College and Research Libraries By M I L D R E D H A W K S W O R T H L O W E L L The Centralized Libraries of the Oregon State System of Higher Education1 Mrs. Mildred Hawksworth Lowell is li- brarian and assistant professor, Eastern Oregon College of Education at La Grande. CO L L E G E A N D U N I V E R S I T Y L I B R A R I A N S are becoming increasingly conscious of the possibilities of cooperation. T h e y are realizing that concerted effort must be made if the book resources of the nation are to serve scholarly and research needs effectively. Types of cooperation include interlibrary loans, union catalogs, union lists, cooperative bibliographical projects, limiting fields of purchase and emphasiz- ing certain areas of specialization, coopera- tive bookbuying, agreements regarding the collection of documents and reproduction of books and manuscripts on film, surveys of book resources in a given area, and consolidations which include legal con- tractual arrangements and mergers. Examples of cooperation a n d / o r con- solidations a r e : T h e University Center in Atlanta, the University of N o r t h Caro- lina-Duke University cooperation, Clare- mont Colleges, Fisk University and M e h a r r y Medical College, Joint Univer- sity Libraries at Nashville, Atlanta University Library, W e s t e r n Reserve 1 P a r t of unpublished M a s t e r ' s thesis, "College and university library consolidations," G r a d u a t e L i b r a r y School, U n i v e r s i t y of Chicago, 1939. University Library, Dillard University, the merger between H o w a r d Memo- rial Library-Tulane University-Newcomb College, developments in the Atlanta- Athens region, and the centralized li- braries of the Oregon State System of Higher Education. A brief review of what has been ac- complished in Oregon may give some con- ception of the problems involved and of the possibilities and opportunities for book resources and library service which may be realized through consolidation. T h e centralized libraries include the libraries of Oregon's six state supported institutions of higher education. T h e i r consolidation in 1932 was part of the State Board of Higher Education's general reorganization of the institutions, and their administrative plan follows, in gen- eral, the plan set up for the system as a whole. Four of these institutions are lo- cated in the Willamette Valley: the Uni- versity of Oregon at Eugene and the Oregon State College at Corvallis are forty miles apart, the Oregon College of Education at M o n m o u t h is only eighteen miles from the latter, and the Medical School in Portland is eighty-four miles from Corvallis. T h e two remaining state supported institutions have been estab- lished recently in the southern and eastern 136 ' COLLEGE AND RESEARCH LIBRARIES sections of the state: the Southern Oregon College of Education in Ashland is 241 miles from Corvallis and the Eastern Ore- gon College of Education in La Grande is 373 miles from Corvallis. Lower division courses in liberal arts and sciences are offered on a parallel basis on the campuses at Eugene, Corvallis, Ashland, and La Grande. Professional and technical curricula are allocated to the various campuses as follows: social sci- ences, arts and letters—university at Eugene; physical and biological sciences —state college at Corvallis; medicine and nursing—medical school at Port- land ; elementary teacher training—Ash- land, La Grande, and M o n m o u t h ; graduate study and research—Eugene and Corvallis. T h e age of the libraries ranges from eleven to fifty-eight years with a median of thirty-five. T h e i r individual library collections range from 16,000 to more than 300,000 volumes and their combined collections total more than half a million volumes. W h e n compared with the other libraries of the state, one finds that they constitute about one-fourth the total book resources of the state; have twice as many volumes as the combined total holdings of all special and private higher educational libraries in the state; and are exceeded in size by the public libraries. Outside the state of Oregon, the near- est book concentrations2 are found to the north in Seattle about two hundred miles from the northern boundary of the state, and to the south in Sacramento and in San Francisco which are about four and five hundred miles from the southern boundary. Prior to 1929, the six institutions and 2 Wilson, Louis R. Geography of reading. Amer- ican L i b r a r y Association and the University of Chicago P r e s s , pp. 119, 121. their libraries were operated independ- ently. Over a period of seventy-five years the institutions had been established one at a time. For each of them the legislature passed a special law providing for support by means of an ear-marked millage tax levy. Each had a separate governing board. T h e resulting rivalry and compe- tition between them was comparable to that which other states with several sep- arate institutions have experienced. Higher Education Reorganized Legislative action in 19293 created a single State Board of Higher Education and the people of Oregon undertook a complete reorganization of higher