STATISTICS

Chapter 2. REPORTS

   

 

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Net Activity

Purpose: Provides a statistical breakdown of lending and borrowing requests that have been processed during the selected period. The report provides insight into the relative balancing between lending and borrowing activities.

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.

• 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 – Net Activity Report:

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

• The graph shows a separate “bar” for the for the number of borrowing Requests and the number of lending Requests processed for the selected Library and Location during the specified date range. A legend for the “bar” graph is shown to the right of the graph.

The report summary is comprised of two tables.

• The first table in the section contains a summary of net activity statistics between the selected Library and Location and all trading partners combined during the specified date range. Each line in the listing provides the following information:

• The Request Type to which statistics apply (Loan, Copy or Reference)
• The number of Lending requests processed for each Request Type
• The number of Borrowing requests processed for each Request Type
• The Net Requests (calculated as Lending minus Borrowing) between the selected Library and Location and all trading partners combined for each Request Type. A Net Requests value of “0” indicates an equal number of borrowing and lending transactions have occurred between the selected Library and Location and all trading partners. A negative value indicates a deficit of lending transactions to all trading partners by the selected Library and Location; a positive value indicates a surplus of lending transactions to all trading partners by the selected Library and Location.
• The Relative Percentage (calculated as Lending divided by Borrowing) of ILL requests processed by the selected Library and Location for each Request Type

• The second table provides statistics for each trading partner for which the selected Library and Location processed ILL requests during the specified date range. Each line in the listing provides the following information:
  • The Trading Partners (customer ID – library name) to which statistics apply
  • The number of Lending requests processed for each Trading Partner based on the date the request was updated to Shipped status by the Lender
  • The number of Borrowing requests processed for each Trading Partner based on the date the request was updated to Received status by the Borrower
  • The Net Requests (calculated as Lending minus Borrowing) between the selected Library and Location the Trading Partner. A Net Requests value of “0” indicates an equal number of borrowing and lending transactions have occurred between the selected Library and Location and the Trading Partner. A negative value indicates a deficit of lending transactions to the Trading Partner by the selected Library and Location; a positive value indicates a surplus of lending transactions to the Trading Partner by the selected Library and Location.
  • The Relative Percentage (calculated as Lending divided by Borrowing) of ILL requests processed by the selected Library and Location for each Trading Partner

 

 

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