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College of Professional and Global Education · School of Information

Seminar in Library Management - Financial Management
INFO 282

  • 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.

Contact Information

Sean Gaffney
Office: Online
Office Hours: Virtual, By Appointment

Course Information

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.

Classroom Protocols


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.

Program Information

Course Workload

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.

Course Goals

Core Competencies (Program Learning Outcomes) Supported

INFO 282 supports the following core competencies:

  1. D Apply the fundamental principles of planning, management, marketing, and advocacy.
  2. 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:

  1. Evaluate financial resources.
  2. Use a range of models and approaches to solve financial resources problems.
  3. Identify viable alternative solutions and actions and recognize the consequence of their implementation.

Course Materials


Required Textbooks:

  • 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.

Grading Information

The standard SJSU School of Information Grading Scale is utilized for all iSchool courses:

97 to 100A
94 to 96A minus
91 to 93B plus
88 to 90B
85 to 87B minus
82 to 84C plus
79 to 81C
76 to 78C minus
73 to 75D plus
70 to 72D
67 to 69D minus
Below 67F


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).

University Policies

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.

Course Schedule


Topic Assignments

Introduction to Budgeting and Strategic Planning

Accounting Concepts

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

Revenue Sources

Due: February 14

Discussion Three (5 points)

Exercise Three (20 pts)


Capital Budgets

Budget Approval and Control

Budgetary Categories, Comparisons, Forms, and the Balanced Scorecard

Due: February 22

Discussion Four (5 points)

Exercise Four (20 pts)