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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
  • DEVELOP YOUR STRATEGY

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)

6
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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
  • Download results
  • Spreadsheet program
  • Import data
  • Divide Circulations by Items in Collection

12
Not desired percentages!
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16
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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25
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?
  • VOLUMES ADDED
  • by type (printed, microform, fiche)
  • VOLUMES DELETED
  • by type
  • TITLES ADDED
  • by type
  • TITLES DELETED
  • by type

30
FREQUENTLY USED PROGRAMS
  • Information About The System
  • Create Lists
  • Create Statistical Reports
  • Web Statistical Reports
  • MAY NEED COMBINATIONS OF PROGRAMS

31
VOLUMES ADDED -strategies -
  • 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
  • Issues received
  • 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
  • issues received
  • pieces received
  • 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
  • By pieces received
  • By issue received
  • 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
    received
  • j-r
  • Ask operator for the number of pieces received
  • 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
  • TITLES ADDED 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-
  • Information About the System
  • 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.
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