STATISTICS
Chapter 7. CUSTOMER SUPERUSER
The Borrower Statistics Report
The Borrower Statistics report shows the number of all active and completed ILL requests created and processed by your library, as a borrower from other participant libraries, for a given time period. This report counts actions taken on active requests in the specified time period. After the specified time period has passed, these numbers do not change.
You can generate Borrower Statistics reports for either weekly or monthly periods, and can specify the start and end dates for the selected period. You can also generate a hard-copy printout of the Borrower Statistics, or download the report in Microsoft Excel format.
In contrast, the Borrowing Activity report available through the Activity and Request Reports option reports activity on a particular set of requests based on the origination date of the request. After the specified period, the status of these requests can change, so the Borrower Statistics report and the Borrowing Activity report available through the Activity and Request Reports option may be inconsistent from day to day until all activity on the request has ceased.
Statistics are provided separately for both returnable (borrow) and non-returnable (copy) requests, and indicate the total number of ILL requests submitted, number of requests filled, number of requests (items) filled, the average days to receive, and the number of requests rejected (and the reason for rejection). Statistics reports for periods prior to or following the currently selected period can be easily accessed from the Statistics display.
The Borrower Statistics report provides the following information:
- Requests submitted: Shows the number of ILL requests submitted by your library as a borrower using the ILL Request Form or Blank Request Form during the specified report period.
- Requests filled: Shows the number of borrowed items marked as Shipped to your library as a borrower by the lending library during the specified report period.
- Items received: Shows the number of Shipped items updated to Received status by your library as a borrower during the specified report period.
- Average days to receive: For requests marked as Received by your library as a borrower during the specified report period, shows the average number of days between the date an item was marked as Shipped by the lending library and the date the item was marked as Received by your library as a borrower.
- Requests Rejected: For requests submitted by your library as a borrower that were not filled
by a lender, shows the number of requests that were not filled for the
following reasons:
- Cancelled: Shows the number of ILL requests submitted that were subsequently cancelled by your library as a borrower.
- Not in collection - includes requests to which a status of Will not Supply was applied by the lending library with an accompanying Reason/Condition of Locations not found, Not found as cited or Not owned.
- Not on shelf - includes requests to which a status of Will not Supply was applied by the lending library with an accompanying Reason/Condition of Lacking, Lost or Not on shelf.
- Not lendable - includes requests to which a status of Will not Supply was applied by the lending library with an accompanying Reason/Condition of At bindery, In process, In use, on loan, Non-circulating, On hold, On order, On reserve, Policy problem, Poor condition or Volume, issue not yet available.
- Not responded to - includes requests received by the lending library for which the Respond by Date has expired and the request has been forwarded by the system to the next lender.
- Not copyable - includes requests to which a status of Will not Supply was applied by the lending library with an accompanying Reason/Condition of Lacks copyright compliance.
- Other - includes requests to which one of the following statuses
was applied by the lending library:
- Refer to Next Lender (this option is available to Default Lenders only)
- Will not Supply with no Reason/Condition
- Will not Supply with a Reason/Condition of Charge, Cost exceeds limit, Expiry not supported, Mandatory messaging
not supported, Other, Preferred delivery time not possible, Prepayment required or Requested delivery services
not supported.
NOTE: To view statistics for ILL requests processed as a lender, you must use the Lender Statistics option.
To view the Borrower Statistics report:
- From the Statistics menu (see
The Statistics Menu for details), select ILL Statistics –
Borrower Statistics.
- The Borrower Statistics screen displays.
-
Enter or edit the beginning and ending dates for the report in the
Start Date and End Date text boxes.
- Enter dates using the format MM/DD/YYYY, including slashes. The
default start date is the first day of the current week (for this report,
Sunday is considered the first day of the week). The default end date is the
last day of the current week. The earliest date for which you can retrieve
reports is determined by the extent of your system’s data records.
NOTE: Always use the first day of any given period (week or month) as the start date. If any other day is entered, the start date will revert to the first day of the period in which that date occurs. Always use the last day of any given period (week or month) as the end date. If any other day is entered, the end date will revert to the last day of the period for which the report is requested.
- Enter dates using the format MM/DD/YYYY, including slashes. The
default start date is the first day of the current week (for this report,
Sunday is considered the first day of the week). The default end date is the
last day of the current week. The earliest date for which you can retrieve
reports is determined by the extent of your system’s data records.
- Enter or edit the code assigned by Auto-Graphics for the library whose
statistics you wish to view, in the Library Code text box. The
Library Code text box initially contains the code for the library under
which you logged in.
- To generate a summary report for all libraries, enter the word “SUMMARY” in the Library Code text box.
- Select the period interval for which you wish to view statistics from the View By menu, either Weekly or Monthly. The default period is Weekly. Only one week or month can be selected.
- Click the Submit button. (To return the Borrower Statistics screen
to its initial setting, click the Reset button.)
- The screen displays the Borrower Statistics report for the selected
library and time period.
NOTE: If you enter a date range for which statistics do not exist, the Start Date and End Date default to the closest period for which statistics are available.
NOTE: If you enter an invalid Library Code, the message “No Statistics available for this Library Code or Date.” displays. Click Go Back to return to the previous screen and re-enter the Library Code.
- You can view statistics reports for the selected library for other periods using the Previous Period and Next Period buttons. Click the Previous Period or Next Period button to scroll backwards or forwards through the statistics database one period at a time.
- The screen displays the Borrower Statistics report for the selected
library and time period.
To print the Borrower Statistics report:
- Click the Format to Print button.
- An additional browser window opens, displaying the formatted statistics report.
- Click the Staff Screen Toolbar Open
button to display the staff screen toolbar, then click the Staff Screen
Print
button.
- A standard Print dialog displays.
- Make the appropriate selections on the Print dialog, then click the OK or Print button, as applicable. (Click the Cancel button to cancel the print request.)
- Close the formatted statistics report.
To download the Borrower Statistics report:
- Click the Download button on the Borrower Statistics screen.
- Use the standard procedures for your web browser to download the file to a
local workstation.
- Depending on your browser, a status dialog may display while the file is being downloaded. When the download is complete, a "Download Complete" message displays. Click the Close button to close the status dialog.