S.94-50
E
7
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SIMON FRASER UNIVERSITY
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Memorandum
To:
?
Senate
From:
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Senate Library Committee
Date: ?
June 21, 1994
Subject:
Changes to Library Loan Policy
Decisions taken by the Senate Library Committee at its June 1, 1994, meeting gave
rise to the following motion:
Motion:
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"that Senate approve the following changes to the Library Loan
Policy as set out in S.94-50:
1. That faculty, staff and graduate students be given a semester
loan period with one' renewal for all general loans books,
regardless of whether the books are high or low usage
category.
2. That undergraduate students and extra-mural borrowers be
given:
a.
a three-week loan period with one renewal for high use
category books
b.
a semester loan period with one renewal for low use
category books.
3. That high use category books for undergraduates and extra-
mural students be increased to 20% of the STACKS collection
or 200,000 volumes.
4. That all new books being added to the Library's collections be
given a high use category for undergraduates and extra-mural
borrowers until a low usage pattern results in adjusting these
books to a semester loan category for undergraduates.
5. That the semester loan due date be adjusted to one week after
the exam period with no grace period for return.
6. That the Library monitor these changes in the loan policy and
make a further evaluation with any recommendations to the
Senate Library Committee in June 1995"
Senate Library Committee
Simon Fraser University
MEMORANDUM
To: Senate
?
From:
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Senate Library Committee
Re:
Change to Library Loan Policy
?
Date: ?
June 12, 1994
Decisions taken by the Senate Library Committee at its June 1, 1994, meeting
gave rise to the following motion:
That Senate approve six changes to the Library Loan Policy as listed
on the following pp. 2-4:
INTRODUCTION
The Senate Library Committee undertook a review of the Library's loan period
and other policies which affect library book availability in 1992, following the
recommendation by the University Library Review Committee in its Report of October
1991. Senate approved a new Loan Policy recommended by the Senate Library
Committee in January 1993. It was implemented beginning fall semester 1993.
The new loan policy which was aimed at increasing book availability contained
the following elements: (1) higher demand material, selected on the basis of its
previous five semester loan frequency history and which was not initially to exceed 10%
of the Library's collection, was identified for a three-week loan period; (2) the rest of
the collection was to remain on a semester loan basis, except that: (3) Library material
for which there are two or more holds/recalls would be placed on a temporary one-
week loan period until all user requests have been satisfied. In addition, the Library
implemented a user-placed on-line holds/recalls system as a new service to make it
easier for faculty and students to obtain needed material which was on-loan to others.
And the Library also implemented a touch-tone telephone book renewal system to
make it possible for faculty and students to continue to renew their books from home
and the office, because the previous by telephone block renewals system based on a
single loan period was discontinued.
ImplementatiOn of this policy caused various forms of borrower dissatisfaction
and failed to meet the objective of increasing book loans.
Change to Library Loan Policy
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p. 2
RECOMMENDED CHANGES TO THE LIBRARY LOAN POLICY:
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0
1.
That faculty, staff and graduate students be given a semester loan period
with one renewal for all general loans books, regardless of whether the
books are high or low usage category.
Rationale:
It is recommended that the Library allow faculty, staff and graduate
students to have a semester loan period. This is the predominant practice of
Canadian and U.S. university libraries. Thirteen out of nineteen Canadian
Association of Research Libraries surveyed by SFU Library had different loan
periods for faculty, staff and undergraduates. And in most of these cases,
graduate students have parity with faculty. Many SFU faculty and graduate
students believe that they use library materials differently than undergraduates,
i.e., that their research requires that they keep library materials for longer
periods of time. It must be acknowledged that undergraduates typically
complete their work within the semester, whereas faculty and graduate research
is not limited to a single semester.
2.
That undergraduate students and extra-mural borrowers be given:
a.
a three-week loan period with one renewal for high use
category books.
b.
a semester loan period with one renewal for low use category
books.
Rationale:
These first two recommendations represent a widely practiced
compromise between optimizing book availability and meeting the special needs
of faculty, staff, and graduate students in their use of library materials. These
recommendations will allow the Library to meet the differing needs of the
different library patron groups.
1]
0
Change to Library Loan Policy
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p. 3
RECOMMENDED CHANGES TO THE LIBRARY LOAN POLICY:
(continued)
3.
That high use category books for undergraduates and extra-mural
students be increased to 20
%
of the STACKS collection or 200,000
volumes.
Rationale:
The Buckland Availability Model used by the Library states that the
number of book loans should increase when high demand books are placed on
short term loan. This did not happen during the last two semesters when the
new loan policy went into effect. In fact, the new policy seemed to discourage
book loans by faculty and Reserves Room book loans by undergraduates. With
respect to the Reserves Book Room books, this was probably due to the
implementation of higher and automatic fines.
4.
That all new books being added to the Library's collections be given a high
use category for undergraduates and extra-mural borrowers until a low
usage pattern results in adjusting these books to a semester loan category
for undergraduates.
Rationale:
This recommendation will insure that the availability of newly acquired
high usage books is guaranteed immediately.. Waiting several semesters until
the high usage pattern is made clear for new books would not optimize book
availability.
r]
40
b.
