Peacefield Equine Sanctuary_ Inc by linxiaoqin


									Peacefield Equine Sanctuary, Inc.

          Elizabeth A. Lorenzen
           9811 East Davis Ave.
        Terre Haute, Indiana 47805
              (812) 877-9539

Strategic Plan and Business Summary

             Spring 2008

   “Where compassion and education meet”
                   TABLE OF CONTENTS

I.     Preface

II.    Environmental Study

III.   Executive Summary

IV.    Statement of Purpose

V.     Goals and Objectives

VI.    Technology Goals

VII. Fundraising Projections

VIII. Facilities Infrastructure Plan

IX.    Budget

X.     Research Bibliographies

XI.    Elizabeth Lorenzen’s Academic Vita

XII. Elizabeth Lorenzen’s Resume of Equestrian Activities

XIII. Appendices

To Joshua, who started everything…

My experiences with helping horses started early in my life. When I was
eleven years old, I got my first horse, a Shetland pony that, as all good
Shetland ponies do, scared me half to death by taking off with me and
scraping me off under the trees in our small orchard. But, while I was
learning to tame the beast, my parents decided to let a friend’s brother keep
his horse at our house. He was a quarter horse-arabian cross and was so
sweet and gentle. His owner, after a few months of seemingly conscientious
attention, mysteriously abandoned him, and we had to take over his care in
order to keep him from starving to death. I ended up buying him with money
from my babysitting jobs, and named him Joshua. He was my best friend,
and I could ride him anywhere bareback with a halter and lead rope and felt
completely safe.

Unfortunately, the next time he was due for vaccinations he got a Coggins
test and came up positive. It was heartbreaking to lose him. I guess that
experience defined my life in many different ways, and has brought me to the
place where I am today. Over the years I have had the opportunity to give
some very special horses good homes, and make sure they received the best of
care until the very end of their lives. But, as time passed I found myself
wanting to do something more—something on a larger scale that could have a
greater impact on my community. This is how the concept for Peacefield
Equine Sanctuary came to be born.

Why the name Peacefield? In looking for a name to identify the rescue, I
wanted something that signified our farm’s peaceful atmosphere. Most
anyone that has visited us always makes a comment about this and even the
animals that live here seem to have unique and interesting relationships
with one another. I therefore decided to name it after President John Adams’
home in Massachusetts. Not only has Adams been credited with being the
author of the philosophies governing today’s humane societies, but Adams is
also my surname. Hence, I have chosen to pay homage to my family in this

Please read on and learn more about our efforts, not only to rescue equines,
but to educate potential adopters and others who share our passion for their

Elizabeth Lorenzen
Executive Director
A Brief Environmental Summary

The more things change, the more they stay the same….

      Tribune Star Wire Services, Staffordsville, KY—Kentucky is Swamped with
      Unwanted Horses—The bidding for the black pony started at $500, then took
      a nosedive. There were no takers at $300, $200, even $100. With a high bid of
      just $75, the auctioneer gave the seller the choice of taking the animal off the
      auction block. But the seller said no. “I can’t feed a horse,” the man said. “I
      can’t even feed myself.” Kentucky, the horse capital of the world, famous for
      its sleek thoroughbreds, is being overrun with thousands of horses no one
      wants—some of them perfectly healthy, but many of them starving, broken
      down nags. Other parts of the country are overwhelmed, too. The reason:
      growing opposition in the U.S. to the slaughter of horses for human
      consumption overseas. Public backlash—and state bans or the threat of
      them—have led to the closure of several slaughterhouses that used to take in
      horses no longer suitable for racing or work. Auction houses are glutted with
      horses, and many rescue organizations have run out of room.

Even though the issue of horse neglect and abuse has been around for a long
time, there are things about the current climate that are unique, and because
of these environmental changes, new challenges have come about. In the
United States, horses are now considered to be companion animals by our
government, and we are transitioning to an environment where horses will
no longer be slaughtered for food in this country. The aforementioned article
from a recent edition of the Terre Haute Tribune-Star explains the situation
very succinctly. Current economics have made the price for feeding a horse
skyrocket, especially hay costs. In addition, there also seems to be a real lack
of knowledge among people who want to own horses about what it takes to
feed and care for the animals. Purchasing a horse is the cheapest part of the
venture; not knowing this causes individuals to get into an endeavor for
which they are not prepared and then find difficult to get out of without the
horses suffering in the process. It is obvious that in addition to saving these
horses, an educational program is sorely needed in the community.

Interviews with local veterinarians, farriers, and other concerned community
members have revealed time and time again that the main problem for the
sanctuary/rescue operation to deal with will be starvation. Procedures for
feeding severely underweight horses will have to be strictly observed, but
even so, many will not be able to be rescued in time. In that case, ending
their suffering in as humane and dignified a way as possible will also become
the sanctuary’s charge.
Executive Summary

  Why start a horse sanctuary?—Learning how to go about executing this
  vision has taken much time, patience, and persistence. But now, there is
  actually an urgent need. As the new laws are being passed to prevent
  horse slaughter for food in this country, provision has not been made for
  destinations for these unwanted horses to go. There are not enough horse
  rescue and sanctuary operations in this country to handle the large
  number of horses that are without homes. In particular, there are no
  formally organized efforts in this geographic region. Hence, the situation
  has become very urgent and is greatly needed.

