people from all over mutually beneficial Long Range Plan The Jones Library staff 1-3 will create a welcoming the world, helping to relationships with Highlights atmosphere for ensure a vibrant other Amherst town everyone, and will be business community. departments, with Departmental libraries and other 4-15 deeply engaged and Accomplishments committed to A strong base of relevant departments maintaining the highest committed volunteers and offices at Holdings, levels of professionalism will augment the surrounding colleges and providing and universities, C/W Circulation, 16-21 Library staff and be exceptional customer recognized for their MARS as well as with Usage, & Value service. important other local business contributions, helping and cultural entities. Challenges 22-23 The Board of Trustees, the Jones Library Friends of the Jones remain strong and The Library will Budget Summary 24-27 Library System, and staff connected to the actively welcome and will provide leadership entire community. encourage access by so that the town of The Library will use members of our State Aid 28-29 Amherst and its the skills and interests community with residents will continue of each volunteer as economic and social Limitations, to support the Library, they align with the disadvantages. Impacts, & 30-31 including financially and needs of the Library. Concerns by volunteering. The Jones Library will Income, The Jones Library will develop and maintain Endowment, 32-37 help provide Amherst Friends & Donors with state-of-the-art technologies and will Expenses 38-40 provide instruction and Mission Statement support for those Staff, Volunteers seeking to use The Jones Library will community can enhance their & Community 41-45 technology. be a community hub to a diverse population of educational, cultural, Partnerships Special Collections, Amherst residents, and lifelong learning which includes works by where books are pursuits. Trustees & 46 Robert Frost and Emily celebrated and all Building Project Dickinson, will draw members of the Proposed FY20 Critical Success Factors Budget Fully motivated and engaged staff, C/W MARS as well as surrounding including volunteer staff, who are college libraries and institutions.
committed to providing patrons with a welcoming atmosphere and Ability to identify needs and serve the exceptional customer service. community of Amherst.
Adequate financing to support Effective outreach and current and future operations, as communication. well as proposed building
renovations. Strong support from the Board of Trustees and the Friends of the Jones State-of-the-art technology, with Library System. flexible responses to changing
technologies and the ability to Visionary leadership from the Board provide those technologies to and staff to ensure that the Jones patrons. Library continues to be a value-added
entity to the Town of Amherst. Support from the residents of
Amherst and surrounding Full engagement of all Amherst townships. residents, from youth through
seniors. Mutually beneficial relationships with other Amherst departments,
Strategies
Provide a pleasant, safe and up-to- of Amherst’s appropriations, The date building by making progress Jones Library, Inc., the Friends of the on the Library’s renovation/ Jones Library System, and the expansion project. Library’s Annual Fund, Capital Fund, Planned Giving program, Sammys and Provide relevant, quality materials, new resources. programs and services to our patrons. Offer and promote state-of-the-art technologies to both staff and Maintain exceptional customer patrons. service by recruiting and retaining outstanding library personnel. Honor Amherst’s rich history through preservation and promotion Increase and enhance of the Special Collections. communication efforts through social media, an interactive Advocate with local, state, and website, newspaper and radio. federal legislators regarding the importance of library funding. Page 2 Expand funding through the Town
Gaps Proposed FY20 Budget Although the Jones Library patrons appreciate many aspects of the current facility, the interior is outdated and inefficient, creating difficulties in serving patrons and managing the physical plant. Resolution of these issues requires physical enhancements and additional space. The Jones Library A major drawback to patrons and directly benefits from the non-patrons alike is inadequate advocacy efforts of the parking. following organizations:
Funding from the Town of Amherst and other sources must adjust to developing service needs and future growth.
We are undertaking a planning Western Central and effort involving the facilities, Massachusetts Western programs, collections, technology Library Massachusetts and roles of the Branch Libraries. Advocates Automated Resource Sharing (WMLA) Network
Immediate Priorities (C/W MARS)
Secure additional annual funding to ensure the Jones Library continues to provide high quality services, programs, and an engaged staff. Massachusetts Massachusetts Library Secure necessary capital funding Library System Association for the expansion/renovation of (MLS) (MLA) the Jones Library building.
Re-examine the roles and needs of the Branch Libraries which may include accessibility, a public restroom, and programming space for the North Amherst Library and space planning for the Munson Memorial Library. Page 3 Proposed FY20 Accomplishments - Borrower Services Budget Staff began using an updated, web- The Library added to its collection of based version of Evergreen, the non-traditional circulating materials Library’s online circulation system. including bulb planters, new musical instruments, and concert tickets. Staff were busy planning the Library’s 2019 Centennial The Library began publicizing Library celebration, including contracting programs in the Amherst Senior with Bruce Watson to write a new Center newsletter. book on the history of the Library. Staff concentrated on reviewing The Library began a subscription Holds requests which were taking a to NAXOS, a classical music long time to satisfy, in order to point database of over 137,000 CD- out and solve the problems. length classical recordings. Staff continued giving tours of the Staff promoted Library card Library to new patrons, including a registrations to Town business family of newly settled refugees. owners through the Business Improvement District.
Projected Amherst Population Library Card Holders According to Age 40,000 0.0%
35,000 Youth (ages birth-11) 961 5% -0.5% 30,000 -1.0% Young Adult (ages 12-17) 1,179 6% 25,000
20,000 -1.5% College Students 4,069 22%
15,000 -2.0%
Adult (ages 18-59) 9,763 52% 10,000 -2.5% Seniors (ages 60+) 2,835 15% 5,000 -3.0% 0 2015 2020 2025 2030 2035 TOTAL -5,000 -3.5% Amherst Library Card Holders 18,807 100% Projected Amherst Population Difference % Difference Source: UMass Donahue Institute
Page 4 Accomplishments - Borrower Services Proposed FY20 Budget
Comments “Circulation” is defined as the lending/renewing of books, audios, videos, etc from the Jones, North Amherst, and Munson Memorial Libraries. “Holdings” is defined as the number of items owned by the Jones, North Amherst, and Munson Memorial Libraries. “Attendance” is defined as the number of patrons who visit the Jones, North Amherst, and Munson Memorial Libraries. “Reference Questions” is defined as questions patrons ask the staff of the Jones, North Amherst, and Munson Memorial Libraries.
Comments “Items Delivered” is defined as books, audios, videos, etc. owned by other libraries which are sent to the Jones, North Amherst, and Munson Memorial Library (and the other towns listed) through the statewide interlibrary loan system. “Articles Viewed” is defined as online journal and newspaper articles which are accessed by Jones, North Amherst, and Munson Memorial Library (and the other towns listed) card holders.
Page 5 Proposed FY20 Accomplishments - Adult Collections Budget Staff participated in a year long series of workshops on diversity in Top 5 the collection through the Western Adult Books Mass Readers Advisory program. They read and discussed books in a variety of genres (literary fiction, All the Light We science fiction, etc.) to help Cannot See by librarians represent people of all Anthony Doerr backgrounds in the collection. Top 5 Adult DVDs Hillbilly Elegy by Rethought the function of the “New” section for adult fiction and J.D. Vance Rogue One Local Author nonfiction. In bookstores, books are featured in displays for as long A Gentleman in Hidden Figures Spotlights as they are popular and selling well. Moscow by Amor Often our most popular books are La La Land David Hyde never seen by browsers of the Towles Costello, “New” shelves because they are Get Out Strangers in their Children’s Author always checked out.. Now, with new procedures in place, these very Own Land by A Quiet Passion popular titles will not be relocated Michael Ponsor, Arlie Russell to the stacks until we are satisfied Judge and Legal that they are no longer in demand Hochschild Thriller Writer by browsers. We hope this will make browsing the “New” section Pachinko by William Taubman, more rewarding. Min Jin Lee Historian Staff served on the Town’s Personnel Richard Michelson, Procedures Manual committee, Poet & Children’s charged with rewriting that document. Book Author Staff contacted the Amherst Senior Madeleine Blais, Center and began a new (and Nonfiction Author popular) book club that meets monthly. Nicole Blum & Catherine Newman Staff created topical labels for many Joint Children’s shelves throughout the entire collection, to assist patrons in Authors browsing by subject.
Page 6 Accomplishments - Special Collections Proposed FY20 Budget From February to May 2018, we donations that include electronic created a special exhibit to files knowing we can preserve coincide with 2018 On the Same them digitally and we are Page – Amherst. Wonder Women of capturing websites from the Amherst featured 6 local women Amherst community in tandem who lived their lives leaps and with these efforts. bounds ahead of their time. Like Wonder Woman, our women We applied for and received an MBLC-administered fought stereotypes, showed that LSTA Go Local grant for $15,000 in order to celebrate the extraordinary is often found in the Library’s centennial in 2019. The Celebrating the the ordinary, and that adversity Centennial, Creating Community grant will act as a was no match for their “super” catalyst for creating deeper connections between the powers. Library and the Town of Amherst.
