lessing & swanepoel roi university of pretoria

MILLENNIUM LIBRARY SYSTEM Return on Investment (ROI) University of Pretoria Scenario

Presented bySoekie Swanepoel & Anette Lessing

GAELIC Show ‘n Tell, National Library, Pretoria, 9 September 2010

Agenda

IntroductionROI measurement

@Relevant UP Library strategies @Fitness for purposeMillennium FunctionsMillennium interoperabilityGains from investmentConclusionQuestions

MILLENNIUM - RETURN ON INVESTMENT (ROI)

CLIENTSMILLENNIUM

VISION/MISSION

MILLENNIUM RETURN ON INVESTMENT

A performance measure used to evaluate the efficiency of an investmentStandard formula: •

http://www.investopedia.com/terms/r/returnoninvestment.asp

ROI calculations can be easily manipulated to suit the user’s purposes, and the result can be expressed in many different ways

Look at Millennium @ UP Library strategies Fitness for purpose

Introduction

Measurement: @Relevant UP Library strategies

•

Enable Research

Learning & teaching excellence

E-Strategy

RELEVANT LIBRARY STRATEGIES

Impact positively on research

Strengthen the role of the Library in the facilitation of learning and teaching

Develop, implement & integrate e-services to enhance: UP research, learning & teaching, & Library products

Access to information

MILLENNIUM RETURN ON INVESTMENT

Measurement: @Fitness for purpose

• Infrastructure to perform most library administrative & professional

tasks• Infrastructure to store and retrieve information

MILLENNIUM RETURN ON INVESTMENT

Staff using Millennium either for daily tasks or information

UseDo not use

Approx 87%

Library function: Loans management/client services

• Overview

MILLENNIUM SERVERDB Administration& Management

Circulation

Pa t r o n database

ASSET CONTROL Client Services

Issues Returns Renewals Fines Bills Blacklists Determine loan periodsE-communicationHoldsE-Mail Notices Courtesy O v e r d u e s

UP mainframe interoperability

MILLENNIUM RETURN ON INVESTMENT

MILLENNIUM SERVERDB Administration& Management

Acquisitions & Finances

Circulation

MILLENNIUM RETURN ON INVESTMENTLibrary function: Procurement/Finances

(E)-Ordering

Vendor database Vendor performance stats

Procurement Budget control

E-resourcesPhysical materialSerials

(E)-Receiving (E)-Claims

MILLENNIUM SERVERDB Administration& Management

Serials mangement

(E)-Orders (E)-Checkin (E)-Claiming (E)-Journals

(E)-Invoicing

Routing Subscriptions control

Acquisitions & Finances

CirculationSerials

MILLENNIUM RETURN ON INVESTMENTLibrary function: Subscription management

MILLENNIUM SERVERDB Administration& Management

Bibliographic control

MARC21 OCLC holdings

LC Subject headings TOC

Authority control MARC data downloads AACR2 Interoperability with OCLC URL LINKS to full text

Acquisitions & Finances

CirculationSerials

Catalog

uing

MILLENNIUM RETURN ON INVESTMENTLibrary function: Bibliographic Services

MILLENNIUM SERVERDB Administration& Management

Web Access ManagementControl access to e-resources

E-Journals E-databases E-Books E-Course Reserves E-Exams Licensing Statistics Copyright ClickUP (WebCT)

Acquisitions & Finances

CirculationSerials

Catalog

uingAuthentication

MILLENNIUM RETURN ON INVESTMENTLibrary function: E-resources management

WebPAC: Window to the world

Facilitate & integrate access to information and e-services

• E-Information• E-Research• E-Teaching & Learning• Infrastructure for virtual

library• My Millennium functionalities

Administration

& ManagementMILLENNIUM DB Empower End Users

WebPACWeb Public Access

MILLENNIUM RETURN ON INVESTMENTLibrary function: Online access

Cataloguing

Acquisitions

Budget

Control

E-Course ReservesManagemen

t info

ASSET CONTROL

(Loans, notices…) Serials

management

MILLENNIUM Interoperability: Interfaces

WEB2

E-Access

Management

Patron

database

MILLENNIUMDB Administration& Management

E-Exa

ms

WebPAC

OCLC & SabinetWorldcat holdingsMARC record down/UPloadsImage ServerImages on External serverVendor InterfacesEDI orders/invoicing/reportsE-CheckinMARC record downloadsPRIMO Portal (ExLibris)SFX Link Resolver,MetaLib Search EngineE-Journals/DatabasesGatewayWAM Authentication

UP MainframePatron data downloads Blacklists

Data exchange

HTTP

FT

P S

SH

Z39.

50

EDI

XM

L M

ETAD

ATA

MAR

CPr

otoc

ols

fire

wals

po

rts

MILLENNIUM RETURN ON INVESTMENT

Provides infrastructure for most library functions

Provides infrastructure for end user access

Provides management/strategic information

LibraryAdmin

LibraryProf

TasksManagemen

t Info

millennium

Interfaces

Public access

MILLENNIUM RETURN ON INVESTMENTGains from investment: Library operational functions

millennium

MILLENNIUM RETURN ON INVESTMENT

• Human resource management• Task allocation• Performance

• Collection management

• Vendor management• Vendor performance• Budget allocation

Gains from investment: Strategic information

Management Information

millennium

Usage Statistics - 2009

E-articles downloads 2 316 077 Online book downloads 616 735 E-exam & E-course reserve retrievals268 619

E-journals

E-exams

millennium

E-articles

E-books

E-coursereserves

MILLENNIUM RETURN ON INVESTMENTGains from investment: Library mission; e-services

Millennium provides gateway to access e-resources

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Provide infrastructure to perform library administrative and professional tasks

Provide infrastructure to provide information in support of teaching and learning

Create an e-information environment for our clients

Provide infrastructure to support research by creating gateways to global information for researchers

CLIENTS

MILLENNIUM

VISION/MISSION

MILLENNIUM RETURN ON INVESTMENT

MILLENNIUMfacilitates Access to information in

support of research, study and teaching

Gains from investment

In conclusion

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Questions

Thank you

UP strategic thrust - Excellence in support functions