Supply and Demand Weeding

The Supply and Demand Weeding tool identifies overstocked items that are candidates for weeding.

The Supply and Demand Weeding tool includes the following components:

Initial Filters

You can set the following filters to configure this tool:

Location

The Location filter options reflect the branch locations recognized by your library system. The data is limited to the Owning Locations you select. You can select any number of available locations, but you must select at least one to run the tool. The default is All Locations.

Locations

To determine the location, Decision Center first identifies the location code (shelf code) in the item record. The system then looks up the location code in the Locations Served file and uses the associated branch location code. (For more information on the Locations Served table, see the Sierra WebHelp or the Millennium Innovative Guide & Reference.) The descriptive name associated with the branch location code comes from the Branches file. (For more information on the Branches table, see the Sierra WebHelp or the Millennium Innovative Guide & Reference.) If the system cannot find the location code or the branch name in the Locations Served file, Decision Center displays the location code that appeared in the item record.

Physical Format

Limits the data to the physical formats you select. You can select any number of available formats, but you must select at least one to run the tool. The default is All Physical Formats.

The Physical Format filter options reflect the formats configured on the Physical Format page of the Decision Center Admin section.

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.

Minimum Copies to Weed

Limits the results to titles that meet or exceed the specified number of copies to weed.

Data Columns

The following data columns appear in the results:

#

The results row number.

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.

ISBN/UPC

The standard identification number, usually ISBN or UPC, of the title.

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.

First Item Created

The date on which the first item record was created for a title.

Monthly Demand

Average monthly demand for the title over the last 90 days.

Demand is the number of holds and checkouts (minus holds filled, and not including renewals) over the specified time period. Demand is calculated title by title, not by item.

Item Count

The number of copies currently owned by the library.

Items with excluded item statuses are excluded from all reports and tools except cross-tab reports and budget reports. See Exclude Item Status for more information.

Demand/Supply Ratio

The demand to supply ratio.

Demand is the number of holds and checkouts (minus holds filled, and not including renewals) over the specified time period. Demand is calculated title by title, not by item.

Supply is the potential number of copies that can be checked out per month, incorporating an assessment of the library's historical circulation turnaround time for each I TYPE and location pair. This number includes items on order, but does not include items unavailable for circulation, such as "lost" copies.

Items on Order

When you limit the tool to any subset of "all locations", the supply count includes all copies on order for the library system. Decision Center cannot anticipate how the library plans to distribute orders. Including all copies on order prevents the application from making a recommendation to over-buy.

Item-level Filters

Filters to item-level criteria, such as Format in I TYPE, cause the tool to include any title with even a single item that matches the filter value.

Copies to Weed

The number of copies to weed. Decision Center recommends weeding copies in excess of 1.5 times the existing demand. The system does not make recommendations to weed titles for which there is a significant hold-to-item ratio. A title's hold queue must be less than 1/4 the total number of items held to qualify for weeding. For example, if there are 100 items for a title, there must be 24 or fewer holds.

Manual input overrides calculated recommendations.

Remedy Filters

You can apply the following filters to modify the results:

First Item Created Before

Limits the results to titles with the first attached item created before the specified date.

Demand/supply Ratio Less Than

Limits the results to items below the specified demand-to-supply ratio.

Minimum Copies to Weed

Limits the results to titles that meet or exceed the specified number of copies to weed.

Number

The maximum number of rows to include in the results.