This is a presentation from the 2021 Koha-US Conference. Koha reports have a variety of uses and functions. Lancaster Theological Seminary Library has been developing a set of reports that it uses to inform its integrated library planning process. Tracking patron behavior over the past six years with Koha reports has helped to uncover new trends, prompting big questions and new creative directions for the library. This session introduces Integrated Library Planning and offers a glimpse into how Koha reports can be leveraged for adaptive and strategic planning.

1. CRAFTING A
KOHA-INFORMEDVISION:
INTEGRATED LIBRARY PLANNINGWITH GLEANINGS FROM REPORTS

2. IN THIS PRESENTATION:
 BRIEF OVERVIEW OF INTEGRATED LIBRARY PLANNING
 KOHA REPORTS USED IN LANCASTER THEOLOGICAL SEMINARY
LIBRARY’S MONTHLY REVIEW CYCLE
 Acquisitions
 Deaccessions
 Cataloging
 Circulation
 EXPLORATION OF HOW A LIBRARY’S MISSION ANDVISION CAN
BE INFORMED BY KOHA REPORT DATA

3. WHAT IS
INTEGRATED LIBRARY PLANNING?
New model for strategic and dynamic
planning, management, and assessment
tailored to libraries
Combines all library functions and strategic
visioning under a unified plan and process
Ongoing monthly assessment and evaluation
Planning mapped onto a rolling horizon

4. INCLUDED IN THE
MONTHLY REVIEW:
 Dashboard for each operational area of the library
 Actions taken toward achieving strategic outcomes
 Assessment of progress toward strategic outcomes
 Planning horizon with current and future strategic
outcomes
 Financial summary
 Operational data (quantitative)
 Information behavior analysis (qualitative)
 Mission, vision, goals, outcomes

5. ACQUISITIONS & WEEDING
 Selection & Acquisitions (orders)
 March: 24 titles
 April: 18 titles
 May: 19 titles
 June: 26 titles
March-June 2021
0
10
20
30
40
50
60
Mar-20
May-20
Jul-20
Sep-20
Nov-20
Jan-21
Mar-21
May-21
Titles Ordered
Titles Ordered
0
50
100
150
200
250
300
350
400
Items Bib Records
Weeding
 Weeding (deaccessions)
 March: 363 items / 294 bibs
 April: 173 items / 184 bibs
 May: 196 items / 180 bibs
 June: 47 items / 71 bibs

6. ORDERS IN DATE RANGE
SELECT v.name AS vendor, b.title AS 'book title',
format(o.listprice,2) AS 'list price',
format(o.unitprice,2) AS 'actual price',
ba.basketname, o.order_internalnote, o.order_vendornote
FROM aqorders o
LEFT JOIN aqbasket ba USING (basketno)
LEFT JOIN aqbooksellers v ON (v.id = ba.booksellerid)
LEFT JOIN biblio b USING (biblionumber)
WHERE o.entrydate BETWEEN <<Ordered BETWEEN (yyyy-mm-dd)|date>> AND
<<and (yyyy-mm-dd)|date>>
Source: revised from Koha Report Library (wiki); variations found in Mana
Report results: a list of titles that have been ordered in the date range specified
How the data is used: record the count of titles in the chart for monthly review

7. ACQUISITIONS BY SUBJECT AREA
March-June 2021
March-June Added Item Count by Subject Area
BV – Practical Theology 34 N – Fine Arts 2
BS – Biblical Studies 29 Z – Bibliography & Library Science 2
BT – Doctrinal Theology 16 BJ – Ethics 1
BR – Christianity 13 BP – Islam 1
BX – Christian Denominations 9 D – World History 1
BL – General Religion 5 F – U.S. Local History 1
B – Philosophy 2 HT – Communities, Class, Race 1
BF – Psychology 2 M – Music 1
HQ – Family, Women, Marriage 2 PN-PZ – Literature 1
L – Education 2