  What is our model?—While doing the research that was necessary to
  prepare for the opening of the sanctuary, other rescue operations were
  researched on the Internet in order to find the best way to define the
  entity organizationally. The obvious choice became an organization called
  The Hooved Animal Humane Society (, the first horse
  rescue organization in the country. Started in 1971, the organization,
  located in Woodstock, IL, boasts 26 acres, an educational center, a
  hospital, and tack shop. The organization has an educational mission,
  sponsoring seminars that raise funds and awareness for the organization,
  and the HAHS also works with law enforcement to investigate potential
  animal abuse cases. Organizationally it consists of an Executive Director,
  a Program Director, and a Board of Trustees for governance. It is a 501 c
  (3) nonprofit corporation.

  What is unique about the plans for this sanctuary and rescue
  operation?—many rescue operations have extremely strict requirements
  for potential adopters. While this is very understandable, and necessary,
  in a geographic area where potential participants are undereducated
  about horse care, there would be no adoptions. Therefore, the idea is to
  educate those that are interested; make strict educational requirements
  for adopters; and follow up with the new horse owners for an extended
  time period to make sure that they can continue to meet the necessary
  requirements for giving proper care. If student interns and other trained
  community volunteers are also involved, then even more people can
  benefit from the process. The possibilities for involvement by youth
  groups in the educational process are literally endless.

  What’s the plan, year by year?—In the first year, two new pastures
  will be added to our private farm and outfitted with run in sheds. During
  this time, grants will be identified to pay for the sheds and to help pay for
  business incorporation startup costs. We will take only a few horses at a
time in this startup period. The board members will be identified; 501c (3)
status will be gained; donors will be solicited for infrastructure startup
costs. In the second year, fundraising will become more aggressive and
plans for the building of the main facility will commence. The building
will be approximately 120’ X 120’, and will house a veterinary treatment
area, quarantine stalls, and permanent regular stalls. There will also be a
small indoor arena for hand walking sick horses, exercising other rescue
horses, hay and equipment storage, and setting up temporary stalls as
needed; and a small office. By year three, the goal is to be able to handle
fifty horses in a year. Ultimately, we would like to be able to save one
hundred horses a year. In order to save this many, a foster care program
will need to be developed and implemented, and additional land for the
sanctuary may be identified and procured, depending on available

How much does it cost to take care of a horse?—According to the
American Association of Equine Practitioners, the average cost of horse
care is five dollars a day. This would not include the extra cost involved in
caring for an extremely ill or starving horse, though.

How will we raise the money?—through a multi-pronged approach, we
will solicit individual donors, apply for private and government grant
funding, sell goods and services within IRS guidelines and charge realistic
adoption fees.

What is the business structure?—Peacefield Equine Sanctuary will be
set up as a corporation with nonprofit status.

How will we get the work done?—the sanctuary will need to rely
largely on the work of volunteers. Eventually, as the organization grows,
we hope to have two full time employees as administrators.

What is our biggest challenge?—our biggest challenge will be to handle
the large numbers of horses that will need our help. We will have to be
very careful in the beginning not to accept more horses than the
infrastructure can handle. It will be hard to say no.

What will happen to each horse when it enters the sanctuary?—
Upon entering the program, each horse will receive a complete blood panel
and exam to determine what is going on with the horse’s health.
Incoming horses will be quarantined for a period of time as determined by
the attending veterinarian. Temperament and skill assessment will
happen as the horse regains health; ability to rehabilitate will then be
What are our capital needs for the next three years?—Our biggest
needs will be for a building in order to house and adequately care for sick
animals, and adequate transport services.

What kind of future plans do we have?—future ambitious plans
include an educational center with a resource library, a gift shop, and an
art gallery. A website will also be developed, not just for public relations
purposes, but for fund raising and e-commerce activities.             Other
possibilities for raising funds are being brainstormed at this time—one
example is an annual charity horse show.
                        Statement of Purpose

Peacefield Equine Sanctuary exists to care for horses that need both medical

attention and/or behavioral training, with the goal of making them good

equine citizens. Their care will be tracked throughout their entire lives in

order to ensure their permanent safety. The Sanctuary also exists to educate

the public about equine care and rehabilitation, and about the politics of the

abolishment of horse slaughter.
                    Peacefield Equine Sanctuary

                        Goals and Objectives
                     2010 Status Report Included


(The central facility will reside at 9811 East Davis Ave.,Terre Haute, IN
47805, at the farm of Bruce and Elizabeth Lorenzen.)

Provide facilities for emergency medical care short of actual surgery; provide
quarantine facilities as finances allow (at the Davis Ave. location). Facilitate
cooperation between local vets to provide immediate emergency care for
horses that are in crisis.

Make permanent care available for horses that are of retirement age and/or
have special medical needs.
Status: Have one retired horse in permanent care with special
medical needs; humanely euthanized one horse with cancer.

Make facilities available for horses that are in crisis physically or mentally
and rehabilitate them.
Status: Presently rehabbing two thoroughbred mares for lives after
the broodmare yard. One of them is still recovering from starvation.


