The Authority File

Financial Management in Academic Libraries: Managing a Budget and Reporting


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How do institutional procurement policies impact spending? When is leasing a good option for libraries? When is buying? What parts of the budget should be allocated on a nine-month versus a twelve-month cycle?

Robert Dugan, co-author of the ACRL title, Financial Management in Academic Libraries: Data-Driven Planning and Budgeting, walks listeners through the warren of budgeting, procurement, and reporting issues surrounding and underlying academic libraries. Using his institution, the University of West Florida, as an example, he discusses how the library helps students navigate textbook affordability, and he provides an insider’s look at his personal internal management information system—the same one he’s been using for decades—to help consolidate reporting into a more streamlined and accessible package.

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