图书情报工作

图书情报工作 >

2020 , Vol. 64 >Issue 19: 3 - 14

DOI: https://doi.org/10.13266/j.issn.0252-3116.2020.19.001

理论研究

中外图书馆联盟经费管理模式比较研究

  • 李朝阳 ,
  • 冯琳 ,
  • 高波
展开
  • 1. 岭南师范学院图书馆 湛江 524048;
    2. 广东沿海经济带发展研究中心 湛江 524048;
    3. 珠海市第一中等职业学校 珠海 519000;
    4. 华南师范大学经济与管理学院 广州 510006
李朝阳(ORCID:0000-0001-9868-4794),馆员,硕士,E-mail:yangzi707@163.com;冯琳(ORCID:0000-0002-7524-0223),馆员,硕士;高波(ORCID:0000-0003-1575-0878),教授,博士。

收稿日期: 2020-03-26

  修回日期: 2020-05-31

  网络出版日期: 2020-10-05

基金资助

本文系国家社会科学基金重点项目"中外图书馆联盟管理模式比较研究"（项目编号：14ATQ001）研究成果之一。

收起

Comparative Study on Funds Management Models of Chinese and Foreign Library Consortia

  • Li Zhaoyang ,
  • Feng Lin ,
  • Gao Bo
Expand
  • 1 Library of Lingnan Normal University, Zhanjiang 524048;
    2 Guangdong Coastal Economic Belt Development Research Center, Zhanjiang 524048;
    3 Zhuhai First Vocational School, Zhuhai 519000;
    4 School of Economic & Management of South China Normal University, Guangzhou 510006

Received date: 2020-03-26

  Revised date: 2020-05-31

  Online published: 2020-10-05

Fold

摘要

[目的/意义] 比较中外图书馆联盟的经费管理模式，可以反映出我国图书馆联盟经费管理模式的优势和不足。[方法/过程] 从经费的战略管理、管理机构、报告制度、使用规范化、优先发展项、管理人员等方面对中外图书馆联盟进行比较分析。战略管理从战略目标及策略角度论述；管理机构从管理委员会、财务委员会、审计委员会等方面论述；报告制度从年度报告、审计报告、预算报告等方面论述；经费使用规范化从依据和流程方面论述；拓展经费策略从优先发展项论述；国外经费管理人员制度从财务员、审计员和协调员等方面论述。[结果/结论] 通过比较总结中外图书馆联盟经费管理各方面的异同，从中获得启示。

关键词： 资源共享; 图书馆联盟; 经费管理; 管理模式; 调查研究

本文引用格式

李朝阳 , 冯琳 , 高波 . 中外图书馆联盟经费管理模式比较研究[J]. 图书情报工作, 2020 , 64(19) : 3 -14 . DOI: 10.13266/j.issn.0252-3116.2020.19.001

Abstract

[Purpose/significance] Comparing the funds management models of Chinese and foreign library consortia, which can reflect the strengths and weaknesses of the funds management modes of library consortia in China. [Method/process] This paper analyzed and compared library consortia between China and foreign countries from the aspects of strategic management, management organization, reporting system, standardization of use, priority funding, and funds management personnel. Strategic management start with clear strategic goals and tactics; the management organization discussed from the management committee, finance committee, audit committee, etc.; the reporting system discussed from the annual report, audit report, budget report, etc.; the standardization of funds use discussed from the basis and process; the expansion of the funds strategy from the priority development items; The management personnel system discussed from the aspects of financial officer, auditor and coordinator. [Result/conclusion] By comparing and summarizing the similarities and differences of the funds management of Chinese and foreign library consortia, we can draw inspiration from them.

Key words： resource sharing; library consortia; funds management; management mode; investigation

