STATISTICS

Chapter 2. REPORTS

   

 

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Collection Development

Purpose: Provides the total number of items added, deleted and edited within the selected period displayed by material type. The report is intended to provide insight into item activities and catalog development.

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 VERSO 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.

• Branch (drop-down menu) – determines the branch for which the report will be generated; select All Branches to generate the report for all branches for the current Library selections, or, select one or more individual branches, as desired.

  NOTE: The Branch menu lists all branches defined for the current Library selection(s).

  • A checkmark indicates the associated branch is selected. An checkbox indicates the associated branch is not selected. Clicking a checkbox repeatedly will toggle it on and off.
• Date Range (text box) – 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 Collections – Collection Development report:

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

• The Collection Development “pie” graph shows a separate graph for each transaction type (Items Added, Items Deleted, Items Edited).
  • The Items Added “pie” graph shows a separate “wedge” for each material type for which new items were added to the collections for the Library and Location selected during report setup during the specified date range, and indicates the percentage of total items added for each material type. Material types for which items added constitute less than one percent of total items added are combined under the heading Other. A legend for the “pie” graph is shown below the graph.
  • The Items Deleted “pie” graph shows a separate “wedge” for each material type for which existing items were deleted from the collections for the Library and Location selected during report setup during the specified date range, and indicates the percentage of total items deleted for each material type. Material types for which items deleted constitute less than one percent of total items deleted are combined under the heading Other. A legend for the “pie” graph is shown below the graph.
  • The Items Edited “pie” graph shows a separate “wedge” for each material type for which existing items were edited in the collections for the Library and Location selected during report setup during the specified date range, and indicates the percentage of total items edited for each material type. Material types for which items edited constitute less than one percent of total items edited are combined under the heading Other. A legend for the “pie” graph is shown below the graph.

• The Items Added report summary provides the following information for each entry in the listing:
  • The sequence number (#) for the Material Type
  • The Material Type to which statistics apply
  • The total number of items added (# Added) for the associated material type
  • A grand Total is shown at the end of the summary
• The Items Deleted report summary provides the following information for each entry in the listing:
  • The sequence number (#) for the Material Type
  • The Material Type to which statistics apply
  • The total number of items deleted (# Deleted) for the associated material type
  • A grand Total is shown at the end of the summary
• The Items Edited report summary provides the following information for each entry in the listing:
  • The sequence number (#) for the Material Type
  • The Material Type to which statistics apply
  • The total number of items edited (# Edited) for the associated material type
  • A grand Total is shown at the end of the summary

 

 

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