Heather Woodley
Collection Development Librarian
Region of Waterloo Library
KULT Meeting, November 1, 2013








What is CollectionHQ?
Who we are (RWL)
Why CollectionHQ?
Early Implementation
Hopes & Plans for the future
Q...


Collection management software
http://www.collectionhq.com/
◦
◦
◦
◦

Selection
Management
Assessment
Promotion





Set up user accounts
Manage ILS setting
Set report parameters
Set up vendors


Run reports
◦
◦
◦
◦

Identify missing items
Check demand
Weeding/reallocation
Floating re-balance


Run reports
◦ Almost the same as
Fiction Tools
◦ Subject swap


Run reports
(same as
other tools)




Monitor “experimental” item selection
and placement
Create promotional tools


Monitor
◦ Collection performance



Specify
◦ Spending plans
◦ Demand trends



Discover
◦ View popular items in your...


Check how well you’re doing!
◦ Compare between datasets
 How are floating items doing in their new locations?
 Are re...


“Help” section
◦
◦
◦
◦

Textual guides
Videos (start-up info)
Recorded presentations & webinars
Not searchable



Rural public library
10 branches
◦ 6 single-staff locations
◦ Limited space



53 employees
◦ 8 full-time
◦ 1 collec...





Streamline tasks
Free up staff time
Empower branch staff
Move from collection exchange model to
floating collecti...


Collection clean-up
◦ Missing items search
◦ Inventory
◦ Shelf measuring



CollectionHQ experimentation

◦ Familiariz...






Simple reports
Potential solutions to
existing problems
Quick and easy staff
training
Branch staff are
interest...






Set up branch profiles & floating groups
◦ Floating re-balance
Continue staff training
◦ Floating re-balance
◦ Re...
Thank You!


Heather Woodley
Collection Development Librarian
Region of Waterloo Library
◦ hwoodley@regionofwaterloo.ca
◦ 519-575-45...
CollectionHQ in the Public Library
CollectionHQ in the Public Library
CollectionHQ in the Public Library
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CollectionHQ in the Public Library

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Heather Woodley of the Region of Waterloo Public Library system shares information on what CollectionHQ is and how it is being used thus far in her library system.
Presented at Keeping Up With Library Technology (KULT) November 1, 2013 at Hamilton Public Library.

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CollectionHQ in the Public Library

  1. 1. Heather Woodley Collection Development Librarian Region of Waterloo Library KULT Meeting, November 1, 2013
  2. 2.       What is CollectionHQ? Who we are (RWL) Why CollectionHQ? Early Implementation Hopes & Plans for the future Questions
  3. 3.  Collection management software http://www.collectionhq.com/ ◦ ◦ ◦ ◦ Selection Management Assessment Promotion
  4. 4.     Set up user accounts Manage ILS setting Set report parameters Set up vendors
  5. 5.  Run reports ◦ ◦ ◦ ◦ Identify missing items Check demand Weeding/reallocation Floating re-balance
  6. 6.  Run reports ◦ Almost the same as Fiction Tools ◦ Subject swap
  7. 7.  Run reports (same as other tools)
  8. 8.   Monitor “experimental” item selection and placement Create promotional tools
  9. 9.  Monitor ◦ Collection performance  Specify ◦ Spending plans ◦ Demand trends  Discover ◦ View popular items in your library’s geographic area
  10. 10.  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!
  11. 11.  “Help” section ◦ ◦ ◦ ◦ Textual guides Videos (start-up info) Recorded presentations & webinars Not searchable
  12. 12.   Rural public library 10 branches ◦ 6 single-staff locations ◦ Limited space  53 employees ◦ 8 full-time ◦ 1 collection development librarian
  13. 13.     Streamline tasks Free up staff time Empower branch staff Move from collection exchange model to floating collections
  14. 14.  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
  15. 15.      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
  16. 16.    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
  17. 17. Thank You!
  18. 18.  Heather Woodley Collection Development Librarian Region of Waterloo Library ◦ hwoodley@regionofwaterloo.ca ◦ 519-575-4590 x 3227

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