Decision Center Reports

Decision Center Login Link (Access Decision Center with your Sierra login and password)

  • The data is hosted on a III or Innovative's server.  
  • Decision Centet updates can be reviewed the next day.
  • Every report can be exported to Excel, some reports can be exported to Create Lists.  
  • Decision Center keeps historical data about your items and checkouts.  If you delete items in Sierra, you will not be able to get any statistics from those item using Create Lists.  However, Decision Center will keep the historical data of those deleted items for reporting.  
  • Decision Center will never show any sensitive patron information (barcodes, email address, phone numbers, mailing address, etc) in their reports.
  • Options for date ranges or individual dates. 
  • Options for collection location, transaction location, and can get reports down to the level of location codes or statistics groups. 
  • Hourly circulation reports available. 
  • Collection Tools
    • Evaluation (acquisition, circulation and collection)
    • Development (budget and selection)
    • Balancing (collection use and floating management)
    • Maintenance (weeding and clean up)

Decision Center FAQs:

  • How do I log in?
    • Access Decision Center with your Sierra login and password.
  • Where do I go for online help?
    • The HELP button in the upper right corner of the program.  
  • What report will help me find my circulation statistics?
    • The reports under Evalution & Circulation have all the circulation statistic reports.
  • What report will help me find out information about my collection?
    • The reports under Evalution and Collection have statistics about your collection.
  • What reports will help me find out how many patrons I have added?
    • The report under Evaluation, Circulation and Patrons.
  • What reports will help me with my collection development?
    • The reports under Maintenace can help with collection development. 
  • Do Prospector, Mobius and items borrowed from other Marmot libraries get counted in my checkouts in Decision Center?
    • For each transaction location where incoming items are checked out to patrons, these items DO get counted in the checkouts.
  • Do my outgoing materials get counted in my checkouts in Decision Center?
    • No. Outgoing materials do NOT get counted in your checkouts in Decision Center.  Each owning library will need to add the outgoing checkouts from the Prospector Fulliments report.
  • Do you have any written documentation that can help me understand each of these reports?
    • We do have a document that is still in the process of being created that explains some of the Decision Center reports.  If you want to particate in the discussion, please add any comments to this Google document - Decision Center Reports Document.
  • What happens when I delete codes that are no longer in use?
    • Decision Center does not delete codes from its database because it must keep track of historical records from times when those codes were in use. For all codes except location codes, your deleted codes continue to appear in the reports and filters to which they apply. Deleted location codes continue to appear in reports, but do not appear in the report filters. Note that deleted codes are retained, but the corresponding descriptions are not. Reports that include deleted codes display the code and not the code description.
  • What happens when I change a data code?
    • "Data drift" is the term used for the situation that occurs when codes in data are changed and newly-generated reports reflect the change. For example, Decision Center uses a patron's current postal code, not the postal code where the patron lived at the time of the transaction, when generating reports. Suppose a patron checked out two items in January while residing in postal code 1234, and subsequently in May moves to postal code 6789. A report run in May counts those two transactions from January as transactions in the patron's current postal code 6789. This is data "drifting."  By design, some values in records "drift" and some do not. In making these design decisions, Innovative considered the size of the data storage area, impact on performance, and the statistical significance of gradual changes in the database over time.
  • What is the Decision Center data retention policy? How long are things stored?
    • Report type: Acquisitions Reports - Five years plus current month
    • Report type: Circulation Reports - Three years plus current month
    • Report type: Collection Reports - Five years plus current month
  • What does Decision Center do that the Web Management Reports do not?
    • Decision Center is not limited to statistical reports. It includes tools that provide valuable action recommendations, such as:
      • Where to weed or expand collections to drive higher circulation and turnover.
      • Guidance for effective spending and staffing.
      • How to optimize collections to reflect community demand and usage.
      • How to streamline item availability for faster service.
    • Additionally, Decision Center tools incorporate:
      • Library-selected thresholds and strategic targets.
      • Arbitrary date ranges.
      • Potentially more than 10,000 acquisitions transactions.
      • The Web Management Reports provide snapshots of your data. Decision Center includes interactive, problem-solving tools.
  • Why are my results in Decision Center different from results in the Web Management Reports?
    • Decision Center and Web Management Reports use different metrics for evaluating some data.
    • Some of the differences include:
      • Web Management Reports transaction counts by codes are static counts that reflect the codes in place at the time of the transaction.
      • For circulation reporting in Decision Center, item code data also reflects the values stored at the time of the transaction.
      • In many other reports, Decision Center displays the codes currently present in patron and item records.For this reason, past transaction activity for records could show a different count for a given code when viewing the same report in Web Management Reports versus Decision Center.  
      • If your library plans to make code updates and you would like to retain a report of past transaction activity displaying the code values as they exist presently, generate and save any desired Decision Center reports before making code changes.  
      • Decision Center assigns backdated check-ins to the backdate date.
      • The Web Management Reports assign backdated check-ins to the date of the transaction.
      • Because Decision Center increments the check-in counts for the dates to which transactions were backdated, check-ins could grow for a given date, such as when staff are backdating check-ins for a snow day or backdating check-ins to the last open day before a holiday.
      • Web Management Reports check-in counts are static, since any backdated check-in is counted on the date the check-in occurs.

Definitions:

  • Agency - To determine agency names, Decision Center first identifies the statistics group number for each transaction. The system then finds the location code associated with the statistics group.
  • Bib Location - To determine the bib location, Decision Center first identifies the location code in the bib record. In most cases, the bib record location code is a branch location code.
  • Branch - To determine the branch, Decision Center first identifies the location code (shelf code) in the item record. The system then looks up the associated branch location code. If the system cannot find the location code or the branch name, Decision Center displays the location code that appeared in the item record.
  • Deleted Locations - After you delete locations from your system, they no longer appear in the list of available locations. However, deleted locations remain a part of your historical data, and will continue to appear in any result set that includes activity from dates before the deletion.
  • Patron Home Library – To determine the patron's home library, Decision Center first identifies the location code for the patron's home library in the patron record associated with each transaction. The system then looks up the location code, and uses the associated branch location code.
  • Owning Location – To determine the owning location, Decision Center first identifies the location code (shelf code) in the item record. The system then looks up the location code, and uses the associated branch location code.  Owning location refers to the location code assigned to the item record.
  • Shelf Location – To determine the shelf location, Decision Center first identifies the location code (shelf code) in the item record. The system then looks up the descriptive name associated with the location code.
  • Statistics Group – Statistics groups are combinations of workstations and/or logins.  All transactions that happen with each login or workstation is captured for Statistics Group reports. Statistics Groups are used for consortiums and libraries with multiple branches.  It groups logins for each library, so transactions are recorded for each login.
  • Transaction Location – To determine the transaction locations, Decision Center first identifies the Statistics Group number for each transaction. The system then finds the location code associated with the Statistics Group. Transaction location is where a given item was checked out.