8. CALL NUMBER COUNT FOR DATE
ACCESSIONED
SELECT LEFT(i.itemcallnumber,3) AS "Call No.", COUNT(barcode) AS
Count
FROM items i
WHERE year(i.dateaccessioned)=<<Year (yyyy)>> AND
month(i.dateaccessioned)=<<Month (mm)>>
AND i.homebranch=<<Branch|branches>>
GROUP BY LEFT(i.itemcallnumber,3)
WITH ROLLUP
Source: new report
Report results: a list of call numbers with count of items based on date accessioned specified
How the data is used: combine call number stats if needed (LC 1-letter classes, groupings used in
Collection Development Policy); list in order from greatest to least in the monthly review

9. ACQUISITIONS & WEEDING
 Selection & Acquisitions (orders)
 March: 24 titles
 April: 18 titles
 May: 19 titles
 June: 26 titles
March-June 2021
0
10
20
30
40
50
60
Mar-20
May-20
Jul-20
Sep-20
Nov-20
Jan-21
Mar-21
May-21
Titles Ordered
Titles Ordered
0
50
100
150
200
250
300
350
400
Items Bib Records
Weeding
 Weeding (deaccessions)
 March: 363 items / 294 bibs
 April: 173 items / 184 bibs
 May: 196 items / 180 bibs
 June: 47 items / 71 bibs

10. CATALOGING STATISTICS
 Original & Copy Cataloging
 March: 110 items / 55 bibs
 April: 190 items / 54 bibs
 May: 42 items / 36 bibs
 June: 32 items / 29 bibs
 Catalog Maintenance
 March: 6880 records modified
 April: 2433 records modified
 May: 2421 records modified
 June: 614 records modified
March-June 2021
0
50
100
150
200
250
Items Bib Records
Cataloging
0
2000
4000
6000
8000
10000
12000
Catalog Modifications
Catalog Modifications

11. ITEM RECORDS ADDED/DELETED IN TIME FRAME
SELECT l.action, count(l.timestamp) AS 'items'
FROM action_logs l
LEFT JOIN borrowers p ON (p.borrowernumber=l.user)
WHERE module='CATALOGUING' AND p.branchcode=<<Branch|branches>>
AND date(l.timestamp) BETWEEN <<Between (yyyy-mm-dd)|date>> AND
<<and (yyyy-mm-dd)|date>>
AND l.info='item'
GROUP BY l.action
Source: as-is from Koha Report Library (wiki); also found in Mana
Report results: count of added and deleted items within date range specified
How the data is used: record ADD count in Cataloging chart for monthly review; record
DELETE count inWeeding chart for monthly review

12. BIB RECORDS ADDED/DELETED IN TIME FRAME
SELECT l.action, count(l.timestamp) AS 'bibs'
FROM action_logs l
LEFT JOIN borrowers p ON (p.borrowernumber=l.user)
WHERE module='CATALOGUING' AND p.branchcode=<<Branch|branches>>
AND date(l.timestamp) BETWEEN <<Between (yyyy-mm-dd)|date>> AND
<<and (yyyy-mm-dd)|date>>
AND l.info!='item'
GROUP BY l.action
Source: as-is from Koha Report Library (wiki); also found in Mana
Report results: count of added, deleted,and modified bibs within date range specified
How the data is used: record ADD count in Cataloging chart for monthly review; record
DELETE count inWeeding chart for monthly review; record MODIFY count in Catalog
Modifications chart for monthly review

13. PHYSICAL CIRCULATION
0
100
200
300
400
500
600
Mar-20
Apr-20
May-20
Jun-20
Jul-20
Aug-20
Sep-20
Oct-20
Nov-20
Dec-20
Jan-21
Feb-21
Mar-21
Apr-21
May-21
Jun-21
Local Use
Renewals
Checkouts
March-June 2021
checkouts
renewals
local
use
Mar 106 59 163
Apr 64 73 86
May 23 33 61
Jun 58 33 66