Adopt rehabilitated horses out to prescreened homes and track these horses’
progress for the rest of their lives.
Status: Two mares are available for adoption and homes are being
screen for them.

If necessary, house horses in prescreened foster care until permanent homes
can be arranged for them.
Status: At present, have four solid possibilities for foster care sites;
two of them are equestrian programs for at-risk youth; one is a
private farm; still another is a therapeutic riding facility.
Provide transport services for rescue situations and for those
adopting/fostering horses through the sanctuary.
Status: Have a truck leased from the Lorenzens; Have a two-horse
thoroughbred trailer with ramp available for use from the
Lorenzens. Have transported horses both two and from the rescue
for both rescue and training/foster situations.

Provide workshop opportunities to educate the public about horse care basics;
require participation in an educational program in order to be eligible to
adopt a horse.
Status: Have given presentations to Vigo County 4-H Horse and Pony
Club; West Vigo Jr. High School Community Service Group; Rio
Grande Elementary School Girl Scout Troop and Animal Welfare
Clubs; hosted a lecture on Equine Dentistry for St. Mary of the
Woods College.

Participate in speaking engagements that raise public awareness about the
need for horse rescue organizations and provide information about the
politics of horse slaughter legislation.
Status: Still in progress

Build relationships between local organizations such as humane societies,
county sheriffs, and extension agencies in order to help these organizations
with their equine related animal control issues and to advertise the
educational services that are provided by the sanctuary.
Status: Have established a relationship with the Vigo County
Sheriff’s Posse; have been invited to speak at future meetings. Also
coordinated one rescue effort with them regarding an abandoned
horse left in the midst of a sheriff’s eviction.

Collaborate with local therapeutic riding centers to provide adoption
opportunities and to plan volunteer activities.
Status: Am working with Bright Hope Riders to develop a foster
program with them.

Develop an online web presence that provides promotional information about
the sanctuary and encourages active participation in its activities.
Status: is up and running.

Identify a fundraising coordinator to plan and schedule special high profile
events in order to raise public awareness.
Status: Identified board member Denise Hoke; have had one major
fundraiser; presence at Seelyville Street Fair is planned. Local
media contacts are in the process of being made.
Start a tack shop, gift shop and art gallery to raise funds for the sanctuary’s
programs; also utilize e-commerce utilities to advertise these services.
Status: Development of an online store is in its infancy; have started
developing a list of possible products to offer on the site, along with
ordering and payment processes. Have identified a volunteer from
Rose-Hulman to help with developing the site.

Develop a volunteer program to assist with the activities of the sanctuary,
providing appropriate training and scheduling of needs. Utilize connections
with the public, colleges and universities in order to identify potential
Status: Have a solid schedule of regular volunteers and community
service days. Most reliable volunteers have hailed from Rose-
Hulman Institute of Technology.

Develop a resource library of educational materials that support the
sanctuary’s goals and objectives. Utilize these materials in workshops and
public speaking engagements. Consider opening a lending library in the
future as funding and volunteer availability allows.
Status: Have purchased some resources on running a horse rescue,
running a horse related business, and equine medications, first aid,
and alternative therapies. Collection is not yet large enough to be
called a library and is not yet available to the public.

Identify a board that consists of local veterinarians, lawyers, and other key
members of the local horse industry who have an interest in the issues
surrounding the abuse of equines and in finding solutions to these local and
in some cases regional problems.
Status:     Currently have one opening on the board; possible
candidates are being identified. There are seven other members
(President: Elizabeth Lorenzen; Secretary: Denise Hoke; Treasurer:
Marcia Meurer; At Large Members: James Buechler, Bruce Lorenzen;
Attending      Veterinarian:     Julie     Anderson,      DVM;     Honorary
Chairwoman: Jan Carmichael)

Identify a financial officer that will function as treasurer of the board. This
person will assist with budget planning and grant contract management.
Status: Treasurer Marcia Meurer has been identified; so far, she has
only had the time and resources to act in an advisory capacity. Am
hoping to hire an intern to assist in this area for 2011.

Compose a set of by-laws for governance of the activities of the sanctuary.
Status: Completed, along with a Conflict of Interest policy.

File for 501c (3) status for the sanctuary, filing the necessary paperwork with
the state of Indiana with the assistance of a lawyer.
Status: Gained status as a non-profit charity in August of 2009.

Identify an accountant, preferably a member of the horse community who is
familiar with both non-profit and farm accounting.
Status: Accountant identified: Pat Bell of Larrson, Woodyard, and
Henson, LLC

Identify and apply for grant opportunities in order to fund the sanctuary.
Status: Applied for three grants; received one (AAEP Unwanted
Horse Vaccination Campaign—received annual vaccines for all of the
resuces; West Nile vaccine was recalled by Intervet, though, and not

Identify and solicit potential donors for the sanctuary.
Status: Potential donors were identified during last year’s Dark
Horse Chocolates Fund Raiser. Facebook and Facebook Causes has
also been utilized.

