STATISTICS

Chapter 2. REPORTS

   

 

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Fill Rate Statistics

Purpose: Provides the fill rate percentage for processed requests created within the selected date range. The intent is to provide insight into the efficiency of ILL fulfillment.

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 – Fill Rate Statistics Report:

Report data is displayed as two “pie” graphs, and includes textual summaries of statistics.

• The Fill Rate Statistics “pie” graph shows a separate graph for Created Requests and Processed Requests. The overall fill rate is shown in the center of the graph (e.g., 90.7% Fill Rate).
  • The Created Requests “pie” graph shows a separate wedge for Processed requests and requests currently undergoing Processing, and indicates the percentage of total requests created during the specified time period for each category. A legend for the “pie” graph is shown below the graph.
  • The Processed Requests “pie” graph shows a separate wedge for processed requests that were Filled and processed requests that were Not Filled, and indicates the percentage of total requests processed during the specified time period for each category. A legend for the “pie” graph is shown below the graph.

The report summary is comprised of four tables.

• The first table in the section contains a summary of requests created by the Library selection(s) during the specified date range. The table provides the following information:
  • The number of requests Created
  • The number of requests which were Processed
  • The number of requests currently undergoing Processing
  • The number of processed requests that were Filled
  • The number of processed requests that were Not Filled
• The Processing Statuses table shows statuses containing requests currently undergoing processing (Awaiting Approval, Cancelled, Deleted, Expired, ILL Review, Pending, Will Supply/In Process), the number of requests (Count) currently in each processing status and the % of Total requests undergoing processing for each processing status. Totals for Count and % of Total are shown at the end of the table.
• The Filled Requests table shows the number of filled requests (Count) and the % of Total filled requests according to the manner by which the requests were filled; either by an In System lender, an external SHAREit lender as part of the Inter-System Sharing Initiative (ISSI), or a Non SHAREit lender (e.g. NCIP or similar). Totals for Count and % of Total are shown at the end of the table.
• The Not Filled Statuses table shows statuses containing requests that were not filled (Deleted, Retry, Unfilled), the number of requests (Count) that were not filled in each not filled status, and the % of Total requests that were unfilled for each not filled status. Totals for Count and % of Total are shown at the end of the table.

 

 

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