The Optimize Draw feature found on the Draw Generator page can be used to optimize locations' draws based on their historical performance or it can be used to make a batch adjustment off of the current draws.
Optimize for Non-Sellouts and optimize for Sellouts will use data from selected historical issue dates to determine the net copy average pick up for each location. Your defined adjustment will be based on that net copy average. Non-Sellouts optimization will include all locations that had returns reported for a least one of the issues dates selected. Sellouts optimization will include all locations that had zero returns reported for every selected date. This gives you the option to target the locations that continually sellout and be more aggressive with the adjuster, if you choose.
The Draw Adjuster option for optimizing does not use historical data, but works only with active locations' current draws. For example, if you are interested in doing a 10% increase to all of your locations, use this Draw Adjuster to add 10% to all of the locations or the ones you define in the Location Information parameters.
Two extra notes: Any location that has their Lock Draw box checked will not be included in any optimization process. On the historical side, any location that had it's No Returns box checked for any Issue date will also not be included in the optimization process for that date.
The following is a step by step guide for how to optimize for Non-Sellouts. Optimizing for Sellouts is the exact same process. Optimizing with the Draw Adjuster is also the same process except without the Date Selector because you are not using historical data for it.
Click on the () and navigate to the Circulation -> Draw Generator page. Select Non-Sellouts from the Optimize For: drop down menu.
Next, select your parameters from the Location Information. The parameters default to All. If you want to optimize all of your locations you can move on to the Date Selector now.
If you want to choose specific parameters for the Location Information, first click the X beside the All box () to remove it from the list. The All box must be removed before individual items can be added. Click on the blank space where the All box was to invoke the drop down menu and choose the items from the list you want to add.
Move to the Date Selector and select the publication dates' historical data you want to use to calculate the net copy pickup average for each location. You can choose as many dates as you want, but it is not recommended to base your optimization on only one date.
Next you will enter a value to the Draw Adjuster in order to increase or decrease the calculated net copy pickup average, based on the dates you selected above. You can either choose to adjust by a percentage ( increasing by 5% would set a draw of 7 to 7.35) or by a count (increasing by 5 would set a draw of 7 to 12).
The last step is to the Set Parameters.
The Minimum Draw is used to to not allow the optimized draws to go below that number. For example, if the adjuster determines that a location's optimized draw should 7, but the minimum draw is set to 10, the adjuster will set that location's draw to 10.
The Rounding Multiple is used to round up the calculated, optimized new draws to that rounding multiple. Rounding by 5 will round up the new draws to 5, 10, 15, etc... Rounding by 20 will round up the new draws to 20, 40, 60, etc...
For example, if the rounding multiple is set to one, a calculated draw of 7.35 will be rounded up to 8. With the rounding multiple set to 5, the calculated draw will be rounded up to 10.
Now that all of the parameters are set, click the Preview Next Draw button (). The New Draw Calculation table will load on the right side of the page with all of the locations to be optimized.
The New Draw Calculation table will show you the Current Draw of each location, the Net Average (calculated by the selected dates) and the New Draw (net average plus the draw adjuster parameter). There are totals at the bottom of the table as well so you will know the overall change. If the optimized new draws are acceptable, click on the Update Draws button () under the table to update all of the locations to the new draws.
If you would like to see some different results, go back to the parameters on the left side, make any necessary changes and click the Preview Next Draw button to () to reload the New Draw Calculation table with the new optimized numbers.
The New Draw Calculation table is also filterable and editable. Use the column header filters to remove any locations before clicking the Update Draws button. For example, you want to exclude any locations with New Draws greater than 50. Click on the Filter icon () in the New Draw column header. Choose Is less than from the Show items with value that: drop down menu.
Enter 50 as a value and click the Filter button.
The table will now only show locations with New Draws of less than 50. Clicking the Update Draws button now will update only the locations still showing in the table.
You can also manually change a New Draw in the table before updating the draws. Click on the New Draw field for the location you want to manually update. This will activate the edit function for that field.
Change the number accordingly then click anywhere outside of the editable field. Make more manual edits this way and click the Update Draws button when ready.
If you have run through the optimization process and realized you made a drastic mistake, after updating the draws, don't panic, you can always reset them.
Click on the first drop down menu at the top of the page and select Reset Draws from the list.
This feature will let you reset all locations' (or a specific Location Type's) current active draws to a previous issue date. Choose All, or a Location Type, from the Location Type drop down list. Select the issue date from the Select Date calendar you want to use, then click the Reset Draws button.