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SOUTH AFRICAN HIGHER EDUCATION LIBRARY MERGERS: WHAT DID THEY ACHIEVE? Library and Information Services 15 th LIASA Conference Vivian Agyei 10 October 2013 “Merger policy is seldom merger practice” Jonathan Jansen

South African higher education library mergers

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Page 1: South African higher education library mergers

SOUTH AFRICAN

HIGHER EDUCATION

LIBRARY MERGERS:

WHAT DID THEY ACHIEVE?

Library and Information Services

15th

LIASA Conference Vivian Agyei

10 October 2013

“Merger policy is seldom merger practice” Jonathan Jansen

Page 2: South African higher education library mergers

Library and Information Services

ORDER OF PRESENTATION

• Goals for higher education institutional mergers

• General perceptions on mergers

• Aim of the study

• Approach

• Limitations of the study

• Findings

• Conclusions

• Recommendations

Page 3: South African higher education library mergers

Library and Information Services

GOALS

FOR THE HE

INSTITUTIONAL

MERGERS

An increased

contribution to

the solution of

social

problems

Improved use

of financial

and human

resources

Curriculum

restructuring

Improved

administrative

governance of

higher

education

institutions

Increased

student

access

A better

standard

of higher

education

An increase in

training and

development of

higher

education staff

Page 4: South African higher education library mergers

Library and Information Services

GENERAL PERCEPTIONS

ON MERGERS

Traumatic

Government does not follow-up on

implementation of employment equity

Government does not follow up on the cost of

mergers

Government does not follow up on utilisation of

resources

Mergers failed

Page 5: South African higher education library mergers

Library and Information Services

To assess the success of the mergers in creating efficient

university of technology libraries out of the former technikon libraries w.r.t.

provision ofo

AIM OF THE STUDY

Infrastructure

Financial

Page 7: South African higher education library mergers

Library and Information Services

LIMITATIONS OF THE STUDY

Small and targeted sample

Not aimed at all staff of the said libraries

Some of the directors may or may have not been in the former technikons

The views of the directors may differ significantly from those of their staff

Page 8: South African higher education library mergers

Library and Information Services

Some of the directors may be for or against

the mergers

Survey may not cover the full extent of areas

surveyed in the libraries

Responses were interpreted at face value

…./ 2 Limitations of the study

Page 9: South African higher education library mergers

Library and Information Services

FINDINGS

All the libraries surveyed report to academic environments

They have campus/branch libraries ranging in number from 6 to 13

Numbers of students served range from 25,000 to 55,000

they are universities

they conduct research as a KPA

All the libraries view UoTs as more demanding

of LIS than technikons

Page 10: South African higher education library mergers

Library and Information Services

Staff morale in 66% of the libraries was low

• High rates of personnel turnover

• Job-hopping

• Complaints

All met employment equity targets

Only 34% of those surveyed analysed needs per campus to determine staffing

66% indicated that the design and population of their current organisational structures were based on job retention for then existing staff – thus ignoring matching skills with jobs or needs

Human resources

…./ 2 findings

Page 11: South African higher education library mergers

Library and Information Services

66% of the libraries

were working on re-

aligning

organisational

structures with

institutional

objectives

…./ 3 findings Human resources

Staff morale in 34% of

the libraries was high

o Taking advantage of

new opportunities

and

o Personal growth

from diverse

cultures

Page 12: South African higher education library mergers

Library and Information Services

…./ 4 findings

Funding for library collections increased since the merger in 66% of those surveyed

For some, funding stagnated in the past few years

COLLECTIONS OF

INFORMATION RESOURCES

Financial resources

Page 13: South African higher education library mergers

Library and Information Services

…./ 5 findings

All the libraries allocated 60% of the budgets to development of e-resource collections, and

40% to print

COLLECTIONS OF

INFORMATION RESOURCES

Financial resources

Page 14: South African higher education library mergers

Library and Information Services

…./ 6 findings Financial resources

66% of the libraries were not satisfied

with budgets received:

o No formula for allocations

o Expressed needs not provided for

o Allocations had been decreasing

by the year

34% were satisfied with the budget

allocated.

OPERATIONAL

BUDGETS

Page 15: South African higher education library mergers

Library and Information Services

…./ 7 findings Financial resources

66% of the respondents had not

received funding specifically for library

development since the merger

However, all the libraries had seen

development in one or more of

o integration of information literacy

training into curricula

o statistics collection and analysis

LIBRARY

DEVELOPMENT

Page 16: South African higher education library mergers

Library and Information Services

…./ 8 findings Financial resources Library development

LIBRARY

DEVELOPMENT

o establishment of an institutional

repository

o library e-learning for staff

o setting up of e-tutorials

o focused staff development and training

o alignment of library services with

university goals

o postgraduate service with librarians

especially for the purpose

Page 17: South African higher education library mergers

…./ 9 findings

Infrastructure

Library and Information Services

34% had realised an extension of a library and its renovation into a modern academic library

66% of the libraries had not realised any improvement in infrastructure since the merger

None of the libraries perceived existing infrastructure as adequate.

Page 18: South African higher education library mergers

Library and Information Services

Whether library mergers enhanced the efficiency

of library services

…./ 9 findings

66% of the participants answered in the affirmative

* More diverse collections

* A diverse skills base

* The library is regarded by the

institution as a strategic partner in

teaching, learning and research

* “We do things smarter and better”

For 34%, there was misalignment between resourcing the libraries and the expectation of fulfilling objectives

Page 19: South African higher education library mergers

Library and Information Services

There has not been

improvement in the

provision of human or

financial resources to 66%

of the libraries since the merger

Only 34% of those surveyed

has seen improvement in

the provision of human and

financial resources since the merger

None of the surveyed

libraries had seen

improvement in the

infrastructure

CONCLUSION

Page 20: South African higher education library mergers

Library and Information Services

CONCLUSION

The majority of the libraries plan to re-engineer

their environments to

o Better align organisational structures,

services and

o human resources deployment with

the demands of provision of service to a university of technology

Page 21: South African higher education library mergers

Library and Information Services

RECOMMENDATIONS

Institutions should include libraries in their submissions for infrastructure for research support

With respect to research support, the government expects institutions to have appropriate ‘research infrastructure in terms of library holdings’ (CEPD 2001: 68). They acknowledge that building research capacity and infrastructure may take time and depends on availability of resources.

Page 22: South African higher education library mergers

Library and Information Services

…/2 Recommendations

Institutions should include libraries in their

submissions for redress projects; e.g. IEF grants

Government acknowledged that successful

implementation of the National Plan for Higher

Education was dependent on securing adequate

funding for restructuring and re-engineering, in particular, for redress purposes.

Page 23: South African higher education library mergers

Library and Information Services

…/3 Recommendations

Government should introduce mechanisms to ensure

alignment of resource provision to institutions with their set

outcomes. Otherwise, mergers will continue to be perceived

as a stumbling block to development in higher education

rather than an enabler that they were meant to be.

Libraries must not let up on trying to get support for

improved funding, re-engineering and infrastructure development