Develop a budget and facilities infrastructure that allows for the rescue of at
least twenty horses a month.
Status: In progress

Identify appropriate record keeping methods for both the budget and for the
individual horses that are rescued.
Status: Identified Quick Books for Non-Profits as the mechanism for

Develop mailing lists to solicit memberships and volunteers.
Status: Mailing list has been developed; first mailing will commence
in July 2010.

Coordinate efforts with other regional horse rescue operations.
Status: Have started developing a relationship with Friends of
Ferdinand in Indianapolis, IN (networking with Amy Latka)


Attend Harvard Leadership Institute in 2008
Status: In progress
Attend grant writing and management workshops as provided by Indiana
State University (current place of employment)
Status: Have written grant proposals as part of employment
obligations Indiana State University, gaining knowledge and

Become a certified TEAM practitioner (Tellington-Jones Equine Awareness

Intern with local vets in order to learn about administering emergency care
in critical situations

Identify and participate in educational opportunities that enhance knowledge
of e-commerce tools.
Facilities Infrastructure Plan
“Plan for the Worst, Hope for the Best”

Line Item                  Cost                      Time Frame
120 X 120 Pole Barn w/     $175,000                  2 years
four quarantine stalls
and four permanent
Site Excavation;           $75,000                   6 months-1 year
widening of driveway to
barn; plan for septic
field developed
Medical Treatment Area     $28,500                   3 years
w/ hot water, including
drains, cabinetry for
medical supplies
Sand Footing for Arena     $28,000                   3 years
Electrical Wiring and      8,500.00                  2 years
Lighting for Barn
Well, with water lines     $20,000                   2 years
and separate septic
Office with Bathroom       $19,000                   3 years
12 Temporary Stalls        $8,670.00; based on an    1 year
                           online     quote   from
Track style barn with $25,000; based on an           2 years
six stalls, placed in dry online quote from
Six run-in sheds           $19,400; based on an      6 months
                           online quote from
Horseguard fencing for $2,300.00; based on an        6 months
four acres                 online     quote   from
Rubber Mats for 14         $1800.00; based on a      2 years
stalls                     price quote from TSC
Grand Total               $410,170.00
Budget Sheet, Recurring Costs, Year 1

Feed and vet expenses for six horses    $39,000
Administrative salaries                 0
Farm/Liability Insurance                $750
Office supplies and equipment           $1,500
Internet Access/Web Page Support        $1,000.00
Trash Removal                           $600.00
Transportation      (monthly     loan   $7,000
payment, insurance and gasoline for
F350 truck)
Business start-up legal fees            $3,000
Accounting Expenses
Subtotal                                $52,850
Budget Sheet, Recurring Costs, Year 2

Feed and vet expenses for twelve        $77,800
Administrative salaries                 $0
Farm/Liability Insurance                $750.00
Office supplies and equipment           $6,000.00
Internet Access/Web Page Support        $1,500.00
Trash Removal                           $600.00
Utilities                               $1,500.00
Carcass Removal (est. for 3 horses)     $150.00
Transportation      (monthly     loan   $7,000.00
payment, insurance and gasoline for
F350 truck)
Accounting Expenses
Subtotal                                $95,300
Budget Sheet, Recurring Costs, Year 3

Feed and vet expenses for fifty horses   $324,000
Administrative salaries                  $30,000.00
Farm/Liability Insurance                 $750.00
Office supplies and equipment            $12,000.00
Internet Access/Web Page Support         $1500.00
Trash Removal                            $600.00
Utilities                                $2,000
Carcass Removal (est. for 16 horses)     $800
Transportation      (monthly      loan   $7,000
payment, insurance and gasoline for
F350 truck)
Accounting Expenses
Subtotal                                 $378,650
Budget Sheet, Capital Equipment Needs, 2007-2010

Four Horse Gooseneck Stock Trailer --$24,000
Dump Truck
One Ton Pickup Truck—$21,000—Goal Accomplished 5/08
Hoist for horses that cannot stand—$1800.00
Vet Stocks for Exams—$2800.00
Four wheel transport for getting to horses on 24 hour turnout—$3,000
Budget Sheet, Tracking Intake/Rescue Costs by Ten

The following spreadsheet tracks the cost of rescuing ten horses in one month.
In reality, horses will not come and go at the same time so recurring costs will
be slightly different than costs occurred upon receipt of the horse. In addition,
horses will have individual needs that are impossible to know in advance.
However, this spreadsheet will attempt to establish a base line of monthly
costs for incoming horses.

Service                       Per           Per         Per        Per
                              Unit          Ten         Twenty     Thirty
                              Cost          Units       Units      Units
Basic medical exam            50.00         500.00      1000.00    1500.00
Basic Vaccinations        (5- 29.00         290.00      580.00     870.00
West Nile Vaccination           25.00       250.00      500.00     750.00
Coggins Test                    25.00       250.00      500.00     750.00
CBC/Chemistry Panel             37.00       370.00      740.00     1110.00
Deworming-- Ivermectin          4.00        40.00       80.00      120.00
Hoof trim (excluding            30.00       300.00      600.00     900.00
possible       therapeutic
Comprehensive Dental            125.00      1250.00 2500.00 3750.00
Grain (7 lbs./day)              70.00       700.00      1400.00    2100.00
Hay (25 lbs./day)               50.00       500.00      1000.00    1500.00
Supplements                     20.00       200.00      400.00     600.00
Bedding (based on cost          40.00       400.00      800.00     1200.00
for 10 bags economy
Halter and Lead Rope            20.00       200.00      400.00     600.00
Grain      and      Water       15.00       150.00      300.00     450.00
Subtotal      (rounded)        540.00      5,400.00 10,800.00 16,200.00

