STATISTICS
Chapter 5. CUSTOMER SUPERUSER
Exporting Participant Records
The Download Participant Records option lets you export selected data fields from the Participant Records of one or more selected libraries within your consortium or collective. Data is exported to a Microsoft Excel (.xlsx) file for download to a local workstation. The specific libraries for which you can export Participant Record data depends on your user type:
- Library SuperUsers – can export Participant Record data for their library only (see Exporting Participant Records for details).
- Regional SuperUsers – can export Participant Record data for any library with which they are associated.
- Customer SuperUser - can export Participant Record data for any library in the SHAREit system under which they are logged in.
To export Participant Records:
-
From the Statistics menu (see The Statistics Menu
for details), select ILL Statistics – Download
Participant Records.
- The Export Participant Data screen displays.
Export Participant Data Screen
- Use the Select fields to be exported to this report checkboxes to
select the data fields you wish to include in the export file.
NOTE: Available data fields are grouped according to their associated headings in the Participant Record.
- A checkmark
indicates the associated field will be included in the export
file. - An empty checkbox
indicates the associated field will not be included in
the export file. - Clicking a checkbox repeatedly will toggle it on and off.
- Select the checkbox for a heading to select all checkboxes within the heading.
- Click the Select All Fields link to select all Select fields to be exported to this report checkboxes.
- Click the Deselect All Fields link to deselect all Select fields to be exported to this report checkboxes.
- A checkmark
- Use the Select libraries to be exported to this report checkboxes to
select the libraries you wish to include in the export file.
NOTE: If desired, you can reconfigure, sort and filter the content of the Select libraries to be included to this report list (see the System Basics User Guide for details).
NOTE: For Regional SuperUsers, the Select libraries to be exported to this report field shows all libraries with which your User Account is associated. For Customer SuperUsers, the Select libraries to be exported to this report field shows all libraries in your consortium or collective.
- A checkmark
indicates the associated library will be included in the export
file.
- An empty checkbox
indicates the associated library will not be included in
the export file.
- Clicking the checkbox repeatedly will toggle it on and off.
- Click the Select All Displayed Libraries link to select the checkboxes for all currently displayed libraries.
- Click the Deselect All Libraries link to deselect the checkboxes for all libraries.
- A checkmark
- When all desired options have been selected, click the Submit button.
- Use the standard procedures for your web browser to download the file to a local workstation.