Signed-off-by: tji <tina.ji@bc.libraries.coop>
authortji <tina.ji@bc.libraries.coop>
Fri, 17 Jun 2016 20:54:48 +0000 (13:54 -0700)
committertji <tina.ji@bc.libraries.coop>
Fri, 17 Jun 2016 20:54:48 +0000 (13:54 -0700)
practice/practice-plsb-reports.xml

index 7371f66..4aa777c 100644 (file)
@@ -3,55 +3,74 @@
     xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
     <info>\r
 \r
-        <title>Annual Reports for PLSB</title>\r
+        <title>Reports for BC Library and Literacy Branch Annual Survey</title>\r
 \r
     </info>\r
     <para>\r
-        <emphasis role="bold">Sitka support team <?linebreak?>August 2010</emphasis>\r
+        <emphasis role="bold">Co-op support team <?linebreak?>June 2016</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
+    <para>The Co-op support team compiles holdings, circulation, and patron statistics for LLB\r
+        annual survey on behalf of Sitka libraries in BC 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
+            <para>The Co-op support team generates reports where data from Evergreen and related\r
+                sources is required to meet current LLB report requirements. Where reports require a\r
+                combination of data from the Co-op sources and other sources unavailable to Co-op\r
+                support, the Co-op support team will generate the Co-op part 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
+\r
+            <!-- \r
+            <para>In late January the Co-op support team submits the previous year's reports and methodology\r
+                to LLB, 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
+                required.</para>  -->\r
+\r
+            <para>In January, the Co-op support team generates the previous year's reports based on\r
+                LLB's latest requirements. We inform LLB when the reports are completed and\r
+                available on the Co-op website in late January. The reports are available to\r
+                libraries at the same time. Notes explaining how the figures were compiled are\r
+                published together with the reports on the website. </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
+                the final reports to LLB. Due to libraries' varied local practice and limitations in\r
+                the data, the Co-op support team might not be able to generate completely accurate\r
+                statistics for certain reports. The Co-op support team will do its best to get the\r
+                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
+\r
+            <para>For efficiency, flexibility and accuracy purposes, the Co-cop support team\r
+                generates the Evergreen related reports directly from the database, instead of using\r
+                the report interface on the staff client. This method can handle subtle cases that\r
+                can not be taken care of by the report interface, e.g. excluding identifiable test\r
+                cases. This also implies that some reports may have figures slightly different from the \r
+                reports generated by the report interface.</para>\r
+\r
+            <!-- \r
+            <para>The Co-op support 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
+                used in the reports. For other reporting needs the Co-op support team recommends\r
+                using 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
+                \r
+            -->\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
+            <para>Some reports need data from the past few years. For libraries that have been in the Co-op \r
+                 for less time, the Co-op support team reports only on the Co-op part.\r
+                Libraries are responsible for reporting relevant data from other sources. If more\r
+                data is required to combine the two parts, Co-op support team will help provide the\r
                 data.</para>\r
         </listitem>\r
 \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
+            <para><link xlink:href="https://bc.libraries.coop/support/sitka/llb-reports/"\r
+                xlink:title="https://bc.libraries.coop/support/sitka/llb-reports/">Current and past reports</link>.</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
+            <para>Past LLB <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\r
+                    questions, and instructions</link>.</para>\r
         </listitem>\r
     </itemizedlist>\r
 </chapter>\r
-\r
-\r
-\r