As part of an NEH grant awarded Through the generosity of the Clifton Johnson family, we to the Emily Dickinson Museum for digitized more of the Clifton Johnson Collection, which weeklong teacher trainings, we includes late-19th and early-20th century photographs, hosted two workshops for English illustrations, and glass plate negatives. These images teachers to learn about Emily include not only western Massachusetts, but rare images Dickinson and the Town of of towns throughout the United States and in several Amherst using primary sources. countries. Approximately 650 photographs were scanned These intensive workshops include and uploaded to Digital Amherst this year and work on hands-on work with maps, the project continues. correspondence, account books, photographs, and other archival records to give these teachers a core knowledge that they then take back to the classroom. Two local teachers who attended the workshop later brought their classes to the library for a scaled- down version of the workshop.
We received a grant from the Internet Archive to participate in an Archive-it initiative to capture and archive websites. This is part of our overall focus on creating an infrastructure to support born- digital and digitized files. Working with the Town’s IT department, we have set up a content management system, Collective Access, to archive, preserve, and access electronic records on a dedicated server. We can now accept Page 7 Proposed FY20 Accomplishments - Information Services Budget Weeded our print collection in Offered drop-in technology support Reference and created space for sessions to help both patrons and additional seating and services in staff access our expanding digital the Reference Room. collections with their computers and devices. Updated our website so that it uses the HTTPS (secure) protocol Continued to deliver daily drop-in for all pages, to better protect our and by-appointment technology patrons’ privacy. support sessions at the Reference Desk. Created new informational guides for our website (e.g., Resources for Seniors and Caregivers; Reference Writing Groups in the Amherst Questions Area) in response to patron inquiries. Asked
What were medical FY18 Reference Questions Answered by Department practices like during Jane Austen’s time? Audio-Visual Office
Can you help me find resources to Special Collections put together a curriculum for teaching Spanish? Adult Circulation Desk Is there any way that I can watch a short film from the Munson Memorial 1980s based on an Alice Munro short story that was never North Amherst released on VHS or DVD?
Youth Circulation Desk What can you tell me about the U.S.- based Fenian Brotherhood’s Information Desk invasion of Canada in the 1860s? 0 3,000 6,000 9,000 12,000 15,000 18,000
Page 8 Accomplishments - Programming and Outreach Proposed FY20 Budget On the Same Page - Amherst 2018 Offered a number of poetry featured the best-selling title The events, including the jubilat/Jones Secret History of Wonder Poetry Series, a celebration of Woman by Jill Lepore. National Haiku Poetry Day, and Approximately 200 people readings by the Quabbin Writers participated by reading the book, Reading Salon and the Straw Dog attending programming and book Writers Guild. discussions, and attending the
author event. Money Smart Week programs were held to promote financial Collaborations with the Coming literacy with co-sponsors Together Project continued to Greenfield Savings Bank and bring a monthly film and discussion UMass 5 College Federal Credit series to the public on issues of Union. race and diversity. FY18 Meeting Room Reservations 4,000 Collaborated with the Amherst Regional Public Schools, including 3,500
serving as a drop-off location for 3,000 “Project Backpack” and tabling at the ELL end of year celebration and 2,500
the “Back to School” event. 2,000
1,500
FY18 Adult Program Attendance 1,000
Summer Reading 500
0 ESL Tutor Rooms Woodbury Room Amherst Room On the Same Page
Special Collections “Other” includes programs such as retirement planning, UMass Press jubilat events, musical events, local farm events, art workshops, film and PC Doctor Hank discussion series, author talks, job
Book Clubs interview and resume writing workshops, and poetry readings, Other just to name a few.
ESL
0 250 500 750 1,000 1,250 1,500 1,750 2,000 2,250 Page 9 Proposed FY20 Accomplishments - Youth Budget Continued to make our collection Relocated our Biography and Poetry more welcoming, accessible, and collections from the second floor and diverse. Attention to the incorporated them into our main nonfiction collection has focused floor space. This ensured that these on making our 398.2 (folk and materials are accessible whenever the Most Popular fairytale) section more inclusive Library is open—previously these Youth Book and easier to navigate by organizing materials would be closed off a half books according to region. This hour before the building closed as greater specificity also helps staff part of our lock-up material. This to note what areas of our folktale move also allowed more space on the Arthur Writes a Story collection is particularly robust and second floor for our Holiday section By what traditions are lacking to expand and include holidays such Marc Brown materials. We continue to grow as Lunar New Year, Diwali, and Dia our collection to include the De Los Muertos and organize our widest representation of authorial holiday materials to be more easily voices and the experiences of browsable. contemporary children. We dedicated time and thought to In FY18 our Every Child A Reader Most Popular learning about the #ownvoices Program welcomed over 200 second Youth DVD movement in children’s literature grade students to tour the Library and worked to incorporate and get a Library card. diversity into our readers advisory, Harry Potter and the storytimes, and displays. We hosted innovative programs for Goblet of Fire all ages, including yoga, Saturday storytimes, STEAM bookclub, bilingual storytimes, and our Summer Reading Program. We partnered with Book Clubs Free Lunch Writing organizations from our community Movement 1% 1% 1% Author Visits 4% 1% and hosted local author Lisa Yee in conjunction with the On the Same Makerspaces 4% Page program. (Yee is the author of Movies the DC Superhero Girls series and 4% was excited to talk about Wonder Other Art 25% Woman and other empowering 5% characters.)
School Visits 7%
Storytimes Music “Other” includes programs 25% 22% such as Star Wars Day, STEM programs, Chess Club, nature workshops, Lego Club, and
FY18 Youth Program Attendance school vacation activities, just to name a few. Page 10 Accomplishments - Young Adult Proposed FY20 Budget Although there is no teen room in Our YA materials collection the Library, we have carved out a continued to grow and flourish corner for them for after school despite the limits of physical shelf Most Popular use. In this space, we hosted seven space as we made room for more YA Book teen early-release events during graphic novels, displays of New the school year, providing teens Fiction, and new methods for with a safe space within walking storing our YA media to ensure distance of the middle and high that they are easily accessible. Gathering Blue school to watch a movie, hang out By with friends, and use Library Through the efforts of YA Lois Lowry resources on the days of planned librarian Shauna Strattonmeier, a early dismissal from school. YA Book Club for Adults met regularly. 30 Teens registered for our 2018 Most Popular Summer Reading Program. We YA DVD circulated 1,100 YA items over the course of this Program. Kaze No Tani No Creative programming for teens Naushika Nausicaä included laser tag at the Library, a of the Valley of the well-attended henna workshop, and a makerspace program. Wind
Movement Author Visits Movies Book Clubs 1.0% 0.5% 0.4% 0.4% Summer Teen Young Adult Programs Reading Advisory Young Adult Program Attendance 1.4% Board 3,000 Art 0.3% 2.0% Other 2,500 9.1%
2,000 School Visits 10.3% 1,500
Early 1,000 Release/Loun ge 74.7% 500
0 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
FY18 Young Adult Program Attendance
Page 11 Proposed FY20 Accomplishments - Munson Memorial Branch Budget The very popular PC Doctor Hank The Munson Book and Film Club program, supported by the Friends discussed the movie RBG followed by of the Jones Library System and a fascinating evening discovering donations to the Munson Memorial Michelle Obama’s Beginning. Last Library gift fund, helped 240 Spring, author Judge Michael Ponsor residents find solutions for 451 joined the group to bring to life his problems with hardware and novel, The Hanging Judge. The software. People find PC Doctor Munson Book Group reads both Hank patient and extremely fiction and non-fiction suggested by knowledgeable. the group members and is open to all. The Library continues to hold Thursday afternoon Story Time The Munson staff continues to post including games, stories, crafts, information to its Facebook page to math problems, and friendship for promote the Library’s programing, young and old. book collections, and facts about the Jones Library System.
The Children’s Summer Reading Club featured ten visits to the Library to receive a coupon for a huge ice cream treat from Atkin’s Orchard Run Ice Cream Shop. The Reading Club party was held in the garden of the Munson Building. 48 children read more than 20 book over the summer and were give a new book and prize supported by the Friends of the Jones Library System.