*The Five Way shot covers Tetanus, EEE, WEE, Influenza and Rhinopneumonitis.
Other Potential Vaccination Needs:       Other Deworming Rotation Options:
Strangles                                Strongid-C daily dewormer
Rabies                                   Quest Plus (for Tapeworms)
Potomac Horse Fever

**The American Association of Equine Practitioners estimates an average of $5.00/day to
take care of a horse’s basic needs.
Existing Resources at Lorenzen Farm, 2007

25X25 storage building, half available for hay for rescue horses

Kubota tractor with front end loader

Four acres fenced pasture (will also be used for personal horses)

Six acre field (currently being farmed in hay, will be turned into pasture(s)
for rescue horses)

Dodge ¾ ton four wheel drive pick-up truck, set up for towing

Sundowner two horse Thoroughbred style gooseneck trailer with ramp

1 run-in shed, 12X24

24X48 horse barn with 12X48 overhang and tack storage—Is currently being
used for personal horses, but storage room will be available in this barn for
the rescue operation for feed, tack, stall cleaning equipment; overhang can be
used as location for feeding rescue horses

AAEP Equine Welfare Committee. Care Guidelines for Equine Rescue and
Retirement Facilities. Lexington, KY: American Association of Equine
Practitioners, 2004.

Copeland, Sue M. Slaughter by the Numbers. Horse and Rider, January
2007, pp. 8-9.

Hayes, Karen E.N., DVM, MS. Horse Rescue 101. Horse and Rider, June
2001, pp. 103-109.

Heller, Bill. After the Finish Line: The Race to End Horse Slaughter in
America. Irvine, CA: Bow Tie Press, 2005.

Horse Rescuers Taking in Record Numbers Amid Drought, Hay Prices. The
Horse, Article #11074, December 30, 2007.

Idaho Authorities Say Rising Feed Costs Causing Surge in Neglect Cases.
The Horse, Article #10742, November 2, 2007.

Nice, Jennifer. The Adoption Option. Horse Illustrated, September 2007, pp.

Raia, Pat. More Horses, Fewer Donors Challenge Equine Rescue Groups.
The Horse, Article # 11017, December 20, 2007.

The Official IRS Tax Guide to Auditing Horse Activities. Neenah, Wis.:
Russell Meerdink Co., 2003.

Vets Turn Spotlight on Unwanted Horses. Practical Horseman, August 2005.

Williams, Jennifer. How to Start a Rescue: A Guide to Starting and Running
a Successful Rescue Organization. Gaithersburg, MD: PRIMEDIA Equine
Network, 2007.
Internet Resource Bibliography
Horse Rescue and Retirement Websites

California Equine Retirement Foundation (CERF)
Cleveland Armory Black Beauty Ranch
Colorado Horse Rescue
Days End Farm Horse Rescue
Equine Sanctuary
Eye of the Storm Equine Rescue
Habitat for Horses
Horse-Angels Horse Rescue
Hooved Animal Humane Society
Indiana Horse Rescue
Midwest Horse Welfare Foundation, Inc.
Proud Sprit Horse Sanctuary
Redwings Horse Sanctuary (USA)
Redwings Horse Sanctuary (UK)
United State Equine Rescue League
United States Equine Sanctuary & Rescue
Wind Ridge Farm Equine Sanctuary

Breed Specific Charities
After the Finish Line
Friends of Ferdinand
New Vocations Racehorse Adoption Program
Thoroughbred Charities of America
Thoroughbred Retirement Foundation

Humane Society Related Links
Animal Welfare Institute
Farm Sanctuary
Humane Society of the United States

Indexes to Horse Rescue Information
American Horse Defense Fund, Inc.
Horse Rescue and Caretaking Links and Resources
State Horse Rescue Groups
Unwanted Horse Coalition
                 Academic Vita for Elizabeth A. Lorenzen

    The purpose of including this vita in the business plan is to show evidence of my
 administrative, project management, budget, planning, supervisory, presentation, and
research/publication skills. It also shows evidence of my service activities for other non-
                                    profit organizations.
                            Elizabeth A. Lorenzen
           9811 East Davis Ave. Terre Haute, IN 47805      812/877-9539
                               (812) 237-4397 (work)
                                (812) 243-3889 (cell)


Certificate, Harvard University, Cambridge, MA, Leadership Institute for
Academic Librarians, August 2008.

