EBSM® Phase 1: Assessment

The Assessment Phase is the start of the Journey. Assessment takes a Library Service through the process of measuring their initial position with regard to the EBSM KPIs.

From this initial position, priority issues can be identified and targets put in place, along with an EBSM schedule that will best deliver improvement for the initial priorities identified. Owners are put in place to ensure that the tools are executed in line with the agreed schedule.

The Phase ends with a number of stabilising activities - that is, using a number of the EBSM Tools to get the catalogue into a position that accurately reflects stock that is on the shelves and on loan.


The activities within the Assessment Phase are summarised below.

Activity Activity Description
Establish Baseline Setting a line in the sand for EBSM performance reporting, based on the current position
Identify Priority Issues Assessing the key priorities (collections/libraries) that need to be addressed first
Define Initial Schedule Setting up the first EBSM Schedule for a collection
Define Initial Targets Setting EBSM Targets for the initial collection - these will be refined later
Define Action Owners Ensuring that owners are assigned to each of the EBSM Tools and Action Plans from the Schedule
Stabilise Catalogue Executing the Stock Maintenance tools, to get the catalogue into a stable position