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Published byJewel Barber Modified over 8 years ago
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Collection Evaluation and Management: Decision Center Launch & Reporter Update Amanda Schukle Product Manager
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Introduction Introducing Decision Center What's happening to Reporter? Collection Management Challenges Necessity of Data-driven Decision Making Diving into Decision Center
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Introducing Decision Center Business intelligence for collection management Spend wisely Make workflows more efficient
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Business Intelligence and Innovative Prescriptive What should happen Predictive What might happen Descriptive What happened *Adapted from Garry Golden PLDS presentation, 3/21/13
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Decision Center Evolution Reporter What is happening at my library? Decision Center early development What do I do about what is happening? Decision Center 1.0 The comprehensive collection management solution
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Decision Center Timeline In beta since November 2012 8 sites: 6 public, 2 academic General Availability: June 2013 Upgrades begin for current Reporter sites Installations begin for new customers
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Decision Center Development Problem-solving approach Features vs. Solutions
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Traditional Collection Management Labor-intensive, ad-hoc Reinventing the wheel Anecdotal evidence Unnecessary capital expenditures Patron satisfaction not optimized
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Collection Management Changes Patron-driven collections “Just in time” not “just in case” Shrinking print/physical collections Creating collaborative spaces Learning commons Flexible community space
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Traditional Data-driven Decision Making
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Data-driven Decision Making Get more “ for the Buck” Spend collection budgets wisely Save staff time Accountability to Stakeholders
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Why Decision Center? Features Data-driven decision support tools Leverages all ILS data Easy to use Benefits Reduced capital expenditures Staff time savings Increased patron satisfaction Accountability to stakeholders
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Admin Tools: Site-defined Collections
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Evaluation Tools: Robust Suite of Statistical Reports (descriptive)
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Evaluation Tools: What’s New? 13 New Reports Shelf Location reporting Turnover cross-tabs Cataloged date User Interface Improvements Revised Filters Column Sorting
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Assessing Traffic Patterns: Hourly Circulation by Day of the Week
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Linking Transaction Locations to Patron Locations: Postal Code Reporting
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Development Tools (predictive/prescriptive)
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Development Tools: Budgeting by Past Expenditures or Demand
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Development Tools Purchasing additional copies of popular materials Hold-to-Item Ratio Buying vs. Supply and Demand Buying
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Service Quality Factor: Wait Times
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Development Tools: Supply and Demand Buying
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Supply and Demand Buying
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Title Analytics – Supply & Demand
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Title Analytics – Life Cycle
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Development Tools: Popular Authors Ranked Author List by Collection
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Development Tools: Popular Authors
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Balancing Tools Balancing = modifying the number or placement of items to better meet the needs of your patrons (predictive/prescriptive)
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Balancing Tools: Collection Use & Weed/Expand Recommendations
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Balancing Tools: Floating Management Balancing required when materials are returned at a location different from where the demand occurred Pooling Remedy Drought Remedy Start by selecting the location and collection experiencing the pooling or drought situation
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Balancing Tools: Floating Management – Drought Remedy
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Maintenance Tools: The Need to Weed (predictive/prescriptive)
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Maintenance Tools: The Need to Weed Managed centrally or at location level Easy for all staff – no need to use Create Lists
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Easy Weeding/De-selection Lists
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Interoperability
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Key Development: Selection & Balancing Tools Popular Authors Recommendation for # of copies to purchase of an author’s next title Floating collection management Pooling and drought remedies Shelf-space re-allocation for shifting demand patterns Library building programs Opening Day Collection design What to buy, how much, based on target performance
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Decision Center 1.0 Decision Center vs. other collection management products ILS integration: acquisitions, holds, transits Automatically updated every night – no need for staff to send data Current data, not just a monthly snapshot Comprehensive statistics reporting suite Transaction Data, not just item data Retains data for items that have been withdrawn
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Decision Center Summary Data-driven Decision Making Automation of processes that don’t require judgment Managing collections with Decision Center: Saves money Makes workflows more efficient
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Thank You! Amanda Schukle aschukle@iii.com
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