CollectionHQ in the Public Library
- 1. Heather Woodley Collection Development Librarian Region of Waterloo Library KULT Meeting, November 1, 2013
- 2. What is CollectionHQ? Who we are (RWL) Why CollectionHQ? Early Implementation Hopes & Plans for the future Questions
- 5. Set up user accounts Manage ILS setting Set report parameters Set up vendors
- 6. Run reports ◦ ◦ ◦ ◦ Identify missing items Check demand Weeding/reallocation Floating re-balance
- 8. Run reports ◦ Almost the same as Fiction Tools ◦ Subject swap
- 9. Run reports (same as other tools)
- 10. Monitor “experimental” item selection and placement Create promotional tools
- 11. Monitor ◦ Collection performance Specify ◦ Spending plans ◦ Demand trends Discover ◦ View popular items in your library’s geographic area
- 12. Check how well you’re doing! ◦ Compare between datasets How are floating items doing in their new locations? Are reallocated items circ’ing well? And more!
- 13. “Help” section ◦ ◦ ◦ ◦ Textual guides Videos (start-up info) Recorded presentations & webinars Not searchable
- 14. Rural public library 10 branches ◦ 6 single-staff locations ◦ Limited space 53 employees ◦ 8 full-time ◦ 1 collection development librarian
- 15. Streamline tasks Free up staff time Empower branch staff Move from collection exchange model to floating collections
- 16. Collection clean-up ◦ Missing items search ◦ Inventory ◦ Shelf measuring CollectionHQ experimentation ◦ Familiarize with software ◦ Identify most useful features/reports Prioritize tasks ◦ Staff buy-in ◦ Floating balance ◦ Improve reallocation efficiency Begin staff roll-out
- 17. Simple reports Potential solutions to existing problems Quick and easy staff training Branch staff are interested and excited Overstock/understock not based on collection size Need to learn “jargon” “Help” can be confusing “I thought it was wonderful. Gives you a snapshot of what patrons are reading.” Successes Disappointments
- 18. Set up branch profiles & floating groups ◦ Floating re-balance Continue staff training ◦ Floating re-balance ◦ Reallocation efficiency Explore additional reports/modules ◦ Weeding ◦ Spending plan creation ◦ Performance assessment ◦ New item “discovery” WorkFlows (Symphony) CollectionHQ
- 20. Thank You!
- 21. Heather Woodley Collection Development Librarian Region of Waterloo Library ◦ hwoodley@regionofwaterloo.ca ◦ 519-575-4590 x 3227