Page 12 Accomplishments - North Amherst Branch Proposed FY20 Budget More than 300 children Our convenient location and lots participated in the North Amherst of free parking make the North Library Children’s Story and Craft Amherst Library a popular pickup program held weekly over the and drop off location for the course of the past year in our many requested network items compact Children’s Room. Many that our Library patrons order of these children are also and return each week. The participants in our very popular Library is an anchor in the North Amherst Summer Reading community and draws visitors Club. who appreciate our collection in print, audiovisual and digital North Amherst Library staff formats. The Library’s offerings teamed up with Jones Library provide access to all of our Children’s Room staff and Cinda citizens who have a variety of Jones to create a summer Sandbox social, economic and Story Time series in the Mill technological needs. District playspace. Among other things, we celebrated trucks, cement and construction. Hardhats and ice cream were enjoyed by all!
The Friends of the Jones Library System continued to sponsor our popular bi-weekly PC Dr. Hank program.
Page 13 Proposed FY20 Accomplishments - Technology Budget Expanded WiFi coverage at the Jones Updated and enhanced staff technology and Munson by installing new access including procuring a new copier in the points throughout both buildings. Office for staff use; a microphone headset for Children’s staff to present
programs hands-free; a new image Updated and enhanced the public scanner for Special Collections to computer systems including: provide higher quality digitization of purchasing a new Reference printer; photographs as well as professional replacing power strips in public areas photo editing software for staff; a with covered switch units that protect phone in the Crafts room for staff against patron data loss; installing data safety and convenience; and a roaming cabling in the Children’s computer lab workstation with laptop, printer and to eliminate a trip hazard; upgrading all scanner for Circulation staff. public computers to the latest version of MS Office; installing Photoshop on computers in Reference to provide Helped staff in key administrative patrons with a professional photo functions including updating and backing editing software option; procuring and up data for the new Business Manager; installing a computer in the Amherst setting up a station for Valley Gives day Room to give patrons more options donations; helping with the Sammy's for presentations and make the room slide show presentation; and creating an more technologically equipped. online shared task list for the Facilities department.
North Career Center Special Amherst 0.7% Collections 2.0% 0.3% ESL 0.3% Munson Memorial 4.8% Youth 8.8%
Information Desk 83.0%
Page 14 FY18 Library-Supplied Computer Usage Accomplishments - English as a Second Language Proposed FY20 Budget The Library’s ESL program is Placed 85 students with recognized nationally for the quality volunteer tutors and of its programs and success. During conversation partners. FY18, over 2,000 members of this community took part in these Trained 30 new instructional Library programs, which serve as an tutors. entry to American culture. And as these English Language Learners Helped five “low education” become integrated into our students become citizens, and community, the entire Library three to pass the driver’s system continues to serve their permit test. needs as well as the needs of their families. Secured grant funding from Vernon Library Supplies in Created a specialized literacy order to help immigrants beginner class for older immigrants. achieve English proficiency.
Accomplishments - Burnett Gallery
The Burnett Gallery was established in solicits artists to apply and, through a jury process, chooses the 1992 and named for the Burnett artists who are invited to exhibit on a monthly schedule. The family, who were strong supporters of Committee members act as liaisons to the artists; they acquaint the arts. The Gallery provides a them with the Gallery and advise the artists in order to facilitate welcoming space where artists and successful shows. Applications to exhibit may be submitted by crafts people, both established and individuals or groups from Amherst and nearby towns in the emerging, can exhibit their artwork. Pioneer Valley. The application deadline is in mid-October. Artists who do not have the reputation or connections that would The Burnett Gallery participates in the Amherst Arts Night Plus, allow them to exhibit at museums or a community event held from 5:00 to 8:00 p.m. on the first commercial galleries are encouraged Thursday of each month. to apply.
Monthly exhibits reflect a variety of media, styles, cultural viewpoints, and levels of artistic experience. The 20’ x 30’ dedicated gallery space is located on the second floor of the Library building.
The Burnett Gallery Committee is a volunteer group of community members that maintains the operation of the Burnett Gallery with funds generated by a 15% commission on sales of artwork. The Committee Page 15 Books 160,000
Proposed FY20 Holdings Trends 140,000 Budget Adult 120,000
eContent 100,000 70,000
80,000 60,000 Youth 60,000
50,000 40,000
Young 40,000 20,000 Adult
0 30,000 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
20,000 Audio 16,000 Adult 10,000 14,000
0 12,000 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 10,000
8,000 Comments 6,000 “Holdings” is defined as the 4,000 number of items owned by Youth the Jones, North Amherst, 2,000 and Munson Memorial Young Adult 0 Libraries. FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
These charts reflect ongoing, Video methodical weeding of all 9,000 Adult physical collections and a 8,000 large increase in electronic collections. 7,000
6,000 Budget considerations limit our ability to buy new 5,000 materials at the same rate we 4,000 once were able. 3,000 Youth 2,000
Young 1,000 Adult
Page 16 0 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Books 200,000 Circulation Trends 180,000 Proposed FY20 Adult Budget 160,000
140,000 Youth eContent 120,000 40,000
100,000 35,000 80,000
60,000 30,000
40,000 Young 25,000 Adult 20,000 20,000 0 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 15,000
Audio 70,000 10,000
5,000 60,000
0 50,000 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Adult 40,000 Comments 30,000 “Circulation” is defined as the lending/ 20,000 renewing of books, audios, videos, etc
Youth from the Jones, North Amherst, and 10,000 Munson Memorial Libraries. Young Adult 0 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 These charts mirror statewide public library use including a decrease in the Video usage of physical items and an increase in 120,000 the usage of eContent.
100,000 Possible reasons for decrease in circulation include patrons having wider Adult 80,000 access to the Internet and streaming services, budget cuts (i.e., we are unable to purchase new materials as quickly as we 60,000 are having to remove outdated materials), and having to purchase the same book in 40,000 several different formats means less money available for additional titles. Youth 20,000
Young Adult 0 Page 17 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Number of Amherst Residents with Active Library Cards 23,000 Proposed FY20 Usage Trends Budget
21,000
19,000 Non Resident Circulation 200,000
17,000
180,000
15,000 160,000 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
Attendance 140,000 400,000
120,000 300,000
100,000 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 200,000 “Attendance” is defined as InterLibrary Loan Received the number of patrons who InterLibrary Loan Provided visit the Jones, North 1,200 100,000 Amherst, and Munson Memorial Libraries.
1,000 0 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 800 Meeting Room Usage 5,000 600
400 4,000
200 3,000
0 FY14 FY15 FY16 FY17 FY18 “Meeting Room Usage” is 2,000 defined as the number of times each Jones Library meeting room was used by 1,000 the community or staff for meetings or programs. Page 18 Woodbury Room closed for a period of time due to renovation. 0 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Value of Jones Services Proposed FY20 Budget The Value of The Jones Library, Inc. Services, Programs and Materials Provided in Fiscal Year 2018:
More Than $8.6 Million When Does $1.00Equal $4.52? Quantity Value of Library Service Based On Total Saved of Use Service
154,368 Adult/Teen Books Borrowed $20.00 Amazon average price $3,087,360 122,530 Youth Books Borrowed $18.00 Amazon average price $2,205,540 7,345 Magazines Borrowed $5.00 Estimated purchase price $36,725 89,888 DVD's Borrowed $19.00 Average purchase price $1,707,872 43,630 Audio's Borrowed $9.95 Audible average price $434,119 36,351 E-materials Borrowed $9.00 Average download price $327,159 Amazon average price, 1,691 InterLibrary Loan Requests Filled $25.00 $42,275 plus shipping 27,092 Computer Usage $12.00 FedEx price per hour $325,104 4,381 Meeting Room Usage $25.00 Estimated value $109,525 7,281 Adult/Teen Programs Attended $15.00 Museum program admission $109,215 7,369 Youth Programs Attended $7.00 Museum program admission $51,583 26,277 Reference Questions Answered $10.00 Average library cost $262,770
TOTAL VALUE OF SERVICES: $8,699,247
In Fiscal Year 2018, the Town of Amherst appropriated $1,926,054 for The Jones Library, Inc.
In return, The Jones Library, Inc. delivered more than $8.6 million worth of services to the
residents of Amherst and the surrounding towns.
19 Page Page C/W MARS Proposed FY20 Statewide Usage Budget
C/W MARS
Comments
Network (i.e., C/W MARS) and statewide usage show a decrease in the usage of physical items and an increase in the usage of eContent.
Page 20 Statewide Usage Proposed FY20 Budget
Comments
Out of 367 Massachusetts public libraries, only 20 other libraries circulate more items annually than the Jones Library system.
