1. Through the Gateway - Reporting on Collections

2. Let’s pretend…. June 3. The new provost arrives on campus and hits the ground running—in combat boots—suddenly you must gather data you've thought repeatedly about organizing, but never did…and she needs it right now!

3. Let’s pretend….  June 6. A mass early-retirement buyout on campus is announced.

4. Let’s pretend….  June 6. A mass early-retirement buyout on campus is announced.  June 30. Five of your ten most senior staffers depart.

5. Let’s pretend….  June 1. A mass early-retirement buyout on campus is announced.  June 30. Five of your ten most senior staffers depart.  July 31. The director leaves too. Succession planning was a myth.

6. Let’s pretend…. You must plan for a 15% budget cut across the board over the next 2 fiscals.

7. Let’s pretend…. You have 30 days.

8. How does development begin?  Internal discussion  Business cases identified and vetted  Sketch out a 1.0 feature list  Code it!

9. How does development progress?  Market analysis  Brainstorming  Development partnerships  Beta testers  Feedback and enhancement requests  Iterative development

10. Development at subscription agents  Requests - Specific Need Competition RFP’s  Brainstorming Sales with Product Development Feedback from customers

11. Development decisions at agents  One-time customized report? OR  Program as a standard offering? OR  Add columns (data) to existing report? OR  Suggest another approach – get data from partner

12. Intermediary agent, jobber, consortium, shared system Content Provider publisher, aggregator, shared system Library / ILS The Triangle Talk Roles are changing. Combinations are increasing.

13. Library / ILS Content Provider Intermediary The Triangle Talk Morphs!

14. Making it work  There may be standards,  But it’s still custom development between any two entities.  Every time. http:// farm3.static.flickr.com/2419/2221116139_67540c2bba_z.jpg

15. Have you peeked under the rug?  Reporting systems expose your data!  Have you examined your data lately?  Are you prepared for cleanup?  How much cleanup will you do?  How can your vendor help?

16. Considerations for reports  Problems you have to solve  Problems you wish you could solve  Statistics you need  Time available  Can I do it myself or do I need help? Internal External

17. Suggestions for requesting reports  Determine “need”  Clearly define “need”  Run “need” by your sales or customer service rep -- Let them find the answer -- You may get more! -- Provide feedback

18. Report philosophy at agents  Offer standard reports  With lots of data Columns with filters Columns that can be hidden or removed Happy to adjust report for you  Explanation tab  Review format, headers, names, data – for consistency and relevancy

19. Types of reports from agents  Renewal Annual Renewal List – with decision columns Online Renewal Management  Financial Billing (Invoice) Status Multi-year price comparison Price increase

20. Types of reports continued  Subscription management Holdings list with acquisitions data Fund, order no., agent no., publisher no., pricing Enhanced with licensing information Claims - responses Bibliographic updates – title changes Order updates – order confirmations, delay, cancellation, etc.

21. Types of reports continued  Collection development Format (online) options Budget Subject analysis Publisher packages Licensing information Archival options Usage Statistics

24. Trends in reporting  Statistical reporting tools  Separate, more robust data store  Trend analysis, transactional data, projections  Easy to use  Hosted, web-based, unlimited access  Payment models from none to some

25. Seamless integration?  Data flows within an integrated system OR  Data must move between servers  Nobody wants to re-key  Everybody wants clean workflow  Read only access?  Error reduction

26. Data exchange  Ideal to be able to load relevant data ERM systems Acquisition modules Relational database  Working with systems vendors – Exploring options ONIX for Serials (& Books) – EDItEUR & NISO – www.editeur.org

27. Our background at Pence Law  Who are we?  How do we use Reporter?  Why do we use Reporter?

28. Using the data  Making informed decisions  Debunking myths  Tracking trends

29. What is circulating?  Who is borrowing what?  Use of different or special collections?  Justification for redistribution of resources

32. Patron Trends 2nd Floor - General Collection, Circulation, CIRCULATING ITEMS All TimesJul 2009Aug 2009Sep 2009Oct 2009Nov 2009Dec 2009Jan 2010Feb 2010Mar 2010 789101112123 All Patron Types 40981415119261604211121891530161713101715 WCL JD Student015188558453668799999726716483725 WCL Faculty28823292273614138513710217012195 WCL Publication12256756453954118506395117 WCL Carrel1320799728120140126531296598 WCL Alumni8202411412999133106877762121 WCL Interlibrary Loan 171657104861091561371169390118 WCL Dean's Fellows11158349555655117648473110 WCL Staff314746081887371 646066 WCL SJD Student1413841211020334990302442

33. ARL Report

34. Actionable intelligence  Informed decisions for collection development  Timeliness of data  Ability to move forward logically, predictably, and transparently  Who has access to the data?

35. What else do we need?

36. Ending thoughts  Libraries have some data Located in systems Combine with info from agents & other sources Need utility to exchange data to create customized reports to meet libraries’ needs.

37. Endings and beginnings What do YOU need?

38. Thank You! Tina Feick tfeick@harrassowitz.de Sandy Hurd shurd@iii.com John Smith jasmith@wcl.american.edutfeick@harrassowitz.deshurd@iii.comjasmith@wcl.american.edu