MLS, Indiana University, Bloomington, IN, December 1985

BFA, Herron School of Art, IUPUI, May 1983
Major: Painting       Minor: Art History

Bibliographic Knowledge of German, French, Italian, Spanish
Computer/Software skills: Voyager ILS, OCLC, Banner SCT, Microsoft Office,
Contentdm, AskSam

Professional Experience

Digital Services Librarian, University Digital and Archival Services,
Cunningham Memorial Library, Indiana State University—February 2009-

      Digitized images and created metadata for local history collections using
       Contentdm for inclusion in the Wabash Valley Visions and Voices Project
      Visited Wabash Valley Visions and Voices partner sites in order to
       perform hands-on processing of collections
      Authored grant proposals for new projects for University Digital and
       Archival Services
      Became familiar with the collections and services of University Archives,
       giving assistance to the unit as needed
      Created a proposal for University membership in the LOCKSS program,
       thereby allowing for preservation of digital assets
      Developed an outsourcing contract to govern the outsourcing of work for
       one of Wabash Valley Visions and Voices’ project partners
      Learned how to create simple databases that enhance the accessibility of
       specialized digital collections
Acquisitions/Serials Librarian, Librarian, Cunningham Memorial Library,
Indiana State University—November 2003-present

      Continued responsibilities as Head of Monographic Acquisitions (cited
      Initiated fast cataloging unit within Monographic Acquisitions, with the
       intent to move to a shelf-ready agreement with main book vendor
      Managed subscription program for all serial titles, regardless of format,
       before formation of the Electronic resources unit (three years)
      Supervised newly formed Electronic Resources Unit beginning in Spring
       Semester 2008
      Supervised ordering, check-in and payment processes of the newly
       merged electronic resources unit
      Initiated a pay-per-view service for online journals through Elsevier’s
       Science Direct platform
      Supervised nine support staff and various student workers
      Managed contracts for electronic database services
      Member of Collection Development Committee
       Performed serials cost projection analyses
      Prepared budget drafts for Dean and Associate Dean
      Initiated rapid cataloging unit within Acquisitions, setting up all policies
       and procedures
      Implemented OCLC’s Prompt Cat Service through main book vendor
      Initiated bulk purchase and loading of A-Z MARC Records from serials
       vendor; outlined a plan for initial database cleanup
      Initiated a plan for preparations for ISBN-13 in the Voyager system for
      Spearheaded a project to switch as many subscribed journals to online
       only as possible, beginning with the science journal collection.
      Instituted a no bind policy for paper journals, authoring an in house
       preservation policy for these titles
      Initiated and managed a paperless slip approval plan and the
       consolidation of all approval plans with one vendor
      Began a purchase on demand project in conjunction with interlibrary loan,
       allowing a customer-driven selection process to flow through Acquisitions
      Processed monographic gifts
      Assisted with selection of start-up collections of media, including DVDs,
       CDs, and audio books
      Sabbatical Project: Initiated digitization project involving the student
       newspaper, The Indiana Statesman. Involves grant procurement and
       digitization of one hundred years of the paper, with metadata terms
       assigned; and selecting software that will allow full-text keyword
       searching of the paper.

Acquisitions Librarian, Associate Librarian, Cunningham Memorial Library,
Indiana State University—June 1999-November 2003

      Worked with Information Resource Development Librarian in the
       planning and development of the materials budget (approx. 2 million)
      Member of Information Resource Development Advisory Committee
      Coordinated the selection activities of twenty subject specialists
      Managed the day-to-day workflow of Monographic Acquisitions
      Supervised five support staff and various student workers
      Forged relationships with vendors, negotiating discounts and services
      Developed and managed three Approval Plans
      Tracked the payment processes of all involved library units
      Worked with other Technical Services units to streamline processes and
      Utilized Electronic Data Interchange in the processing of monographic
       purchase orders in the Voyager system
      Member of the Voyager Management Team, the body responsible for the
       systems administration work of the Voyager System
      Developed reporting mechanisms through the extraction of data from the
       Acquisitions module of the Voyager system, working with Systems with
       regard to their execution and distribution
      Used Excel in reporting fund information to administrators, librarians,
       and faculty representatives
      Communicated with the Controller's Office and the ISU Foundation
       Offices in order to provide updated budget information to constituents
      Involved in collection development as art and family consumer sciences
       subject specialist
      Participated in Information Desk activities, as well as those of the
       Instruction and Orientation Team; participated in the delivery of online
       reference services

Acquisitions/Training Librarian, Cunningham Memorial Library, Indiana
State University—February 1999-June 1999

      Learned all aspects of both Monographic Acquisitions and Periodicals, in
       anticipation of the retirement of the Acquisitions Librarian
      Assisted in the systems administration setup of the Acquisitions module
       of Voyager in preparation for its introduction in the Spring of 1999
      Scheduled all related/necessary training opportunities for staff of all
       levels in preparation for the introduction of Voyager

Career Center Librarian, Assistant Librarian, Indiana State University—
November 1990-February 1999

      Provided direct reference services to both students and staff, coordinating
       instruction and training in the use of library resources
      Designed instructional materials tailored to specific groups
      Coordinated all collection development activity, chairing the Career
       Center Library Committee
      Developed strategic plans for the future development of the Library;
       space, furniture, staffing, security, and collection needs were all
      Supervised support staff, graduate assistants, student workers, and
      Consulted with other schools, agencies, and departments, supplying
       collection development expertise in the areas of career development,
       business, and women's studies

Reference Librarian, Indianapolis Marion County Public Library—December
1988-November 1990

