Statistics: Removing "schedule" naming designations from annual statistics forms and reporting

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Legend: not started IN PROGRESS STALLED decided

Status	DECIDED
Description
Decision summary	Remove “schedule” naming designations from annual statistics forms, instructions, and reporting to shift to clearer naming conventions that support better understanding of and communication about UCL annual statistics.
Owning group	AASAP Team sils-aasa-l@listserv.ucop.edu
Approver	AASAP Team
Consulted	CDL / Systemwide Library Planning
Informed
Decision-making process	AASA-PT team discussion
Priority
Target decision date	Jul 22, 2024
Date decided	Jul 29, 2024

Recommendation

Cease use of “schedule” designations in annual statistics reporting materials, including forms for gathering campus statistics, instructions, and final reporting.

Previous "Schedule" designation	New plain-language title
Schedule A - Report of Holdings and Titles (Physical and Electronic)	Report of Holdings
	Report of Titles
Schedule C - Report of Interlibrary Transaction (Within UC and With Other Libraries)	Report of Interlibrary and Intercampus Transactions
Schedule D - Report of Library Materials by Building Location for UC Risk Management	Library Materials by Building Location for Risk Management
Schedule E-I - Workload and Services	Public Services and Workload
Schedule E-II - Physical Circulation	Physical Usage
Schedule F - Digitized Collections	Digitized Content

Background

During planning for FY23/24 annual statistics, AASA-PT members reflected challenges understanding schedule designations in UCL annual statistics, both within the group and for local stakeholders, noting that plain-language naming would better support sense-making and communication. As part of the team’s charge to streamline systemwide annual statistics reporting, the group decided to eliminate these “schedule” designations in favor of the plain-language titles for forms and reports.

Dependencies

AASA-PT and CDL will need to clearly communicate this change to campus statistics contacts and provide support for this transition within the forms and instructions. All forms, instructions, and communications related to the non-ILS campus submissions of data will indicate former schedule designations in FY23/24 reporting, and will cease using these designations altogether in FY24/25.

Action Log

Action/Point Person	Expected Completion Date	Notes	Status

Action/Point Person	Expected Completion Date	Notes	Status
AASA-PT	06/03/2024	Discussion and group consensus	Complete
AASA-PT	07/22/2024	Review final decision page	Complete