6 Reports in OCLC Usage Statistics

6 Reports in OCLC Usage Statistics

Chapter overview

This chapter describes optional administrative reports that are generated in OCLC Usage Statistics. These reports help you track your OCLC borrowing and lending activity.

6.1 Overview

Introduction

OCLC Usage Statistics generates reports that help track your OCLC borrowing and lending activity. All reports are in electronic format, and are available free of charge.

Report Availability

Reports are usually available by the tenth day of each month for the preceding month.

Retention

Statistics reports are available for a rolling 36-month period. Reports that allow for multiple-month views, such as the Activity Overview reports, will display up to an additional six months of statistical data.

Logging on

Log on to OCLC Usage Statistics to view reports.

1. Access OCLC Usage Statistics at: http://www.stats.oclc.org/cusp/nav.
2. Type your OCLC authorization in the authorization field.
3. Type your password in the password field.

   Note: FirstSearch users at your institution may use either your statistics password or administrative password in the password field.

4. Click the Start button.

Report Access

Logging on with any of your institution's OCLC authorizations will give you access to all available reports for your institution. If you have had no activity in the selected period, reports will not display. For example, if your library did not borrow materials in June 2009, no Borrower reports will appear when the Period box shows June 2009 as the selected date.

Navigating Reports

• Select the appropriate reporting period to see a list of reports available for that time.
• Click on the report group name (example: Institution Reports: OCL) or the plus sign before the name to expand the list of reports available under that grouping.
• Select a report to view from the reports listed.

Printing Reports

If printing reports from either a spreadsheet or HTML view, select the landscape print format from your browser's Print option for best results.

Exporting Reports

An Export button appears on the top right of each report screen. Clicking the button pops up a File Download box with the options of Open, Save or Cancel. Clicking Open will open the file in Microsoft^® Excel2. From there you can organize the data to fit your needs. To save the file, click File>Save or Save As, then select the desired directory/folder. Make sure the file type is Microsoft Excel Workbook (*.xls) before saving. In some circumstances, the Text Import wizard will display because the file is actually a tab delimited text file. When saving, be sure to select the correct file type extension.

E-mailing Reports

An E-mail button appears at the top right of each report screen. Clicking the button takes you to the E-mail screen where you can choose to send the report to one or more designated e-mail address(es).

The E-mail button can also be used to set up an automatic e-mail feature that will send your designated reports on a monthly basis to the e-mail address(es) that you specify.

• Reports that you designate will be automatically e-mailed when the statistics for the previous month become available at the beginning of the next month (by the 10th of every month).
• You may set up an unlimited number of reports to be e-mailed.
• You may specify the format of the e-mailed reports: HTML or Microsoft^® Excel.
• You may specify the style of the e-mailed reports: Attachment or Hyperlink.
• You may view a list of all of your designated e-mail reports by clicking List All.
• The list of e-mail reports is based on the authorization you used to access reports.

Using Help

Click the Help button on the top right of any screen to view help.

Logging off

When you finish viewing reports, click the Exit button located at the top right or center bottom of all the screens.

Note: Sessions will time out automatically after 45 minutes of inactivity.

Changing Your Password

Although passwords have no expiration limit, it is recommended that they be changed periodically to increase security. OCLC Usage Statistics passwords can be changed in the WorldCat Services Administrative Module.

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6.2 WorldCat Resource Sharing Reports

The following table lists basic information about each report:

ILL Fee Management (IFM) Report

These monthly reports itemize library-to-library borrowing debits and library-to-library lending credits for libraries using Resource Sharing and IFM.

There is a Summary view featuring totals by institution with the institution symbols linked. Clicking an institution symbol shows the transaction details for that particular institution. There is also a Detail report showing all transaction details for each institution.

Note: These reports are only available in a single-month view.

Data in the Report:

• Reporting Period
• Institution Name
• Institution Symbol
• Transaction Type
• Fee Amounts
• Total Net Credits/Debits

Reasons for No Reports

These monthly reports for both Borrower and Lender activity help Lenders evaluate their fill rate and borrowers to refine their Custom Holdings Groups. The Reasons for No report shows details for requests that were refused, the reported reason for not filling the request, and the date the request was refused. The Resource Sharing Borrower Reasons for No Report also shows the lending institution's position in the lender string.

Note: These reports are only available in a single-month view.

For more information on Reasons for No, please see page 10 of the WorldCat Resource Sharing Quick Reference.

