Pooling Remedy
The Pooling Remedy tool identifies items that are candidates for redistribution to help relieve pooling situations caused by supply and demand imbalances across branches.
The Pooling Remedy tool includes the following components:
Initial Filters
You can set the following filters to configure this report:
Pooling Location
The location to analyze for item pooling.
Receiving Location
Locations to analyze for receipt of pooled items.
Collection
Limits the data to the collections you select. You can select any number of available collections, but you must select at least one to run the tool. The default is All Collections.
The Collection filter options reflect the collections configured on the Collection page of the Decision Center Admin section.
Call Number Range
The Call Number Range filter options use the call number ranges defined in your library system's statistical categories (SCAT) tables. The data is limited to the call number ranges you select. You can select any number of available ranges, but you must select at least one to use this tool. The default is All Call Number Ranges.
Data Rows and Columns
Each row of the Pooling Remedy tool represents an item that is a candidate for redistribution from the pooling location to the receiving location.
The following data columns appear in the results:
#
The results row number.
(check box)
Selected (checked) rows are included in recalculations and exports. Unselected rows are omitted from recalculations and exports.
Item Location
The recommended receiving location for the item.
Call Number
The call number from the item record. If the item record call number does not exist, Decision Center uses the call number from the bibliographic record.
Title
The title, taken from the title field of the bibliographic record. Each title entry links to the corresponding Title Details page.
Author
The name of the author, taken from the author field of the bibliographic record.
Each author's name is a link to the Author Details page.
Copies in Branch
The number of copies in the pooling location.
Last Check-in Date
The last check-in date recorded for the item.
Created Date
The date upon which the associated record was created.
Flag
Specifies the reason the title appears in the remedy list:
Multi-Copy - multiple copies that should be redistributed.
If the pooling branch has more copies than it needs to meet 150% of demand, Decision Center makes distribution recommendations for the surplus based on the relative demand at branches that need copies. Branches are determined to need copies if demand exceeds supply. If a branch has no copies, it is determined to need one copy, regardless of demand.
Float - titles that have floated away from the suggested location.
Decision Center identifies items that were checked out at the drought branch, and then checked in at a pooling branch. It also determines that the item's location has changed, or floated, from the drought branch to the pooling branch.
Remedy Filters
You can apply the following filters to modify the results:
Hide Float
Removes items flagged as Float (items that have floated away from the suggested location).
Hide Multi-Copy
Removes items flagged as Multi-Copy (multiple copies that should be redistributed).
Number
The maximum number of rows to include in the results.
Shelf Space
The maximum shelf space available for redistributed items. Shelf space calculations depend upon the Average Width per Copy you specify for the associated collection when you create custom roll-up collection categories.
When you enable this remedy filter, any collections for which you have not specified an average width are omitted from the results. The accuracy of these results depend on the data you provide.
When you use the Shelf Space remedy filter, be sure to enter values of the same unit of measure as your Average Width per Copy entries.
