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STATISTICS

Chapter 3. ILL STATISTICS

   

 

Activity and Request Reports

Activity and Request Reports provide detailed statistics related to the ILL activities for your library. You can specify the start and end dates for the report period. You may choose to generate reports for your library's borrowing activities, lending activities and/or net ILL activity (borrowing activity versus lending activity). Statistics are provided for both borrow and copy requests. You can also generate records of requests submitted as a borrower and/or responses provided to requests received as a lender for your library.

Depending on the specific report, you can view the report on-screen, view and download the report in PDF format, download the report in Microsoft Excel format, or download the report in CSV (comma-separated values) format.

NOTE: Customer SuperUsers may download records or generate reports for a single selected library, for a group of libraries, or for all libraries in the consortium. See Chapter 5, CUSTOMER SUPERUSER for details.

To generate Activity and Request Reports:

  1. From the Statistics menu (see The Statistics Menu for details), select ILL Statistics – Activity and Request Reports.
    • The Activity and Request Reports screen displays.

Activity and Request Reports Screen

Activity and Request Reports Screen

  1. Enter the starting date for the report period in the Start Date text box; enter the ending date for the report period in the End Date text box.
    • Enter the Start Date and End Date using the format “MM/DD/YYYY”, i.e., “03/10/2006.”

    NOTE: Be sure to include the slashes “/” when entering the Start Date and End Date. Do not include alphabetic characters when entering the Start Date and End Date.

    • You may also click the Date Entry Calendar icon Date Entry Calendar icon next to the Start Date or End Date text box to select a date using the Date Entry Calendar (see the System Basics User Guide for details).
  2. Select the desired format for the report(s) from the Select Format menu:
  3. Indicate the reports you wish to generate by selecting the appropriate Select Report Type checkboxes, as follows:

    NOTE: Depending on the option chosen from the Select Format menu, certain reports may be disabled.

    • You may select to generate one or more reports simultaneously.
    • A checkmark checkmark indicates the associated report is selected.
    • An empty checkbox checkbox indicates the associated report is not selected.
    • Clicking a checkbox repeatedly will toggle it on and off.
    • Borrowing Activity - Provides activity statistics for the selected sites as borrowers (available in HTML, PDF and EXCEL formats only).
    • Lending Activity - Provides activity statistics for the selected sites as lenders (available in HTML, PDF and EXCEL formats only).
    • Net Activity - Provides a summary comparison of borrowing versus lending activity for the selected sites (available in HTML, PDF and EXCEL formats only).
    • Request Records (CSV only) - Provides a list of records for all requests submitted by the selected sites as borrowers.
    • Lender Response Records (CSV only) - Provides a list of records for all responses to requests received by the selected sites as lenders.

    NOTE: The Display each site even if statistics are zero radio buttons are intended for use by Customer SuperUsers only, when submitting report requests for multiple libraries. Selecting either Yes or No will have no effect on report content when logged in as a PAC Staff member or Library SuperUser.

  4. When all appropriate report criteria have been entered, click the Submit button to submit your report request (see Viewing Reports “On Screen” and Downloading Reports and Records to view and download reports).