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OCLC support Documentation WorldCat Collection Analysis User Guide Comments? Abstract & revision notesAbout this Guide 1 Introduction to the WorldCat Collection Analysis Service 2 Administrative Functions 3 Authorizations 4 Data to Analyze 5 Basic Analyses

6 Usage Analyses

6.1 Circulation Analysis: Introduction 6.2 Circulation Date 6.3 Circulation Frequency 6.4 Circulation Ratio 6.5 ILL Analyses: Introduction 6.6 Borrower: Request Date 6.7 Borrower: Request Frequency 6.8 Borrower: Request Cost 6.9 Lender: Request Date 6.10 Lender: Request Frequency 6.11 View Frequency Data by Years 7 Authoritative Lists 8 Peer Comparisons 9 Secondary Groups 10 Predefined Groups Collection Analysis Screens 12 Export 13 Support A Messages and Their Meanings OCLC Glossary

6 Usage Analyses

The Usage Analyses screen presents information about how your library's collection is used within your local community (Circulation Analysis) and by other libraries or patrons at a distance (My Library as Lender). The screen also shows how your library accesses other libraries' collections to meet patron needs (My Library as Borrower).

6.1 Circulation Analysis: Introduction

The Circulation Analysis shows the local circulation activity for your library's collection.

This analysis is available to those libraries which have subscribed to the WorldCat Collection Analysis service as an individual institution.

This analysis is identified as Circulation Analysis on the Data to Analyze screen.

Analysis type

This analysis is created as a Circulation Analysis; see section 1.3, "Types of Analysis" for more information about this analysis type.

Circulation activity

Circulation Analysis tracks circulation activity at the title level, with title defined as an item having a unique OCLC accession number. Activity of individual items (that is, copies of the same title) is shown at the barcode level. For a given title, the Circulation Information section of the Detailed Record screen lists individual barcodes with their checkout dates (most recent first).

Example:

This library owns three hardback copies of OCLC# 16130075, And the band played on: politics, people, and the AIDS epidemic. The Circulation Information area shows a total of seven checkouts: three for Barcode L0071249130, two for Barcode L007265810, and two for Barcode L0072657836.

Note: If this library also owns the paperback edition of this title (OCLC# 17776614), that item's circulation activity will not be included in this Detailed Record.

You can view circulation activity by:

• Circulation Date
• Circulation Frequency
• Circulation Ratio

Defaults

The default row expansion order for all Circulation Analysis views is:

Changing the analysis

You can vary the order in which dimensions are applied to the Circulation Analysis views by using the Change Analysis screen.

Column values.  You may select one of these dimensions as the column value for the Analysis Results screen:

Format Language Publication Date Checkout Date

Checkout Frequency Checkout Frequency (by Year) Circulation Ratio Location

Row expansion.  For row expansion, you may re-order the following dimensions except the one you have selected for the column value:

Audience Checkout Date (not available for Circulation Ratio) Division Format

Language Location (not available for Circulation Ratio) Publication Date

See section 11.3, "Change Analysis Screen" for more information.

Limiting the analysis

You can reduce the overall results of an analysis by reducing the breadth of one or more of the dimensions. You reduce the breadth by creating subsets of an analysis dimension on the Limit Analysis screen.

For the Borrower's Request Frequency view you can select subsets of the following dimensions:

• Checkout Date
• Checkout Frequency (Circulation Frequency only)
• Location
• Division (You can limit the OCLC Conspectus by Division only; you cannot limit by Category or Subject.)
• Call Number
• Publication Date
• Language
• Format
• Audience

See section 11.4, "Limit Analysis Screen" for more information.

View graph display

You can view a graph of the data from a single row of the analysis table by selecting

the Display Graph  icon. See section 11.2, "Graph Display Screen" for more information.

View records

To view actual titles for a given row/column, select the number shown in the corresponding table cell.

Summary bibliographic information is provided as a List of Records screen. Records are ranked by the number of libraries holding the item in WorldCat, in descending order, that is, items held by the most libraries display first on the list.

To...	Do this...
View additional information about the List of Records screen	Select the Help  icon.
View a full record	Select the record title.
Return to the Analysis Results screen	Select the Collection Analysis tab.

