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Library Value Toolkit: Reporting

Task Force Recommendations

"Image courtesy of [Master isolated images] / FreeDigitalPhotos.net".

What do we think you should keep in mind?

 

Recommendation 1: giving more details here

Recommendation 2: giving more details here

Recommendation 3: giving more details here

Top Resources: Documents

Top Resources: links

Image credits

Image courtesy of [Master isolated images] / FreeDigitalPhotos.net

What is this?

glossaryThis section is dedicated to communicating the Library's value through

 

What's reporting?

Reporting can take on many different forms but it really is essential in the business world.  In health libraries,w e may not always see ourselves as a business, but we are in fact, like any other department in our larger organization.  We should be reporting our activities, finances, goals, successes and failures all of which should be framed always by the MVV of our parent institutions.  This section offers a few resources and tools covering formal reporting, informal reporting and fiscal reporting.  There are many additional forms of reporting that aren't covered here (e.g. you could have an annual report in an infographic format) as well but this is hopefully a start.  What's most important on this page is that Libraies need to be accountable and partake in whatever standard reporting is happening at their organizations but also perhaps be proactive about their reporting, where it might be considered a 'value add'.

Give Me an Example!: Formal Report

A formal report can be many different things including a more common, annual report, a quality report, a fiscal report.  It usually comes complete with an executive summary, various standardized headings or sections, often the same format followed by other departments in your organization and can come complete with tables, diagrams, charts and various appendices.  It is usually a report of the previous year's activities or goals, that have been , in one form or another, measured. 

Below is an example of a spreadsheet that can be used to outline what goals and activities are being highlighted by your department, how they will be measured and a brief analysis of these results.  Once this is completed a more formal and lengthy report will easily follow.  You can even plug in the following year's goals that may continue or stem from the one's originally defined in the current year's report.  For a blank worksheet template see Top Documents.

 

Formal report structuring

Give Me an Example!: Informal Report

Informal reporting can take many forms, from a simple regularly scheduled meeting, email, document submission to one's direct supervisor to an section in the corporate newsletter, or even an infographic!  Below is an example of a brief, monthly department update to the hospitals' Board of Directors.  It's considered informal because it's just a simple update (a departmental FYI), with additional proccesses, presentations, evaluations etc. attached. 

It's up to the idividual Library manager or staff to decide what might be fall into 'forma'l or 'informal' reporting at their own institution.

EXAMPLE OF INFORMAL REPORTING: BRIEF DEPARTMENT UPDATE

We’re r’E’modelling the virtual Library:

We’re not your traditional Library, for starters we’re mostly electronic!  And while going ‘e’ is more expensive & more complicated than a simple print collection it allows us to serve all staff at all sites staff to support quality at the front line and for immediate patient care.  We now have a Library-specific Content Management System to help us do what we need better and faster so we can make sure staff get what they need easier and more efficiently. 

iPad apps

The Library is partnering with the Information Systems team to offer enhanced information resource apps access from mobile devices.  The Library will be working with their vendors re: license agreements tech. requirements and authentication of access to optimize these resources for use at the point-of-care.

Library: Helping to “Support our Diverse Population” *one of the MVV’s*:

In March, the Library marketed access to “RESOURCE NAME” available through the online Library.
Resources have been specifically highlighted to the Chaplain’s office and Ethics program and will be emphasized in future resource training.


The package includes information by religion on 12 major religions:

  • Amish, Baha'i, Buddhism, Christian Science, Christianity, Confucianism, Hinduism, Islam, Jehovah's Witnesses, Judaism, Pagan, & Taoism

  As well as by 31 different ethnicities:

  •  African American, Arab, Asian Indian, Bosnian, Cambodian, Caribbean/West Indian, American, Chinese, Cuban, Ethiopian/Eritrean, Filipino, Ghanaian, Haitian, Hmong/Laotian, Japanese, Korean, Latino, Liberian, Mexican, Native American, Native HI/Pacific Islander, Nigerian, Polish, Portuguese, Puerto Rican, Roma/Gypsy, Russian, Somali, Sudanese, Thai, Vietnamese

 The documents are quick and easy to read covering topics like:

  • An overview of religious beliefs, concepts of health, views towards death & dying, labour & birth, gender roles, disease prevention etc.

 Library Support Snapshot:

A selection of areas/topics the Library has supported with professional searching/training -   

  • Patient Falls –  programs, numbers etc.
  • Pathophysiology and parenteral nutrition with critically ill patients
  • Lowe-level laser therapy
  • Pregnancy and hypothyroidism
  • Multidisciplinary rounds – Best practices
  • Nursing models – active listening

Give Me an Example!: Fiscal Report

A budget report can be a simple excel spreadsheet or could include more in-depth explanations as well as some cost breakdowns.  In theis example you'll see a quick spreadsheet calculating Usage & Cost Per Use.  Not only do these reports help you assess what you should be purchasing, renewing etc.  but they often reflect the sort of hard calculations our administrators are looking for from any of their departments.

Usage & Cost per Use (CPU) report

budget report example