参考文献

[1] 杜杏叶,李亚峰,李贺,等.我国图书馆联盟管理与运行机制现状调查研究[J].图书情报工作,2014,58(9):37-45.
[2] 邝婉玲,高波.国外图书馆联盟组织管理模式研究[J].图书情报工作,2019,63(9):116-126.
[3] 李朝阳,高波.英国图书馆信息资源共享模式研究[J].图书情报工作,2009,53(3):137-141.
[4] 李朝阳.信息资源共享平台组织体系与管理规范探究[J].情报理论与实践,2012,35(6):21-25,30.
[5] 冯琳,高波.我国图书馆资源共享经费模式研究[J].图书情报工作,2014,58(8):5-9.
[6] 高波,黄洁晶.中国大陆图书馆资源共享现状调查[J].中国图书馆学报,2013,39(1):71-78.
[7] 白冰,高波.国外图书馆资源共享现状、特点及启示[J].中国图书馆学报,2013,39(3):108-121.
[8] 黄筱瑾,刘金玲.图书馆联盟经费运行模式研究[J].图书馆学研究,2013(12):79-82,75.
[9] 何琳.我国区域性高校数字图书馆联盟建设现状调查分析[J].图书馆,2010(4):61-63.
[10] 游丽华.大学城图书馆共享系统可持续发展研究[J].图书馆学研究,2014(4):40-44,87.
[11] 袁静.图书馆联盟中的利益平衡机制构建[J].情报资料工作,2011(3):38-41,45.
[12] 严凤玲,高波.美国图书馆联盟战略规划调查与分析[J].图书情报工作,2014,58(3):27-33.
[13] Amigos Library services plan 2020[EB/OL].[2020-03-25].https://www.amigos.org/sites/default/files/2020_strategic_plan.pdf.
[14] CNY strategic plan 2015-2020[EB/OL].[2020-03-25].http://connectny.org/strategic-plan-2015-2020/.
[15] Big ten academic alliance strategic directions 2016-2018[EB/OL].[2020-03-25].http://www.btaa.org/docs/default-source/default-document-library/big-ten-academic-alliance-strategic-directions-2016-2018.pdf?sfvrsn=895a40f3_0.
[16] CARLI 2020 strategic plan[EB/OL].[2020-03-25].https://www.carli.illinois.edu/sites/files/carlidocs/CARLI2020StrategicPlan.pdf.
[17] OPLIN strategic plan 2018-2021[EB/OL].[2020-03-25].https://www.oplin.ohio.gov/sites/default/files/stratPlanFY2018_0_0.pdf.
[18] 厦门市公共图书馆服务联合体.厦门市公共图书馆服务联合体章程[EB/OL].[2020-03-25].http://www.docin.com/p-247462479.html.
[19] CASHL管理中心.CASHL文献传递服务规范[EB/OL].[2020-03-25].https://wenku.baidu.com/view/4800096ab84ae45c 3b358c18.html,2003-12.
[20] 武汉城市圈图书馆联盟.武汉城市圈图书馆联盟章程[EB/OL].[2020-03-25].http://www.docin.com/p-630507110.html.
[21] CRKN. Annual report 2018-2019[EB/OL].[2020-03-25].https://www.crkn-rcdr.ca/sites/crkn/files/2019-10/1028019_CRKN_AR_EN_web_FINAL_0.pdf.
[22] CRKN. Finance & Audit Committee Terms of Reference[EB/OL].[2020-03-25].https://www.crkn-rcdr.ca/sites/crkn/files/2016-08/F%26A%20TOR_App_2014-01-17.pdf.
[23] CAUL. Finance, Risk, and Audit Committee Charter[EB/OL].[2020-03-25].https://www.caul.edu.au/sites/default/files/documents/caul-doc/cfac2019risk-and-auditcommittee.pdf.
[24] Eresources payment processes subcommittee[EB/OL].[2020-03-25].http://www.ocul.on.ca/node/1866.
[25] Revenue Generation Working Group[EB/OL].[2020-03-25].http://thealbertalibrary.ca/sites/default/files/uploads/Revenue% 20Generation%20Working%20Grp%20ToR%20-%2020-Oct-2017.pdf.
[26] Committees, Task Forces & Working Groups[EB/OL].[2020-03-25].https://www.arl.org/.
[27] The Cost Sharing Advisory Group[EB/OL].[2020-03-25].https://www.crkn-rcdr.ca/en/task-groups.
[28] Funding opportunities[EB/OL].[2020-03-25].https://www.amicalnet.org/programs.
[29] Member-benefits[EB/OL].[2020-03-25].https://www.atla.com/membership/member-benefits/.
[30] Novanet Audit Committee Terms of Reference[EB/OL].[2020-03-25].https://www.novanet.ca/novanet-audit-committee-terms-of-reference/.
