►
From YouTube: Crafting a Koha-Informed Vision - Myka Kennedy Stephens
A
My
name
is
micah
kennedy
stevens,
I
am
the
associate
professor
of
theological
bibliography
at
lancaster,
theological
seminary
library,
and
my
presentation
this
morning
is
about
it's
called
crafting
a
coha
informed
vision.
A
This
is
integrated
library
planning
with
gleanings
from
reports,
and
I
want
to
also
start
off
by
saying
I'm
trying
something
new
this
morning
with
a
prezi
video,
where
you
can
see
the
slides
next
to
me,
which,
depending
on
what
type
of
screen
you're
using
you,
may
not
be
able
to
read
the
text
all
of
that
well,
but
I
want
to
assure
you
that
my
slides
are
going
to
be
available
on
the
koha
us
website.
A
A
So,
to
give
you
an
overview
of
what
I'll
be
talking
about
this
morning,
I'm
going
to
give
you
a
very,
very
quick
snippet
of
what
integrated
library
planning
is,
and
then
the
meat
of
this
presentation
is
going
to
be
looking
at
the
quahog
reports
that
we
use
at
lancaster,
theological
seminary
library
as
part
of
our
monthly
review
cycle,
we'll
be
looking
particularly
at
reports
on
our
acquisitions
d
accessions,
cataloging
and
circulation,
and
then
I'll
be
concluding
with
just
a
few
comments
about
if
you're
interested
in
trying
to
adopt
some
of
these
integrated
library
planning
processes,
how
you
might
think
about
using
report
data
to
inform
your
library's
mission
and
vision.
A
So
starting
us
off
what
on
earth
is
integrated
library
planning?
You
might
be
asking
yourself.
This
is
not
something
you've
probably
heard
of
unless
you've
talked
to
me
extensively
about
what
I
do
and
what
my
current
research
is
integrated
library
planning
is
a
new
model
for
strategic
and
dynamic
planning
management
and
assessment,
that's
tailored
to
libraries.
A
This
is
something
that
I
developed
at
lancaster,
theological,
seminary
library,
it's
the
topic
of
a
book
that
I'm
working
on
that
should
be
out.
Next
fall
and
it's
inspired
by
integrated
business
planning.
So
for
those
of
you
who
might
have
more
knowledge
of
the
business
sector,
it's
very
similar
to
that
tailored
for
libraries
and
what
it
does
is.
It
combines
all
library,
functions
and
strategic
visioning
under
a
single
unified
plan
and
process,
and
that
process
includes
monthly
assessment
and
value
and
evaluation
of.
A
What's
going
on
in
the
library
and
planning
is
mapped
onto
a
rolling
horizon,
so
it
doesn't
have
a
fixed
time
period.
You're
can
you're
constantly
moving
forward
on
this
rolling
horizon
and
making
adjustments
when
they're
needed,
not
necessarily
at
the
end
of
a
three
year
or
five
year,
strategic
plan.
A
A
So
the
monthly
review
report
includes
dashboards
for
each
operational
area
of
the
library.
A
These
dashboards
have
the
actions
that
are
taken
toward
achieving
our
strategic
outcomes,
along
with
assessment
of
our
progress
toward
our
strategic
outcomes,
and
then
we've
got
a
gantt
chart
with
the
planning
horizons
so
that
we
can
see
workload
and
the
balance
of
you
know
how
everything's
falling
on
that
planning
horizon
for
our
current
and
future
strategic
outcomes.
A
It
has
a
section
of
operational
data,
which
is
the
quantitative
data
that
we
get
from
reports,
not
just
reports
from
coho,
but
also
reports
from
google
analytics
database
vendors.
Those
types
are
authentication
provider,
those
types
of
quantitative
statistical
data.
Then
we
also
have
a
section.
That's
our
information,
behavior
analysis.
This
is
our
qualitative
research
that
we're
constantly
engaged
in
observing
the
information.
A
Behavior
of
our
patrons
and
surveying
their
their
use
of
the
library,
their
satisfaction
with
the
library,
etc,
and
then
we
always
also
include
our
mission
vision,
goals
and
outcomes,
and
that
is
because
those
are
always
open
in
an
integrated
library
plan.
Those
are
always
open
to
revision
and
and
update
and
modification.
A
So
at
this
point,
so
that's
integrated
library
planning
in
a
nutshell
and
I'd
like
to
kind
of
shift
into
showing
you
a
little
bit
a
glimpse
into
these
reports
that
we
do
and
how
our
data
shows
up
in
these
reports.
A
So
this
is
one
page
from
our
report.
This
is
our
acquisitions
and
weeding
data.
I
include
these
on
the
same
page
of
the
report.
I've
got
the
acquisitions
information
highlighted
here.
That's
what
I'd
like
to
focus
on
first,
so
we
track
what
we're
ordering.