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6.2 Circulation Date

The Circulation Date view for Circulation Analysis shows:

• The total number of titles held by your library for each Conspectus division (Total Titles Held)
• The total number of checkouts as of the most recent WorldCat Collection Analysis January update (Total Checkouts)
• The total number of checkouts per year as of the most recent WorldCat Collection Analysis January update ([20xx])

Example:

This Circulation Analysis shows that your library owns a total of 15,539 titles in the Conspectus division of Anthropology. For 1999, a total of 2,336 checkouts were for titles in this category.

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6.3 Circulation Frequency

The Circulation Frequency view for Circulation Analysis shows how often a given title was checked out. The default display shows:

• The total number of titles held by your library for each Conspectus division (Total Titles Held)
• The total number of titles that have been checked out as of the most recent WorldCat Collection Analysis quarterly update (Total Titles Circulated )
• The total number of times a given title has been checked out:

Circulation Frequendy Ranges
1 time	2-5 times	6-10 times	11-19 times
20-39 times	40-59 times	60-79 times	80-99 times
100-149 times	150-199 times	200-299 times	300-399 times
400-499 times	500-599 times	600-799 times	800-999 times

Example:

For the Conspectus division of Anthropology, a total of 2,030 titles were checked out between two and five times.

Note: To view yearly totals for frequency, see View frequency data by years.

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6.4 Circulation Ratio

The Circulation Ratio view for Circulation Analysis shows what percentage of your collection is checked out to patrons (circulating locally). The default display shows:

• The total number of titles held by your library for each Conspectus division (Total Titles Held)
• The total number of titles that have been checked out as of the WorldCat Collection Analysis January update (Total Titles Circulated)
• The ratio of Total Titles Circulated to Total Titles Held (% of Titles Circulated)
• The total number of titles held by your library minus the total number of titles that have been checked out (Titles not Circulated)
• The total number of checkout transactions for each Conspectus division (Total Checkouts)
• The number of Total Checkouts divided by Total Titles Circulated (Average Checkouts per Title Circulated)

Example:

For the Conspectus category of Anthropology: This library owns 15,539 titles (unique OCLC accession numbers). Of these 15,539 titles, 5,172 titles or 33.3% have been checked out one or more times as of the most recent January update. The remaining 10, 376 titles (the total 15,539 titles minus the 5,172 checkouts) have not been checked out as of the most recent January update. A overall total of 45,034 checkouts have occurred; this figure is the sum of all circulation transactions for all copies (identified by Barcode) of all titles (identified by OCLC accession number) in this Conspectus dimension. Dividing the 45,034 checkouts by the 5,162 titles actually circulated results in an average of 8.71 checkouts per title.

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6.5 ILL Analyses: Introduction

The ILL Analyses screen presents a library's OCLC WorldCat Resource Sharing activity as Borrower or Lender in a spreadsheet-style table called the Analysis Results screen, according to the selected analysis dimensions. For a description of screen functions see: section 11.1, "Analysis Results Screen".

• An ILL Borrower can track request activity by date, frequency, and cost.
• An ILL Lender can track request activity by date and frequency

ILL analyses are available to those libraries which have subscribed to the WorldCat Collection Analysis service as an individual institution.

These analyses are identified as My Library as Borrower and My Library as Lender on the Data to Analyze screen.

Analysis type

These analyses are created as ILL Analyses; see section 1.3, "Types of Analysis" for more information about this analysis type.

Definitions

Within ILL Analyses, borrowing and lending requests are counted as follows:

Borrowing.  All submitted requests (including patron direct and unmediated requests) are counted, that is, every time a staff member selects the Submit button on any staff Workform or on the Direct Request Workform a borrowing request is counted. The outcome of the request is not relevant; if the request ultimately expires as unfilled it is still counted as a borrowing request.

Patron selection of the Submit button on the Interlibrary Loan Request is not counted as a borrowing request since the request must be reviewed by library staff.

Lending.  All requested items that are physically or electronically shipped from a library are counted as lending requests. Items that are not in fact expected to be returned, such as photocopies of articles, as well as items that are expected to be returned, such as books, CDs, DVDs, are all counted as lending requests.

Requests that you were unable to fill or chose to deflect are not counted as lending requests.

