Using Excel to Help Cut Budgets

In this session, the presenter will show ways to use Excel spreadsheet functions and features to compile, organize, and evaluate data for many purposes, not the least of which is planning with a reduced budget. Content covered will include Excel and other spreadsheets, usage data, and data downloaded from an integrated library system.

Learning Outcomes

Attendees will learn ways to use Excel to compile, organize, and evaluate data for collection development planning in a reduced budget environment.

Who Should Attend?

Collection development and collection management librarians and support staff for collection management units.


Karen Harker is Collection Assessment Librarian at the University of North Texas. She has more than twenty years of experience in public, academic, and medical libraries, in which she has worked analyzing systems, evaluating processes, managing research data sets, performing statistical analyses, and using qualitative and quantitative techniques to analyze collection strengths and weaknesses. Karen is a member of ALCTS and the Texas Library Association.

Date & Times

Available 24/7.

Originally presented on Wednesday, September 10, 2014.





Technical Requirements

Computer with Internet access (high-speed connection is best) and media player software. Headphones recommended.

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How to Register

No registration necessary. Access recording now:

Recording (.wmv)

Recording (YouTube)

Slides (PDF)


For all other questions or comments related to the webinars, contact Julie Reese, ALCTS Events Manager at 1-800-545-2433, ext. 5034 or