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.

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

2. 
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What is CollectionHQ?
Who we are (RWL)
Why CollectionHQ?
Early Implementation
Hopes & Plans for the future
Questions

3. 
Collection management software
http://www.collectionhq.com/
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Selection
Management
Assessment
Promotion

5. 
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Set up user accounts
Manage ILS setting
Set report parameters
Set up vendors

6. 
Run reports
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Identify missing items
Check demand
Weeding/reallocation
Floating re-balance

8. 
Run reports
◦ Almost the same as
Fiction Tools
◦ Subject swap

9. 
Run reports
(same as
other tools)

10. 
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Monitor “experimental” item selection
and placement
Create promotional tools

11. 
Monitor
◦ Collection performance
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Specify
◦ Spending plans
◦ Demand trends
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Discover
◦ View popular items in your library’s geographic area

12. 
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!

13. 
“Help” section
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Textual guides
Videos (start-up info)
Recorded presentations & webinars
Not searchable

14. 
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Rural public library
10 branches
◦ 6 single-staff locations
◦ Limited space
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53 employees
◦ 8 full-time
◦ 1 collection development librarian

15. 
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Streamline tasks
Free up staff time
Empower branch staff
Move from collection exchange model to
floating collections

16. 
Collection clean-up
◦ Missing items search
◦ Inventory
◦ Shelf measuring
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CollectionHQ experimentation
◦ Familiarize with software
◦ Identify most useful features/reports
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Prioritize tasks
◦ Staff buy-in
◦ Floating balance
◦ Improve reallocation efficiency
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Begin staff roll-out

17. 
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Simple reports
Potential solutions to
existing problems
Quick and easy staff
training
Branch staff are
interested and excited
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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

18. 
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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

20. Thank You!

21. 
Heather Woodley
Collection Development Librarian
Region of Waterloo Library
◦ hwoodley@regionofwaterloo.ca
◦ 519-575-4590 x 3227