Signed-off-by: tji <tina.ji@bc.libraries.coop>
[sitka/doc/policy.git] / practice / practice-lb-reports.xml
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1<?xml version="1.0" encoding="utf-8"?>\r
2<chapter xml:id="plsb-reports" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
3 xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
4 <info>\r
5\r
92369b5c 6 <title>Reports for BC Libraries Branch Annual Survey</title>\r
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7\r
8 </info>\r
9 <para>\r
faaa871d 10 <emphasis role="bold">Co-op support team <?linebreak?>June 2016</emphasis>\r
ae8b9281 11 </para>\r
92369b5c 12 <para>The Co-op support team compiles holdings, circulation, and patron statistics for LB\r
faaa871d 13 annual survey on behalf of Sitka libraries in BC as outlined below.</para>\r
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14 <itemizedlist>\r
15 <listitem>\r
faaa871d 16 <para>The Co-op support team generates reports where data from Evergreen and related\r
92369b5c 17 sources is required to meet current LB report requirements. Where reports require a\r
faaa871d 18 combination of data from the Co-op sources and other sources unavailable to Co-op\r
19 support, the Co-op support team will generate the Co-op part only.</para>\r
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20 </listitem>\r
21\r
22 <listitem>\r
faaa871d 23\r
24 <!-- \r
25 <para>In late January the Co-op support team submits the previous year's reports and methodology\r
26 to LLB, which forwards them to individual libraries. This includes notes explaining\r
ae8b9281 27 how the figures were compiled, especially where multiple reports are\r
faaa871d 28 required.</para> -->\r
29\r
30 <para>In January, the Co-op support team generates the previous year's reports based on\r
92369b5c 31 LB's latest requirements. We inform LB when the reports are completed and\r
faaa871d 32 available on the Co-op website in late January. The reports are available to\r
33 libraries at the same time. Notes explaining how the figures were compiled are\r
34 published together with the reports on the website. </para>\r
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35 </listitem>\r
36\r
37 <listitem>\r
38 <para>Libraries review, re-compile and correct, if necessary, the statistics and submit\r
92369b5c 39 the final reports to LB. Due to libraries' varied local practice and limitations in\r
faaa871d 40 the data, the Co-op support team might not be able to generate completely accurate\r
41 statistics for certain reports. The Co-op support team will do its best to get the\r
42 closest results and will explain its methodology.</para>\r
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43 </listitem>\r
44\r
45 <listitem>\r
faaa871d 46\r
4123c24b 47 <para>For efficiency, flexibility and accuracy purposes, the Co-op support team\r
faaa871d 48 generates the Evergreen related reports directly from the database, instead of using\r
49 the report interface on the staff client. This method can handle subtle cases that\r
50 can not be taken care of by the report interface, e.g. excluding identifiable test\r
4123c24b 51 cases. This means that some reports may have figures slightly different from the \r
faaa871d 52 reports generated by the report interface.</para>\r
53\r
54 <!-- \r
55 <para>The Co-op support team shares the PLSB report templates under <menuchoice>\r
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56 <guimenu>SITKA_templates</guimenu>\r
57 <guisubmenu>PLSB</guisubmenu>\r
58 <guisubmenu>yyyy (year)</guisubmenu>\r
59 </menuchoice>. These templates are created based on PLSB's requirements and for\r
60 libraries' reference only, because PLSB has its own interpretation of some terms\r
faaa871d 61 used in the reports. For other reporting needs the Co-op support team recommends\r
62 using templates under the main <guilabel>SITKA_templates</guilabel> folders\r
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63 (<guilabel>Circulation, Holdings, Patrons</guilabel> etc.) which are better\r
64 described and more flexible.</para>\r
faaa871d 65 \r
66 -->\r
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67 </listitem>\r
68\r
69 <listitem>\r
faaa871d 70 <para>Some reports need data from the past few years. For libraries that have been in the Co-op \r
71 for less time, the Co-op support team reports only on the Co-op part.\r
72 Libraries are responsible for reporting relevant data from other sources. If more\r
73 data is required to combine the two parts, Co-op support team will help provide the\r
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74 data.</para>\r
75 </listitem>\r
76\r
77 </itemizedlist>\r
78 <formalpara xml:id="plsb-reports-resources">\r
79 <title>External resources</title>\r
80\r
81 <para>These external links provide more detail about reporting requirements and\r
82 methodology:</para>\r
83 </formalpara>\r
84 <itemizedlist>\r
85 <listitem>\r
faaa871d 86 <para><link xlink:href="https://bc.libraries.coop/support/sitka/llb-reports/"\r
4123c24b 87 xlink:title="https://bc.libraries.coop/support/sitka/llb-reports/">The current and past reports</link> on the Co-op website.</para>\r
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88 </listitem>\r
89\r
90 <listitem>\r
92369b5c 91 <para>Past LB <link\r
faaa871d 92 xlink:href="http://www.bced.gov.bc.ca/pls/reports.htm"\r
93 xlink:title="http://www.bced.gov.bc.ca/pls/reports.htm">statistics, survey\r
94 questions, and instructions</link>.</para>\r
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95 </listitem>\r
96 </itemizedlist>\r
97</chapter>\r