Change to Library Loan Policy
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p. 4
RECOMMENDED CHANGES TO THE LIBRARY LOAN POLICY:
(continued)
5.
That the semester loan due date be adjusted to one week after the exam
period with no grace period for return.
Rationale:
Setting the due date one week after final exams allows students to use
material throughout the exam period without penalty, and it also encourages the
return of material so that it is back on the Library's shelves in time for the
beginning of the new semester.
6.
That the Library monitor these changes in the loan policy and make a
further evaluation with any recommendations to the Senate Library
Committee in June 1995.
Rationale:
The recommended loan cycle for high demand books still does not exactly
coincide with the model options identified by the Buckland model. It will be
necessary to monitor activity for the next year to see if availability has actually
improved.
.
Loan6.Doc (Reports [Paul
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0
4
Simon Fraser University
W.A.C. BENNETT LIBRARY
TOTAL BOOKS LOANED:
I
1988/89 1989/90
1990/91
1991/92
1992/93
1993/94
MAY
26,882
22,856
29,327
32,043
29,794
28,684
JUNE
31,435
27,887
30,309
27,216
32,010
32,128
JULY
33,108
31,178
31,198
35,228
38,768
33,640
AUG
16,985
25,198
32,216
37,121
35,574
40,435
SEM TOTAL
108,410
107,119
123,050
131,608
136,146
134,887
SEP
44,215
45,898
45,840
50,747
43,653
46,468
OCT
58,871
63,999
62,926
67,339
65,037
62,040
NOV
62,238
64,227
62,371
65,924
69,943
71,411
DEC
36,797
30,344
34,873
40,029
50,508
32,216
SEM TOTAL
202,121
204,206
206,010
224,039
229,141
213,145
JAN
48,212
39,483
44,792
57,847
49,735
49,209
FEB
52,559
56,801
60,262
62,667
56,316
58,546
MAR
66,332
66,692
67,144
69,293
69,957
72,567
APR
16,917
45,663
55,561
52,931
57,556
30,923
SEM TOTAL
184,020
208,639
2279759
242,738
2339564
211,245
YR'S TOTAL
+
I- %
Change
494,551
519,964
+5.1%,
555,819
+
6.9%
1
598 9 385
+7.7%
598
9
851
0%
1
559,277
.6.6%
1
Note:
?
Periods above are for the Academic Year
9
Simon Fraser University
W.A.C. BENNETT LIBRARY
?
.
BOOKS & JOURNALS SHELVED:
1988/89
1989/90
1990/91
1991/92
1992/93
1993/94
MAY
51,543
54,036
60,662
66,086
64,309
70,234
JUNE
65,476
61,662
68,350
80,086
74,442
82,650
JULY
80,706
70,792
85,488
81,495
89,495
98,558
AUG
84,719
73,780
78,218
80,225
72,699
80,978
SEM TOTAL
282,444
260,270
292,718
308,103
300,945
332,420
SEP
53,426
59,299
73,370
72,512
64,106
71,168
OCT
90,249
90,140
119,331
132,688
112,902
105,540
NOV
133,852
138,849
138,722
136,842
148,418
163,725
DEC
101,822
87,749
83,986
83,236
114,615
90,317
SEM TOTAL
379,349
376,037
415,409
425,278
440,041
430,750
JAN
65,020
66,105
66,903
69,952
73,669
80,744
FEB
91,353
91,321
94,616
95,955
75,974
95,690
MAR
141,425
164,329
147,342
146,541
146,014
155,427
APR
118,679
121,009
124,410
93,545
117,906
80,624
SEM TOTAL
416,477
442,764
433,271
405,993
413,565
4129485
YR'S TOTAL
1,078,270
1,079,071
1,141,398
1,139,374
1,154,549
1,175,655
Circ Total
494,551
519,964
555,819
598,385
598,851
559,277
InLib Total
583,719
559
9
579
585
9
579
540 9 989
555 5 698
6165378
+10.9%
1
Note: Periods above are for the academic year.
r
.
11
Simon Fraser University
W.A.C. BENNETT LIBRARY
Books CHARGED OUT By Patron Category
Category
1992/93
Percentage
1992/93
# of Books
-
1993/94
Percentage
1993/94
# of Books
-
UNGRAD
73.0%
252,407
69.3%
164,489
GRAD
12.4%
42,952
14.0%
33,263
FACULTY
3.3%
11,546
-
2.9%
6,821
ALUMNI
3.4%
11,833
-
3.3%
7,882
EX-MURAL
1.7%
6,015
-
2.3%
5,535
STAFF
1.1 %
3,825
-
-
1.0%
2,366
TOTAL
345,6531
1
237,169
Books RENEWED by Patron Category
Category
1992/93
Percentage
1992/93
# of Books
- 1993/94
Percentage
1993/94
# of Books
-
UNGRAD
24.4%
20,225
24.4%
13,461
GRAD
43.5%
36,091
44.6%
24,615
FACULTY
13.0%
10,770
-
8.6%
4,749
ALUMNI
7.5%
6,240
-
8.1 %
4,459
EX-MURAL
3.1 %
2,570
-
4.0%
2,181
STAFF
3.1 %
2,648
--
2.6%1
1,448
TOTAL
82,970
1
5,185
0
