際際滷

際際滷Share a Scribd company logo
Making a Collection Count: Why a Physical Inventory is Essential to a Dynamic Library 油
Physical Inventory  What is it?On-going process of comparing the shelf list (holdings) to actual items.
Inventory Strategy: Step 1Choose a manageable piece of collectionStarted with audio book collectionHigh per unit costNewer collectionHoldings at beginning of project (2006) ~1000 items according to first shelf list.Estimated value at that time: about $65,000
Inventory Strategy: Step 2Do a quick, general weed
Be aggressive!
Makes shelf list more manageable in step 3A few notes about weedingIt is as important as selectionMust be done regularlyHoarding is not collection development
Inventory Strategy: Step 3Get a shelf list
Usually includes title, author, pub date, last circ date, total circs, price, item barcode #Inventory Strategy: Step 4Identify obvious errors on shelf list.Call numbers that dont line upItems without prices or other empty fields on listFind the items and fix their records and inventory them
Inventory Strategy: Step 5Inventory remaining itemsCart up a shelf at a timeScan into your ILSs inventory featureMark off items on the shelf list as you go alongVolunteers are a great resource for this part!
Inventory Strategy: Step 6Track down items on the shelf list that were not confirmed in your first pass.Place holds for items that were checked out when made your first sweepFollow up: mark missing? Damaged?
Inventory Strategy: Step 7Make a policy for how long to keep records for items that are not confirmedMissing, damaged, assumed lost, etc.Set a maintenance schedule for your next inventory in that collectionItems with no activity in a certain amount of time
What Youll DiscoverItems  still attached to patron records
Items shelved in the wrong place
Items that are broken, dirty, and disgusting!
Items attached to the wrong record
Holdings for items discarded ages ago
Adult items marked juvenile/vice versaMore DiscoveriesMislabeled itemsInaccurate call numbers Items marked missingItems that are just plain stupid!Why should we spend time doing this?So that catalog accurately reflects library holdings
Limit customer and staff frustration
To create a starting point for evaluation
Library & Librarian performance
Increase knowledge of your holdingsbetter reference skills!Physical Inventory Helps Maintain a Quality CollectionDoes it circulate or is it used enough?Is it current?Is it relevant?Does it look nice?Does the catalog correctly reflect the status of the item?  (checked out, lost/missing, etc)Are collections organized logically?
Physical InventoryDefines Your CollectionsGeographical
Shelf Location, Department
Item type
DVDs, Book on CD, Large Print
Location in a c看鉛鉛艶界岳庄看稼
Ad

Recommended

Making A Collection Count
Making A Collection Count
Mary Kelly
Nursing 3P70: Information Sources for Nursing Research
Nursing 3P70: Information Sources for Nursing Research
Lydia Thorne
Finding Course Reserves
Finding Course Reserves
birdcirc
Dynamic Inventory Management
Dynamic Inventory Management
vbull
20 years retail expereince
20 years retail expereince
basheer kp
Carpediem
Patibcosta
Where Is the Pharmaceutical Industry on Supply Chain Maturity? What Can They ...
Where Is the Pharmaceutical Industry on Supply Chain Maturity? What Can They ...
Lora Cecere
How to Calculate Inventory Turn Rate
How to Calculate Inventory Turn Rate
VisionWeb
What is the optimal inventory turnover ratio?
What is the optimal inventory turnover ratio?
Soft4
Inventory turn explained
Inventory turn explained
Christopher Sciullo
Retail management 6 inventory management & buying process of retailers(arun k...
Retail management 6 inventory management & buying process of retailers(arun k...
Arun Kumar Sahu
Store design
Store design
Sagar Gadekar
Apple inc. Strategic Case Analysis Presentation
Apple inc. Strategic Case Analysis Presentation
Mahy Helal
Retail management
Retail management
Anirban Mazumdar
Retail Merchandising
Retail Merchandising
girijesh kumar
Retail Inventory management & Control
Retail Inventory management & Control
Ashfaq Umar
Retail store layout,design and display
Retail store layout,design and display
Prithvi Ghag
Retail merchandising
Retail merchandising
Prithvi Ghag
Establishing a Collection Management Program
Establishing a Collection Management Program
Fe Angela Verzosa
Managing physical library collections in a digital world
Managing physical library collections in a digital world
KijanaStringer
Our First Automated Inventory: A Learning Experience
Our First Automated Inventory: A Learning Experience
June Power
Building Digital Collections: Managing and Sharing
Building Digital Collections: Managing and Sharing
Recollection Wisconsin
Info.tech sf
Info.tech sf
jeancly
Needs assessment
Needs assessment
Johan Koren
(shewit)Handout for Financial Accounting II.pdf
(shewit)Handout for Financial Accounting II.pdf
philmon72a
NCompass Live: Are You Afraid of the Big, Bad Inventory?
NCompass Live: Are You Afraid of the Big, Bad Inventory?
Nebraska Library Commission
Needs assessment 2007 version
Needs assessment 2007 version
Johan Koren
Needs assessment
Needs assessment
Johan Koren
Lecture 1c: Collection Development
Lecture 1c: Collection Development
KC Tan
Needs Assessment 2003 version
Needs Assessment 2003 version
Johan Koren