So
this
is
a
chart
of
the
titles
ordered
and
the
report
that
the
data
that
goes
into
this
report
or
chart
comes
from
the
orders
in
date
range
I'll
make
this
a
little
bit
bigger
since
now,
you're
looking
at
a
bunch
of
code
orders
in
date
range.
A
This
is
actually
a
revised,
a
revision
of
a
report
that
we
found
in
the
koha
report
library.
I
did
a
little
bit
of
digging
and
found
that
there
are
also
several
variations
of
this
report
in
mana.
So,
if
you're
getting
your
reports
from
mana
now,
you
should
be
able
to
find
something
similar
to
this
there
and
basically
it
gives
you
a
list
of
the
titles
and
we
take
from
a
date
range
that
we
specify-
and
I
take
the
count
of
those
titles
and
put
it
in
that
bar
chart
for
the
monthly
review.
A
And
what
I'm
looking
for
is
that
we
are
ordering
consistently
if
there
are
any
any
variations
periods
where
we
might
have
spikes
or
low
points
where
we're
not
ordering
as
much
or
we're
ordering
too
much.
I
like
to
know
that,
because
that
can
kind
of
clue
me
in
of
of
staff
workload
or
if
there's
something
else
going
on
in
the
library.
That's
impacting
our
ability
to
order
consistently
or
at
a
consistent
rate.
A
So
this
is
a
chart
that
takes
a
look
at
all
of
the
new
acquisitions
based
on
date,
accessions
and
breaks
them
down
by
call
number,
and
then
I've
put
them
in
the
chart
in
order
from
greatest,
to
least
so
that
we
can
see
kind
of
what
are
the
most
popular
subject:
areas
that
we're
ordering
in
so
here's
that
report.
What
that
looks
like
this
is
actually
a
report
that
I
wrote
so,
unfortunately,
it's
not
in
the
wiki
yet
and
it's
not
in
mana
yet.
A
But,
as
I
said,
these
slides
are
online,
you
can
just
copy
paste
the
code
from
the
slides
if
you
want
to
adapt
this
for
your
library
again.
One
thing
I'd
like
to
point
out
about
this
report.
So
it's
selecting
the
call
number
it's
we
use
library
of
congress,
and
so
it's
collecting
it's
selecting
the
first
three
characters
of
the
call
number
and
so
in
library
of
congress.
A
Sometimes
we
have
one
letter
classes,
and
so
that
means
that
it
might
treat
b,
which
is
usual
general,
like
philosophy
and
b.
It
will
it
will
count
b,
seven
as
something
different
from
b
nine.
A
So
sometimes
I
have
to
manually
add
those
together
for
single
letter
classes,
but
it's
it
doesn't
happen
that
frequently
and
it's
something
I
don't
it's
not
that
annoying
and
this
report
is
written
where
you
don't
select
a
date
range,
but
you
select
a
year
and
month
and
so
it's
going
to
pull
date,
accession
for
the
year
and
month
that
you've,
just
that
you've
defined
and
the
call
numbers
for
those
items.
A
So
moving
on
to
d
accessions
and
also
d
accessions
are
kind
of
wrapped
up.
I
I
like
to
look
at
them
in
in
conjunction
with
acquisitions,
but
in
the
report
in
how
we
collect
our
report
data,
it's
the
d
accessions
plus
our
cataloging
data,
because
the
information
comes
from
the
same
reports.
A
So
on
our
in
our
report.
We
have
this
the
weeding,
which
is
a
count
of
how
many
d
accessions
we've
had
basically
items
deleted
and
bibs
deleted,
and
then
for
our
cataloging
statistics.
We
do
a
chart
of
original
and
copy
cataloging,
so
new
items
and
new
bibs
and
then
the
cataloging
modifications
is
kind
of
our
maintenance
just
to
kind
of
track.
How
much
how
much
maintenance
recon
editing
of
records.
We
do.
A
I
I
have
two
reports
that
I
use
this
one
is
item
records,
added
and
deleted
in
a
time
frame,
so
this
one
we
use,
as
is
from
the
koha
report,
library,
and
it's
also
in
mana,
so
the
add
count
for
items
goes
into
our
cataloging
chart
and
the
delete
count
goes
into
our
reading
chart
and
then
the
second
report
that
we
use
is
called
bib
records
added
deleted
in
time
frame.
A
A
So
moving
on
to
circulation,
we
track
our
physical
circulation,
and
this
is
checkouts,
renewals
and
local
use.
A
We
find
that
we
have
a
lot
of
folks
who
come
in
and
use
books,
and
then
we
ask
that
they
leave
them
on
the
table
so
that
we
can
scan
them
for
local
use
and
track
who
is
looking
at
things,
but
not
checking
them
out.
