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The University Library. Copac Collection Management Tools Introductory Event Session 4. First Case Study: Sheffield Gary Ward Head of Capacity Management 13/08/2015 © The University of Sheffield

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Page 1: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Copac Collection Management Tools Introductory Event Session 4. First Case Study: Sheffield

Gary Ward

Head of Capacity Management

13/08/2015 © The University of Sheffield

Page 2: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Content

1.  Background 2.  The case study 3.  Findings 4.  Recent developments

Page 3: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

1. Background •  CCM2

•  Workflow development •  Trials

•  University of Sheffield Library •  MTLETU Programme •  Weeding stores

13/08/2015 © The University of Sheffield

Page 4: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Workflow development

13/08/2015 © The University of Sheffield

1. Use LMS to generate lists of potential items for withdrawal

2. Enter file of control numbers into CCM Tool

3. Visualisation of search results

4. Export graph data

5. Refine data using withdrawal criteria

6. Import refined data into LMS to generate lists for withdrawal of items from shelves

Page 5: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

2. The Case Study

13/08/2015 © The University of Sheffield

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The University Library.

Workflow step 1. Use LMS to generate lists of potential items for withdrawal

•  LMS = Talis •  Bespoke MIS •  Main criteria

•  TILL store items •  In stock •  Zero loans

•  List produced

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The University Library.

Bespoke MIS

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The University Library.

List produced

Page 9: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Edited list

13/08/2015 © The University of Sheffield

Page 10: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Workflow step 2. Enter file of control numbers into CCM Tool

13/08/2015 © The University of Sheffield

Page 11: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Search criteria

13/08/2015 © The University of Sheffield

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The University Library.

Search results

13/08/2015 © The University of Sheffield

Page 13: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Workflow step 3. Visualisation of search results

13/08/2015 © The University of Sheffield

Page 14: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

13/08/2015 © The University of Sheffield

Page 15: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

13/08/2015 © The University of Sheffield

Page 16: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Workflow step 4. Export graph data

13/08/2015 © The University of Sheffield

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The University Library.

Graph data csv file

13/08/2015 © The University of Sheffield

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The University Library.

Graph data Excel file filtered

13/08/2015 © The University of Sheffield

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The University Library.

Workflow step 5. Refine data using withdrawal criteria

13/08/2015 © The University of Sheffield

Page 20: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

File of standard numbers

13/08/2015 © The University of Sheffield

Page 21: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Workflow step 6. Import refined data into LMS to generate lists for withdrawal of items from shelves

13/08/2015 © The University of Sheffield

•  Bespoke script developed at Sheffield •  PERL script •  Uses SQL •  Produces tab separated list

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The University Library.

Shelf picking list

13/08/2015 © The University of Sheffield

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The University Library.

3. Findings

13/08/2015 © The University of Sheffield

•  Positives •  1165 items withdrawn •  29 linear metres of shelving freed up •  CCM Tool quick and easy to use •  Visualisation useful •  Exporting graph data useful •  CCM Tool and Talis worked well

Page 24: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

13/08/2015 © The University of Sheffield

•  Issues •  Deduplication of records •  Deduplication options

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The University Library.

4. Recent developments

13/08/2015 © The University of Sheffield

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The University Library.

Search options – holding libraries

13/08/2015 © The University of Sheffield

Page 27: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

New workflow

13/08/2015 © The University of Sheffield

1. Use LMS to generate lists of potential items for withdrawal

2. Enter file of control numbers into CCM Tool

3. Visualisation of search results

4. Export graph data

5. Import data into LMS to generate lists for withdrawal of items from shelves

Page 28: Copac Collection Management Tools Introductory Eventblog.mimas.ac.uk/.../uploads/sites/13/2015/08/UoS_CCM3_workshop… · The University Library. Copac Collection Management Tools

The University Library.

Changed LMS from Talis to Alma!

13/08/2015 © The University of Sheffield