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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.

When

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

Where

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

Time
Programme and Speakers
Programme
Speakers

10.00

Registration and refreshments

10.30

Welcome and Outline of the day

Elizabeth Newbold
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.

10.40

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

Anna Franca
Head of Collections and Archives Edge Hill University

As Head of Collections and Archives at Edge Hill University, Anna França leads the team dedicated to managing and developing the library collections and University Archive. Prior to joining Edge Hill, she held roles at King’s College London and has almost 17 years’ experience in the academic library sector. Anna is interested in the role that libraries can play in supporting a sustainable transition towards a more open research landscape. She is active in a range of professional networks and groups and chairs the USKG Education and Events sub-committee.

11.10

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).

11.40

Break

11.50

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

Debbie Franks
Library Operations Manager

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.

LinkedIn: www.linkedin.com/in/debbie-f-08732b116

12.20

Questions and discussion

12.45

Lunch

13.30

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.

14.00

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

Caren Milloy
Director of Licensing Jisc

Caren leads Jisc's licensing and negotiation service, providing UK education and research with access to digital content and software solutions that support the digital transformation of research, learning, teaching and assessment and the digital estate of universities and colleges.

 

14.30

Library Case Study 3 - Transformative Agreements - Splitting the bill

Jeremey Claridge
Repository and Research Information 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.’

15.00

Discussion/breakout (including Tea break)

15:45

Summary and close

Registration

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

Contact

Any queries please contact events@uksg.org 

Please take a look at our code of conduct 

 

Cancellations

Cancellations

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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