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Using Suma to Track Reference Transactions

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By Joyce Chapman, Duke University Libraries

Presented on March 25, 2015 for the Trends in Analyzing Reference Data portion of the NCLA-RASS Conference Series--Trends in Reference 2015.

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Using Suma to Track Reference Transactions

  1. 1. Using Suma to track desk transactions Joyce Chapman Duke University Libraries Assessment Coordinator March 24 2015
  2. 2. Service desk transaction tracking
  3. 3. Analysis for data-driven management 0% 4% 8% 12% 16% 20% 1am 2am 3am 4am 5am 6am 7am 8am 9am 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm 12am % Research transactions by hour of the day 50% 24% 19% 18% 13% 8% 7% 12% Research transactions by day of the week (semester data only)
  4. 4. Problems with the data • Estimated that up to 50% of transactions were not being recorded! • Tool takes too long, too clunky • During busy periods in particular, staff are often unable to record
  5. 5. LibAnalytics
  6. 6. Alternative software?
  7. 7. Suma
  8. 8. Suma
  9. 9. Suma
  10. 10. Suma versus LibAnalytics • Suma has no login (saves time, but doesn’t auto-track who recorded the data) • Suma can only take binary data based on tags, does not accept text input (cannot record what the question/answer was)
  11. 11. Findings of pilot • Pilot: November 2014 compared to data from November 2013 Findings: • 93% more transactions recorded • 56% more research transactions recorded
  12. 12. Suma
  13. 13. Obstacle to using Suma • It is not an “out of the box” product • It requires IT support to install and set up (but not after initial setup) • You will need several hours of a system administrator’s time
  14. 14. Joyce Chapman joyce.chapman@duke.edu Suma info http://www.lib.ncsu.edu/reports/suma Suma download (gitHub) https://github.com/cazzerson/Suma Suma user Google Group https://groups.google.com/forum/#!forum/suma- mobile-library-assessment-toolkit

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