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UKSG Financial Planning for Librarians
December 4, 2019 @ 10:00
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
Wednesday, December 4, 2019 – 10:00 GMT
to
Wednesday, December 4, 2019 – 16:00 GMT
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:
- will have the opportunity to share and discuss experiences with speakers and delegates
- 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
Programme
- Wednesday 4th December
Time
Programme
Speakers
10:00
Registration and refreshment
All times stated are GMT
10:30
Welcome and Outline of the day
Elizabeth Newbold
STFC (Science and Technology Facilities Council)
See Biography
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
Edge Hill University
See Biography
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 18 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
The Open University
See Biography
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
See Biography
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
12.45
Lunch
13:30
Budget reports and forecasting: How to go about it and what should be included
Sharon Johnson
British Library
See Biography
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
Caron Milloy
Jisc
See Biography
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
Jeremy Claridge
University of London – Queen Mary
See Biography
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)
Jeremy Claridge
University of London – Queen Mary
See Biography
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.’
15:45
Summary and close
Registration
Sunday, August 4, 2024 – 00:00 BST – Monday, November 18, 2024 – 22:10 GMT
£ 185.00
+VAT
Member
£ 235.00
+ VAT
Non-Member
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.
Contact
General queries – 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