Workflow section added to Interlibrary Connect section.

[sitka/doc/policy.git] / practice / practice-plsb-reports.xml

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<chapter xml:id="plsb-reports" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
    xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
    <info>\r
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        <title>Annual Reports for PLSB</title>\r
\r
    </info>\r
    <para>\r
        <emphasis role="bold">Sitka support team <?linebreak?>August 2010</emphasis>\r
    </para>\r
    <para>The Sitka support team compiles holdings, circulation, and patron statistics for PLSB\r
        annual reports on behalf of Sitka libraries as outlined below.</para>\r
    <itemizedlist>\r
        <listitem>\r
            <para>The Sitka team generates reports where data from Evergreen is required to meet\r
                current PLSB report requirements. Where reports require a combination of data from\r
                Evergreen and other sources the Sitka team will generate the Evergreen part\r
                only.</para>\r
        </listitem>\r
\r
        <listitem>\r
            <para>In late January the Sitka team submits the previous year's reports and methodology\r
                to PLSB, which forwards them to individual libraries. This includes notes explaining\r
                how the figures were compiled, especially where multiple reports are\r
                required.</para>\r
        </listitem>\r
\r
        <listitem>\r
            <para>Libraries review, re-compile and correct, if necessary, the statistics and submit\r
                the final reports to PLSB. Due to libraries' varied local practice and limitations\r
                in the data and/or the Evergreen reporting interface, the Sitka team might not be\r
                able to generate completely accurate statistics for certain reports. The Sitka team\r
                will do its best to get the closest results and will explain its methodology.</para>\r
        </listitem>\r
\r
        <listitem>\r
            <para>The Sitka team shares the PLSB report templates under <menuchoice>\r
                    <guimenu>SITKA_templates</guimenu>\r
                    <guisubmenu>PLSB</guisubmenu>\r
                    <guisubmenu>yyyy (year)</guisubmenu>\r
                </menuchoice>. These templates are created based on PLSB's requirements and for\r
                libraries' reference only, because PLSB has its own interpretation of some terms\r
                used in the reports. For other reporting needs the Sitka team recommends using\r
                templates under the main <guilabel>SITKA_templates</guilabel> folders\r
                    (<guilabel>Circulation, Holdings, Patrons</guilabel> etc.) which are better\r
                described and more flexible.</para>\r
        </listitem>\r
\r
        <listitem>\r
            <para>Some reports need data from the past few years. For libraries that have been on\r
                Evergreen for less time, the Sitka team reports only on the Evergreen part.\r
                Libraries are responsible for reporting relevant data from their legacy ILS. If more\r
                data is required to combine the two parts, Sitka team will help provide the\r
                data.</para>\r
        </listitem>\r
\r
    </itemizedlist>\r
    <formalpara xml:id="plsb-reports-resources">\r
        <title>External resources</title>\r
\r
        <para>These external links provide more detail about reporting requirements and\r
            methodology:</para>\r
    </formalpara>\r
    <itemizedlist>\r
        <listitem>\r
            <para>A <link xlink:href="../practice/media/PLSB_Sitka_compiled_report_(sample).xls"\r
                    xlink:title="PLSB_Sitka_compiled_report_(sample).xls">sample file with compiled\r
                    statistics</link> similar to what Sitka Evergreen libraries will receive for\r
                review in January. The spreadsheet has several worksheets, each with notes\r
                describing reporting methodology.  The sample is based on PLSB reporting requirments for 2009.</para>\r
        </listitem>\r
\r
        <listitem>\r
            <para>Past PLSB public library  <link\r
                xlink:href="http://www.bced.gov.bc.ca/pls/reports.htm"\r
                xlink:title="http://www.bced.gov.bc.ca/pls/reports.htm">statistics, survey questions, and instructions</link>.</para>\r
        </listitem>\r
    </itemizedlist>\r
</chapter>\r
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