educa- tion as a departmentalized function of the state government. T h e old boards were abolished and the new board of nine mem- bers serving for terms of nine years were given control of all property, activities, income and disbursements, accounts and records, curricula, advertising and public- ity, and all negotiations between the state legislature and the institutions. Plans for a single library system were worked out by the board in advance of their reorganization of the system as a whole. T h e y felt that any coordination among the institutions should necessarily be preceded by a unifying of all book re- sources. I t was their belief that library facilities in the institutions should not be duplicated and that the entire resources of all of them should be made available to all faculty members and students in the sys- tem. As early as M a y 29, 1931 (which was a month after their receipt of the survey 3 Oregon State System of Higher Education. Ad- ministrative code. State Board of Higher Educa- tion, 1938, pp. 80-85. Oregon, General laws . . . 1929. State P r i n t i n g D e p a r t m e n t , 1929, pp. 256-60. MARC hi, 1941 137 report4 and more than a month before they officially took over the control of the institutions), they directed the presidents of the various institutions to formulate procedures which would avoid duplicating library facilities with a view to creating a single library system. In July, 1932, the board's completed plan for library re- organization was announced. It provided for a single library system under the con- trol of a director of libraries with a li- brarian in charge on each campus, free circulation among the six institutions of all book stock, a common book f u n d allo- cated by the director according to cur- ricular needs, a central order department, and instruction in the use of the library provided for on each campus. Miss Lucy M . Lewis, librarian of Oregon State Col- lege, was appointed director of libraries effective July 1, 1932. Efficient Organization Evolved Although the general plan of the li- brary consolidation was dictated by the board in the above quoted rulings, the implementation of their wishes was in Miss Lewis's hands. It is due to her far- sighted vision and administrative ability that a harmonious, closely integrated, effi- ciently and economically operating organi- zation has evolved. It should be pointed out that the con- solidation was achieved without any help from foundations or without any special appropriations or endowments. T h e task of reorganization would have been difficult in itself under normal condi- tions, or even with additional staff and money. T h e r e were no precedents to fol- low and because of the shrinkage in tax 4 Klein, A r t h u r J., Kelly, F. J., and W o r k s , George A. Survey of public higher education in Oregon. S u r v e y Commission, U n i t e d States Office of Education, Bulletin 1931, no. 10. returns, all income for higher education was drastically reduced at this time. T h e director of libraries was faced with the gigantic problem of effecting reorganiza- tion and at the same time of reducing staffs and budgets. T h e first reorganization problem was to set up a central agency for carrying out the board's decisions regarding "central ordering," and a "common catalog." Room was made available in the Oregon State College Library for the Central Li- brary Office. Union Author Catalog5 In the summer of 1932, when this Cen- tral Library Office was being organized, it was realized that centralized ordering was impossible without a catalog of the holdings of all six institutions. Obviously, the board's objective of economy in library administration could not be met unless all orders were checked for duplication before they were placed; nor could their objec- tive of "a great common supply of books" be met without some record of the holdings of all the libraries. T h e problem was to find a way to dupli- cate 200,000 cards quickly, accurately, and cheaply. Miss Lewis investigated all pos- sible methods and found the cheapest and most satisfactory was to utilize the state- college equipment and photographic serv- ice. Special equipment was built by the physics department and the cards were photostated at a cost of $.0203 per card. All cards were copied within two weeks and the originals returned to the individual libraries. All detail work of establishing the central author catalog was handled by 5 Lewis, Lucy M. " A d a p t i n g E q u i p m e n t to the Making of an Official L i b r a r y O r d e r Catalog." Library Journal, 58:302-05, Apr. 1, 1933. Ritchie, Elizabeth P . " U n i o n A u t h o r Catalog of the Oregon State System of H i g h e r E d u c a t i o n . " Pacific Northwest Library Association Quarterly, 2:29-30, Oct. 1937. 