Summit Day 2013Brought to you by: Members Like You

WELCOMEJohn F. Helmer

SPOT

SPOT ReportHeidi Nance

Profiles Heidi Nance

Statistics Melissa Treichel

Open Discussion

BREAK

NRE

Manual Requests Betty Boren

Stat, ROTA, AAR, o my!

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

Stats • OCLC for transactions level details • Jasper for numbers

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

Stats • Jasper for numbers –Turnaround Time Reports–Any Editions Stats–Borrower and Lender Stats by

Institution

Stats • Jasper for numbers –Borrower overall turnaround time –Lender overall turnaround time–Delivery turnaround time

Stats

FY12 Requests

FY13 Requests

FY12 Loans

FY13 Loans

0 50000 100000 150000 200000 250000 300000 350000

Series1

Stats

FY 12 Ratio

FY 13 Ratio

50% 55% 60% 65% 70% 75% 80% 85% 90% 95% 100%

Series1

Stats • WHY?

Discovery? E? Local Holdings?

Is this really a bad thing? If not should we be measuring something else?

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

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

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.

ROTA- BAD ROTA

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

ROTA- BAD ROTA

Then Monthly, Then DAILY!

ROTA- Current ROTA

Now I manually set it. Starting in FY 12.»No Swings»Plan ahead»Changed twice a year

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)

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)

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)

ROTAI 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

ROTAGood Ratio FY13

Borrowed : 24,779 itemsLent : 24,656 items Ratio: 1.005

ROTABad Ratio FY13

Borrowed : 12,295 itemsLent : 8,062 items Ratio: 1.52

Borrowed : 30,152 itemsLent : 18,208 items Ratio: 1.656

ROTABad Ratio FY13

Borrowed : 3,499 itemsLent : 5,975 items Ratio: .585

Borrowed : 1,575 itemsLent : 3,064 items Ratio: 0.514

ROTAUgly Ratio

Borrowed : 1,920 itemsLent : 984 items Ratio: 1.915

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

ROTA

Can I move a library more that 3 positions?

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.

AAR• Annual Account Reconciliation• Damaged items: report items since

last report, through March 31.

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

AAR• Have your found lists to me by Aug

17. • Aug 27 I will be setting the list for

invoices and payments.

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

Open Discussion

Lunch - House KeepingTurkey Sandwich

Veggie Wrap

Cobb Salad

I don’t want a lunch

Be back by 1:30

Impacts of the SILS

DiscoverySara Brownmiller

Short Loans

Short Loans • Temporary Procedure

• Alma can only handle one type of Summit loan until late December.

Short Loans • All Libraries • Place a red dot on the bookband or

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

Circulation ChangesWill Parnell

Workflow Changes Kate Cabe

PrintingKeith Folsom

Break

Future…..

Cohort 2-4Bill Kelm

Stats – Wish List

Stats Wish List • What do we want to start collecting and

how are we going to use it?

Training

Training • There has been no NRE training

documents besides the website• What is needed?• What is wanted?• Format?• How can we help ExLibris

Open Discussion

Prizes !!!No, not as cool as the Mustaches

SPOT

FY13 SPOT

Heidi Nance, UW, Chair

Kate Cabe, WWU, Chair-elect

Melissa J. Treichel, WU

Will Parnell, PCC ( Marylhurst)*

Amy Waite, Clark*

Danny Smith, PCC* Council liaison: Nancy Hoover, Marylhust

FY14 SPOTKate Cabe, WWU, Chair

Julie Carter, Whitman, Chair-elect

Melissa J. Treichel, WUJesse Thomas, UI

Michael Mackin, OHSU

Erin Bledsoe, CWU Alex Merril, WSU

Heidi Nance, UW

Council liaison: Nancy Hoover, Marylhust

tis the end

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