More Related Content

Viewers also liked (10)

What is the optimal inventory turnover ratio?
What is the optimal inventory turnover ratio?
Soft4
Inventory turn explained
Inventory turn explained
Christopher Sciullo
Retail management 6 inventory management & buying process of retailers(arun k...
Retail management 6 inventory management & buying process of retailers(arun k...
Arun Kumar Sahu
Store design
Store design
Sagar Gadekar
Apple inc. Strategic Case Analysis Presentation
Apple inc. Strategic Case Analysis Presentation
Mahy Helal
Retail management
Retail management
Anirban Mazumdar
Retail Merchandising
Retail Merchandising
girijesh kumar
Retail Inventory management & Control
Retail Inventory management & Control
Ashfaq Umar
Retail store layout,design and display
Retail store layout,design and display
Prithvi Ghag
Retail merchandising
Retail merchandising
Prithvi Ghag
What is the optimal inventory turnover ratio?
What is the optimal inventory turnover ratio?
Soft4
Retail management 6 inventory management & buying process of retailers(arun k...
Retail management 6 inventory management & buying process of retailers(arun k...
Arun Kumar Sahu
Apple inc. Strategic Case Analysis Presentation
Apple inc. Strategic Case Analysis Presentation
Mahy Helal
Retail Merchandising
Retail Merchandising
girijesh kumar
Retail Inventory management & Control
Retail Inventory management & Control
Ashfaq Umar
Retail store layout,design and display
Retail store layout,design and display
Prithvi Ghag
Retail merchandising
Retail merchandising
Prithvi Ghag

Similar to PALS: Making Collection Count (20)

Establishing a Collection Management Program
Establishing a Collection Management Program
Fe Angela Verzosa
Managing physical library collections in a digital world
Managing physical library collections in a digital world
KijanaStringer
Our First Automated Inventory: A Learning Experience
Our First Automated Inventory: A Learning Experience
June Power
Building Digital Collections: Managing and Sharing
Building Digital Collections: Managing and Sharing
Recollection Wisconsin
Info.tech sf
Info.tech sf
jeancly
Needs assessment
Needs assessment
Johan Koren
(shewit)Handout for Financial Accounting II.pdf
(shewit)Handout for Financial Accounting II.pdf
philmon72a
NCompass Live: Are You Afraid of the Big, Bad Inventory?
NCompass Live: Are You Afraid of the Big, Bad Inventory?
Nebraska Library Commission
Needs assessment 2007 version
Needs assessment 2007 version
Johan Koren
Needs assessment
Needs assessment
Johan Koren
Lecture 1c: Collection Development
Lecture 1c: Collection Development
KC Tan
Needs Assessment 2003 version
Needs Assessment 2003 version
Johan Koren
Needs Assessment Powerpoint 2007
Needs Assessment Powerpoint 2007
Johan Koren
Needs assessment 2003 version
Needs assessment 2003 version
Johan Koren
Audit Program
Audit Program
sanka
Collection Analysis and Evaluation: Fundamentals of Collection-Centered Asse...
Collection Analysis and Evaluation: Fundamentals of Collection-Centered Asse...
Philippine Association of Academic/Research Librarians
Collection evaluation
Collection evaluation
Johan Koren
Six Sigma Quality - Inventory
Six Sigma Quality - Inventory
David Nichols
LIBRARY Automation
LIBRARY Automation
Jehn Marie A. Simon
LIBRARY Automation
LIBRARY Automation
JehnMarieSimon1
Establishing a Collection Management Program
Establishing a Collection Management Program
Fe Angela Verzosa
Managing physical library collections in a digital world
Managing physical library collections in a digital world
KijanaStringer
Our First Automated Inventory: A Learning Experience
Our First Automated Inventory: A Learning Experience
June Power
Building Digital Collections: Managing and Sharing
Building Digital Collections: Managing and Sharing
Recollection Wisconsin
Info.tech sf
Info.tech sf
jeancly
Needs assessment
Needs assessment
Johan Koren
(shewit)Handout for Financial Accounting II.pdf
(shewit)Handout for Financial Accounting II.pdf
philmon72a
NCompass Live: Are You Afraid of the Big, Bad Inventory?
NCompass Live: Are You Afraid of the Big, Bad Inventory?
Nebraska Library Commission
Needs assessment 2007 version
Needs assessment 2007 version
Johan Koren
Needs assessment
Needs assessment
Johan Koren
Lecture 1c: Collection Development
Lecture 1c: Collection Development
KC Tan
Needs Assessment 2003 version
Needs Assessment 2003 version
Johan Koren
Needs Assessment Powerpoint 2007
Needs Assessment Powerpoint 2007
Johan Koren
Needs assessment 2003 version
Needs assessment 2003 version
Johan Koren
Audit Program
Audit Program
sanka
Collection evaluation
Collection evaluation
Johan Koren
Six Sigma Quality - Inventory
Six Sigma Quality - Inventory
David Nichols
Ad

