1. SIERRA + SQL + CPSLD = How not to scream over CPSLD 2. Overview Why How What Where 3. Are we doing this to ourselves Why 4. CPSLD CPSLD are yearly stats 1. LIBRARY 2. NUMBER OF CAMPUSES 3. USERS 4. LIBRARY PERSONNEL 5. COLLECTIONS 6. USE 7. LIBRARY EXPENSES (CAPITAL AND OPERATING) 8. INSTITUTIONAL BUDGET 9. FACILITIES & HOURS 10. COMPUTING INFRASTRUCTURE 11. LIBRARY AUTOMATED SYSTEMS 5. We did this before How 6. the recipe 7. Of how we did it 5.1 COLLECTIONS - PHYSICAL a. Monographs are the balance of the physical collection after video and audio formats, periodicals and electronic monographs have been calculated and subtracted from the total number of item records. Monographs are to include annuals our practice is that any catalogued serial or integrating resource in print (most are annuals) is counted here. b. Videos & Films. Count the number of items with location codes lmavm OR lmavv. Search within this result for items with status = f OR w. Subtract to find the total active video items. e.g. lmavm or lmavv: 5657 MINUS f,w: 701 = 4956 In this example report 4956 for category 5.1.b. Also use this number in the calculation of 5.1.a. monographs. 8. 5.1.b Video & Films List ITEM LOCATION equal to lmavm OR ITEM LOCATION equal to lmavv Export Take results and export to Excel Title Item location Status bib Excel Formatting A bit of excel magic Get a COUNT for the total CPSLD Transfer the total to the CPSLD master 9. 5.1 Collections - Physical a. Monographs b. Video & films c. Other Audio Formats d. Other Visual Films Periodical Electronic Monographs e. Back Issues Periodicals 10. So What Lots of duplicated effort Too many lists Too much tallying in Excel CPSLD is done by so many people we are constantly in discussions about our totals and having to redo them which is difficult with manual processes Can you be sure that you have done the exact steps each time? And EVERY library is doing the same thing 11. Can we do now that we couldnt do before? What 12. Sierra Sierra allows you to run lists in a new way Lists are really queries with a basic interface, but you cannot always have different table data work together How many patrons have over 10 holds? 13. SQL Structured Query Language (SQL) is the basis of most Databases Sierra allows you to view your data using SQL You cant write, but you can read Perfect for structured questions like CPSLD 14. Sierra + SQL Didnt want to tie up lists or even save my recipes Current CPSLD method was labour intensive (pain in the a$$) Looking for a local project for SQL Now I can get my results in one step 15. PGADMIN 16. Recipe c. Other Audio Formats. Count the number of items with location codes lmavc OR lmava OR lmavr OR lmavo. Search within this result for items with status = f OR w. Subtract to find the total active other audio items. Report the total for category 5.1.c. Also use this number in the calculation of 5.1.a. monographs. 17. Export to Excel and Count 18. Sierra DNA 19. ERD 20. 1st try Before I ran a list based on locations and then exported to Excel to capture and remove Withdrawn items Now it is done at the same time 21. Computer just COUNT that 22. Still working on this Need to translate my recipes into SQL Some are pulling from tables we need to decipher We could start gathering data on our library on a regular basis, rather than at year end 23. Make my life easier 5.1 Collections - Physical a. Monographs b. Video & films c. Other Audio Formats d. Other Visual Films e. Back Issues Periodicals 5.2 Collections - Electronic a. Electronic Monographs b. Streaming Media c. Electronic Serial Titles 24. Mawr you say? 1. LIBRARY 2. NUMBER OF CAMPUSES 3. USERS 4. LIBRARY PERSONNEL 5. COLLECTIONS 6. USE 7. LIBRARY EXPENSES (CAPITAL AND OPERATING) 25. Are can I find this Where 26. What I hate Duplication of effort I hate that I have to run these reports each year and we cant keep track of what is happening to our system during the year I know that other III libraries are probably doing the same thing 27. GitHub & Bitbucket Sharing is caring Where programmers share their code If I can crack this, I will share my code You can use it and update it to your local location codes Maybe better CPSLD data? 28. Thank you Trevor Smith http://capilanou.ca/library/bios/trevor-smith/ Trevorsmith4 [at] capilanou.ca [at]trevordsmith100