View graph display

You can view a graph of the data from a single row of the analysis table by selecting

the Display Graph  icon. See section 11.2, "Graph Display Screen" for more information.

View records

To view actual holdings for a given row/column, select the number shown in the corresponding table cell.

Summary bibliographic information is provided as a List of Records screen. Records are ranked by the number of libraries holding the item in WorldCat, in descending order, that is, items held by the most libraries display first on the list.

To...	Do this...
View additional information about the List of Records screen	Select the Help  icon.
View a full record	Select the record title.
Return to the Analysis Results screen	Select the Collection Analysis tab.

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6.6 Borrower: Request Date

The Request Date view presents a library's borrowing activity over time. The display shows the total number of:

• Titles held by a library for each Conspectus division (Total Titles Held)
• Borrowing requests submitted by a library
• Borrowing requests submitted by a library per year

as of the most recent WorldCat Collection Analysis quarterly update ([20xx]).

Example:

To date this library has submitted a total of 162 borrowing requests: 42 submitted for 2006 56 submitted for 2005 43 submitted for 2004 21 submitted for 2003

Defaults

The default Request Date view presents annual Request Date ranges as the table columns, and the OCLC Conspectus Divisions as rows.

The default row expansion order is:

Quarterly totals.  You can expand the yearly totals into quarterly totals by selecting the Expand Column icon.

Example:

Of the 42 Art & Architecture items requested by this library through the third quarter of 2006, 17 were submitted in the first quarter, 10 were submitted in the second quarter and 15 were submitted in the third quarter.

Changing the analysis

You can vary the order in which dimensions are applied to this analysis by using the Change Analysis screen.

Column values.  For the Borrower's Request Date view, you may select one of these dimensions as the column value for the Analysis Results screen:

Format Language Publication Date Request Date

Holding Status Request Frequency Request Cost

Row expansion.  For row expansion, you may re-order the following dimensions except the one you have selected for the column value:

Audience Division Format Holding Status Language

Lending Library Request Cost Request Date Copy / Loan

See section 11.3, "Change Analysis Screen" for more information.

Limiting the analysis

You can reduce the overall results of an analysis by reducing the breadth of one or more of the dimensions. You reduce the breadth by creating subsets of an analysis dimension on the Limit Analysis screen.

For the Borrower's Request Date view you can select subsets of the following dimensions:

• Lending Library
• Request Date
• Request Cost
• Holding Status
• Copy / Loan
• Division (You can limit the OCLC Conspectus by Division only; you cannot limit by Category or Subject.)
• Publication Date
• Language
• Format
• Audience

See section 11.4, "Limit Analysis Screen" for more information.

Limit by Lending Library.  The number of libraries with which you participate in ILL transactions can be very large. In order to reduce scrolling and still provide the complete list of lenders when necessary, you can limit the Lending Library dimension by means of the radio buttons shown below the dimension title.

This button...	Displays...
Top 10	The ten libraries to which you have submitted the greatest number of requests.
Top 25	The twenty-five libraries to which you have submitted the greatest number of requests.
Top 50	The fifty libraries to which you have submitted the greatest number of requests.
All	All libraries to which you have submitted requests.

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6.7 Borrower: Request Frequency

The Request Frequency view presents how often individual items are requested by your library. The display shows the total number of:

• Titles held by your library for each Conspectus division (Total Titles Held)
• Borrowing requests submitted by your library
• Items requested:
  • only once
  • between two and five times
  • between six and ten times
  • more than ten times

as of the most recent WorldCat Collection Analysis quarterly update ([20xx]).

Example:

Of the 48 Art & Architecture items requested by this library as of the last quarterly update: 35 were requested only once 5 were requested between 2 and 5 times 6 were requested between 6 and 10 times 2 were requested more than ten times

Defaults

The default Analysis Results screen presents Request Frequency ranges as the table columns, and the OCLC Conspectus Divisions as rows.

The default row expansion order is:

Changing the analysis

You can vary the order in which dimensions are applied to this analysis by using the Change Analysis screen.

Column values.  For the Borrower's Request Frequency view, you may select one of these dimensions as the column value for the Analysis Results screen:

Format Language Publication Date Request Date

Holding Status Request Frequency Request Cost

Row expansion.  For row expansion, you may re-order the following dimensions except the one you have selected for the column value:

Audience Division Format

Holding Status Language

See section 11.3, "Change Analysis Screen" for more information.

