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Through the Gateway - Reporting on Collections

Through the Gateway - Reporting on Collections. 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 !. Let’s pretend….

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Through the Gateway - Reporting on Collections

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  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 rightnow!

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

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

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

  13. 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 yourdata! • 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

  22. 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

  23. 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

  24. 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

  25. Our background at Pence Law • Who are we? • How do we use Reporter? • Why do we use Reporter?

  26. Using the data • Making informed decisions • Debunking myths • Tracking trends

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

  28. ARL Report

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

  30. What else do we need?

  31. 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.

  32. Endings and beginnings What do YOU need?

  33. Thank You! Tina Feicktfeick@harrassowitz.deSandy Hurd shurd@iii.comJohn Smith jasmith@wcl.american.edu

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