STATISTICS
Chapter 2. REPORTS
Collection Development
Purpose: Provides the total number of items added, edited, and deleted by material type.
Report Parameters:
Collections – Collection Development Screen
- Library (drop-down menu) – determines the library for which the
report will be generated; select All Libraries 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 checkbox
indicates the associated library is not selected. Clicking a checkbox
repeatedly will toggle it on and off.
- A checkmark
- 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.
- A checkmark
- 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.
Collections – Collection Development Graph
- 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.
Collections – Collection Development Summary
- 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