[31] Coordinating Committee[EB/OL].[2020-03-25].https://www.amicalnet.org/committees/coordinating.
[32] Annual report[EB/OL].[2020-03-25].http://thealbertalibrary.ca/sites/default/files/uploads/2013%20Annual%20Repor t%20-%20FINAL.pdf.
[33] Association of Southeastern Research Libraries Balance Sheet[EB/OL].[2020-03-25].http://www.aserl.org/wp-content/uploads/2019/10/2019_ASERL_Annual_report_web_format.pdf.
[34] OPLIN. 2019 annual report[EB/OL].[2020-03-25].https://www.oplin.ohio.gov/sites/default/files/2019annualReport-compressed.pdf.
[35] SCONUL annual report and audited accounts 2018[EB/OL].[2020-03-25].https://www.sconul.ac.uk/sites/default/files/documents/SCONUL%20annual%20report%20and%20audited%20accounts%202018.pdf.
[36] Operating budget for FY2020[EB/OL].[2020-03-25].Fiscal Years 2018-2019.https://www.tsl.texas.gov/landing/budget.html.
[37] M25 financial statements 2017-2018[EB/OL].[2020-03-25].https://www.m25lib.ac.uk/wp-content/uploads/2019/04/Signed-2018-M25-accounts.pdf.
[38] Operating budget for FY2020[EB/OL].[2020-03-25].https://www.tsl.texas.gov/landing/budget.html.
[39] CADAL年度总结报告(2018)[EB/OL].[2020-03-25].http://cadal.zju.edu.cn/js/2018CADAL_REPORT.pdf.
[40] 北京高等学校图书资源建设项目管理办法(试行)[EB/OL].[2020-03-25].https://wenku.baidu.com/view/61c5c2a5182 e453610661ed9ad51f01dc3815738.html.
[41] 广西壮族自治区科技文献信息专项经费管理暂行办法[EB/OL].[2020-03-25].https://www.sogou.com/link?url=DSOYnZeCC_rTR6S6Fl5BvO6dPWONyfFhIvYdFlzwEDFXHqj2nhXnI1dWaOylS-.
[42] 国家科技图书文献中心.科技文献信息专项经费管理暂行办法[EB/OL].[2020-03-25].http://www.med66.com/html/2005/11/hu028119186191150029500.htm.
[43] COPPUL. Governance[EB/OL].[2020-03-25].https://coppul.ca/about-us/governance.
[44] CLIC[EB/OL].[2020-03-25].https://www.clicweb.org/.
[45] About OPLIN[EB/OL].[2020-03-25]. https://www.oplin.ohio.gov/about.
[46] Federal funding[EB/OL].[2020-03-25].http://www.arl.org/focus-areas/federal-funding#.WWvvX-yECP0.
[47] ARL. Our priorities[EB/OL].[2020-03-25].https://www.arl.org/our-priorities/.
[48] COPPUL. Programs[EB/OL].[2020-03-25].https://coppul.ca/programs.
[49] PALMPrint[EB/OL].[2020-03-25]. http://c.ymcdn.com/sites/www.nellco.org/resource/resmgr/palmprint_overview_doc.pdf.
[50] Our funders[EB/OL].[2020-03-25]. http://www.eifl.net/page/our-funders.
[51] 湖北省高等学校数字图书馆.湖北省高等学校数字图书馆经费管理办法(试行)[EB/OL].[2020-03-25].https://wenku.baidu.com/view/bc24e50002020740be1e9b0d.html.
[52] MLCI general bylaw[EB/OL].[2020-03-25].http://www.mlcinc.mb.ca/wp-content/uploads/constitution.pdf.
[53] Duties of the treasurer[EB/OL].[2020-03-25].https://ocul.on.ca/constitution.
[54] The Constitution[EB/OL].[2020-03-25].https://www.caul.edu.au/sites/default/files/documents/caul-doc/caulinc2019constitution.pdf.
[55] Finance Committee[EB/OL].[2020-03-25].https://www.carli.illinois.edu/governance/committee-directory/comm?comm_id=3&constit=no&dates=no.
[56] Public Library Innovation Programme Coordinator[EB/OL].[2020-03-25].http://www.eifl.net.
[57] SOLS. Management & Leadership[EB/OL].[2020-03-25].https://www.sols.org/index.php/management-leadership.
Options
文章导航

/

〈 〉