APPENDIX I.
FY2001 Technical Services Assessment Report
Cindy Schofield-Bodt, Head of Technical Services

An assessment of the time involved in the acquisitions and cataloging processes was undertaken and a  base time frame within which these processes occur was established.  Order records were collected and sorted with particular attention given to order dates, received dates and cataloged dates.  The raw data was entered into a spreadsheet for analysis.  An examination of the individual records in various groupings indicate some issues that Technical Services Staff should plan to address.

Assessment Summary and Comments:
Acquisitions:

Cataloging:

This time study has the most relevance as it is examined during the middle months of the fiscal year.  Without continuous statistics from previous and current activity there is no accountability for items cataloged in the current year but ordered and received previously or left noted as “outstanding” but received later.  In addition, a future study should track the ultimate resolution of cancelled orders.  Many such orders are reordered and received, some remain unavailable.

Taken as one process from order to shelf there is on average 6 months between time of order and time of availability.  Clearly, the staff has the greatest control over the process from receipt to shelf.  There is a plan in place to train one additional staff member in copy cataloging.  Other strategies for decreasing the cataloging time will be explored in the coming year.   The division will use the data gathered to develop a plan for decreasing the amount of time it takes to get materials to the shelves.

Technical Services Asessment:  Time from Order to Receipt; Receipt to Catalog

Order Date Total Orders Received 4 weeks Received 8 weeks Received 12 weeks Received 16 weeks Received 20 weeks Received 24 weeks Received 28 weeks Received 32 weeks Received over 36 weeks Cancelled Out-standing
July 242 27 59 99 15 18 1 2   7 8 6
August 826 64 289 201 138 13 26 11 8 17 19 40
September 1169 41 171 694 39 100 15 22 12 21 18 36
October 1217 54 332 257 358 98 24 12 17 21 12 32
November 1169 55 44 569 252 68 31 49 7 22 16 56
December 952 38 270 287 140 37 29 12 10 11 58 60
January 1230 49 483 271 210 78 18 11 22   26 62
February 1129 23 221 408 250 51 30 31     8 107
March 1497 92 241 552 230 123 68       17 174
April 1614 106 432 513 266 92         33 172
May 3071 171 571 1465 343           72 449
June 1351 16 521 526             24 264
Totals 15467 736 3634 5842 2241 678 242 150 76 99 311 1458
Percent of orders received   4.76% 23.50% 38% 14.49% 4.38% 1.56% 1% 0.49% 0.64% 2.01% 9.43%
                         
Received Date Total Received Cataloged 4 weeks Cataloged 8 weeks Cataloged 12 weeks Cataloged 16 weeks Cataloged 20 weeks Cataloged 24 weeks Cataloged 28 weeks Cataloged 32 weeks Cataloged over 36 weeks   Not cataloged
July 27 3 1 2 1 8 3 2 1 4   2
August 123 4 43 23 25 10 8 3   1   6
September 429 80 205 37 23 63 1 11   7   2
October 441 262 81 8 40 33 6 1 1     9
November 1237 648 274 45 125 97 8 12 8 4   16
December 392 222 123 5 27   6 5       4
January 1374 628 481 148 51 45 6 2 2     11
February 1169 128 545 292 49 100 11 2       42
March 846 72 179 427 32 61 25         50
April 1063 48 269 414 215 60           57
May 1587 133 222 597 574             61
June 1431 87 154 933               257
Totals 10119 2315 2577 2931 1161 477 74 38 12 16   517
Percent Cataloged   22.88% 25.47% 28.97% 11.47% 4.71% 0.73% 0.38% 0.12% 0.16%   5.11%