Page 21 Proposed FY20 Current Challenges Budget The Jones Building There is no separate teen/young Too many unsupervised nooks adult space. and crannies create issues of safety (for patrons and staff) The Jones is in need of new HVAC and security (for materials). equipment and software because the system is at the end of its life-cycle, The entire original 1928 costly and inefficient. portion of the Library is not ADA compliant. The InterLibrary Loan delivery office is not climate controlled and there is After every snow storm, we not enough space for the delivery are required to close off the bins to be housed and stored at front door due to the steep waist-level height. pitch of the roof which dumps snow and ice onto the heads of The majority of the carpeting needs patrons entering the building, to be replaced because it’s old and as well as on those walking mildewed and the entire Library around to the back of the needs to be repainted due to water building. damage.
The atrium roof is poorly Inadequate signage frustrates designed and has leaked since it patrons. was installed. Many attempts throughout the years to make it water tight have failed, so we There is insufficient space for group collect the rainwater in and one-on-one ESL tutoring buckets. sessions.
The Children’s Room is not The HVAC system in the Special large enough to house its Collections department, which is collection (the collection is separate from the rest of the Jones’ located on two different floors HVAC system, needs to be replaced of the Library), nor technology because it is at the end of its (there is not enough room to lifespan. house the number of computers necessary to meet Our Special Collections department the demand of the youth). lacks sufficient storage space for new manuscripts and other Patrons and staff have to vie for additions, and there is no place to space in the Children’s Room process additions to the collection. because the Librarian’s desk is located in “prime real estate.” Patrons are unsure of which staircase/elevator to take to get to The entrance to the Children’s the upper floors. Thus, Special Collections and the Burnett Art Room is almost hidden. Page 22 Gallery are difficult to find.
Current Challenges Proposed FY20 Budget The Jones Building (cont’d.) The Munson Memorial Building The Adult Circulation Desk is The Munson Memorial Branch needs confusing because there are three to undergo a space-planning service points and it is hard to exercise. recognize as the service desk. Programming and Outreach The only adult public restrooms Insufficient funds to meet the are located on the lower level, demand for youth, teen, adult and which is closed 30 minutes before senior programming. the Library closes each night (i.e., for security purposes). Personnel Inability to fill two recently-vacated full-time positions There is insufficient parking. due to budget cuts.
There is no place set aside for Lack of funds for additional building maintenance staffing consumption of food and drink. hours.
The Telecommunications Room is Insufficient funds for staff development. too small, and we have data wiring running through pipes in our boiler Funding room. The current Endowment draw rate is not sustainable long-term. The building is not wired properly for a 21st century library, thus it Personnel costs, including health insurance increases and cannot handle the needs of the increases to the minimum wage, are rising faster than Library. Wiring is sometimes Town appropriations and are outstripping our installed outside the walls which fundraising abilities. can be dangerous.
The North Amherst Branch remains closed on The Audio Visual Office needs to Thursdays due to budget cuts. be located next to the circulation desk in order to deter theft, but there is no way to do this without The Munson Memorial Branch remains closed on Fridays a large scale project. due to budget cuts.
The Jones remains closed on Monday mornings due to The North Amherst Building The North Amherst Branch is not budget cuts. handicapped accessible. The Jones is only open two nights per week which limits
the number of evening programs the Library can offer, as The North Amherst Branch does well as the number of nights people who work during not have a public bathroom. the day can use the Library.
Page 23
Budget Summary—Expenses Equal Revenue
2.14% 6.98% 8.70% 0.00% 5.64% 7.60% 0.00% 1.02% 2.50% 6.36% 0.53% 8.59% 0.00% 1.02%
------
20.12% 33.99% 25.00%
- -
100.00% 100.00% 100.00%
Change Change
Percent Percent
0.00 0.00 0.00
19 19
- -
400.00
482.00
-
3,023.00 9,900.00 5,850.00 2,000.00 4,701.00 2,000.00 1,000.00
-
37,984.00 28,159.00 18,000.00 27,370.00 49,836.00 23,667.73 51,919.27 27,370.00
------
Change Change
FY20 FY20
-
4,000 4,000 4,000 2,000 1,200
7
20 28
56,656 56,656 59,100 82,850 15,000 92,159 50,000 14,000
FY20 FY20 FY20 FY20
25.2
4.6%
375,226 375,226 225,000 100,000 348,194 100,844
Budget Budget Budget
1,737,867 1,737,867 2,655,699 2,043,302 2,655,699
$ $ 92,159 $
-
2,000 2,000 2,000 1,000 1,600
7
20 28
53,633 53,633 49,200 77,000 15,000 91,677 54,701 14,000
FY19 FY19 FY19 FY19
25.2
5.0%
403,385 403,385 207,000 100,000 371,862 152,763
Actual
Budget Budget
1,775,851 1,775,851 2,683,069 1,993,466 2,683,069
$ $ 92,159 $
577 577
4,015 4,015 1,147
98,211 62,962 58,832 83,222 31,558 93,163 49,477 14,330
19 10 28
4%
327,289 209,133 300,111 165,643
FY18 FY18 FY18 27.5
Actual Actual Actual
1,679,295 1,679,295 2,554,517 1,926,054 2,554,517
$ 92,899 $ $
-
2,000 2,000 2,000 1,600
62,962 49,200 77,000 30,000 54,701 14,000
327,289 213,000 100,000 300,111 116,675 158,874
Budget Budget
1,714,564 1,714,564 2,576,015 1,926,054 2,576,015
FY18 Adj FY18 Adj FY18
7,090 7,090 1,667
60,529 68,282 78,714 35,175 48,279 13,702
19 10 31
4%
290,980 215,020 142,156 300,618 114,334 156,073
FY17 FY17 FY17
27.28
Actual Actual Actual
1,622,893 1,622,893 2,520,840 1,879,077 2,520,840
$ 90,574 $ 67,197 $
-
3,000 2,000 1,000
94,171 47,320 15,000
291,000 207,000 371,783 300,618 126,000
FY17 FY17
Budget Budget
1,598,403 1,598,403 2,468,186 1,879,077 2,468,186
1,207 1,271
56,453 52,630 79,688 32,910 13,427 35,925 19,730 13,427
17 12 31
4%
282,912 222,028 106,630 292,296 126,888 134,040
26.9
FY16 FY16 FY16
Actual Actual Actual
1,611,346 1,611,346 2,458,024 1,833,241 2,458,024
$ 87,520 $ 137,171 $
7,000 6,000 5,000 1,000
30,000 57,510
270,000 204,000 351,059 292,796 179,253
FY16 FY16
Budget Budget
1,586,746 1,586,746 2,411,805 1,833,246 2,411,805
1,024 1,024 9,900 2,158
59,150 63,177 37,335 25,339 45,933 18,104
17 12 31
266,232 213,714 121,910 100,357 329,656 208,387
26.9
4.5%
FY15 FY15 FY15
Actual Actual Actual
1,566,135 1,566,135 2,429,034 1,788,533 2,429,034
$ 82,650 $ 183,691 $
TOTAL TOTAL
20's
-
20's
-
EXPENSES
POSITIONS
REVENUE SOURCES REVENUE
ENDOWMENT SPEND RATE SPEND ENDOWMENT
Salaries/Work Study Salaries/Work Benefits Materials Operations C/WMARS Maintenance/Repairs Utilities Programming Collections Special Appropriation Municipal Endowment Gifts/Sammys/Grants Aid State Friends/Woodbury Books Fees/Lost Collections Special Renovation and Expansion Building Goods of Sale Time Full Time/Over Part Equivalents Time Full Time/Under Part
* Actual State Aid Received Received Aid State Actual * Balance End Aid State *
Page 24 Budget Summary—Expenses Equal Revenue
Town Format for Approval Purposes Approved by Board of Library Trustees March 26, 2019 (spreadsheet found on page 24 of this packet)
EXPENSES:
These “Expenses” (page 24) are the actual expenses paid each fiscal year. These “Expenses” (page 24) will always equal the “Expenses” shown on the “Supplemental Information” spreadsheet (page 26). Shows a 1.02% decrease in the Library’s total FY20 operating budget, including a 6.98% reduction in benefits costs and a 2.14% reduction in salaries costs due, in part, to not filling two vacated full-time positions. The Library’s FY20 budget retains a 50% cut to programming.
