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## Strategies for Statistics

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### Order codes that define Serials. WHAT Programs: Create Statistics. reports by codes ... Define Codes for UPDCNT. Add UPDCNT codes to records. Rapid Update PCOUNT to 0 ... – PowerPoint PPT presentation

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Title: Strategies for Statistics

1
• Strategies for Statistics
• April 2000

2
• You need STATS
• How ?
• How difficult?
• Can you do it?
• How long will it take
• First step

3
STRATEGIZE
• DEFINE GOAL
• DETERMINE DATA
• HOW IS DATA COUNTED
• WHAT PROGRAMS

4
Problem 1 Circulation Stats Patron types by
Classification
5
CIRC Stats Patron by Classifcation
• GOAL
• What types of patrons borrowing areas of
collection
• DATA
• Patron Types, Circ stats by Call
• HOW COUNTED
• Circ cumulations
• WHAT PROGRAMS
• Web Management Reports
• CIRC CROSS TABS (Rel 2000)

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SET-UP REQUIRED
• Define SCAT Table
• Define PATRON Type Code
• Must define PRIOR to
• circulating period requiring stats

8
Problem 2 PERFORMANCE INDICATORS
9
CIRC Stats Performance Indicators
• GOAL
• Within a Call Number range or collection, what
is the percentage of circulations versus holdings
in the collection

10
Performance Indicators
• DATA
• Call Number range definition
• SCAT Table
• How COUNTED
• Collection Counts
• in SCAT categories
• Circulation Counts
• in SCAT categories
• In desired time period

11
Performance Indicators
• What PROGRAMS
• WEB Management Reports
• Collection Development report
• Create report for desired time period
• Import data
• Divide Circulations by Items in Collection

12
Not desired percentages!
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SET-UP REQUIRED
• Define SCAT Table
• Must define PRIOR to
• circulating period requiring stats

17
Problem 3 Acquisitions Serial Cost Predictions
18
ACQ Serial Forecasting
• GOAL
• Predict serials budget for next fiscal year
• DATA
• Costs in 2 fiscal periods for serials

19
ACQ Serials Forecasting
• HOW Counted
• PAID fields in order records
• Fiscal date periods
• Order codes that define Serials
• WHAT Programs
• Create Statistics
• reports by codes
• Create Lists
• reports by record/title

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SET-UP REQUIRED
• Define Fixed Code in Orders to define SERIALS

26
Problem 4 Collection Growth
27
Collection Growth
• GOAL
• Counting titles/item/pieces added or deleted
during a fiscal year

28
FACTORS affecting strategies
• TIME PERIOD
• how to limit?
• TREATMENT OF MATERIAL TYPES
• different records? Different codes?
• SYSTEM MAINTAINED COUNTS
• which fields in records have counts?
• CUMULATION PROGRAMS
• what programs use what data?

29
WHAT TO COUNT?
• by type (printed, microform, fiche)
• VOLUMES DELETED
• by type
• by type
• TITLES DELETED
• by type

30
FREQUENTLY USED PROGRAMS
• Create Lists
• Create Statistical Reports
• Web Statistical Reports
• MAY NEED COMBINATIONS OF PROGRAMS

31
• ITEM record counts
• ORDER record counts/Volumes
• SERIAL record PieceCounts
• Web Collection Development
• compile each year compare
• Multiple strategies often needed !

32
BEST STRATEGY?
• DEPENDS ON
• Type of material
• Does Item record or Checkin record contain
countable data
• Do cards contain all issues received during year
• How are records coded
• SCODES, etc.

33
Using Checkins, Items and Orders
• Use CHECKIN Record counts for
• Use ITEM Record counts for
• Monographs Bound Volumes
• Use ORDER Records counts for
• Materials without items or checkins

34
Use of PieceCount for Annual Statistics
• TO COUNT
• GET ANNUAL STATS BY
• Set counts to 0 at start of year
• Create Statistics at end of year
• Use SUMMATION of Fixed Field to get count

35
PieceCount -Getting Started-
• Decisions to make
• How a checkin is counted
• Not counted
• What detailed breakdowns needed
• By type of material others?
• Where is this data coded?

36
Setting Up PieceCount
• Two new fields used
• PCOUNT actual number counted
• UPDCNT code specifying HOW to count
• Define Codes for UPDCNT
• Add UPDCNT codes to records
• Rapid Update PCOUNT to 0
• Checkin and Start Counting!

37
UPDCNT Codes
• a-i
• Increment PCOUNT field with number of copies
• j-r
• s-z
• Do not update PCOUNT field do not ask for number
of pieces

38
Note on Resetting PCOUNT
• For ACCURACY, reset the PCOUNT to zero in every
Checkin record at beginning of year
• Use RAPID UPDATE or UPDATE records to reset

39
EXAMPLE of PieceCount Usage
• In this example
• Uses standard INNOPAC codes in UPDCNT
• Library uses SCODE2 to distinguish types of
records
• HINT prior to running statistics program,
create a list of relevant checkins

40
CREATE STATISTICS First Screen
41
S gt SUMMATION STATISTICS
42
CHOOSE PCOUNT
43
BREAK COUNT DOWN BY FIELD CODES
44
SELECT FIELD WITH BREAKDOWN CODES
45
EXAMPLE BREAKDOWN BY SCODE2 MEANINGS
46
-continued-
47
Breakdown by PCOUNT
48
OTHER STRATEGIES
• Create List based on CATDATE
• Run statistics program
• Use COLLECTION MANAGEMENT each year
• compare annual reports from different years

49
VOLUMES or TITLES DELETED -strategies-
• Use count of deleted records
• Difference from one year to next
• or
• Code Records for Deletion
• Suppress records
• Run statistics programs to count
• Delete records
• or
• Use PieceCount

50
Use PieceCount for Deleted Records
• Create a bibliographic record
• Title Deleted Records
• Suppress record from OPAC
• Create Checkin Records
• For Titles
• one for each type of material
• For Items
• one for each type of material

51
Deleted Records -continued-
• When Titles or Items deleted
• Checkin on appropriate card
• Count Titles or Pieces as needed
• PCOUNT fields contains count for year
• New Fiscal Year
• Reset PCOUNT fields to 0
• or
• Create new checkin records for new year

52
New Problem Total Circulations by Title/Call
53
Web Circulations by Title
54
Char-based Circs by Title
55
INNOVATIVE INTERFACES INC.