The following calendar provides fiscal information of interest to selectors:
When collection dollars are added to Unicorn
Encumbrance, expenditure targets and deadlines
Major activities relating to the fiscal year budget
Collection Development Activities related to the budget
| Month | Fiscal Activity |
|---|---|
July
|
Fiscal Year Closeout / New Year Startup July 15th - Deadline for serial cancellations for all locations to be submitted to Serials Acquisitions. Open and Partial orders and funds "rolled over" for new fiscal year cycle Preliminary allocations input into Unicorn and selectors advised to begin ordering: - % of previous year's end of year allocation (1001 funds) - carryover/unexpended gift and endowment funds from previous year - new fiscal year endowment income Libraries' Administration advised on new General 1001 funds available for collections |
August
|
New Year Allocation Planning Administration determines broad distribution of General 1001 and endowment funds Collections leaders determine subject/collection allocations for University Park Campus librarians determine account level allocations for SN, BD and MN types |
September
|
End of Fiscal Year Budget Documentation prepared for Selectors Balance of allocations input on Unicorn (1001) |
October
|
October 1st - Quarterly review of Wants List by Collection Development October 1st - EBSCO renewals authorized for invoicing to be delivered General 1001 Carryover Funds, if any, returned to the Libraries and allocated on Unicorn |
November
|
EBSCO renewal invoices received and processed November 30th: TARGET 1001 monographic funds should be 50% committed |
January
|
|
March
|
March 1st - DEADLINE for submitting new print subscription orders for current subscription year March 15 – DEADLINE for submitting 1001 monograph funded non-domestic and European source orders |
April
|
|
May
|
|
| June |
|