138 ' COLLEGE AND RESEARCH LIBRARIES the library staff, except the collection and f o r w a r d i n g of the cards by the other li- braries. T h e original cost of the catalog was $4,946.42 and the total cost f r o m 1932-1939 was $9,634.07. It is kept up to date by order cards which record pur- chases and by cards furnished by the indi- vidual libraries for additions by g i f t and exchange. In addition to the union catalog at C o r - vallis, an author catalog of the holdings of the state college library w a s prepared for the university library at Eugene. T h i s is being kept up to date by supplying cards for additions and w i t h d r a w a l s . C a r d s are also furnished the medical school library for certain classes. Central Order Department T h e organization of this department took much thought and planning. It w a s established w i t h a staff less than the com- bined former library order department staff of the university and state college. T h i s department is responsible for all of the order w o r k of the six institutions, and demonstrated during the first t w o years that it could be operated more economically if centralized. W i t h i n the t w o years 1932-1933 and 1933-1934 sal- ary savings of $2,933.60° were thereby made in this one department. Instructions for each phase of the de- partment's w o r k , rules of general policy, and sample forms have been c a r e f u l l y worked out and are revised frequently to meet changing conditions. T h e r e are five such codes which have been prepared. A l t h o u g h the order procedure differs somewhat in detail for the various li- braries, it is, in general about as f o l l o w s : Each library does its o w n book selection 6 Lewis, Lucy M. "Centralized L i b r a r y Control and Institutional L i b r a r y Autonomy, May 20, 1934," p. 25. (Mimeographed) and the order department orders only the publications which the libraries request. T h e r e is no censoring of orders and the institutional librarians alone are respon- sible for the publications which they re- quest. T h e university library and the medi- cal school library search for their own requests and prepare the purchase orders which are sent to the C e n t r a l L i b r a r y Office for placement, accounting, and re- cording. T h e other four libraries make their re- quests on library requisition forms and note author, title, and as much biblio- graphic detail as they care to add. T h e s e requisitions are sent to the central order department where the searching is done and the purchase orders are made out. W h e n e v e r a request can be met by trans- f e r r i n g a duplicate copy from one of the other libraries, this is done instead of buying a new copy. L i b r a r y orders are handled much more quickly and efficiently through this cen- tral order department than they were under the pre-centralization era w h e n the library orders w e n t through several gen- eral business offices. Reorganization Program T h e initial reorganization program in- cluded : ( I ) reorganization of the circu- lation and reference departments at the state college and the university; ( 2 ) uniformity in certain records, forms, sta- tistics, and methods of practice within the libraries to increase economy and effi- ciency of service; ( 3 ) the adoption of uniform business forms to correlate w i t h the w o r k of the system's central business office; ( 4 ) the studying of the needs of the individual libraries in order to im- prove and facilitate effective w o r k ; ( 5 ) MARC hi, 1941 139 avoidance of duplication by purchase, through transfer of duplicate stock no longer needed at one institution because of curricular changes or reduced registration; ( 6 ) interchange of reserve books; ( 7 ) the adoption of a more liberal policy of inter- library l o a n ; and ( 8 ) the transfer of library material to correspond w i t h the transfer of m a j o r schools from one insti- tution to the other. C e n t r a l i z a t i o n w a s further facilitated by having a bookkeeper in the C e n t r a l L i b r a r y Office w h o keeps the financial records for all the libraries and a secretary to the director w h o has w o r k e d out sta- tistical forms for the system and compiles all statistics for the libraries. The Library Council and Its Interlibrary Committees Coordination has been effected in part through the w o r k of the library council and its committees. T h e council consists of the chancellor of the system, the di- rector of libraries, and the six institutional librarians. M e e t i n g s are held at least once each quarter and traveling expenses of members are paid by the system. T h e r e is a friendly, cooperative spirit in the council which makes possible plan- ning for all the libraries as a unit, formu- l a t i n g constructive policies, and stimulat- ing professional g r o w t h . T h e activities and accomplishments of the library coun- cil include ( 1 ) systematizing the report- ing and recording of faculty publications, ( 2 ) eliminating postage records on loans within the system, ( 3 ) correlating material included on g i f t records, ( 4 ) u n i f y i n g charges for fines and rentals, ( 5 ) studying the use made of the libraries by faculty and students, ( 6 ) investigating possibilities for cooperation w i t h all the libraries in the Pacific N o r t h w e s t , and ( 7 ) planning for f u t u r e development of the libraries through library surveys get- ting up qualifications for budgets and staffs. T h r o u g h the five interinstitutional