2018-04-26 Meeting notes

Date

Attendees

Discussion items

ItemWhoNotes
RS dashboardsMallory DeBartolo (Unlicensed)

How can we make the lives of RS staff easier? Analytics can be scary but necessary for tasks like tracking lost & paid items or things that went missing in transit.

  • A dashboard would probably not be the best way to distribute this type of information. Dashboards tend to be good for snapshots or data viz, less good for creating action-oriented lists or tasks. Probably creating reports and subscribing people to them would be the best way to go. 

There is room to create dashboards that would be specifically for resource sharing people though. 

  • Turn around time, average checkout by format would be great content for this and helpful information to have on hand too. Maybe some of the other metrics listed below could go on the dashboard too.
Follow up from COLDMallory DeBartolo (Unlicensed)

There wasn't much discussion around our stats. But here's what I said we would look at measuring in the next year:

ROI 

  • Raw number of titles exchanged and the overall cost to the CSU of purchasing these titles – how much money are we saving lending and borrowing between campuses?
  • Cost per CSU+ transaction
    • Brian has obtained a few different studies that have different methodologies for measuring this. One from Colorado State is particularly good.

Collection Development 

  • Use cost per CSU+ transaction to assess when a title that is in demand at your campus is worth purchasing.   
  • What titles or subject areas are consistently being borrowed through CSU+ 
  • What titles or subject areas are being borrowed via ILLiadinstead of CSU+? Where can we bulk up the collection to better serve our faculty, staff and students?

Effectiveness of the system

  • Turnaround/delivery times
  • What's the average amount of time patrons are waiting for materials through CSU+? 
  • What percentage are patrons receiving their requested item in 3 days?
  • When a patron is not receiving their request quickly, what’s the reason for the slowdown?

Config

  • How much is being rejected and why?  
  • What kinds of configurations can we optimize to make lending request workflows more efficient to save staff time? 

User group activities in ILL 

  • what users are most actively using CSU+? 

How do we move forward with these measures? What should we prioritize?

  • Low hanging fruit might be best to do first - "Effectiveness of the System reports (turn around time and delivery, etc). What reports have Orbis developed already and can we adapt these?


Measuring loss rate for new 60-day flat loan periodBrian Moore (Unlicensed)

How long does a book actually stay checked out? How long does media stay out? Maybe looking at the number of days an item is checked out could put these concerns to rest.

Another possible helpful measure - what kinds of items are never picked up?

Maybe these things can go on our dashboard!

The rotaMallory DeBartolo (Unlicensed)

Exploring the possibility of having two random rotas - one primary and one secondary. Waiting to hear back from Ex Libris about how Rota Templates are assigned when multiple templates are selected as the output of an assignment rule.

Primary and secondary could be by collection size, borrow/lend volume or geographical (turn around time data would be good to have to see if Northern/Southern CA makes a difference in delivery time)

Mallory will update when she gets a response to her case.

Action items

  • Mallory DeBartolo (Unlicensed) will continue creating the functional reports and figuring out how to distribute them to the RS people who need them. Follow up with what's been built at the 5/24 meeting.
  • Nikki DeMoville (Unlicensed) and Brian Moore (Unlicensed) create the bones of a dashboard and start populating it with existing reports, borrowing wherever possible. Follow up with what's been built at the 5/24 meeting.