REVENUE SOURCES:
These “Revenue Sources” (page 24) were used to pay the “Expenses” in each fiscal year, regardless of which fiscal year the funds were deposited into each account. Actual “Revenue Sources” (page 24) and actual “Income” (“Supplemental Information” spreadsheet; page 26) will rarely equal because this spreadsheet (page 24) DOES include income from previous fiscal years. Shows a 2.5% increase to the Town’s appropriation to the Library. State Aid will be used to fund salaries for part time, hourly staff. Shows a 6.36% decrease in the endowment draw (a 4.6% draw rate). Shows a 34% decrease in the reliance on fundraising; if we are more successful in our fundraising efforts, we will consider increasing the programming budget.
RESERVES:
Reserves are included in each “Revenue Source” line.
Page 25
Budget Summary—Actual Expenses and Actual Income
$0.00
$4,000.00 $4,000.00 $2,000.00 $1,200.00
$0.00 $0.00
$82,850.00 $56,656.00 $59,100.00 $15,000.00 $92,159.00 $50,000.00 $14,000.00
$375,226.00 $225,000.00 $100,000.00 $348,194.00 $100,844.00
$1,737,867.00 $2,043,302.00
$2,655,699.00 $2,655,699.00
FY20 BUDGET FY20 BUDGET FY20
$2,000.00 $2,000.00 $1,000.00 $1,600.00
$0.00 $0.00
$77,000.00 $53,633.00 $49,200.00 $15,000.00 $91,677.00 $54,701.00 $14,000.00 $10,000.00
$403,385.00 $207,000.00 $100,000.00 $371,862.00 $152,763.00
$1,775,851.00 $1,993,466.00
$2,683,069.00 $2,683,069.00
FY19 BUDGET FY19 BUDGET FY19
$0.00
$17.36
$4,015.30 $1,146.85
$83,221.70 $98,211.00 $62,962.00 $58,831.95 $31,558.00 $92,898.68 $51,928.19 $14,329.89 $21,894.99 $17,147.03
$327,289.00 $209,133.47 $300,111.00 $114,093.54
($32,042.99)
$1,679,295.00 $1,926,053.93
$2,554,517.42 $2,522,474.43
FY18 ACTUAL FY18 ACTUAL FY18
$536.70 $160.71
$7,089.91 $1,630.00
$78,714.44 $60,529.36 $68,282.42 $35,174.79 $90,573.50 $51,796.69 $13,686.80 $87,150.27 $35,000.00
$290,980.00 $215,019.93 $142,155.90 $300,618.00 $110,089.55
($72,670.80)
FY17 ACTUAL FY17 ACTUAL FY17
$1,622,893.00 $1,879,077.00
$2,520,839.75 $2,448,168.95
$0.00
$558.82 $760.45
$1,270.69
$79,688.00 $56,453.00 $52,629.93 $32,909.91 $13,426.52 $96,183.73 $87,519.81 $43,689.00 $15,596.18 $34,980.39
$282,912.00 $222,028.15 $106,629.97 $292,296.00
($86,902.34)
$1,611,345.54 $1,833,246.00
$2,458,023.02 $2,371,120.68
FY16 ACTUAL FY16 ACTUAL FY16
$39.62
$1,024.41 $4,343.57 $3,064.07
$59,150.00 $63,176.65 $37,335.06 $82,650.30 $44,674.00 $12,679.85 $17,113.47 $39,000.00
$100,357.20 $266,231.82 $213,713.85 $121,910.41 $329,656.00 $106,806.13
($56,587.53)
$1,566,134.67 $1,788,533.00
$2,429,034.07 $2,372,446.54
FY15 ACTUAL FY15 ACTUAL FY15
$73.29
$2,705.46 $1,905.99 $1,678.00
$92,691.64 $55,934.00 $73,438.96 $27,588.66 $67,484.18 $46,780.00 $11,886.95 $42,928.98 $73,000.00
$272,118.84 $220,393.99 $130,149.25 $372,779.00 $117,389.31
($22,979.17)
FY14 ACTUAL FY14 ACTUAL FY14
$1,509,447.09 $1,741,512.00
$2,384,467.89 $2,361,488.72
$0.00
$90.00
$149.37
$6,167.00 $4,421.20
$73,181.82 $70,573.43 $53,090.90 $19,075.89 $60,740.20 $69,623.41 $10,681.46
$271,895.22 $197,391.94 $235,912.88 $396,041.00 $204,843.89 $150,299.87
($1,244.78)
$1,511,335.23 $1,690,789.00
$2,438,624.31 $2,437,379.53
FY13 ACTUAL FY13 ACTUAL FY13
TOTAL TOTAL
INCOME
EXPENSES
Utilities Salaries/WorkStudy Benefits Materials Operations MARSC/W Maintenance/Repairs Programming Collections Special Municipal Appropriation Endowment StateAid Friends/Woodbury Fees/Lost Books Collections Special of Goods Sale Surplus added (i.e., to reserves) Deficit reliance (i.e., on reserves) MunicipalCapital Expens- es MunicipalCapital Income Gifts/Sammys/Grants * Gifts/Sammys/Grants &Renovation Expansion Building
Page 26 Budget Summary—Actual Expenses and Actual Income
Supplemental Information (spreadsheet found on page 26 of this packet)
EXPENSES:
These “Expenses” (page 26) are the actual expenses paid each fiscal year. These “Expenses” (page 26) will always equal the “Expenses” shown on the “Town Format for Approval Purposes” spreadsheet (page 24).
INCOME:
This “Income” (page 26) is how much money that was deposited into each account each fiscal year, regardless of that fiscal year’s expenses. Actual “Income” (page 26) and actual “Revenue Sources” (“Town Format for Approval Purposes” spreadsheet; page 24) will rarely equal because this spreadsheet (page 26) DOES NOT include income from previous fiscal years. This “Gifts/Sammys/Grants” line (page 26) is used to track fundraising success.
RESERVES:
“Reserves” (page 26) added or relied upon can be found within any “Income” line. The Library’s Reserves were spent as of FY18, due to an increase in health care costs and a decrease in the endowment draw rate. By not filling two full-time positions, we hope to be able to grow our reserves once again, while at the same time to keep the draw rate low.
Page 27 State Aid Proposed FY20 Budget State Aid to Public Libraries is an annual, voluntary program administered by the Massachusetts Board of Library Commissioners (MBLC) that distributes local aid to municipalities. It encourages municipal support and improvement for public li- brary service, bolsters reciprocal resource sharing among libraries, compensates for differences in municipal funding capacities, and offsets costs to libraries that circulate materials to patrons from other certified municipalities.
A municipality and its library must be certified by the MBLC as meeting statutory and regulatory requirements to receive State Aid to Public Libraries funding. To be certified each fiscal year, a municipality and its library must: Meet its Municipal Appropriation Requirement Meet Minimum Standards of Free Public Library Service Submit annual reports and forms to show compliance
After a municipality is certified to receive State Aid to Public Libraries, the MBLC disburses three awards: the Library Incentive Grant (LIG), the Municipal Equaliza- tion Grant (MEG), and Nonresident Circulation Offset (NRC).
Municipal Appropriation Requirement (MAR) In order to be certified for State Aid to Public Libraries, Massachusetts General Law states that a municipali- ty must appropriate a figure of at least the average of the last three years' municipal appropriations to the library for operations, increased by 2.5%. This calculated figure is known as the Municipal Appropriation Re- quirement. A municipality must meet the MAR or apply for and receive a waiver of the MAR in order to be eligible to be certified for State Aid to Public Libraries by the MBLC. Capital appropriations cannot be used to meet the MAR.
Minimum Standards of Free Public Library Service Open to all residents of the Commonwealth Make no charge for normal library services Minimum number of hours open per week (59 hours/6 days)
Director personnel requirements in populations 10,000 & up Director personnel requirements in populations under 10,000 Materials expenditure requirement Lend books and other materials to other libraries in the Com- monwealth State Aid application & Annual Report Information Survey
Page 28 Nonresident borrowing annual report requirement State Aid Proposed FY20 Budget
Materials Expenditure Requirement (MER) The Materials Expenditure Requirement is defined in statute and regulation. It is a percentage of the munici- pal appropriation to the library, based on the population of the municipality served by the library. Multiply the library’s fiscal year municipal appropriation by a population-based percentage (13% for Amherst). Any source of income to the library's budget can be used to purchase materials to meet the MER. The portion of the library's expenditure for network membership that goes towards electronic content can also be used towards the MER.