More from Mary Kelly (12)

Ford/Berg presentation
Ford/Berg presentation
Mary Kelly
Social media: Is it for me?
Social media: Is it for me?
Mary Kelly
Thingamabobs and Doodads: Tech Support is Reference
Thingamabobs and Doodads: Tech Support is Reference
Mary Kelly
Pals tech support handout
Pals tech support handout
Mary Kelly
PALS: Tech Support is Reference!
PALS: Tech Support is Reference!
Mary Kelly
Non Fiction Reader Advisory Information
Non Fiction Reader Advisory Information
Mary Kelly
Non Fiction Readers Advisory
Non Fiction Readers Advisory
Mary Kelly
Tech Support Is Reference
Tech Support Is Reference
Mary Kelly
Rf-I- Do
Rf-I- Do
Mary Kelly
Adult Summer Reading Programs
Adult Summer Reading Programs
Mary Kelly
Comp Classes For Beginners
Comp Classes For Beginners
Mary Kelly
Non Fiction Reader's Advisory
Non Fiction Reader's Advisory
Mary Kelly
Ford/Berg presentation
Ford/Berg presentation
Mary Kelly
Social media: Is it for me?
Social media: Is it for me?
Mary Kelly
Thingamabobs and Doodads: Tech Support is Reference
Thingamabobs and Doodads: Tech Support is Reference
Mary Kelly
Pals tech support handout
Pals tech support handout
Mary Kelly
PALS: Tech Support is Reference!
PALS: Tech Support is Reference!
Mary Kelly
Non Fiction Reader Advisory Information
Non Fiction Reader Advisory Information
Mary Kelly
Non Fiction Readers Advisory
Non Fiction Readers Advisory
Mary Kelly
Tech Support Is Reference
Tech Support Is Reference
Mary Kelly
Adult Summer Reading Programs
Adult Summer Reading Programs
Mary Kelly
Comp Classes For Beginners
Comp Classes For Beginners
Mary Kelly
Non Fiction Reader's Advisory
Non Fiction Reader's Advisory
Mary Kelly
Ad

