R andom A cts of C ontinuing E ducation

1. RandomActs ofContinuingEducation It Comes Every Year: the Library Annual Survey Southwest Iowa Library Service Area www.swilsa.lib.ia.us August 2007

2. Online Form:collect.informata.com

3. Remember: • Use Internet Explorer • Enable pop-up windows • To bypass popup blockers, hold down the Shift and Alt keys and click on “Login” (while holding down Shift and Alt)

4. The Survey

5. Online Instructions

6. Press F11 if don’t see update button

7. Checking

8. Edit Checks--example

9. “Federal Note”

10. Submitting

11. Questions about the online form?

12. Survey Divided into sections: • General Info • Income • Expenditures • Collection • Transactions • FSCS stats and other info

13. Selected Questions Today • “Top Ten” Common questions • Often misinterpreted: • Over-reporting • Under-reporting AND • Opportunity to ask other questions • Some (ungraded!) “quizzes”

14. Library Income: Capital Revenue Includes revenue for major capital expenditures, such as: • Site acquisition • New or remodeled buildings • Furnishings and equipment for new or remodeled buildings Excludes: • Revenue for replacement and repair of existing furnishings and equipment • Funds unspent for capital projects last year • Contributions to endowments

15. Income:Operating Income Income used for operating the library Exclude: • Income for major capital expenditures • Contributions to endowments unspent in FY06 • Gift funds or city income placed in T&A accounts

16. Expenditures:Electronic Materials Accessed via computer, Internet, or portable reader Include expends for: • E-books and e-serials • Subscription databases (EBSCOhost, First Search, Heritage Quest) • Electronic files • Reference tools, maps, pictures in electronic or digital format

17. Collection:Serials vs. Periodicals Serials - publications issued in successive parts; maybe bound or unbound • NOT current year’s issues • Count volumes (as per publisher—usually one year of a magazine’s issues) “Periodical subscriptions” – number of current magazine subscriptions (purchased by library or donated)

18. Transactions: Circulation Materials in all formats that are charged out for use outside the library Do not use circulation multipliers: • Automatic renewals • Multiple pieces of a circulating unit (e.g., multiple tapes or CDs for one book)

19. FSCS Stats:Reference Transactions • Annual total (1 week sample OK; multiply by 52) • Includes Reader’s Advisory, info referral • Transactions may be in-person or by phone, fax, mail, or e-mail (etc.) Exclude: Directional questions (“Where’s the bathroom?”) or questions about rules or policies (“Can I renew books?”)

20. Add’l Info:Children’s Programs • Number attending children’s programs: count adults who attend • “Children” = under 14 years of age • Count each event in a series (e.g. Summer Library Program) as one program • Programs may be in the library or off-site Exclude: • One-on-one programs such as tutoring

21. FSCS Electronic Tech Survey • Licensed databases funded locally • Licensed databases funded by the state • EBSCOhost—counts as 13 • First Search –counts as 12 • Licensed databases funded through other cooperative arrangements • SWILSA genealogy database consortium –counts as 2

22. FSCS:Library Materials in Electronic Format Include: • CD-ROM based encyclopedias • Serials on CD-ROM, tapes, or floppy disk Exclude: • Computer application software (e.g., Word or Excel) • Library system software • Software used by library staff

23. Questions about the questions?

24. Questions about time frame? Process?

25. Contacts for questions Karen: 800-358-8807 kburns@swilsa.lib.ia.us quiltlibrarian (instant messaging) Gerry Rowland, State Library 800-248-4483 gerry.rowland@lib.state.ia.us