STATISTICS
Chapter 5. ILL STATISTICS
The Lender Statistics Report
The Lender Statistics report shows the number of all active and completed ILL requests received and processed by your library, as a lender to other participant libraries, for a given time period. This report captures the current status of active requests for a specific week or month. 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 Lender 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 Lender Statistics, or download the report in Microsoft Excel format.
In contrast, the Lending Activity report available through the Activity and Request Reports option reports on 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 Lender Statistics report and the Lending 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 received, number of requests rejected (and the reason rejected), number of ILL requests filled, number of items supplied, and average number of days to supply. Statistics reports for periods prior to or following the currently selected period can be easily accessed from the Statistics display.
The Lender Statistics report provides the following information:
- Requests received: Shows the number of ILL requests received (placed in Pending status) by your library as a lender during the specified report period.
- Requests filled: For Books, shows the number of items returned from borrowing libraries that were checked in by your library during the specified report period. For Copies, shows the number of times the borrowing library marked a Shipped item supplied by your library as Received during the specified report period.
- Items supplied: Shows the number of ILL requests updated to Shipped status by your library as a lender during the specified report period.
- Average days to supply: For requests marked as Shipped by your library as a lender during the specified report period, shows the average number of days between the date a request was received by your library as a lender and the date the request was marked as Shipped.
- Requests Rejected: For requests received by your library as a lender that were not supplied
to a borrower, shows the number of requests that were not filled for the
following reasons:
- Cancelled: Shows the number of cancel requests received by your library as a lender that were updated to Confirm cancel.
- Not in collection - includes requests to which a status of Will not Supply was applied by your library as a lender 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 your library as a lender 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 your library as a lender 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 your library as a lender 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 borrower, you must use the Borrower Statistics option.
To view the Lender Statistics report:
-
From the Statistics menu (see
The Statistics Menu for details), select ILL Statistics –
Lender Statistics.
- The Lender Statistics screen displays.
Lender Statistics Screen
- The Library Code field is read-only, and shows the Library Code of the library under which you logged in.
- 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 a given period (week or month) as the start date. If any other day is entered, the start date reverts to the first day of the period in which the date occurs. Always use the last day of a given period (week or month) as the end date. If any other day is entered, the end date reverts to the last day of the period on 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.
- 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 one month can be selected.
- Click the Submit button. (To return the Lender Statistics screen to
its initial setting, click the Reset button.)
- The screen displays the Lender 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.
- 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 Lender Statistics report for the selected
library and time period.
To print the Lender 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 Lender Statistics report:
- Click the Download button on the Lender 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.