A
So
the
there
are
two
there
just
as
there
were
three
two
reports
to
go
into
three
charts.
This
is
two
reports
that
go
into
one
chart.
The
first
one
is
checkouts
and
renewals
and
a
date
range.
A
A
You
know
how
much
you
know
what
items
are
being
pulled
from
reference.
What
people
are
using
from
course,
reserves
what
people
are
using
from
the
stacks
etc.
This
was
an
as-is
report
from
the
koha
report,
library.
I
did
not
find
it
in
mana,
so
there's
an
opportunity
there,
I
suppose,
to
add
it
to
mana
and
because
it
gives
count
by
shelving
location.
A
A
The
other
thing
that
we
like
to
look
at
is
circulation
behavior,
so
this
is
kind
of
tracking,
exactly
what
is
circulating
and
who
is
using
it.
So
we've
got
a
few
different
charts
here
for
that.
This
page
from
our
report
shows
our
circulation
by
patron
type,
as
well
as
the
top
five
subject
areas
that
circulate.
A
A
And
then
the
other
chart
that
we
put
together
is
circulation
behavior
over
time.
So
this
this
looks
at
a
three
year
period
of
circulation.
History
broken
down
in
kind
of
our
five
major
patron
groupings:
students,
faculty
staff,
alumni
visiting
students
and
faculty
and
community
patrons.
A
A
But
again,
this
helps
us
look
at
again
cyclical
use
because
we
are
an
academic
library
and
our
use
does
tend
to
ebb
and
flow
with
the
academic
calendar,
so
this
helps
us
know
kind
of
what's
going
on
and
who,
who
is
using
the
our
resources
when
so
the
I
have
two
reports
that
I
look
at
for
these,
this
one
is
the
checkouts
and
renewal
counts
by
call
number.
A
So
this
is
the
report
that
we
use
to
get
that
top
five
subject
lists
or
top
five
subject,
areas
that
are
being
used
it,
it's
very
similar
to
the
the
one
that
we
use
for
acquisitions
and
then
the
next
one
is
a
report
circulation
by
patron
type.
So
this
is
what
goes
into
that
pie
chart
as
well
as
the
three
year
line
graph.
A
This
is
a
report
that
was
actually
written
for
us
and
I
did
not
find
it
in
the
quahog
reports
wiki
or
in
mana.
So
again
you
can
get
it
from
the
slide
if
you're
interested
in
adapting
it
for
your
library.
A
I
just
want
to
say
you
know
if
you're
using,
I
think
all
of
us
use
reports
data.
I
just
want
to
encourage
you.
I
hope
that
you
maybe
think
about
reports,
data
a
little
bit
differently
or
think
about
how
to
use
it
more
holistically
in
your
in
crafting
your
library's
mission
vision
and
setting
goals
and
outcomes
for
your
library,
so
I've.
A
A
A
I
kind
of
look
at
it
record
it
and
sit
at
it
and
say
why
is
this
particular
statistic
looking
the
way
it
is
so
asking
those
questions
of
your
data,
I
think,
is
really
important
and
can
help
you
look
at
your
library
look
at
what's
going
on
in
new
ways,
and
then
you
know,
of
course
the
the
big
thing
is
that
you
know
as
you're
collecting
these
data
and
statistics
on
a
regular
basis,
you're
able
to
adjust
your
library
operations
as
your
neat
as
you
need
to
you,
can
anticipate
certain
matters.
A
You
can
plan
proactively
and
you
can
be
more
responsive
and
adaptive
as
your
community's
needs
are
changing.
A
So
again
my
name
is
micah.
You
can
find
me
online
at
mission-information.org.
A
And
if
you
have
any
questions,
I
know
we're
right
up
at
the
20-minute
mark,
but
if
you
have
any
questions,
I'd
be
happy
to
hear
them
or
you
can
my
there's
contact
form
and
my
social
media
links.
Everything
is
on
the
website.
So
if
you
go
to
missioninformation.org,
you
can
get
in
touch
with
me.
There.
B
Just
asking:
if
anybody
here
has
questions
and
doesn't
look
like
they
do,
we
did
just
get
a
question
on
the
youtube
chat.
What
are
you
using
for
your
dashboard.
A
So
I
I,
the
whole
report
is
developed
as
a
powerpoint
slide
deck.
So
it's
not
a
very
sophisticated
dashboard.
It's
powerpoint
tables
and
charts.
B
All
right,
I'm
seeing
some
thank
yous
and
some
good
presentations
in
the
chat
we'll
give
it
just
a
a
few
more
seconds.
There
is
a
delay
on
the
youtube
chat.
Rebecca
commented
that
your
dashboards
look
great.
So
so,
even
if
they're
made
in
slides
they're
great,
it
was
a
very
interesting
presentation.
For
me
too.
I
love
data
driven
decision
making
that
sort
of
stuff.