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Summit Day 2013

Summit Day 2013. Brought to you by: Members Like You. WELCOME. John F. Helmer. SPOT . SPOT Report. Heidi Nance. Profiles . Heidi Nance. Statistics . Melissa Treichel. Open Discussion. BREAK . NRE . Manual Requests . Betty Boren. Stat, ROTA, AAR, o my!. Stats .

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Summit Day 2013

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  1. Summit Day 2013 Brought to you by: Members Like You

  2. WELCOME John F. Helmer

  3. SPOT

  4. SPOT Report Heidi Nance

  5. Profiles Heidi Nance

  6. Statistics Melissa Treichel

  7. Open Discussion

  8. BREAK

  9. NRE

  10. Manual Requests Betty Boren

  11. Stat, ROTA, AAR, o my!

  12. Stats • Jasper for numbers • Fill Rate • Borrower to Loan Ratio • Received to Shipped Ratio

  13. Stats • OCLC for transactions level details • Jasper for numbers

  14. Stats • Jasper for numbers • Borrower Stats by Institution • Lender Stats by Institution • Not Supplied Reports

  15. Stats • Jasper for numbers • Turnaround Time Reports • Any Editions Stats • Borrower and Lender Stats by Institution

  16. Stats • Jasper for numbers • Borrower overall turnaround time • Lender overall turnaround time • Delivery turnaround time

  17. Stats

  18. Stats

  19. Stats • WHY? Discovery? E? Local Holdings? Is this really a bad thing? If not should we be measuring something else?

  20. ROTA The objective of the Rota is to balance the number of requests each library patron places with the number of loans the library ships. 

  21. ROTA The ideal load leveling mechanism for the Alliance ensures a one-to-one ratio and allows libraries to achieve a predictable workload.

  22. ROTA- BAD ROTA For the first ten months Navigator, the Alliance libraries were divided into two separate groups and then were ranked within their group - then every week flipped in the order of preference.

  23. ROTA- BAD ROTA Then we combined into a single Rota and the ratios were calculated every two weeks.

  24. ROTA- BAD ROTA Then Monthly, Then DAILY!

  25. ROTA- Current ROTA Now I manually set it. Starting in FY 12. • No Swings • Plan ahead • Changed twice a year

  26. ROTA- Current ROTA FY12 • 5 libraries had a below .59 ratio • 7 libraries had over a 1.59 ratio • 3 libraries had over a 2.00 ratio • 59% of the libraries were within Ratio (1.59-0.50)

  27. ROTA- Current ROTA FY12 • 5 libraries had a below .59 ratio • 7 libraries had over a 1.59 ratio • 1 libraries had over a 2.00 ratio • 65% of the libraries were within Ratio (1.59-0.50)

  28. ROTA- Current ROTA FY12 + FY13 • 4 libraries had a below .59 ratio • 6 libraries had over a 1.59 ratio • 0 libraries had over a 2.00 ratio • 72% of the libraries were within Ratio (1.59-0.50)

  29. ROTA I try not to mess with the libraries that have a ratio between 1.59-0.50. We have made a rule that a library cannot move more than 3 positions Up or Down

  30. ROTA Good Ratio FY13 Borrowed : 24,779 items Lent : 24,656 items Ratio: 1.005

  31. ROTA Bad Ratio FY13 Borrowed : 12,295 items Lent : 8,062 items Ratio: 1.52 Borrowed : 30,152 items Lent : 18,208 items Ratio: 1.656

  32. ROTA Bad Ratio FY13 Borrowed : 3,499 items Lent : 5,975 items Ratio: .585 Borrowed : 1,575 items Lent : 3,064 items Ratio: 0.514

  33. ROTA Ugly Ratio Borrowed : 1,920 items Lent : 984 items Ratio: 1.915

  34. ROTA • We want the work, please do not move us? • They lend more than they borrow • Please do not move us we are to busy? • They borrower more than they lend

  35. ROTA Can I move a library more that 3 positions?

  36. AAR • Annual Account Reconciliation • Lost items are defined as items checked out to a Summit patron with a due date that falls in the AAR accounting year, April 1 through March 31.

  37. AAR • Annual Account Reconciliation • Damaged items: report items since last report, through March 31. 

  38. AAR • Procedures • The List is posted ! • https://docs.google.com/a/orbiscascade.org/spreadsheet/ccc?key=0Amn5Gyz4aAKbdF9JYVp3SVFyRXdsX1F6amtRRWpsRVE#gid=0 • 1,009 items reported • So far: 50 found + 18 noted= 68

  39. AAR • Have your found lists to me by Aug 17. • Aug 27 I will be setting the list for invoices and payments.

  40. AAR • If you are owned money – • Get your invoices to me right away! • Don’t leave money on the table ! • If you own money – • Please pay as soon as you can, your money pays the other libraries

  41. Open Discussion

  42. Lunch - House Keeping Turkey Sandwich Veggie Wrap Cobb Salad I don’t want a lunch Be back by 1:30

  43. Impacts of the SILS

  44. Discovery Sara Brownmiller

  45. Short Loans

  46. Short Loans • Temporary Procedure • Alma can only handle one type of Summit loan until late December. 

  47. Short Loans • All Libraries  • Place a red dot on the bookbandor sticker. This will inform the libraries that are using Alma that they will need to change the due date in Alma when they receive the item.  • Contact me if you run low on Red DOTS

  48. Circulation Changes Will Parnell

  49. Workflow Changes Kate Cabe

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