Disbursement
The LIG is disbursed to all certified municipalities based on their Library Incentive Grant population. It encourages municipalities to support and improve pub- (LIG) lic library service. The MEG is disbursed to all certified municipalities using a calculation Municipal Equalization Grant based on the state lottery formula. This compensates for disparities (MEG) among municipal funding capacities. The NRC is disbursed to offset additional costs to municipalities Nonresident Circulation Offset whose libraries circulate materials to patrons of other certified Mas- (NRC) sachusetts municipalities.
What Happens When a Library is Not Certified?
1. The noncertified municipality and its library will not receive any State Aid to Public Libraries monies.
2. Libraries in certified municipalities are not required to lend library materials to the library in the noncerti- fied municipality. 3. Libraries in certified municipalities are not required to extend reciprocal library services, beyond in-library use of their materials, to residents of the noncertified municipality. 4. The library will not receive support through the Small Libraries in Networks Program.
5. The municipality is not eligible to apply for funds under the Public Library Construction Program and any existing grant will be invalidated because the library must maintain eligibility throughout the construction process in order to receive grant funds 6. The library will not be eligible to apply for grants under the Library Services and Technology Act (LSTA) program.
Page 29 Limitations of a 2.5% Increase Proposed FY20 Budget Inability to hold to a 4% Access to meeting room space Endowment draw rate without on Monday mornings will not laying off staff. be restored at the Jones.
Inability to fill two full-time Special Collections will remain positions. open only half-time on Saturdays and not at all on Insufficient funds for part time, Sundays (i.e., missing tourist traffic as well as families and hourly staff. working people).
Inability to hire additional Thursday open hours will not maintenance staff. be restored at the North Amherst Branch; remains open Inability to buy circulating materials at the same rate as in 20 hours per week.
years past. Friday open hours will not be restored at the Munson Inability to provide Memorial Library; remains programming at the same rate open 20 hours per week. as in years past.
Monday morning open hours at the Main Library will not be restored, despite increased open hours being the number one patron request.
Impacts of Funding Above a 2.5% Increase
Ability to maintain a 4% MORE BOOKs, DVD’S, Endowment draw rate. MAGAZINES, MUSIC CD’S, ETC. Ability to restore two full-time positions. MORE OPEN HOURS.
Ability to increase part-time MORE PROGRAMS. staff to full-time status.
Ability to hire additional maintenance staff.
Page 30 FY20 Budget Concerns Proposed FY20 Anticipated Outside Funding Sources Budget
As is shown on pages 28 and 29 of this packet, in order to receive a full State Aid award, The Jones Library, Inc. must annually spend an amount equal to 13% of its municipal appropriation (minus fringe benefits) on circulating materials. To meet the MER, the Library supplements the Town’s appropriation with funds from several other sources. The breakdown for FY19 and FY20 is as follows:
Revenue Source FY19 Amount to Spend FY20 Amount to Spend on Materials on Materials 1. Endowment $ 100,000 $ 92,369 2. Annual Fund Mailing $ 80,000 $ 80,000 3. Friends $ $ 4. Replacements $ 3,000 $ 3,000 5. Woodbury $ 1,760 $ 1,760 6. State Aid $ $ 7. Gifts, Fundraising, etc. $ 22,240 $ 39,871 TOTAL: $ 207,000 $217,000
Comments: We have entered onto a new partnership with the Friends of the Jones Library System to combine our fundraising efforts and structure. We hope this will eliminate confusion and produce stronger results. On the whole, donations from the Friends provide programs requested by staff. However, increasingly we are having to rely on Friends’ funding for the purchase of materials, rather than only programs.
Anticipated funds are based on historical amounts. Any or all funds may not meet anticipated levels.
We have suspended our policy of limiting endowment draw rate to a sustainable 4% to meet our immediate needs.
In order to help close the ongoing budget gap, we have made cuts to materials purchasing, supplies, adult and teen programming, staff training, and consultants. We are also continuing to focus on increased fundraising efforts.
Page 31 Fees/Lost Special Sale of Goods Books Collections Income 0.04% Proposed FY20 0.56% 0.16% Building Budget Friends/Woodbu Expansion and ry Renovation 1.94% 0.02% State Aid Gifts/Sammys/Gr 6.48% Comments ants 3.65% The Library’s primary source of income is the Town Appropriation, Endowment followed by the 11.75% endowment draw, State Aid, and fundraising. Municipal Charts reflect a decrease Appropriation in reliance on the 75.40% endowment draw and an increase in reliance on fundraising, the Friends of the Jones Library System, and State Aid. FY18 Revenue Sources
Revenue Sources $2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
Page 32 $0 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Endowment $404,436 $396,041 $372,779 $329,656 $292,296 $300,618 $300,111 Municipal Appropriation $1,644,73 $1,690,78 $1,741,51 $1,788,53 $1,833,24 $1,879,07 $1,926,05 Revenue Sources Income $350,000 Proposed FY20 Budget
$300,000
$250,000
$200,000 % Change FY18-FY12
$150,000 Fees 4% Friends 42% $100,000 State Aid 270% Gifts 857% Sales 250% $50,000 BE&R -92% Spec. Coll. 100% $0 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Fees/Lost Books $13,800 $17,594 $12,112 $18,104 $19,730 $13,702 $14,330 Friends/Woodbury $34,884 $199,350 $49,088 $45,933 $35,925 $48,279 $49,477 State Aid $0 $44,781 $36,044 $25,339 $134,040 $156,073 $165,643 Gifts/Sammys/Grants $9,733 $37,233 $151,155 $208,387 $126,888 $114,334 $93,163
Revenue Sources $25,000
$20,000
$15,000
$10,000
$5,000
$0 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Sale of Goods $328 $344 $3,513 $2,158 $1,271 $1,667 $1,147 Building Expansion and Page 33 $7,158 $4,630 $15,560 $9,900 $1,207 $0 $577 Renovation Special Collections $2,001 $6,167 $2,705 $1,024 $13,427 $7,090 $4,015 Endowment Proposed FY20 Budget Endowment Trends $9,500,000
$9,000,000
$8,500,000
Comments $8,000,000
The Jones Library’s Endowment $7,500,000 balance on June 30, 2018 was $8,056,777.93 and the separate $7,000,000 Woodbury Fund totaled $641,703.73.
The Trustees of The Jones Library, $6,500,000 Inc. have worked to develop a sound
management strategy for the $6,000,000
Endowment because the Library’s
FY07 FY08 FY09 FY10 FY15 FY16 FY17 FY06 FY11 FY12 FY13 FY14 FY18 Investment Managers advise a FY05 spending rate of no more than 4% per year to assure the Endowment’s viability in perpetuity, but in order to avoid layoffs, the Library Trustees Woodbury Trends approved a 4.5% draw rate from the $750,000 Endowment in FY20.
$700,000
$650,000 Separation of Woodbury Funds from Endowment
$600,000
$550,000 Woodbury Room renovation expenses incurred.
$500,000 FY12 FY13 FY14 FY15 FY16 FY17 FY18
Page 34 Endowment Proposed FY20 Endowment Draw Rate Budget 6.0%
5.5%
5.0%
4.5% Comments
Reflects the Library’s 4.0% commitment to keeping the annual endowment draw rate 3.5% low.
3.0%
2.5%
2.0%
FY11
FY12
FY13
FY14
FY15
FY16
FY17 FY18
Endowment Draw
$400,000
$300,000
$200,000
$100,000
FY11 FY12 FY13 FY15 FY16 FY18 FY14 FY17
Page 35 Proposed FY20 Friends of the Jones Library System Budget Introduction Established in 1997, the Friends of All donations will now be solely the Jones Library System is a 501 solicited by the Friends of the Jones (c)3 non-profit organization run by Library System and all gifts will a group of volunteers and continue to be used to support the supporters. Our purpose is to Jones Library and its Branches and will focus public attention on the Jones be tax deductible to the same extent Library System’s services and as in the past. special needs. Public libraries strengthen communities Until now, fundraising for the Jones by helping individuals learn and grow. Library, Inc. and its Branches has The Friends are honored to help been undertaken through separate support our Town Library system. annual fund appeals by both the Jones Library itself and by the Friends of the Jones Library 2018-2019 Officers and Board System. For many supporters, Members donating to these two Co-Presidents: Elaine Donoghue organizations has seemed and Lucy McMurrer redundant and confusing. Treasurer: Kathy Caputo
Our exciting announcement is the Secretary: Marian Walker Liaison to the Trustees: Lewis merger of these two organizations’ financial appeals under one roof: Mainzer the Friends of the Jones Library Board Members: Nancy System. With this joint venture, Campbell, Hallie Hughes, Bonnie both the Jones Library and the Isman, Cammie McGovern, Friends of the Jones Library System Sondra Radosh, Christine seek to simplify giving. Stevens, Marian Walker
2018-2019 Accomplishments While not an exhaustive list, some of Young Adult Programming the ways in which the Friends have 2% promoted the Town Libraries are by sponsoring:
Youth All Summer Reading Programs programming 22% jubilat/Jones Poetry series All museum passes Materials 42% Saturday afternoon movies at the Jones Adult Programming PC Doctor Hank 34% Children’s Music Series Every Second Grader a Reader program Page 36 FY18 Friends Donations at Work Annual Used Book Sale Mini-Golf Classic Donor Generosity Proposed FY20 Budget The Jones Library is fortunate to Other donors include: Amherst Club which have many generous donors. supports the ESL program; Amherst Cultural Council which supports Library programming; Through their fundraising Amherst Garden Club which donates money to activities and an annual draw be used for the purchase of gardening books; from the Woodbury Fund, the Community Foundation of Western Massachusetts Friends of the Jones Library which raises money annually through their System (volunteers) donated in online Valley Gives program; Emily Dickinson FY18 almost $30,000 to International Society which donates money to provide free programs for the the Special Collections Department annually; public, and an additional and the UMass Amherst Community Campaign $21,200 for books and other which has been most helpful by enabling workers to use payroll deduction to send circulating materials. contributions directly to the Jones.
