College of Professional and Global Education · School of Information
Seminar in Library Management - Financial Management
- Spring 2023
- Section 13
- 1 Unit(s)
- 01/25/2023 to 02/22/2023
- Modified 05/22/2023
Canvas Information: Courses will be available January 25th, 6 am PT.
You will be enrolled in the Canvas site automatically.
This one-unit course will run January 25 through February 22, 2023.
Course Description and Requisites
An examination of the connection between the theory and the best practice of strategic financial resource management. Topics include revenue models, types of budgets, internal controls, resource allocation, financial planning, and acquiring outside resources. Elements of leadership and strategic planning will be explored.
INFO 200, INFO 204.
Students are expected to participate fully in all class activities. It is expected that students will be open-minded and participate fully in discussions in class and debate in a mature and respectful manner. Use of derogatory, condescending, or offensive language including profanity is prohibited. Disagreement is healthy and perfectly acceptable. Expressing disagreement should always include an explanation of your reasoning and, whenever possible, evidence to support your position. In accordance with San José State University's Policies, the Student Code of Conduct, and applicable state and federal laws, discrimination based on gender, gender identity, gender expression, race, nationality, ethnicity, religion, sexual orientation, or disability is prohibited in any form.
Success in this course is based on the expectation that students will spend, for each unit of credit, a minimum of forty-five hours over the length of the course (normally 3 hours per unit per week with 1 of the hours used for lecture) for instruction or preparation/studying or course related activities including but not limited to internships, labs, clinical practica. Other course structures will have equivalent workload expectations as described in the syllabus.
Instructional time may include but is not limited to:
Working on posted modules or lessons prepared by the instructor; discussion forum interactions with the instructor and/or other students; making presentations and getting feedback from the instructor; attending office hours or other synchronous sessions with the instructor.
Student time outside of class:
In any seven-day period, a student is expected to be academically engaged through submitting an academic assignment; taking an exam or an interactive tutorial, or computer-assisted instruction; building websites, blogs, databases, social media presentations; attending a study group; contributing to an academic online discussion; writing papers; reading articles; conducting research; engaging in small group work.
Core Competencies (Program Learning Outcomes) Supported
INFO 282 supports the following core competencies:
- D Apply the fundamental principles of planning, management, marketing, and advocacy.
- J Describe the fundamental concepts of information-seeking behaviors and how they should be considered when connecting individuals or groups with accurate, relevant and appropriate information.
Course Learning Outcomes (CLOs)
Upon successful completion of the course, students will be able to:
- Evaluate financial resources.
- Use a range of models and approaches to solve financial resources problems.
- Identify viable alternative solutions and actions and recognize the consequence of their implementation.
- Sanwald, W. (2018). Financial management for libraries. ALA Neal-Schuman. Available through Amazon: 0838915604
Course Requirements and Assignments
- Discussion Questions - 20% - there will be four discussion questions (5% each) related to the course readings for the week. This assignment supports CLO 1, CLO 2, CLO 3.
- Exercises - 80% - these will be four exercises (20% each) designed to demonstrate mastery of the materials. This assignment supports CLO 1, CLO 2, CLO 3.
The standard SJSU School of Information Grading Scale is utilized for all iSchool courses:
|97 to 100||A|
|94 to 96||A minus|
|91 to 93||B plus|
|88 to 90||B|
|85 to 87||B minus|
|82 to 84||C plus|
|79 to 81||C|
|76 to 78||C minus|
|73 to 75||D plus|
|70 to 72||D|
|67 to 69||D minus|
In order to provide consistent guidelines for assessment for graduate level work in the School, these terms are applied to letter grades:
- C represents Adequate work; a grade of "C" counts for credit for the course;
- B represents Good work; a grade of "B" clearly meets the standards for graduate level work or undergraduate (for BS-ISDA);
For core courses in the MLIS program (not MARA, Informatics, BS-ISDA) — INFO 200, INFO 202, INFO 204 — the iSchool requires that students earn a B in the course. If the grade is less than B (B- or lower) after the first attempt you will be placed on administrative probation. You must repeat the class if you wish to stay in the program. If - on the second attempt - you do not pass the class with a grade of B or better (not B- but B) you will be disqualified.
- A represents Exceptional work; a grade of "A" will be assigned for outstanding work only.
Graduate Students are advised that it is their responsibility to maintain a 3.0 Grade Point Average (GPA). Undergraduates must maintain a 2.0 Grade Point Average (GPA).
Per University Policy S16-9 (PDF), relevant university policy concerning all courses, such as student responsibilities, academic integrity, accommodations, dropping and adding, consent for recording of class, etc. and available student services (e.g. learning assistance, counseling, and other resources) are listed on the Syllabus Information web page. Make sure to visit this page to review and be aware of these university policies and resources.
Introduction to Budgeting and Strategic Planning
Due: January 31
Discussion One (5 points)
Exercise One (20 pts)
Library Budget Development Process and Participants
Library Performance Measures and Operating ratios
Due: February 7
Discussion Two (5 points)
Exercise Two (20 pts)
Budgeting and Forecasting
Due: February 14
Discussion Three (5 points)
Exercise Three (20 pts)
Budget Approval and Control
Budgetary Categories, Comparisons, Forms, and the Balanced Scorecard
Due: February 22
Discussion Four (5 points)
Exercise Four (20 pts)