Annual Report Blog

Update for Thursday, February 23, 2023

Good Morning Everyone,

 

Hope you all are staying safe with this crazy weather. This is just a reminder that all signed copies of your annual reports are due to me by the end of day tomorrow, February 24, 2023 (scanned and emailed). Unfortunately, there are no exceptions. I must have them by this date so I can do final reviews and approvals before I upload the reports to DPI. 

 

We are in the home stretch and soon we can put all of our attention on 2023. Thanks to everyone for making this a priority and getting the reports finished in 32 days. You are AWESOME.

 

Cheers,

Tracie

Update for Wednesday, February 15, 2023

Good Morning Everyone.

 

 

 

 

 

 

 

 

 

 

Ginger and Nutmeg want to remind you that today is the day. First review deadline. For those that have not turned in your reports to be reviewed, please have them to me by the end of business today. If you have questions, I will be in the office until 2:30.

 

The next deadline is fast approaching. Friday, February 24, I need all reports scanned and emailed to me with signatures. 

 

For those that are curious.....

 

11 reports completed with signatures

19 reports waiting for signatures

19 in the review process

 

Thanks for all the work to get these reports completed on time.

 

Cheers,

Tracie

Update for Monday, February 13, 2023

Happy Monday Everyone.

 

It has been a busy, busy day. I have been reviewing lots of reports.  Thank you for working hard to get these finished and turned in to me. 

 

This is a reminder for those that have not turned in their annual report for a first review. The deadline is this Wednesday, February 15th. My goal is to have reports locked and ready for signature by Friday, February 17.

 

Don't forget, all reports need to be signed, scanned and emailed to me by Friday, February 24th. 

 

We are almost to the finish line.

 

Cheers,

Tracie

Update for Monday, February 6, 2023

Good Morning Everyone

 

I hope you had a great weekend.

 

We are down to 9 days until the final deadline for your annual report to be ready for review.  

 

Thanks to the 21 libraries that have gone through/going through the review process.

 

Update on the PDF. It can be physically printed; however, there are some incorrect fields. Currently, Total Circulation in Section II and 2a & b in Section XII are printing the wrong value or not printing at all. DPI/LibPAS are aware and are working on a solution. I will keep you posted. If you have a Board Meeting before the printing issue is fixed, and your report is ready to be presented, you can print a screen shot to present to your Board and have your Board President on stand-by to sign the PDF when available.

 

Also, I know a note went out about sending the System Effectiveness form separately to DPI. Please include this form with your annual report. SCLS will send everything in one packet. That way we ensure DPI gets all the necessary paperwork at once, nothing missing. 

 

Don't forget, Annual Report Office Hours are this Friday, February 10^th at 10:00 am. If you have questions, stop on by Meeting Registration - Zoom

 

 

 

Until then, keep the reports coming. 

 

Cheers,

Tracie

 

Monday, January 30th Update

Hello Everyone, 

 

❇️26 Days till turn in!❇️

 

I know, the time is flying. I want to thank those of you who turned in your reports last week for review. The review process is taking just a bit longer due to the PDF printing issues, but I have been informed by DPI that they expect the PDF printing fix this week. Let's all keep our fingers crossed.

 

All of the field issues from last week have been addressed. If you come across a field that is not accepting a value or mysteriously becomes blank after you save your information, let me know immediately so I can pass it on to DPI.

 

Don't forget, I will have Annual Report Office Hours on February 10^th at 10:00 a.m. for any questions you may have. As always, I am available Monday thru Friday, 8:00-4:00 to offer assistance. 

 

Cheers,

Tracie

Day Two - Morning Updates and Clarification about Other Material Owned

Good Morning Everyone,

 

 

 

 

 

 

 

 

 

 

 

Nutmeg wanted to drop in this morning and give everyone a big "Hello" and "Happy Wednesday".

 

I received an email last night stating that LibPAS has fixed the issue with the user fields that were not showing their values (4a/b, 5a/b 6c/d, 7a/b). If you have any additional problems with these fields, please let me know and I will pass it along.