Through their Annual Fund appeal, 2018 Sammys, and the We are also very grateful to sale of merchandise, the Jones community members who donated Library Trustees (elected) almost $8,000 in memory or honor raised over $98,000 from of their loved ones. hundreds of individuals and businesses.
North Amherst Burnett Art Youth Gallery Food for Fines 2.5% 0.1% 1.1% 2.4% Materials Munson 4.3% Memorial 5.6%
ESL 4.4%
Special Collections 79.7%
Your FY18 Earmarked Donations at Work Page 37 Maintenance/Repair Utilities Programming Special Proposed FY20 Expenses s 3.3% 1.2% Collections Budget 2.3% 0.2% C/W MARS 2.5%
Operations 3.8%
Materials 8.2%
Benefits Salaries/Work 12.8% Study Comments 65.7%
The Library’s primary expenses are salaries and benefits, followed by materials and operations.
FY18 Expenses
Expense Trends $2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$0 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Page 38 Benefits $243,927 $271,895 $272,119 $266,232 $282,912 $290,980 $327,289 Salaries/Work Study $1,400,98 $1,466,55 $1,509,44 $1,566,13 $1,611,34 $1,622,89 $1,679,29 Expense Trends Expenses Proposed FY20 $700,000 Budget
$600,000
$500,000
$400,000 % Change FY18-FY12
$300,000 Utilities 7% Maintenance 26% $200,000 C/W MARS 19% Operations 2% $100,000 Materials 12% Spec. Coll. 100% $0 Programming 222% FY12 FY13 FY14 FY15 FY16 FY17 FY18 Utilities $77,503 $73,182 $92,692 $100,357 $79,688 $78,714 $83,222 Maintenance/Repairs $46,626 $51,518 $73,439 $63,177 $52,630 $68,282 $58,832 C/W MARS $53,118 $52,134 $55,934 $59,150 $56,453 $60,529 $62,962 Operations $96,013 $271,386 $130,149 $121,910 $106,630 $142,156 $98,211 Materials $187,105 $190,060 $220,394 $213,714 $222,028 $215,020 $209,133
Expense Trends $50,000
$45,000
$40,000
$35,000
$30,000
$25,000
$20,000
$15,000
$10,000
$5,000
$0 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Special Collections $2,000 $6,167 $2,705 $1,024 $13,427 $7,090 $4,015 Page 39 Programming $9,799 $14,034 $27,589 $37,335 $32,910 $35,175 $31,558 Proposed FY20 Expenses Budget
Required vs. Actual Materials Expenditures
Materials Expenditure Requirement Actual Materials Expenditure $ Difference
$250,000.00
$200,000.00
$150,000.00
$100,000.00
$50,000.00
$0.00 FY04 FY05 FY06 FY07 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19
FY18 Materials Expenditures
Periodicals 7%
Comments AV 18% In the past decade, materials’ Books 43% purchasing has been greatly reduced in order to help close the budget gap (in terms of the excess over the eContent requirement). 32%
Page 40 Staff Proposed FY20 Budget
Youth Borrower Services North Amherst Technical Services
Mia Cabana Amy Anaya Maggie Spiegel Carolyn Platt Eliza Ahrens Roxanne Boyd Theresa Atteridge Joan Pyfrom Nur Chowdhuri Christine Crane Robin Levine Phillip Sena Clare Cooke Janice Doyama Valerie Steinberg Christine White Niamh Gray-Mullen Anna Garvin Jessica Lamson Ralph Hurwitz Programming and ESL Outreach Benedikt Nuesslein Seth Rothberg Janet Ryan Lynne Weintraub Christoph Nuesslein Lace Stokes Lindsay Palmer Cathy Verts Administration Special Collections Julie Stepanek Cory Zeng Sharon Sharry Cynthia Harbeson Corrina Stokes John Shannon Victoria Gaddy Lisa Slocum Katherine Whitcomb
Young Adult Technology Vacant Hank Allan
Information Services Munson Memorial Facilities Adult Collections
Matthew Berube Susan Hugus George Hicks Linda Wentworth Josephine Hernandez Karen Cassidy Tom Fair Mary Weidensaul Marcin Marszalek Laura Castano-Longey Miguel Otero Elizabeth Matthews Barbara McGlynn José Paredes Jock McDonald Dawn Winkler
70
60
50
40 Number of Staff
Staff with Graduate 30 Degrees Staff with Bachelor's Degrees 20
10 Page 41
0
FY11 FY13 FY15 FY16 FY17 FY18 FY12 FY14 We want recognize and thank our community Proposed FY20 Volunteers volunteers who donate their time, passion, dedication Budget and expertise to shelve books, tutor adults learning English, repair and cover books, and deliver materials to our Homebound patrons. We wouldn’t be the success we are without you!
