ILL ADMINISTRATION

Chapter 2. REPORTS

   

 

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Lender Response Requests

Purpose: Provides information on the number of lending responses filled based on the borrowing libraries within the selected date range. The intent of the report is to provide insight into the volume of lender responses.

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.
  • f 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 - Lender Response Requests Report:

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

• The “pie” graph shows a separate wedge for each 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), and shows the number of requests filled and percentage of total requests filled for each manner of fulfillment.

The report summary is comprised of two tables.

• The first table in the section contains a summary of requests filled during the specified date range. The table provides the following information:
  • The number of individual requests Filled and the % of Total requests filled to In System borrowers
  • The number of individual requests Filled and the % of Total requests filled to external SHAREit borrowers as part of the Inter-System Sharing Initiative (ISSI)
  • The number of individual requests Filled and the % of Total requests filled to Non SHAREit lenders (e.g. NCIP or similar)
  • The total number of requests filled (Total Filled) by all manners of fulfillment
• The second table lists All Libraries that filled one or more requests during the specified date range, and provides the following information for each library listed:
  • The number of requests that were filled by In System borrowers
  • The number of requests that were filled to external SHAREit borrowers as part of the Inter-System Sharing Initiative (ISSI)
  • The number of requests that were filled to Non SHAREit borrowers (e.g. NCIP or similar)
  • The total number of requests filled (Total Filled) by all manners of fulfillment

 

 

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