SIERRA + SQL + CPSLD =

How not to scream over CPSLD

Overview

Why How What Where

Are we doing this to ourselves

Why

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

We did this before

How

… the recipe

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.

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

5.1 Collections - Physical

a. Monogra

phs

b. Video & films

c. Other Audio

Formats

d. Other Visual Films• Periodical• Electroni

c Monographs

e. Back Issues

Periodicals

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

Can we do now that we couldn’t do before?

What

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?”

SQL

Structured Query Language (SQL) is the basis of most Databases

Sierra allows you to view your data using SQL

You can’t write, but you can read Perfect for structured questions like

CPSLD

Sierra + SQL

Didn’t 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

PGADMIN

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.

Export to Excel and Count

Sierra DNA

ERD

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

Computer just COUNT that

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

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

Mawr you say?

1. LIBRARY

2. NUMBER OF CAMPUSES

3. USERS

4. LIBRARY PERSONNEL

5. COLLECTIONS

6. USE

7. LIBRARY EXPENSES (CAPITAL AND OPERATING)

Are can I find this

Where

What I hate

Duplication of effort I hate that I have to run these reports

each year and we can’t keep track of what is happening to our system during the year

I know that other III libraries are probably doing the same thing

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?

Thank you

Trevor Smithhttp://capilanou.ca/library/bios/trevor-smith

/ Trevorsmith4 [at] capilanou.ca

[at]trevordsmith100