Limiting the analysis

You can reduce the overall results of an analysis by reducing the breadth of one or more of the dimensions. You reduce the breadth by creating subsets of an analysis dimension on the Limit Analysis screen.

For the Borrower's Request Frequency view you can select subsets of the following dimensions:

• Holding Status
• Request Frequency
• Division (You can limit the OCLC Conspectus by Division only; you cannot limit by Category or Subject.)
• Publication Date
• Language
• Format
• Audience

See section 11.4, "Limit Analysis Screen" for more information.

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6.8 Borrower: Request Cost

The Request Cost view presents the charges your library paid to borrow items. This amount is retrieved from the Lending Charges field of the WorldCat Resource Sharing request. The display shows the total number of:

• Titles held by your library for each Conspectus division (Total Titles Held)
• Borrowing requests submitted by your library
• Borrowing requests for which:
  • your library paid a zero dollar amount
  • your library paid $10.00 or less
  • your library paid between $10.01 and $20.00
  • your library paid between $20.01 and $30.00
  • your library paid between $30.01 and $40.00
  • cost data is missing or not applicable, for example, requests which were not filled

as of the most recent WorldCat Collection Analysis quarterly update ([20xx]).

Example:

Of 51 Art & Architecture borrowing requests submitted by this library as of the last quarterly update: 12 titles were obtained at no cost 2 titles cost $10.00 or less 2 titles cost between $10.01 and $20.00 35 titles have no cost information

Defaults

The default Analysis Results screen presents Request Cost ranges as the table columns, and the OCLC Conspectus Divisions as rows.

The default row expansion order is:

Changing the analysis

You can vary the order in which dimensions are applied to this analysis by using the Change Analysis screen.

Column values.  For the Borrower's Request Cost view, you may select one of these dimensions as the column value for the Analysis Results screen:

Format Language Publication Date Request Date

Holding Status Request Frequency Request Cost

Row expansion.  For row expansion, you may re-order the following dimensions except the one you have selected for the column value:

Audience Division Format Holding Status Language

Lending Library Request Cost Request Date Copy / Loan

See section 11.3, "Change Analysis Screen" for more information.

Limiting the analysis

You can reduce the overall results of an analysis by reducing the breadth of one or more of the dimensions. You reduce the breadth by creating subsets of an analysis dimension on the Limit Analysis screen.

For the Borrower's Request Cost view you can select subsets of the following dimensions:

• Lending Library
• Request Date
• Request Cost
• Holding Status
• Copy / Loan
• Division (You can limit the OCLC Conspectus by Division only; you cannot limit by Category or Subject.)
• Publication Date
• Language
• Format
• Audience

See section 11.4, "Limit Analysis Screen" for more information.

Limit by Lending Library.  The number of libraries with which you participate in ILL transactions can be very large. In order to reduce scrolling and still provide the complete list of lenders when necessary, you can limit the Lending Library dimension by means of the radio buttons shown below the dimension title.

This button...	Displays...
Top 10	The ten libraries to which you have submitted the greatest number of requests.
Top 25	The twenty-five libraries to which you have submitted the greatest number of requests.
Top 50	The fifty libraries to which you have submitted the greatest number of requests.
All	All libraries to which you have submitted requests.

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6.9 Lender: Request Date

The Request Date view presents your library's lending activity over time. The display shows the total number of:

• Titles held by your library for each Conspectus division (Total Titles Held)
• Items shipped by your library
• Items shipped by your library per year

as of the most recent WorldCat Collection Analysis quarterly update ([20xx]).

Example:

To date this library has shipped a total of 162 borrowing requests: 42 shipped for 2006 56 shipped for 2005 43 shipped for 2004 21 shipped for 2003

Defaults

The default Request Date view presents annual Request Date ranges as the table columns, and the OCLC Conspectus Divisions as rows.

The default row expansion order is:

Quarterly totals.  You can expand the yearly totals into quarterly totals by selecting the Expand Column icon.

Example:

Of the 42 Art & Architecture items requested by this library through the third quarter of 2006, 17 were submitted in the first quarter, 10 were submitted in the second quarter and 15 were submitted in the third quarter.

