Did the Ogden Branch Do · 2019. 7. 3. · moves to another picklist –something happens to hold...
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Transcript of Did the Ogden Branch Do · 2019. 7. 3. · moves to another picklist –something happens to hold...
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Did the Ogden Branch Do
Their Picklist Yesterday?
Paul Keith
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Who are you?
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Are CPL locations…
• checking in new material in a timely
manner?
• searching for all items on their picklist
(pending hold requests) daily ?
• searching for missing, claimed, and “lost in
transit” material monthly?
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81
locations
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Are CPL locations…
• checking in new material in a timely
manner?
• searching for all items on their picklist
(pending hold requests) daily ?
• searching for missing, claimed, and “lost in
transit” material monthly?
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Will this be
on the test?
flickr ucdaviscoe CC BY 2.0
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Have you wondered if…
• People at my library are…
– checking in new material in a timely manner?
– searching for all items on their picklist
(pending hold requests) daily ?
– searching for missing, claimed, and “lost in
transit” material on a regular basis?
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Are locations checking
in new (shelf ready)
material in a timely
manner?
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Issue: Lost Circulations
3.53 days *
82 copies =
289.46 days
289.46 days /
90 days =
3.22 add’l copies
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81
locations
but
purchasing
for 84?
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Trapping Preference
• prefer first in queue
• prefer holds at assigned branch
• prefer holds at return branch
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Can we measure this?
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Getting people to look at the
report.• Calling outliers.
• Emailing district chiefs about outliers.
• Meet with district chiefs.
• Include district chiefs on monthly reports.
• Meet with branch managers.
• Include outliers on monthly reports.
• Include all branch managers on monthly
reports.
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3.53
1
2.67
1
0
0.5
1
1.5
2
2.5
3
3.5
4
Average Median
Days to Check in Shelf Ready Material
February 2018 April 2019
24% ↓
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What’s a 24% difference worth?
• 6,000 circs per year
• 1,385 fewer copies per year
• $35,000 saved per year
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Are locations
searching for items on
their picklist daily?
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Sulzer’s copy
checked in at
Albany Park.
Sorter
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Can we measure this?
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Identifying what happens to
pending items• look for holds that become pending (6010)
between
– 4 pm day before
– 7 am day of
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Identifying what happens to
pending items• what next happens to them?
– between 4 pm the day before and 5:30 am the
day after
– nothing (no transaction) or Polaris (userid = 1)
moves to another picklist
– something happens to hold at picklist
branch/item marked missing or ask me later
– something happens to hold elsewhere
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Is there a better way
to speed up
transaction file
queries?
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April 2019
24 – no
28 – partial
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polaris.dbo.picklistsummary
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Getting people to look
at the report.
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Conversations
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19
14
810
4 43
20
0
2
4
6
8
10
12
14
16
18
20
Sep18
Oct18
Nov18
Dec18
Jan19
Feb19
Mar19
Apr19
May19
Number of Locations Doing Less Than Half Their Picklist at
Least 25% of the Time
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3033
30
19
24
1922
27
15
0
5
10
15
20
25
30
35
Sep18
Oct18
Nov18
Dec18
Jan19
Feb19
Mar19
Apr19
May19
Number of Locations Doing Less Than Half Their Picklist at
Least 2 Days in the Month
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Are locations
searching for missing,
claimed, and “lost in
transit” material
monthly?
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Collection Maintenance Reports
• missing, claimed, in transit more than 30
days
• how to indicate that location has looked for
the item if not found?
• introduced February 2018
• reminder July 2018
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Can we measure this?
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Report on Collection
Maintenance Reports • “When Locations Last Did Their Collection
Maintenance Lists”
• date last worked on or “Never”
• Number of items currently on list
• number of items on list with active holds
• first distributed in early April 2019
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Surprises/Learnings
• People don’t follow instructions.
– Don’t add their branch abbreviation to items
not found. (Added these to report in April.)
– Add a made up branch abbreviation.
• SHERMA SHP
• Small branches (3) with more than 1000
items lost in transit.
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Getting people to look
at the report.
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Impact of the
collection
maintenance reports
themselves.
Oops!
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48 46
36
0
10
20
30
40
50
60
Apr 1, 19 May 1, 19 Jun 1, 19
Locations with Over 100 Items on at Least One Collection
Maintenance List
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Next Steps
• central library
• automate more of the process
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Using These Reports Yourself
• Number of Days Before Items are
Received…
– must use the Check In Shelf Ready Materials
dialog in EDI services
– change cataloging branch and you’re likely
good to go (CPL’s is 85)
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Using These Reports Yourself
• Picklist Report
• Picklist Report for Subscription by Email
– alter first line if running at a time other than
5:30 am
• stored procedure to populate “picklist
summary” table
– assumes table already exists
(polaris.dbo.picklistsummary)
– Report Date (date), Branch (int), Outcome
(varchar(max))
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Using These Reports Yourself
• Collection Maintenance Reports
– case statements in select statement
– code to sort LC call numbers
– ItemStatusDate > some date
– add branch abbreviation to non public note
• When Locations Last Did Their Collection
Maintenance Reports
– some CPL specific stuff throughout
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Lessons Learned
• The data in your ILS can often “measure”
problems that you only know about
anecdotally.
• Expect surprises in the data.
• People care about what you measure.
• Beware of shifting goals?
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Questions?
Paul Keith
Slides and SQL/RDL files:
https://www.chipublib.org/wiliugspring2019
