evergreen international conference hood river, or may 2015 prepare to share resource sharing in a...
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Evergreen International ConferenceHood River, ORMay 2015Prepare to ShareResource Sharing in a Library Consortium1Prepare to ShareAgendaIntroductionNC Cardinal OverviewNC Cardinal Holds StrategyWorkflowTrackingReportsQ&A / Experience Share
NC CardinalOverviewDateTimelineJuly 2010NC Cardinal Consortium formed to support public libraries
Feb 2013Resource Sharing Begins with 13 Library Systems
May 2015NC Cardinal is now in 31 counties(23 library systems including regionals & municipalities)
Comprised of 1/3 of all public library systems in NC and growing
3NC CardinalOverviewState Library of North Carolina (SLNC) Program:Administered by Library Development StaffAdvisory/Steering CommitteesKey among consortium advantages is resource sharingSupport:Documented Best PracticesShared shipping accountImpact on patrons:Patron access to previously unavailable materialsMember libraries experienced a 70% decrease in hold request wait times upon joining the consortium
NC CardinalStatisticsActive Patrons1 million+Library Items5.1 millionBibliographic Records1.5 millionMonthly CirculationsHalf millionAverage Monthly TransitsQuarter million
NC CardinalTransit Numbers
Avg = 250,000NC CardinalHolds StrategiesGoals of Holds Strategies:Easy for patrons & staffServe local patrons firstOptimize speed & efficiencyAge protectionFormat protection
No Empty Shelves!
NC CardinalHolds StrategiesEvergreen Configuration
Hold LevelsMeta-record, Title, PartsVolume, Copy staff only
Protection by Item AttributesAge-based holdsFormat (circ modifier)
NC CardinalHolds StrategiesOpportunistic CaptureConfigured with 7 day soft stalling intervalFill hold internally before targeting another systemOpportunistic Location Capture
Other PossibilitiesFirst In, First Out (FIFO)Holds Go Home
WorkflowForsyth OverviewForsyth County joined NC Cardinal Feb 2014Library Structure:9 Branches + 3 Outreach DivisionsSize:350,000 County Population (2010 Census)165,000 Registered Patrons750,000 Library Items (one of the largest collections in NC Cardinal)6,700 Monthly Average of inter-library transits in 20149,500 Monthly Average of inter-library transits in 2015
Workflow Forsyth NumbersBorrowedLoaned2014 67%33%201579%21%2014 Avg 6,7002015 Avg 9,500April 2015 largest month to date: 12,814WorkflowMethodologyAcross NC Cardinal existing staff take on additional responsibilities (few dedicated staffers)Forsyth County began with 2 peopleInitially, completely underestimated effortResponsibility remains with Technical Services DepartmentCurrent department of 7 regular staff + CourierKeys to SuccessBe PreparedBe ConsistentBe Adaptable
WorkflowForsyth ApproachReceivingDaily 1 person300 items per day averageLoggingSorting by Branch
ShippingFrequencyAt least once per weekSome ship dailyForsyth ships 3 x weekCost-EffectivenessBox Size & WeightLogging/Packing4,700 items per month averageTeams of 2Digital Postal Scale
13TrackingImportanceWheres my book?Use Evergreen to track item status changes from Available to In Transit to On Holds Shelf Need supplemental data for physical movement of an item in between status changes (when item was actually boxed and shipped)Quality control and issue resolution
Why it mattersBox breaks in transit UPS repackagesUPS maintains shipping history of box not items withinIn-depth investigation of patron issues (track when item shipped originally and when/if it was returned)
TrackingLogsMaintain Incoming & Outgoing Logs(Combine with UPS History)Example: Incoming Log
TrackingLogsMaintain Incoming & Outgoing Logs(Combine with UPS History)Example: Outgoing Log
TrackingProblem ItemsTypesMissing discsDamaged casesBad conditionLost itemsCommunicationQuick messagesItem Note form
ReportsTransit ActivityEvergreenHold Requests Filled by Consortium Members Items Loaned by Consortium Members Intra-Library In-Transit ListInter-Library In-Transit ListHopeless HoldsStatisticalHolds Transit Grid WeeklyAverages & Trends from Daily LogsAdministrative Updates
18ReportsHolds Transit Grid
ReportsAdministrative
Questions/Comments
Wrap-UpClosing Thoughts
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