 

There seems to be confusion about what "Other Materials Owned" means. DPI defines this as "special collections" (from the DPI Instructions).  For this field in Section II and in Section III you are reporting on items in these special collections. Examples of these items can include wi-fi hotspots, sewing machines, puzzles, board games, tools, cake pans. Print subscriptions do not get reported here. They have their own field. Please see the DPI Instructions, page 11 and page 13.

 

Let me know if you have any additional questions about "Other Materials Owned"

 

Happy Wednesday!

 

Tracie

 

Updates After Day One

Day one almost in the books. 

 

Thanks for all the great questions today. We have had a few hiccups with a few fields on the form, but this is to be expected. So, as of now here is what we are dealing with.

 

• We will not be able to print clean, signable PDF's until early February.
   
• For Section III Users / Use questions 4b and 5b were not displaying and for Use of Digital Resources 6d, 7a, and 7b were not displaying. This is fixed. There is still an issue with visibility of the value stored in the field. Once a selection is made from the dropdown or a number is entered and the user tabs away from the field, the box remains blank though a value is saved in the database. This issue is known to be affecting 4b, 5b, 6d, 7a, and 7b. Fix under investigation.
  
   

If you run across problems with fields that calculate a value not adding correctly (example Section II #11) after you fill in the necessary fields to calculate this value, click "SAVE" to refresh the form. If the calculated value is still incorrect, "SAVE" then log off and log back in. This should fix the issue for now.

 

Keep your questions coming.

 

Cheers Everyone!

 

Tracie

Annual Report Form is Open

Good Morning Everyone,

 

It seems like we have been talking about it for months, but the day is finally here. The annual report form is open. Wisconsin Public Library Annual Report | Wisconsin Department of Public Instruction

 

 

 

 

 

 

 

I am here for any questions. Have a great day!

 

Cheers,

Tracie

Webinar Links and Question Answers

Hello Everyone,

 

Thanks for joining the Annual Report Webinar this morning. If you couldn't make it this morning, no worries. The links to today's Annual Report Webinar, the slides, and CE activity report can be found at https://scls.typepad.com/programs/2023/01/annual-report-webinar-2023.html

 

A direct link to the webinar is https://vimeo.com/789089439

 

I also received answers from DPI to a few questions that were asked during the webinar.

 

Electronic Library Cards Issued during COVID-19: If library policy is still in place in 2022 to issue electronic library cards because of COVID, then answer "yes" to this question.

 

Overdue Fines - Changing to fine free sometime during 2022: On Dec 31, 2022, if the library policy states that you are fine free on print materials, then answer "no" you do not charge overdue fines.  A note should be added, stating a change in policy and the date.

 

Overdue Fines - Grace Periods: On Dec 31, 2022, if the library policy states that you charge overdue fines on print material, then answer "yes" you charge overdue fines. The date the fine is charged does not matter.

 

Library Governance - Non voting members: When listing library board members in section IV, only list "voting" library board members. Do not list non-voting members.

 

If you have questions about revenue, expense, capital revenue/expense, other funds held, or funds carried forward, call me and we will discuss specifics to your library. 

 

And finally, Ginger says have a great holiday weekend! SCLS HQ will be closed on Monday, but I will be back Tuesday to start answering your questions.

Cheers,

Tracie 

The New Year and Annual Report

 

 

 

 

 

 

 

 

 

Happy New Year Everyone!

 

Hope you all had a fabulous holiday. The "Spice Girls" (Nutmeg and Ginger) are ready for the New Year. 

 

The SCLS Annual Report Team is working hard, running all the reports and collecting all the data for the annual report pre-fill to send to DLT next week. The countdown has begun with only 55 days to complete all the reports.

 

Reminders 

 

Annual Report Webinar is January 13 at 10:00 a.m. If you haven't registered yet, here is the link Webinar Registration - Zoom

 

LibPas Annual Report Form will open January 24. The worksheet is available now for download and the DLT Instructions are available. Here are the links worksheet   DPI Instructions

 

SCLS Instructions will be available after the pre-fill is completed.