Katherine Abe Mary Bernstein Edward Clifford Kelly Erwin Margaret Halbeisen Kurt Adams Matt Blumenfeld Eric Cochrane Kent Faerber Louisa Hall Timothy Adams Chloe Bobar Shirley Conant Janet Fink Laura Handly Youngeun Ahn Mieke Bomann Sylvia Cooley Ann Finley Maya Hareli Lisa Aiken Nellie Boucher Bruce Corbin Sewit Fiseha Ken Hargreaves Terry Allen Sarah Bourbeau Nancy Costa Karen Fisk Linda Harris Kim Alli Bob Boutilier Cara Crandall Barbara Foster Jim Harvey Michael Alpert Jane Braaten Susan Crim Mollie Freilicher Damon Hastings Angelica Alvarado Will Bridegam Nancy D'amato Jennifer Fronc Carolyn Hayden Emma Anderson Catherine Brooks Christopher DaViega Meg Gallagher Lorie Healy Callum Angus Cynthia Brubaker Barbara Davis Rune Gao Josetts Henschel Deborah Arak Paul Budney Judy Davis Dan Georgakas Karen Hoffman Anthony Arena- Christa Burdick David Delaney Frederick Gibbs Lew Holzman DeRosa Cindy Asebrook Josh Caballero Regina DeMarco Adele Gladstone- Anne Homme Gilbert Sloan Askins Patricia Cahill Alex DePillis Laurel Glocheski Laboni Hoque Patricia Auth KellyAnn Cameron Dimi DeRose Barbara Goldstein Heather Hornik Hassan Awaisi Elisa Campbell Tacia Diaz Lynn Goodrow Ann Howard
Nancy Babb Claudia Canale-Parola Sandra DiCarlo Arlen Gould George Howard Barbara Bach Joseph Capobianco Therese Donohue Gabrielle Gould Chris Hurn Richard Ballon Crystal Card Victoria Dowling Jean Gowdey Emily Ishak Julia Bannister Jenna Carlson Angela D'Souza Valerie Gracechild Bonnie Isman Linda Barca Debra Carolan Qiaohong Duan Christine Gray-Mullen Marianne Jakus Sue Barry Laura Carty Shirley Duquene Oressa Gray-Mullen Christine Jutres Gayle Barton Mary Cattani Maria Dye Niamh Gray Mullen Ann Kahn Scott Barton Siya Chauhan Steve Eagle Gigi Green Missie Kennedy Michael Berins Michael Chernoff Dexter Eldridge Janis Greve Leah Kim Tina Berins Michael Chesworth Alison Ellis Will Guida Mindy Kim Paul Berman Helen Clapp Carl Erikson Lidia Gutu Jan Klausner-Wise
Page 42 Volunteers Proposed FY20 Budget
Laura Klock Cammie McGovern Ingrid Pfohl Marcie Sclove Mark Umstot Karen Kowles Libby McLaughlin Jon Ploof Dani Scott Rose Underhill Shelly Krems Rose McWilliams Caryl-Rose Pofcher Oliver Scott Sophia Urusova Shirley Kurtulus Rosa Medina Jane Porter Judith Seelig Nicola Usher Kathy Lanza Surinder Mehta David Posner Linda Seligman Emmit Varitimos Elli Lash Ruth Melnick Robin Potter Mary Ellen Shaughan Bonnie Vigeland Katy Lavery Katie Michaels Janet Pozar Susan Sherman Sandy Wang Alex Lefebvre Ellen Middleton Marietta Pritchard Gail Shufrin Anna-Stina Wardlaw Patricia Leitch Jean Miller Lucy Pulitzer Ellen Silverberg Eve Webster Jay Lithgow Michael Minsky Max Radin Jeremy Sites Henry Webster Rachel Loeffler Richard Morse Diane Randall Deb Skelly Allie Werbicki DarKeith Lofton Sally Neely Jane Rathbum Sylvia Smith Peter West Nancy Logan Sarah Nessen Jane Rausch Theresa Soper Molly Whalen Timothy Logan Birdy Newman Janice Ratner Judith Souweine Phyllis Whitney Cindy Loiselle Jodi Nicholas Melinda Reid Emily Starkweather Sarah Wishloff Robin Luberoff Laura Norcutt Rosalind Reid Lorin Starr Megan Yang Tai Ly Diane Norman Claudia Rhodes David Storey Mustafa Yildirim Amirah Mahdy LukasNuesslein Shelley Robbins Ralph Sturgen Cheryl Young Jane Mahmoodi Stefan Nuesslein Constance Roberts Patti Sullivan Erika Zekos Nina Mankin Bill O'Connell Emma Ryan Trudi Swain Tetsu Zhao Shirley Markham Leanna Oen Barbara Saltz Elizabeth Tan Tony Maroulis Esther Oh Susan Scheufele Susan Teale Sarah Marshall Mally O'Hare Sharon Schiller Colleen Teasdale Filler Bill Matthews Naomi Ossar Sigrit Schutz Joan Temkin Rebecca Maunder Laurel Peltier Jena Schwartz Peggy Tibbit Molly McCabe Anne Perkins Mani Schwartz Dora Tseng
Homebound Special North Amherst Munson Youth Services 1.0% Collections 0.6% Memorial 0.3% 0.7% 1.5% Adult Technical Circulation Services Desk 1.8% 0.1% Adult Collections 4.1%
ESL 89.9%
FY18 Volunteer Hours by Department Page 43 Proposed FY20 Community Partnerships Budget The Jones Library is excited to have Provides voter registration forms collaborative relationships with many and tax forms/information. other Amherst Town departments and organizations. Supports Town-wide surveys by providing print copies to Services Provided by The Jones residents upon request and by Library, Inc. assisting residents in completing online surveys. Provides a staff liaison and meeting space for the Amherst Cultural Helps immigrants become civically engaged by helping them apply for Council. U.S. citizenship and participate in
Serves as a collection point for local elections. Project Backpack in partnership with the schools’ Office of Student & Helps immigrants communicate effectively with emergency Family Engagement. responders, school personnel, and Amherst Town other Town departments. Libraries Actively advertises and promotes
LSSE programs and musicals. Collaborates with the Kanegasaki Sister City Committee in Facilitates the Every Child a Reader celebrating the Library’s and the program, when two hundred and Town’s Sister City relationship fifty second graders from the Amherst and Pelham schools visit with Kanegasaki, Japan. the Jones to receive a Library card, a free book donated by the Friends Provides support to Amherst of the Library, a tour of the Jones, High School students, as they a story time, and an Emily conduct research on Amherst buildings, as part of a long- Dickinson poem. standing cooperative effort. In lieu of overdue fines, collects donations of non-perishable food Helps the Town Clerk’s office items for the Amherst Survival during elections held at the Munson Memorial Library Center. building. Provides access to Town reports and other documents made Hosts information tables at community events including the available for public review. Schools’ First Day Celebration and
Assists the schools in the selection Latino Night Celebration. of textbooks by making potential selections available for public review and comment. Page 44 Community Partnerships Proposed FY20 Budget Services Received by The Jones The Human Resources Library, Inc. Department provides the Library with support services. The Town funds the majority of the Library’s personnel costs. The Community Preservation Act Committee provides financial
support to the Library’s Special The DPW provides lawn and snow Collections department. -removal service for the North Amherst Branch. They also perform some general maintenance Thanks to the generosity of so many community on the Library’s van and assist with partners, the Jones Library is able to provide superior services to Amherst area patrons. tree-trimming and removal. Many thanks to the following local organizations for their ongoing support of Library programs: The DPW provides lawn and snow -removal service for the Munson Amherst Area Chamber of Amherst Survival Center Memorial Library Branch. Commerce Amherst Arts Night Plus Applewood The Fire and Police Departments play an active role in helping to Amherst Books Amherst Town Meeting & keep the Library safe. We interact Town Council regularly with the police for their Amherst Business help in dealing with problem Emily Dickinson Museum Improvement District patrons. The Fire Department has always been helpful in answering Amherst Center Cultural Hampshire College & the inquiries about various building and District Harold F. Johnson Library fire codes. Hitchcock Center for the Amherst Cinema Environment The Town maintains the building Amherst College and the and grounds for the Munson League of Women Voters Memorial Library. Frost Library Amherst Community Mead Art Museum The IT Department works very Connections closely with the Library overseeing its technological needs, both Amherst Cultural Council Public Art Commission current and future. Amherst Historical Society Sustainability Committee
Amherst Human Rights The Accounting Department Thursday Club provides the Library with MUNIS Commission accounting reports as well as Amherst Media University of Massachusetts generating payroll and other and the UMass Library accounting support services. Amherst Schools Page 45 Trustees The Jones Library 43 Amity Street President Vice President Treasurer Amherst, MA Austin Sarat Christopher Hoffmann Robert Pam 01002 t: 413.259.3090 Vice Treasurer Secretary f: 413.256.4096 Lee Edwards Alexandra Lefebvre Tamson Ely
Jones Library Building Project The Jones Library According to the MBLC: original design was for Munson received the largest a very modern two- Memorial Library grant of the 33 libraries “You must build what story glass and steel 1046 South East that were awarded you said you would addition onto their Street construction grants by build in your grant existing 1960s building. Amherst, MA the Massachusetts application within the After receiving their 01002 Board of Library scope of your Building grant, the town chose t: 413.259.3095 Commissioners Program. This means: to hire a new architect
(MBLC)!!! 1. You can't reduce the and do a complete redesign. The result is We are 4th on the size (square footage) of the building; increasing a brick and wood siding waiting list. The MBLC addition/renovation North Amherst disperses its square footage is fine, but your grant amount with plenty of natural Library construction funds light. The site is the 8 Montague Road annually, with the will not increase. same; the total square Amherst, MA amount determined by 2. You can't eliminate a footage is the same; all 01002 the capital budget, major program / the Program elements t: 413.259.3099 which is set by the functional element. are there; but it looks Massachusetts completely different.” Department of 3. You can't change the Administration and site. --Massachusetts Finance. Grants will be Board of Library dispersed to libraries as 4. You must spend at JonesLibrary.org least as much in Commissioners, money becomes Libraries on the available, in the order of approved eligible costs twitter.com/ as is specified in your Waiting List for a JonesLibraryMA their rank on the Construction Grant: waiting list. We hope grant application. What now? Resource to reach the top of the facebook.com/ A good example is the Guide, August 2017 JonesLibrary list in FY21. recently opened Scituate Town Library. Their
Many unknowns remain regarding the Library’s building project, most notably, the timing of it. Discussions still need to take place regarding interim fundraising steps, interim design steps, and interim capital campaign steps. The Jones Library will always be successful, in part, because it lives in the Town of Amherst; a Town which values education and understands the importance of the role of a public library in lifelong learning. That being said, several factors can either elevate a library, or muffle it. Planning for a 21st century Jones Library building is key to elevating it. Without an up-to-date Library, the building will continue to be less safe and more dysfunctional, and Library services will continue to be hindered.