14. CHECKOUTS & RENEWALS IN DATE RANGE
SELECT type, count(s.datetime) AS count
FROM statistics s
WHERE date(s.datetime) BETWEEN <<Checked out BETWEEN (yyyy-mm-
dd)|date>>
AND <<and (yyyy-mm-dd)|date>> AND type IN
('issue','renew')
GROUP BY type
Source: revised from Koha Report Library (wiki); variations found in Mana
Report results: count of issues and renewals within date range specified
How the data is used: record counts in the chart for the monthly review

15. LOCAL USE BY SHELVING LOCATION
SELECT i.location, count(s.datetime) AS count
FROM items i LEFT JOIN statistics s USING (itemnumber)
WHERE date(s.datetime) BETWEEN <<Date BETWEEN (yyyy-mm-
dd)|date>> AND <<and (yyyy-mm-dd)|date>>
AND s.type='localuse' AND s.branch=<<Pick your
branch|branches>>
GROUP BY i.location
ORDER BY i.location ASC
Source: as-is from Koha Report Library (wiki)
Report results: count of local use by shelving location within date range specified
How the data is used: total the counts and record in the chart for the monthly review

16. CIRCULATION BEHAVIOR
Circulation by Patron Type
Masters DMin Faculty
Alumni LTS Family In House
Visiting Community Member
March-June Top 5 Subject Areas
BS – Biblical Studies 120
BV – Practical Theology 119
BT – Doctrinal Theology 42
BR – Christianity 31
BX – Christian Denominations 30
March-June 2021

17. CIRCULATION BEHAVIOR OVER TIME
0
50
100
150
200
250
Mar-18
May-18
Jul-18
Sep-18
Nov-18
Jan-19
Mar-19
May-19
Jul-19
Sep-19
Nov-19
Jan-20
Mar-20
May-20
Jul-20
Sep-20
Nov-20
Jan-21
Mar-21
May-21
Circulation by Patron Type
Students Faculty/Staff Alumni Visiting Community
March-June 2021

18. CHECKOUTS & RENEWAL COUNTS BY CALL
NUMBER
SELECT LEFT(i.itemcallnumber,3) AS "Call No.",
SUM(IF(s.type = 'issue', 1, 0)) AS Checkout,
SUM(IF(s.type = 'renew', 1, 0)) AS Renewal,
SUM(IF((s.type = 'renew' OR s.type='issue'), 1, 0)) AS TOTAL
FROM items i
LEFT JOIN statistics s
ON i.itemnumber=s.itemnumber
WHERE year(s.datetime)=<<Year (yyyy)>> AND month(s.datetime)=<<Month
(mm)>>
AND i.homebranch=<<Branch|branches>>
GROUP BY LEFT(i.itemcallnumber,3)
WITH ROLLUP
Source: as-is from Koha Report Library (wiki)
Report results: a list of call numbers with checkout and renewal counts and a total column for the month and year specified
How the data is used: combine call number stats if needed (LC 1-letter classes); list the top 5 totals in the monthly review

19. CIRCULATION BY PATRON TYPE
SELECT p.categorycode, count(s.datetime) AS circs
FROM statistics s
LEFT JOIN borrowers p USING (borrowernumber)
WHERE date(s.datetime) between <<Between (yyyy-mm-dd)|date>>
AND <<and (yyyy-mm-dd)|date>>
AND s.type IN ('issue','renew')
GROUP BY p.categorycode
Source: new report
Report results: a count of circulation transactions by patron type within date range
specified
How the data is used: record in Circulation Behavior charts for monthly review

20. A KOHA-INFORMEDVISION FORYOUR LIBRARY
Interpret quantitative report data within the
context of the library’s mission, vision, goals, and
strategic outcomes
Combine it with qualitative research on information
behavior and patron engagement
Look for patterns and anomalies; ask questions
Adjust library operations as needed
Anticipate and plan proactively

21. THANKYOU
MYKA KENNEDY STEPHENS
Associate Professor ofTheological Bibliography
LancasterTheological Seminary
Lancaster, Pennsylvania
FIND ME ONLINE:
https://www.mission-information.org