Making Floating Collections Work

1. Making Floating Collections Work John Goodyear ILS Analyst johng@multcolib.org Jennifer Steward Circulation Analyst jennifes@multcolib.org Multnomah County Library

2. Floating Collection Base product Uses first 2 letters of location code Branch code Floats to first within the location served Purchase base product Branch code must be 2 characters if not, items will default to top matching code.Purchase base product Branch code must be 2 characters if not, items will default to top matching code.

3. Retaining Branch Information Floating Collection Shelf Assignment Only top level location changes first 2 letters of code Shelving part of location remains 3rd to 5th positions of code Must be consistent This wording seems backwards, Branch info is what changes, shelf info is what�s retained.This wording seems backwards, Branch info is what changes, shelf info is what�s retained.

4. Library Planning What and where Workload Space Weeding Acquisitions/Selections What materials Which locations How will it impact the workload Will your shelving needs change � workroom vs. public Weed beforehand Coordinate with selectors What materials Which locations How will it impact the workload Will your shelving needs change � workroom vs. public Weed beforehand Coordinate with selectors

5. What and where We chose Small collections High Demand High Circ All libraries Exclude administrative locations Exclude special collections Add more later

6. Workload Object is to decrease overall workload Don�t merely shift work Less work for materials movement More work for reference

7. Space This is the big one Items that were in crates now on shelf The balls land when the juggling stops Count items and measure shelves What will you do with overflow

8. Weeding Start clean Train staff to keep it clean Guidelines for all staff to follow If you own the item, you own the decision

9. Acquisitions/Selections Don�t over-buy Don�t buy for every location More titles, fewer copies

10. Innovative setup You do the Float Determiner Table Innovative will need to set up Shelf Assignment piece May need patches applied to deal with alphabetical issues of Location Served

11. Location patterns

12. Wrong 1st 3 Branches okay Good two letter branch basis 3rd letter for audience 4th for material such as fiction, non-fiction, media, language1st 3 Branches okay Good two letter branch basis 3rd letter for audience 4th for material such as fiction, non-fiction, media, language

13. Float determiner table Keep spreadsheets Table reads from bottom Avoid Roach Motel syndrome Items float in they, never float out

14. Reads bottom to top prevent specific allow specific prevent all else line 2 could also be at bottomReads bottom to top prevent specific allow specific prevent all else line 2 could also be at bottom

15. Item location xx* means any rule applies to any item in locations beginning with al, be, etc. ? Means rule applies to any item in any location x* will not work, it must be a 2 letter branch code

16. Terminal location Controls whether Items float into locations served by these terminal locations ? Applies any terminal loc ad is specific terminal location Terminal location connected to loginTerminal location connected to login

17. Item type Rule applies to specific items types Rule applies to all items types

18. Itypes

19. Will not float First 4 Item from any location Any item type Checking in at these 4 specific terminal locs Combine the 3 elements first 4 from bottom will prevent any items from floating in to those terminal locsCombine the 3 elements first 4 from bottom will prevent any items from floating in to those terminal locs

20. Will not float Item from x location Specific item types Checking in at any location x* will not work to float but will work to prevent floating Line 19 items could have been just 999 This is where you prevent Roach Motelx* will not work to float but will work to prevent floating Line 19 items could have been just 999 This is where you prevent Roach Motel

21. Will float This is the core of the floating piece Item locations indicated At any terminal location For these specific item typesThis is the core of the floating piece Item locations indicated At any terminal location For these specific item types

22. Will float Item locations indicated At any terminal location For these specific item types

23. Will not float Item locations lo, any terminal and any item Any item loc, any terminal loc and any item type not covered by any previous line will not share Focus on item locs here ad items do not circulate so no blocking entry is neededFocus on item locs here ad items do not circulate so no blocking entry is needed

24. BeforeBefore

25. AfterAfter

26. The final surprise Shipping location It is and it isn't a location No way to block circulation in, location will not show up in table to be able to block System sees it as a location and will float material in

27. The latest, final surprise Claimed Return message Message will occasionally not be removed Shared item checking in at different location than the current item location Location has not floated yet at the point of checkin

28. Ownloc Owning location field in item record tells you where the item started out Static, variable field, no data control We don�t use

29. Recent tweaks