A Decent Sort

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					A Decent Sort
Edmonton Public Library’s decision-making
model for automated check-in
and sorting equipment




Canadian Library Association Conference ~ June 4, 2010
Althea
Precious
Rollie Buttons (a.k.a. POSH)
Sort-E
HAL
Otto





“The staffing and material handling benefits of Self-checkin
combined with sorting units is dramatic. This backroom
work is absolutely necessary, but is invisible, involves no
customer interaction and mistakes can create customer
service problems. It is the team’s recommendation that
all future renovations or expansions allow for room for
Self-checkin and sorting. Ideally the same sorting unit
could deal with internal and external returns.”
           Final report, EPL RFID Investigation Team, May 2005
Virginia Clevette
 Christalene Lay
  Jason Openo
Janice Sabourin
Robert Shortreed
 Sandra Storey
Richard Thornley
Candace Warawa
 Linda Williams
Hard considerations
• Space: available, more required, layout,
  location?
• Renovations? Reorganization?
• Acceptable leasehold improvements?
• Position on capital projects list?
Measuring up
• Activity cost benchmarks
• Anticipated cost savings (if any)
Financial: TCO
•   Equipment price
•   Additional space
•   Renovations
•   Installation
•   Maintenance
•   Upgrades
•   Depreciation
•   Life expectancy
Statistics & Trends
• Activity levels
• Population/density
• Expected growth
Logistical
•   Intended outcomes
•   Project triangle: small, cheap, complex
•   Bin numbers/sort matrices
•   Floating/static collections
•   All manufacturers, equipment, options
Financial
•   Manual vs. machine check-in
•   Space
•   TCO
•   Maintenance
Workflow
•   Staff complement: adjust standard
•   Redistribution may save FTEs
•   “Machine expert” portfolio
•   Independent operation
•   Staff response: YMMV
•   Ergonomic advantages?
Physical
• Size
• Renovations
• Customer return location
• Proximity to key areas,
  individuals
• Customer training
Equipment
•   Physical space requirements
•   Future expansions
•   Visibility
•   Straight lines: good
•   Environmental controls
Operational
•   Hours of service
•   Activity volume
•   Population/density/growth
•   Proximity
•   Customer goodwill
•   Location and surroundings
Other
• Collective Agreement/job descriptions
• Blueprint accuracy (Otto)
• Centralized vs. multiple installations
100%
                             Percentage of check-ins performed by sorter,
         89%        89%
                                        sorter locations only                                   89%
90%                                                                                   89%                88%
                              87%     87%                                    87%
                                                                   85%


80%                                                        78%



70%                                                 67%
                            63%              64%

                 59%                58%
60%



50%                                                                                                                 2009
                                                                                                                    2010

40%
       34%

30%



20%



10%



 0%
       January   February   March    April    May   June    July   August   September October   November December
60%
                            Percentage of check-ins processed by sorters,
        56%        56%
                             54%            system-wide                                                    54%
                                     53%                                                         53%
                                                                                       52%
                                                                            50%
50%
                                                                  46%


                                                          42%

40%
                           37%              37%    36%
                35%
                                   34%


30%                                                                                                                  2009
                                                                                                                     2010



      20%
20%




10%




0%
      January   February   March    April    May   June    July   August   September   October   November December
Lessons learned
•   Processing speed
•   Return ports
•   Cushions
•   “Care and feeding”
•   Item-specific issues
Adrienne Canty
acanty@epl.ca

				
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