Excellence Configuration

At some point on the Journey to collection performance Excellence, the library staff will have to configure its adoption of EBSM to support the standards that go hand in hand with Excellence Achievement.

The key aspects to be configured at this point are the Tools that are scheduled, and the Targets and Parameters to be adopted.

Toolset Scheduling

The methodology has suggested elsewhere that it is unlikely that a library will adopt all of the tools during the earlier Phases of EBSM. The key tools that may not have been exploited are the item transfer and swapping tools that enable libraries to improve supply and make the most out of current resources.

Clearly this is a complex area, but should not be regarded as an impossible goal. The methodology suggests that resource sharing needs to be adopted, and managed on a repeatable basis, for Collection Performance Excellence to be achieved.

The full Toolset that should be in place at this point is illustrated below:

Maintenance
cHQToolset_Icons_maintenance		Demand
cHQToolset_Icons_demand		Refresh
cHQToolset_Icons_refresh		Removal
cHQToolset_Icons_removal		Selection
cHQToolset_Icons_selection
- Collection Check
- Catalog Maintenance		- Popular Subject Transfer
- Popular Author Transfer
- Holds request analysis		- Overstocked Subject Swap
- Grubby Item Refresh
- Dead Item Refresh
- Floating Item Management		- Grubby Item Removal
- Unread Item Removal
- Dead Item Removal		- Local Item Selection
- System Wide Selection
- Popular Author Selection
- Evidence based Selection Planning (ESP)
- Predictive analysis

Targets and Parameters

The EBSM targets and parameters adopted by a library during this Phase will vary from library to library. The methodology cannot suggest a target setting or parameter setting for each of the EBSM KPIs that is the de facto EBSM standard that should be used by everyone.

For further advice on this subject specific to your library, some of the EBSM training courses may prove to be useful.