NASIG 2011: Reporting on Collections

Speakers: Sandy Hurd, Tina Feick, & John Smith

Development begins with internal discussion, a business case, and a plan for how the data will be harvested. And discussion may need to include the vendors who house or supply the data, like your ILS or ERM.

Product development on the vendor side can be prompted by several things, including specific needs, competition, and items in an RFP. When customers ask for reports, they need to determine if it is a one-time thing, something that can be created by enhancing what they already have, or something they aren’t doing yet. There may be standards, but collaborative data is still custom development between two entities, every time.

Have you peeked under the rug? The report is only as good as the data you have. How much cleanup are you willing to do? How can your vendor help? Before creating reports, think about what you have to solve and what you wish you could solve, statistics you need, the time available to generate them, and whether or not you can do it yourself.

There are traditional reporting tools like spreadsheets, and increasingly there are specialized data storage and analysis tools. We are looking at trends, transactional data, and projections, and we need this information on demand and more frequently than in the past. And the data needs to be interoperable. (Dani Roach is quietly shouting, “CORE! CORE!”) Ideally, we would be able to load relevant data from our ERMS, acquisitions modules, and other systems.

One use of the data can be to see who is using what, so properly coded patron records are important. The data can also be essential for justifying the redistribution of resources. People may not like what they hear, but at least you have the data to back it up.

The spreadsheets are not the reports. They are the data.

nasig part two

Knowing that it was my only opportunity to do so, I slept in again on Thursday. At some time close to noon, Bonnie and I made our way down to Hell’s Kitchen for lunch. I had drank a bit too much the night before, so I didn’t have my normal appetite. However, the mahnomin porridge was excellent and just what I needed. They also made an Americano good enough to rival Starbucks. After brunch, we headed over to the conference hotel and picked up our registration packets. I had a few minutes to kill before it was time to meet for the NASIG skits rehearsal. (Yes, there was much teasing from my friends about me being a thespian.) This year was the 20th NASIG conference, so there was a bit more hoopla in the schedule of events, the skits being part of the anniversary part/dinner on Friday evening.

The opening session of the conference was much the same as previous ones with various members of the conference and program planning committees speaking about how great it was to be at NASIG again. The local historian and pictures segment was interesting if only for the flavor of the bias the historian had. He spent most of the time showing pictures of buildings in Minneapolis and Saint Paul that no longer existed along side of pictures of dismal office buildings and freeways that have replaced the old buildings. I understand his dismay over the period of time when old buildings were demolished and their history and unique architectural design unvalued, but really, we got the message and there was no need to continue to harp on it.

The Awards and Recognition Committee decided to create a new award to be given periodically to members who have significantly contributed to the organization. The first award winner is Tina Feick, who later showed her thespian skills in the NASIG skit about dorm life. Given the years she has been a part of the organization, the campus conference experience must have been quite familiar to her, and that came through in her performance on Friday evening.