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

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