      Provided reference services and instruction for all ages
      Assisted area businessmen in research activities
      Developed collections in the Arts, Music, and Literature
      Maintained all vertical file materials
      Coordinated the collection of gift materials

Outreach Librarian, Indianapolis Marion County Public
Library—January 1986-December 1988

      Provided outreach services through bookmobiles and management of
       station and community center collections; developed and executed
       programs for these stations
      Developed collections in the Social Sciences and the Arts


With Alberta Comer. Is purchase on demand a worthy model? Do patrons really
know what they want? In: Charleston Conference proceedings 2006; Beth R
Bernhardt, Tim Daniels, Kim Steinle, eds. Westport, CT: Libraries Unlimited,

With Suzanne Kapusta. “Long Live the Approval Plan, Even in a Time of
Financial Constraints.” Against the Grain, June 2007, pp. 40-42.

With Alberta Comer. “Is Purchase on Demand a Worthy Model? Do Patrons
Really Know What They Want?” Against the Grain, February 2005, pp. 74-78.

“Selecting and Acquiring Art Materials in an Academic library: Meeting the
Needs of the Studio Artist.” The Acquisitions Librarian. Numbers 31/32, 2004.

Also in:
Fenner, Audrey, ed. Selecting Materials for Library Collections. New York:
Haworth Press, 2004.

With Anne Heller. “Online Ordering: Making Its Mark.” Library Journal,
September 1, 1999, pp. 153-158.

Editor. Career Planning and Job Searching in the Information Age. Haworth
Press, 1996. (also published as The Reference Librarian, no. 55)

“The Librarian’s Role in the Job Search of the Future: Issues and Ethics in the
Electronic Environment.” Career Planning and Job Searching in the Information
Age. Elizabeth A. Lorenzen, ed. Haworth Press, 1996.

Also published as:
“The Librarian’s Role in the Job Search of the Future: Issues and Ethics in the
Electronic Environment.” The Reference Librarian, no. 55, 1996, pp. 1-6.

Contributor. Riley, Margaret F., and Frances Roehm. The PLA Guide to Internet
Job Searching. Lincolnwood, IL: VGM Career Horizons, 1996.

"Finding Employment Information on the Internet: A Basic Guide." IOLUG News,
February 1995.
"The Virtual Career Center: Future Implications, Present Realities." Career
Developments, February 1995.

"Librarian for Hire: Internet Surfing for Job Search Success." Technicalities, January

"The Career Center Library and the World of Work of the Future." IOLUG News,
October 1994.

Book Review: Handbook for the College and University Career Center.
Contemporary Education, Spring 1994, p.171.

With Sarah J. Batt. "The Career Center Library: A Special Library in an
Academic Setting." Library Services for Career Planning, Job Searching, and
Employment Opportunities, Byron Anderson, ed. Haworth Press, 1992.

Also published as:
With Sarah J. Batt. “The Career Center Library: A Special Library in an Academic
Setting.” The Reference Librarian, no. 36, pp. 61-69.


Ohio Valley Group of Technical Services Librarians Spring Meeting, Indiana
University, Bloomington, Indiana, May, 2006 . “Moving Toward a Patron-Centered
Collection Model: A Purchase-on-Demand Project at Indiana State University.”

The Charleston Conference, Issues in Book and Serial Acquisition, November 2-
5, 2005. With Alberta Comer. “Is Purchase on Demand a Worthy Model? Do
Patrons Really Know What They Want?”
This talk was also given at the following regional meeting via teleconference:
INCOLSA Illiad Users Group Meeting; November 1, 2005.
Ohio Valley Group of Technical Services Librarians Spring Meeting, Indiana
State University, Terre Haute, Indiana, May 14-16, 2003. “Electronic Data
Interchange and Monographic Purchase Orders.”
American Library Association Annual Conference, Chicago, IL, June 23-28, 1995.
Poster Session Presentation: “The Development of an Electronic Job Search
Workshop: Learning to Use the Internet in the Job Search.”

Career Resource Managers Association Biannual Conference, Boston College,
Boston Mass., June 6-7, 1996. “Managing the Career Resource Library: Future
Implications, Present Realities.”
Professional Organizations/Service

Professional Memberships, Past and Present:
American Library Association
       Association for Library Collections and Technical Services (ALCTS)
              Chair, Acquisitions/Copy Cataloging Workflow Discussion Group
              Member, Publications Committee, Acquisitions Section
       Library Instruction Round Table (LIRT)
              Member, Continuing Education Committee
Art Libraries Society of North America
Art Libraries Society of North America, Mid-States Chapter
Charleston Conference, frequent conference attendee and presenter
Ohio Valley Group of Technical Services Librarians (OVGTSL)
       Member, Conference Planning Committee
Endeavor User Group
Voyager Great Lakes User Group (VUGM)
       Member, Conference Planning Committee
       Co-chair, Vendor Relations Committee
North American Serials Interest Group (NASIG)
Indiana Online Users Group (IOLUG)
       Associate Editor, IOLUG News

A Select List of Other Service Activities:

