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Collection Evaluation and Management: Decision Center Launch & Reporter Update Amanda Schukle Product Manager.

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Presentation on theme: "Collection Evaluation and Management: Decision Center Launch & Reporter Update Amanda Schukle Product Manager."— Presentation transcript:

1 Collection Evaluation and Management: Decision Center Launch & Reporter Update Amanda Schukle Product Manager

2 Introduction Introducing Decision Center What's happening to Reporter? Collection Management Challenges Necessity of Data-driven Decision Making Diving into Decision Center

3 Introducing Decision Center Business intelligence for collection management Spend wisely Make workflows more efficient

4 Business Intelligence and Innovative Prescriptive What should happen Predictive What might happen Descriptive What happened *Adapted from Garry Golden PLDS presentation, 3/21/13

5 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

6 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

7 Decision Center Development Problem-solving approach Features vs. Solutions

8 Traditional Collection Management Labor-intensive, ad-hoc Reinventing the wheel Anecdotal evidence Unnecessary capital expenditures Patron satisfaction not optimized

9 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

10 Traditional Data-driven Decision Making

11 Data-driven Decision Making Get more “ for the Buck” Spend collection budgets wisely Save staff time Accountability to Stakeholders

12 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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15 Admin Tools: Site-defined Collections

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17 Evaluation Tools: Robust Suite of Statistical Reports (descriptive)

18 Evaluation Tools: What’s New? 13 New Reports Shelf Location reporting Turnover cross-tabs Cataloged date User Interface Improvements Revised Filters Column Sorting

19 Assessing Traffic Patterns: Hourly Circulation by Day of the Week

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24 Linking Transaction Locations to Patron Locations: Postal Code Reporting

25 Development Tools (predictive/prescriptive)

26 Development Tools: Budgeting by Past Expenditures or Demand

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29 Development Tools Purchasing additional copies of popular materials Hold-to-Item Ratio Buying vs. Supply and Demand Buying

30 Service Quality Factor: Wait Times

31 Development Tools: Supply and Demand Buying

32 Supply and Demand Buying

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37 Title Analytics – Supply & Demand

38 Title Analytics – Life Cycle

39 Development Tools: Popular Authors Ranked Author List by Collection

40 Development Tools: Popular Authors

41 Balancing Tools Balancing = modifying the number or placement of items to better meet the needs of your patrons (predictive/prescriptive)

42 Balancing Tools: Collection Use & Weed/Expand Recommendations

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44 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

45 Balancing Tools: Floating Management – Drought Remedy

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47 Maintenance Tools: The Need to Weed (predictive/prescriptive)

48 Maintenance Tools: The Need to Weed Managed centrally or at location level Easy for all staff – no need to use Create Lists

49 Easy Weeding/De-selection Lists

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52 Interoperability

53 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

54 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

55 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

56 Thank You! Amanda Schukle aschukle@iii.com


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