 

February 15 is the final date to hand in your report for review.

 

February 24 all reports must be emailed to me locked and signed.

 

Other Information

 

Take a moment to log into the DLT annual report portal. Make sure your username and password are working. If you have any problems, please let me know immediately.

 

I am available 8:00-4:00, Monday thru Friday, to answer any questions. Email or call. If you call, and I don't answer that means I am helping someone, please leave me a message.

 

And this is just a reminder that "yes" we will be filling out the adjacent county reimbursement forms. Remember, we can not start the forms until all of the annual reports are turned in. We need the information from your annual reports to fill out the adjacent county reimbursement forms. The deadline for adjacent county reimbursement completion is July 1.

 

That is all for now. Have a wonderful Thursday.

 

Cheers,

Tracie

Looking Ahead to Annual Report 2023

Good Morning Everyone,

 

Hope you all are having a great holiday season so far. I received an email from DPI this week, giving us a preview of what is to come for the 2023 Annual Report. And No, that is not a typo...we are talking 2023.

 

Thinking ahead to the 2023 Annual Report

The Wisconsin Department of Public Instruction’s Library Services Team released three announcements for systems and libraries regarding the 2023 Annual Report on Public Libraries. These announcements do not pertain to the upcoming 2022 Annual Report which opens in January 2023.

• No planned data element additions or significant revisions are expected for the 2023 Annual Report. The Library Services Team heard from the library community the need for clarification of electronic content collection and use statistics. A national workgroup under the direction of the Institute of Museum and Library Services has proposed several revisions to improve comparability of the e-content statistics and appropriateness of the statistics within this group for the 2024 collection. These proposals have been reviewed by all states and territories and will be finalized this summer.
• The 2023 Program and Activity Tracker is now available on the Annual Report web page.
• Coming in 2023, the Library Services Team is bringing library staff throughout the state together to form a Data Advisory Workgroup. The Library Services Team will be using feedback from the on-going Data Landscape Survey and focus groups to identify topics and find volunteers. The workgroup may discuss topics such as creating Annual Report training materials and recorded content, improving comparability of the Annual Report financial detail data (such as contract expenditures), and incorporating findings from the spring 2023 Compensation Study into the Annual Report. If you or any of your colleagues are interested, please contact Melissa Aro, [email protected].

So, go ahead and download the 2023 Program and Activity Tracker to keep track of all the outstanding programs in 2023 you have planned. We will wait for more information about the Data Advisory Workgroup and the revisions to improve e-content statistics.

 

Have a great holiday and see you in 2023.

 

Cheers,

Tracie

32 Days till Annual Report Season

Hello Everyone.

 

Can you believe it? Thirty-two more days and 2022 will be a memory. And that means.....

 

Annual Report Time!!!!!

 

​So, a few reminders. 

 

We do not have a firm date from DPI yet, but it looks like the LibPas form will open between Jan 17 and Jan 24 (fingers crossed). Reports will need to be locked, signed and returned to me by Feb. 24 (this is a firm date - no exceptions) Please make adjustments to your February Library Board Meeting now to accommodate the Feb 24 date.

 

Also, you have 4 ½ weeks left to complete any necessary surveys (if you do not do an actual count) so you can answer "How many reference questions", "How many library visits", and "Library computer use". Remember - "Did Not Count" is no longer an available option to select.

 

Register for the Annual Report Webinar on January 13^th at 10 a.m. and mark your calendar. You don't want to miss it.

 

Lastly, before my inbox starts getting filled with questions about Adjacent County Reimbursement paperwork.......Yes, yes and yes, I will be filling out your Adjacent County Reimbursement paperwork. Please put a note in your calendars that these forms cannot be filled out until ALL ANNUAL REPORTS have been received and turn into DPI. This means we cannot start this project until after March 1. We have until July 1 to complete all paperwork for adjacent county reimbursement, and I promise you, just like this year, we will have this completed way before that July 1 deadline.

 

So, start marking your calendars with these important dates and get ready for some annual report fun.

 

Cheers,

Tracie

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