com- mittees composed of representatives of the six libraries many details of unified pro- cedure and method have been worked out. T h e cooperative bibliography committee brings together information about all the indexing and bibliographical w o r k done in the six libraries and stimulates cooperation on projects whenever that is feasible. T h e committee on correlation of con- tinuations and periodicals has undertaken t w o studies: ( 1 ) a comparison of proce- dures and routines in handling continua- tions and periodicals in use by each of the libraries, and ( 2 ) a study of incomplete holdings in the six libraries. T h e committee on coordination of cata- loging practices and procedures is co- ordinating cataloging rules and procedures of the different libraries as much as pos- sible and is w o r k i n g toward the time w h e n all cataloging for the system w i l l be done in the C e n t r a l L i b r a r y Office. T h e reading interests committee has stimulated reading on the six campuses and has made a study of library use. Because of the centralized ordering, the committee on order procedure has had unusually heavy responsibilities. Detailed procedures for handling all orders have been w o r k e d out, a multiple order card was devised, uniform card forms and sup- plies w e r e adopted, and experimental com- bined supply orders were placed which resulted in significant savings. Gains Due to Centralization T h e f o l l o w i n g gains due to centraliza- tion have been m a d e : ( 1 ) all libraries have a definite b u d g e t ; ( 2 ) photostatic 140 ' COLLEGE AND RESEARCH LIBRARIES copies of many card indexes have been supplied all libraries; ( 3 ) savings have been made in circulation and order de- partment salaries, combined orders for supplies, exchanges between libraries, larger discounts secured on foreign pe- riodical subscriptions by pooling orders and placing them w i t h the same agent, better book discounts secured because of arrangements made w i t h dealers and pub- lishers, all binding is done at cost in the system's t w o binderies, and duplication in periodical subscriptions reduced as much as possible; ( 4 ) the libraries are given advance notice of curricular changes; ( 5 ) library staff has been accorded faculty status according to their qualifications and experience on the same basis as the teach- ing staffs, interchanges of staff are made w h e n feasible, in-service training of staff members is made possible by the system's liberal regulations permitting faculty members to take courses, and the aca- demic qualifications of the professional staff have been improved since centraliza- tion. Summary T h i s is an example of a regional con- solidation w h i c h has achieved a high de- gree of unity in spite of the fact that the libraries are spread out over a state. T h e original objectives of the State Board of H i g h e r Education as set forth in their rulings were to increase the li- brary resources for the students and facul- ties of the institutions, and to provide better library service at lower cost. E v i - dence of the extent to which these ob- jectives have been accomplished has been presented in the foregoing pages. I t is a pioneer experiment in a larger unit of library service. Due to limited funds, and the unlimited mass of detail involved in the coordination of our libraries, it has been necessary to spread the work of organization over a period of years. . . . Under these circum- stances new projects could not be started until others were completed, and since the various projects were often interdependent, efficiency in operation has been impeded. In spite of these handicaps, however, defi- nite progress has been made, through the cooperative efforts of the various libraries in the system.7 In studying the reports, minutes of meetings, codes of procedures, and other data of these libraries, one is impressed w i t h the implied as w e l l as the expressed friendly, helpful, and constructive atti- tudes of the staffs in achieving their goals. N o attempt has been made to make the libraries conform to a pattern of dull uniformity. T h e i r individuality has been maintained and no changes have been made that w o u l d hinder the effective w o r k of any of them. Centralization means that the money appropriated for libraries goes farther than it w o u l d under an individualistic regime; and it means that greater re- sources are available to all students and faculties. T h e efficient reference depart- ments of the larger libraries are generous of time and effort in meeting the needs of the smaller. T h r o u g h committee w o r k and meetings of various kinds, there has been much closer contact between the staffs which has resulted in greater pro- fessional g r o w t h and stimulation. T h e carefully worked out plans for fu- ture development indicate that much more w i l l be accomplished in the years ahead particularly if money can be se- cured for additional staff and the purchase of necessary bibliographical equipment. 7 Lewis, Lucy M. "Biennial Report of the Di- rector of Libraries, 1936-1938." Oregon State Col- lege, Corvallis, p. 3. Ms. MARCH, 1941 141