PALS: Making Collection Count

  • 1. Making a Collection Count: Why a Physical Inventory is Essential to a Dynamic Library 油
  • 2. Physical Inventory What is it?On-going process of comparing the shelf list (holdings) to actual items.
  • 3. Inventory Strategy: Step 1Choose a manageable piece of collectionStarted with audio book collectionHigh per unit costNewer collectionHoldings at beginning of project (2006) ~1000 items according to first shelf list.Estimated value at that time: about $65,000
  • 4. Inventory Strategy: Step 2Do a quick, general weed
  • 6. Makes shelf list more manageable in step 3A few notes about weedingIt is as important as selectionMust be done regularlyHoarding is not collection development
  • 7. Inventory Strategy: Step 3Get a shelf list
  • 8. Usually includes title, author, pub date, last circ date, total circs, price, item barcode #Inventory Strategy: Step 4Identify obvious errors on shelf list.Call numbers that dont line upItems without prices or other empty fields on listFind the items and fix their records and inventory them
  • 9. Inventory Strategy: Step 5Inventory remaining itemsCart up a shelf at a timeScan into your ILSs inventory featureMark off items on the shelf list as you go alongVolunteers are a great resource for this part!
  • 10. Inventory Strategy: Step 6Track down items on the shelf list that were not confirmed in your first pass.Place holds for items that were checked out when made your first sweepFollow up: mark missing? Damaged?
  • 11. Inventory Strategy: Step 7Make a policy for how long to keep records for items that are not confirmedMissing, damaged, assumed lost, etc.Set a maintenance schedule for your next inventory in that collectionItems with no activity in a certain amount of time
  • 12. What Youll DiscoverItems still attached to patron records
  • 13. Items shelved in the wrong place
  • 14. Items that are broken, dirty, and disgusting!
  • 15. Items attached to the wrong record
  • 16. Holdings for items discarded ages ago
  • 17. Adult items marked juvenile/vice versaMore DiscoveriesMislabeled itemsInaccurate call numbers Items marked missingItems that are just plain stupid!Why should we spend time doing this?So that catalog accurately reflects library holdings
  • 18. Limit customer and staff frustration
  • 19. To create a starting point for evaluation
  • 20. Library & Librarian performance
  • 21. Increase knowledge of your holdingsbetter reference skills!Physical Inventory Helps Maintain a Quality CollectionDoes it circulate or is it used enough?Is it current?Is it relevant?Does it look nice?Does the catalog correctly reflect the status of the item? (checked out, lost/missing, etc)Are collections organized logically?
  • 22. Physical InventoryDefines Your CollectionsGeographical
  • 25. DVDs, Book on CD, Large Print
  • 26. Location in a c看鉛鉛艶界岳庄看稼
  • 27. Non-Fiction, Fiction, Audio book, MusicMonetary Reasons to Perform a Physical InventoryProvides information for budget decisionsNeed to update/overhaul a collection?Waning format = limit/eliminate funds to a collectionRegular inventory controls waste (Read: $$$)Replacement costsILL costs
  • 28. Intangible ReasonsSolid collection information and data shows vigilance with public assetsStaff familiarity with collectionsYou look smart, professional, and RELEVANT!
  • 29. Using Inventory DataSSLDLs Audio Book Collection Results (1 Days Work)5 missing items found1 item still checked out on patron record14 items cataloged as wrong format2 items not found (Stolen? Lost? Discarded?)~50 confirmed status/locationError Rate: 4.4%Reclaimed items: 20 (~$65 each = about $1,300 value)Lost/stolen/missing:2 (about $130 value)Items confirmed: ~50 (about $3,250)
  • 30. Using Inventory Data:Creating Collection ObjectivesA general statement of what materials will or will not be included in the collection.They are different for every library and communityCan be different for each collectionCollection Data is Dynamic!Is your collection doing the job its supposed to?
  • 31. Audio Book Collection ObjectivePopular materials of current interest Since cost is a factor with audio books, titles that have a limited shelf life will be given low priority Examples: some series fiction, political material addressing current events, travel info, certain types of science or health material that could be outdated quickly
  • 32. Audio Book Collection Objective(Continued)Consideration and comparison to statistics in downloadable audios will also be investigated.Other considerations for the collection: Classic fiction and nonfiction titles that coincide with local school and university curriculum objectives, foreign language instruction for both students and travelers
  • 33. Using Inventory Data to Create BenchmarksBenchmark:
  • 34. A standard by which something can be measured or judged
  • 35. Most expensive collections get most attention
  • 36. Non-financial reasons are important and considered!
  • 38. Estimation of how many times you estimate this item will be checked out within 2 years of purchaseCirculation Benchmarksfor Audio Book CollectionFiction Titles
  • 39. 10-12 checkouts within 1 year of purchase
  • 41. Bestsellers, self help, biography, etc.
  • 42. 8-10 checkouts within a year of purchase
  • 45. 3 checkouts within 1 year of purchaseOther Benchmarks to SetUsing Inventory DataAverage unit cost of each item in a collection
  • 46. Total cost (worth) of a collection
  • 47. Number of units in a collection
  • 48. Weeding/maintenance scheduleCollection Life CycleSelectionPurchaseWeed or ReplaceProcessingRepair/MaintenanceShelvingRe-ShelvingCheckoutEach stop in the circle gives us a chance to check quality
  • 49. Contact Me!Mary Kelly marykelly48@gmail.comhttp://practicallibrarian.blogspot.comHave some truly awful things to share?http://awfullibrarybooks.infoemail: awfullibrarybooks@gmail.comPresentation available online at www.slideshare.net/marykelly48

Editor's Notes

  • #2: Welcome!Intro