STATISTICS

Chapter 2. REPORTS

   

 

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Borrowing Statistics

Purpose: Provides statistics on the borrowing request activities for the selected library. This report provides insight into the number of borrowing request transactions processed during the selected period.

Report Parameters:

• Library (drop-down menu) – determines the library for which the report will be generated:

  For Customer SuperUsers (when logged into the customer-level account for your SHAREit system):

  • Select the Select All checkbox to generate the report for all libraries in your system, or, select one or more individual libraries, as desired. A checkmark indicates the associated library is selected. An empty checkbox indicates the associated library is not selected. Clicking a checkbox repeatedly will toggle it on and off.
  • If desired, use the Filter Libraries function to filter the Library menu based on a term (filter) you enter. The Library menu refreshes as you type to display only those library names that contain your search term. Select the Select All Filtered checkbox to generate the report for all libraries in the filtered Library menu, or, select one or more individual libraries, as desired. A checkmark indicates the associated library is selected. An empty checkbox indicates the associated library is not selected. Clicking a checkbox repeatedly will toggle it on and off.

    NOTE: If there are no matches to your term (filter), the message “No Matches Found” displays.

  • To generate the report for all libraries associated with a specified Library Type: Select Academic, Correctional, Lookup Only, None, Other, Public, School, Special or Training/Testing, as available. The checkboxes for all libraries associated with the specified Library Type are selected automatically.

  For Regional Superusers (when logged into the Home Library for your user account):

  • Select the Select All checkbox to generate the report for all Regional Libraries assigned to your account, or, select one or more individual libraries, as desired. A checkmark indicates the associated library is selected. An empty checkbox indicates the associated library is not selected. Clicking a checkbox repeatedly will toggle it on and off.
  • If desired, use the Filter Libraries function to filter the Library menu based on a term (filter) you enter. The Library menu refreshes as you type to display only those library names that contain your search term. Select the Select All Filtered checkbox to generate the report for all libraries in the filtered Library menu, or, select one or more individual libraries, as desired. A checkmark indicates the associated library is selected. An empty checkbox indicates the associated library is not selected. Clicking a checkbox repeatedly will toggle it on and off.

    NOTE: If there are no matches to your term (filter), the message “No Matches Found” displays.

• Date Range (drop-down menu) – determines the time period for which the report will be generated:
  • To generate the report for a predefined time period: Select Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year or Last Year. The Date Range text box refreshes to display the “starting date” and “ending date” for the selected time period.
  • To generate the report for a custom time period: Enter the “starting date” and “ending date” for the desired period in the Date Range text box.

    NOTE: When entering a custom time period, be sure the specified “starting date” is not more than two years prior to the specified “ending date.”

    NOTE: Enter the “starting date” and “ending date” using the format “MM/DD/YYYY”, i.e., “03/10/2023.” Be sure to include the slashes “/” when entering the “starting date” and “ending date.” Do not include alphabetic characters when entering the “starting date” and “ending date.” You may also click the Date Entry Calendar icon in the Date Range text box to select a “starting date” and “ending date” using the Date Entry Calendar (see the System Basics User Guide for details).

    NOTE: If a date is entered using an improper format, the message “Invalid date format. Must be MM/DD/YYYY.” displays beneath the Date Range text box. Click the X icon to clear the Date Range text box, and re-enter the date using the format “MM/DD/YYYY.”

    NOTE: If the specified “starting date” is later than the specified “ending date”, the message “Start date must be before end date.” displays beneath the Date Range text box. Click the X icon to clear the Date Range text box, and enter a valid “starting date.”

    NOTE: If the specified date range is greater than two years, the message “Date Range must be no more than 2 years.” displays beneath the Date Range text box. Click the X icon to clear the Date Range text box, and enter a valid date range.

To view the ILL Statistics – Borrowing Statistics Report:

Report data is displayed as a “bar” graph, and includes a textual summary of statistics.

• The graph shows a separate “bar” for the number of borrowing requests Created during the specified date range, and the number of requests in the Pending (Awaiting Approval, ILL Review, In Process, Pending, Pending Cancel) Shipped, Received, Renewal Requested, Completed and Rejected (Cancelled, Expired, Retry, Unfilled) status categories during the specified date range. A legend for the “bar” graph is shown at the bottom of the graph.

The report summary is comprised of five tables.

• The first table in the section contains a summary showing activity statistics between the selected Library and Location and all trading partners combined during the specified date range. Each line in the listing provides the following information:
  • The Request Type to which statistics apply (Loan, Copy or Reference)
  • The number of requests Created for each Request Type
  • The number of borrowing requests in a Pending status (Awaiting Approval, ILL Review, In Process, Pending, Pending Cancel) based on the date of the last status change for the request for each Request Type
  • The number of borrowing requests in Shipped status based on the date the request was updated to Shipped by the Lender for each Request Type
  • The number of borrowing requests in Received status based on the date the request was updated to Received by the Borrower for each Request Type
  • The number of borrowing requests in Renewal Requested status based on the date the renewal was requested for each Request Type
  • The number of borrowing requests in Completed status based on the date the request was updated to Checkin status by the Lender for each Request Type
  • The number of borrowing requests in a Rejected status (Cancelled, Expired, Retry, Unfilled) based on the date of the last status change for each Request Type
  • Grand Totals are shown at the end of the summary
• The Pending Statuses table shows the # of Requests in each “pending” status during the specified date range.
• The Rejected Statuses table shows the # of Requests in each “rejected” status during the specified date range.
• The Delivery Time table shows the average number of days for a requested item to be received after being shipped during the specified date range.
• The Processing Time table shows the average number of days for a requested item to be received after being created during the specified date range for Loan and Copy requests.

 

 

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