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This one-day seminar is aimed at librarians who want to gain an understanding of the different activities involved in financial planning for resources within an academic library and an awareness of the challenges facing the wider sector that can have an impact on library budgeting. UKSG is able to call on the extensive experience of its members in sourcing expert speakers from various institutions within the academic sector to present an overview of all aspects of the financial management of information resources.


December 04 2019 - 10:00
December 04 2019 - 16:00


The King's Fund
11 Cavendish Square
London, W1G 0AN
United Kingdom

About the Event

Why you should attend

The seminar will offer an insight into the financial management practices of a number of different libraries, including the relationship with the organisation’s finance department. Presentations and case studies will provide a range of differing viewpoints on what is involved in financial planning, with an emphasis in the afternoon on the specific challenges arising from managing open access payments. There will be opportunities throughout the day for group discussion and for delegates to share and discuss challenges they are facing at their own institutions.

Seminar level and previous knowledge required

This seminar is designed for those who are new to financial planning or for those who need an update. It would particularly suit someone who has recently moved into a role which includes budget management responsibilities or analysing financial information. The seminar is not intended to provide practical training on budget management as the expectation is that this is something that would be provided by an institution’s own Finance Department.


Learning objectives

Delegates should gain an overview of: 

  • library financial planning cycles, including budgeting, resource allocation and future planning 
  • the impact of Open Access and transformative journal agreements on budgeting for subscriptions
  • budget reports and forecasting and their use in the planning process and
  • will have the opportunity to share and discuss experiences with speakers and delegates



Programme and Speakers


Registration and refreshments


Welcome and Outline of the day

Elizabeth Newbold
Open Science Services Group Leader STFC (Science and Technology Facilities Council)


Financial planning: view from the top context and strategic overview - senior library staff 

Anna Franca
Collections Manager Edge Hill University


Library Case Study 1 - Development a methodology to assess the use of Library content in the curriculum at the Open University

Alison Brock
eContent Advisor Open University




Library Case Study 2 - Balancing the books: meeting information needs in a Research Institute

Debbie Franks
Library Operations Manager STFC (Science and Technology Facilities Council)


Questions and discussion




Budget reports and forecasting: How to go about it and what should be included.

Sharon Johnson
Head of Content Development Implementation British Library


How things are changing: the impact of OA and transformative agreements on library financial planning

Caren Milloy
Deputy Director Jisc Collections*


Library Case Study 3 - Transformative Agreements - Splitting the bill

Jeremey Claridge
Repository & Research Publications Team Leader Queen Mary, University of London


Discussion/breakout (including Tea break)


Summary and close


October 01 2019 - 00:00 - December 04 2019 - 00:00

£ 185.00 + £ 37.00 VAT

UKSG Members

£ 235.00 + £ 47.00 VAT

UKSG Non-Members


Any queries please contact 

Please take a look at our code of conduct 




By Wednesday 20th November - full refund
From Thursday 21st November -  no refund


NB: UKSG reserves the right to alter or vary the programme due to events or circumstances beyond its reasonable control without being obliged to refund monies.

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