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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)

Elizabeth is the Open Science Services Group Leader at the Science and Technologies Facilities Council (STFC) where she leads the strategic development of library services to meet the changing requirements of researchers with regard to open access of publications and data.  Elizabeth has an MSc in Information Studies and has worked  in information roles for over 20 years specialising in scientific, medical and technical information. Her time in libraries includes 11 years at the British Library where she led the STM content and collections team and the development of the British Library’s UK DataCite service. She is a member of the UKSG Education and Events sub-committee.


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

Anna Franca
Collections Manager Edge Hill University

Anna Franca is Collections Manager at Edge Hill University where she leads a team dedicated to managing and developing the library collections and the University Archive. Anna has an MA in Library and Information Studies from UCL and has worked in academic libraries for 13 years, over 4 of which have been in senior management roles. Until recently she worked as Head of Collection Development for King’s College London. She serves on several groups and committees including the UKSG Education & Events Subcommittee and the Jisc Digital Archival Collections Group and has presented widely at professional events and conferences over recent years. Earlier this year Anna relocated to the North West with her family after 13 years living in the South and alongside her day job has been busy rediscovering her Northern roots!


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

Alison Brock is an eContent Advisor at The Open University Library and has worked in that role since 2007. Her role includes evaluating and assessing use of electronic resources and she is a member of the Community Advisory Group for the Jisc Usage Statistics Portal (JUSP).




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)

Debbie’s career in one of the 8 UK Research Councils has provided her with a range of responsibilities at different levels across a wide scope of professional duties in Library Management. Debbie’s particular interests are:

  • Embedding the Library into the workplace community
  • Marketing the LIS
  • Customer interface and liaison in the online world
  • Quality assurance and service level agreements

Continuous development within the information profession to meet the new demands of a virtual user community and managing new formats of information provision

Debbie chartered with CILIP way back in 1990 soon after graduating from Loughborough University with a joint honours degree in Library Studies and Mathematics (so she could count books as well as stamp them, according to her family). Debbie has revalidated her Chartership annually since 2014.

Debbie completed a Masters in Science and Society with the Open University in 2010 and is active on various committees and groups in the information profession.



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

Sharon Johnson is Head of Content Development Implementation and Acquisitions at the British Library with responsibility for managing and co-ordinating the implementation of the Library’s Collection Development Strategy . Her role includes responsibility for managing the Library’s acquisitions budget and delivering value for money through purchasing activities, including tendering and subscription negotiation. She also has operational responsibility for all mainstream acquisitions processing (print and digital) and for co-ordinating publisher liaison activities in relation to Legal Deposit.

Sharon is co-author of two IFLA professional reports, Gifts for the Collections: Guidelines for Libraries and Key Issues for e-Resource Collection Development: A Guide for Libraries.


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

Caren Milloy
Director of Licensing Jisc

In her 17 years at Jisc, Caren has undertaken a wide range of negotiations and licensing, developed online products and managed research projects on e-textbooks and open access monographs. As Deputy Director of member licensing, Caren’s focus is to ensure that licensing and negotiation service that Jisc Collections provides continues to save institutions time and money and supports the implementation of funder policies for open access. Achieving affordable and sustainable agreements with publishers and societies that enable the transition to open access is her primary focus.



Library Case Study 3 - Transformative Agreements - Splitting the bill

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

‘Jeremey is the Repository & Research Information Team Leader at Queen Mary University where he manages the Universities team dedicated to the promotion and management of open access publishing. Jeremey started his career some 30 years ago in the Guy’s & St Thomas’ School of Nursing before moving into subscriptions management at King’s College London and Queen Mary University. In 2013 he was dragged away from managing subscription budgets and into the dynamic world of open access funds, repositories and the research excellence framework. Jeremey is a member of the RLUK’s Open Access Publisher Processes Group (OAPP) working towards improving open access publishing workflows.’


Discussion/breakout (including Tea break)


Summary and close


October 01 2019 - 00:00 - November 28 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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