Changing the analysis

You can vary the order in which dimensions are applied to this analysis by using the Change Analysis screen.

Column values.  For the Lender's Request Date view, you may select one of these dimensions as the column value for the Analysis Results screen:

Format Language Publication Date Request Date

Holding Status Request Frequency Request Cost

Row expansion.  For row expansion, you may re-order the following dimensions except the one you have selected for the column value:

Audience Division Format Holding Status Language

Lending Library Request Cost Request Date Copy / Loan

See section 11.3, "Change Analysis Screen" for more information.

Limiting the analysis

You can reduce the overall results of an analysis by reducing the breadth of one or more of the dimensions. You reduce the breadth by creating subsets of an analysis dimension on the Limit Analysis screen.

For the Lender's Request Date view you can select subsets of the following dimensions:

• Lending Library
• Request Date
• Request Cost
• Holding Status
• Copy / Loan
• Division (You can limit the OCLC Conspectus by Division only; you cannot limit by Category or Subject.)
• Publication Date
• Language
• Format
• Audience

See section 11.4, "Limit Analysis Screen" for more information.

Limit by Borrowing Library.  The number of libraries with which you participate in ILL transactions can be very large. In order to reduce scrolling and still provide the complete list of lenders when necessary, you can limit the Borrowing Library dimension by means of the radio buttons shown below the dimension title.

This button...	Displays...
Top 10	The ten libraries to which you have loaned the greatest number of items.
Top 25	The twenty-five libraries to which you have loaned the greatest number of items.
Top 50	The fifty libraries to which you have loaned the greatest number of items.
All	All libraries to which you have loaned items.

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6.10 Lender: Request Frequency

The Request Frequency view presents how often individual titles are shipped by your library. The display shows the total number of:

• Titles held by your library for each Conspectus division (Total Titles Held)
• Titles shipped by your library
• Titles shipped:
  • only once
  • between two and five times
  • between six and ten times
  • more than ten times

as of the most recent WorldCat Collection Analysis quarterly update ([20xx]).

Example:

Of the 48 Art & Architecture items shipped by this library as of the last quarterly update: 35 were shipped only once 5 were shipped between 2 and 5 times 6 were shipped between 6 and 10 times 2 were shipped more than ten times

Defaults

The default Analysis Results screen presents Request Frequency ranges as the table columns, and the OCLC Conspectus Divisions as rows.

The default row expansion order is:

Changing the analysis

You can vary the order in which dimensions are applied to this analysis by using the Change Analysis screen.

Column values.  For the Lender's Request Frequency view, you may select one of these dimensions as the column value for the Analysis Results screen:

Format Language Publication Date

Request Date Request Frequency

Row expansion.  For row expansion, you may re-order the following dimensions except the one you have selected for the column value:

Audience Division Format

Holding Status Language

See section 11.3, "Change Analysis Screen" for more information.

Limiting the analysis

You can reduce the overall results of an analysis by reducing the breadth of one or more of the dimensions. You reduce the breadth by creating subsets of an analysis dimension on the Limit Analysis screen.

For the Lender's Request Frequency view you can select subsets of the following dimensions:

• Holding Status
• Request Frequency
• Division (You can limit the OCLC Conspectus by Division only; you cannot limit by Category or Subject.)
• Publication Date
• Language
• Format
• Audience

See section 11.4, "Limit Analysis Screen" for more information.

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6.11 View Frequency Data by Years

To view frequency data by years:

	Action
1	Select Change Analysis in the Navigation menu. Result: The Change Analysis screen appears.
2	Select: Request Frequency (year) [Borrower/Lender] or Checkout Frequency (by Year) [Circulation]
3	If you selected: Request Frequency: Select Request Date as one level of row expansion. Note: The default row expansion order places Request Date at the 6th (last) expansion order. To see an initial breakdown by year as shown below, select Request Date as the 1st level and select the remaining dimensions according to your needs. For Checkout Frequency: With Checkout Frequency by Year as the column value, Checkout Date automatically becomes the first level of row expansion.
4	Select Run Analysis. Result: The desired analysis is run and you are returned to the updated Analysis Results screen.

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