RESPONSE 1:
Date: Thu, 30 Jun 2005 07:58:15 -0400
From: John Williams (Wichita St. Univ.) <John.Williams_at_wichita.edu>
Subject: ACQNET: Re: Acquisitions Performance Measures
We do a day ledger/master file that is updated daily and that allows
me to track subdivisions of the budget by category (STO, Firms,
Approvals, Serials, etc.). We do a weekly fund report by fund code
and, from that, I do a weekly report from February 15 to June 15 of
every fiscal year. This tells the subject specialists how much they
should have encumbered by fund code in order to expend the full
amount of their budget by the June 22 deadline (it accounts for
negotiated discounts garnered through our sole source arrangements).
I do a fund summary and monthly cash report for Admin that indicates
cash balances and deposited funds balances. Finally, I do an end of
year report for collection development that tells each subject
specialist what his fill rate was by fund code. This report indicates
to them another factor, in addition to negotiated discounts that they
should add to over-encumber for the next year based on this year's
performance.
If any of this and the embedded formula are of interest, I can share
off list. Of course, we also do an annual report.
John H. Williams
Public Service Administrator
Acquisitions Manager/Technical Services
316-978-5134
(fax) 316-978-3048
Campus Box 68
Wichita State University Libraries
Wichita, KS 67260-0068
RESPONSE 2:
Date: Thu, 30 Jun 2005 10:00:18 -0400
From: Nancy Hall (York Univ.) <nhall_at_yorku.ca>
Subject: ACQNET: Re: Acquisitions Performance Measures
We are planning on beginning some vendor performance reviews (e.g.,
how long to supply, discounts or not, service charges or not, etc.)
We also keep order stats by type of order (monographs, serials, CDs,
videos, fax ,or email orders, etc.) and stats for items received firm
orders and approval orders. We also keep expenditure reports.
Nancy Hall
Manager, Monograph Acquisitions
York University Libraries
4700 Keele Street,
Toronto, ON M3J 1P3
416-736-2100 ext 88868
Fax 416-736-5430
nhall_at_yorku.ca
----------Original Message----------
Date: Tue, 28 Jun 2005 15:58:05 -0400
From: Stefanie DuBose(East Carolina Univ.)<DUBOSES_at_MAIL.ECU.EDU>
Subject: Acquisitions Performance Measures
After doing some digging around, to little avail, I thought I'd pick
The collective brain of Acqnet. How many libraries use performance
measures in acquisitions? What sorts of performance measures, or
statistics, do you gather? We currently don't have any in place, and
the only stats we provide are our expenditures and the number of
items received. I've got some ideas, but wanted to see what other
libraries do.
Thanks in advance!
Stefanie DuBose
Head, Acquisitions
Academic Library Services
East Carolina University
Greenville, NC 27258-4353
(p)252-328-2598
(f)252-328-4834
duboses_at_mail.ecu.edu
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Received on Thu Jun 30 2005 - 13:24:31 EDT