[Wactclc-alma] [External]Re: [EXTERNAL*]- Tracking acquisitions spend by librarian

[Guidry, Wade]

Excellent, Amy.

I also had a thought on this over the weekend, for libraries that have a funding structure not built primarily around librarian identities.

It might take some reorganizing of your ledger(s), but you could have summary funds reflecting the “official” funds as used by your libraries. And then have librarian-specific funds within those summary funds, with the per-librarian amounts allocated as per the actual allocation.

That way, you could make use of the per-librarian allocations live, within Alma, and also for reporting.

I haven’t thought through this fully, but I think it would be one way to address the need.


Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Herman, Amy
Sent: Monday, September 30, 2019 10:02 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] [External]Re: [EXTERNAL*]- Tracking acquisitions spend by librarian

ATTENTION: This email contains links. Please follow best practices before clicking on links
Our fund names ARE the librarians’ names (we each have a budget for our collection management areas for the 2 year programs), or our BAS program names, or our branch campus names.

I copied another library’s analytics report and edited it to include our own funds, and then made it into a widget that shows our fund drawdowns (one day late due to analytics lag time) right on our Alma home screens. We find it very useful.  Here’s a screenshot (numbers purposefully blurred) ☺

[cid:image001.jpg at 01D57777.9819F830]
­

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337
aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256

[alma signature]


From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Elena Bianco
Sent: Friday, September 27, 2019 5:22 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [External]Re: [Wactclc-alma] [EXTERNAL*]- Tracking acquisitions spend by librarian

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Hi Wade:
Yes, we use reporting codes for each librarian in the acquisitions module and that helps us to see how much is spent. However, this method is only as accurate as the data entry, so whoever is processing new orders needs to remember to add reporting codes for the ordering librarian in the POLs.

Elena

Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Friday, September 27, 2019 5:17 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [EXTERNAL*]-[Wactclc-alma] Tracking acquisitions spend by librarian

Here’s a question some of you may be able to help with.

Claire Murata at Shoreline has begun doing some work in analytics, and wants to track and report on acquisitions spending by librarians.

Their fund structure is not set up to allocate or track directly by librarian.

So, the question is, how do you accomplish  ongoing fund spending and remaining amounts by librarian, in addition to the fund level.

Are reporting codes generally what people are using to accomplish this kind of thing?



Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474



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