University and Governance Service
Member, Library Faculty Assembly (past Chair, past Secretary, past
Chair, Personnel Committee (three years)
Chair, Library Administrative Affairs Committee (three years)
Chair, Library Faculty Affairs Committee
Member, Search Committee for Vice President for Business Affairs and
Finance/Secretary of the University
Member, Search Committee for Dean of Graduate Studies
Library Representative, University-wide Salary Appeals Advisory Committee
Library Representative, University-wide Sabbatical Leaves Committee
Member, Faculty Economic Benefits Committee (past Secretary)
Member, Library Staff Development Committee (past Chair)
Member, Faculty Senate Ad Hoc Professional Satisfaction Committee
Member, Library Association
Member, Editorial Board, ISU Libraries News (past editor)
Member, University Arts Endowment Committee (past Secretary)
Library Service:
Member, Institutional Repository Committee, Library
Member, Technology Committee, Library
Member, Dean’s Advisory Council, Library
Member, Collection Development Committee, Library

National Service:
Ad Hoc Member, Job and Career Information Services Committee, Adult and
Lifelong Services Division, Public Library Association

Community Service
Library Committee, Maple Center, Terre Haute, IN (a Union Hospital affiliate
providing alternative health options for the community, along with a maternal
health clinic for low income families)

Executive Director/President, Peacefield Equine Sanctuary, Terre Haute, Indiana
(An equine rescue non-profit organization with a strong educational component)

Continuing Education Program, Indiana State University (past art instructor)
Experiences in Art Librarianship, 1990-present

        Collection Development Specialist/Liaison in Studio Art, Art
         Education, Art History, History of Architecture, Interior
         Design/Decorative Arts, Fashion Design and Merchandising, Career
         Development, and Women’s Studies
        Suggested selections for the popular browsing collection in the arts,
         family consumer science, and media areas
         Compiled accreditation report for Family and Consumer Sciences for
         FIDER accreditation (Interior Design)
        Conducted orientations for new faculty in Art and Family and
         Consumer Science Departments
        Evaluated two major gifts of art history materials
        Taught non-credit courses in painting, drawing and portraiture
        Assisted high school students with portfolio preparation for
         scholarship application—success rate 100%
        Past Member of Art Libraries Society of North America (ARLIS/NA)
         Past Member of ARLIS/NA Mid-States Chapter

        Taught library instruction component for following classes:

            -ARTH 271 Survey of Art History I
            -ARTH 151 students (Visual Arts in Civilization)—Individual
            instruction provided
            -ARTH 374--History of Architecture
            -ARTH170—Introduction to the Visual Arts (Art Appreciation)
            -ARTP680--Graduate Teaching Seminar
            -ENG 305T—Technical Writing (Writing Resumes), with special
            emphasis on Electronic Resumes and the Internet
            -ART 609--Research Methods for Studio Artists--Gave a
            presentation entitled “Art Resources in the Library, on the Web, and
            Beyond: Information Resources for Studio Artists”; used the Online Art
            Resource Guide as a starting point
            -Gave Special Presentation on Philip Pearlstein to painting
            students, prior to his visit to campus; participated in master
            class/discussion group with Pearlstein and upper level painting
            -Conducted Library Staff Training for the Art Databases
Resume of Equestrian Activities for Elizabeth A. Lorenzen
                              Elizabeth A. Lorenzen
            9811 East Davis Ave. Terre Haute, IN 47805         812/877-9539
                                (812) 237-4397 (work)
                                 (812) 243-3889 (cell)

Education/Professional Training

Karen Heckman—Dressage (1998-1999)
Laura Paling Claiborne Backus—Dressage, Combined Training (1996-1998)
Joyce Heiser—Dressage (1992-1994)
Elizabeth R. TeSelle—Dressage, Combined Training (1984-1992)
Tricia Deal—Hunt seat, Jumping (1983-1984)

Clinics with the following: Dressage Clinics with Elaine Gibala, Elke Herrman, James
and Sharon Rowe, Bonna McCuiston, Charles DeKunffy, Jean Claude Racinet, and
Sandy Hotz; Bob Tweedlie (Jumping), Nadeem Noon (Dressage and Eventing), Holly
Johnson (Eventing).

Numerous other clinics in Dressage, Equine Massage Therapy, and T.E.A.M.

Riding Experience
Dressage --schooled to Second Level; showed at Training Level
Combined Training--schooled to Novice Level
Jumping--Schooled to 4’; showed Low Jumpers
Western Pleasure, Barrel Racing, Trail.

Training Experience—Have experience rehabilitating Thoroughbreds from the race
track, handling and starting young horses, managing the care of older horses, and
rehabilitating injured horses.

Other Training Interests—Centered Riding, T.E.A.M. (Tellington-Jones Equine
Awareness Method), Monty Roberts’ Join Up, Equine Massage Therapy.

Barn Management Experience
Managed private farm in Vigo County, IN—1993-present
Employee, Devonshire Equestrian Center--1988-89
Handler/trainer at private Welsh pony (Section B) farm in Bloomington, IN--1989-90.

Event Planning Experience—have planned and organized several dressage clinics,
volunteered at a variety of multidisciplinary shows and combined training events;
volunteered at the Pan American Games in Indianapolis (1987) for Dressage and 3-Day
Eventing venues.

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