Data in the Report
The report provides Lender and Borrower sections with the following information:

• Reporting Period
• Institution Name
• Institution Symbol
• Lender Position (Borrower reports only)
• ILL Record Number
• Title
• OCLC #
• Article (Citation)
• Date (Citation)
• Borrower/Lender Symbol
• Borrower/Lender Full Name
• Reason for No
• Lender Unfilled Date

Strategic Union List Reports

The Strategic Union List Report provides information on the serial titles requested from your library via WorldCat Resource Sharing.

Data in the Report:

• Reporting Period
• Institution Name
• Institution Symbol
• OCLC #
• Title
• Requests Received
• Requests Filled

Resource Sharing Stats Reports

These reports provide a detailed look at all the requests that pass through your library's system in a given month, and are organized by transaction. A record appears in this report for any month during which action was taken on a request, so a request may appear in multiple months. Because of the depth of this report, only one month of statistics can be displayed at a time.

Data in the Report
The report provides Lender and Borrower sections with the following information:

Activity Overview Reports

These reports show the number of requests initiated or received by your library in a specified month, the number of requests cancelled in that month, and the number of requests reported as filled for that month. A request counted among the "Requests Initiated" in one month may be counted as a "Requests Filled" or "Requests Unfilled" action in a subsequent month, if that transaction is not completed in the same moth it was initiated.

Turnaround time in the Borrower report represents the cumulative time that a request was passed along through the lender string, so it is generally longer than in the Borrower/Lender Transaction-Level Detail Report, which looks at just one institution's contact with a given request. The Lender Turnaround time is shorter than the Borrower time because as a lender, your institution handles the request once and either fills or passes along a request in a relatively short time frame; the report only measures your institution's "touch" on that request.

Data in the Report
These reports provide Lender and Borrower views with the following information:

• Reporting Period
• Institution Name
• Institution Symbol
• History
• Requests Initiated/Received
• Requests from WorldCat
• Requests Cancelled
• Requests Filled
• Requests Unfilled
• Average Turnaround Time for Filled Requests (in days). See the introduction above for clarification of this metric.
• Average Turnaround Time for Unfilled Requests (in days). See the introduction above for clarification of this metric.

Transaction-Level Detail Reports

These activity detail reports provide counts for requests to or from specific institutions within a given month. The Requests to Lender/Borrower totals represent each time a request was passed along to an institution. In the Borrower Transaction Level Detail Report, one request can be handled multiple times. Therefore, the number of requests initiated is higher than the number of requests represented in the Borrower Activity Overview Report.

Data in the Reports
These reports provide Lender and Borrower views with the following information:

• Reporting Period
• Institution Name
• Institution Symbol
• Institution State
• Library Type
• Requests to Lender/Requests Received (Borrower and Lender reports, respectively)
• Requests from WorldCat
• Requests Cancelled
• Requests Filled
• Requests Filled (Loan)
• Requests Filled (Copy)
• Requests Unfilled
• Average Turnaround Time for Filled Requests (in days). See the introduction above for clarification of this metric.
• Average Turnaround Time for Unfilled Requests (in days). See the introduction above for clarification of this metric.
• Totals

eSerials Requests by Journal Title Reports

This report helps libraries track ILL requests for eSerials.

Data in the Report:

• Reporting Period
• Institution Name
• Institution Symbol
• OCLC #
• Journal Title
• ISSN
• Total eSerials Requests Received
• Total eSerials Requests Filled

Serials Request Overview Reports

This report shows ILL requests for both print and electronic serials, and includes totals for requests for print serials and e-serials, along with totals for requests deflected (by print and electronic) and requests filled (print and electronic).

Data in the Report:

• Reporting Period
• Institution Name
• Institution Symbol
• Total Requests Received
• Total Requests Deflected
• Total Requests Filled
• % of eSerials Holdings Requests Received
• % of eSerials Requests Filled

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6.3 WorldCat Navigator Reports

The following table lists basic information about each report:

Reasons for No Reports

These monthly reports for both Borrower and Lender activity help Lenders evaluate their fill rate and borrowers to refine their Custom Holdings Groups. The Reasons for No report shows details for requests that were refused, the reported reason for not filling the request, and the date the request was refused. The Resource Sharing Borrower Reasons for No Report also shows the lending institution's position in the lender string.

Note: These reports are only available in a single-month view.

For more information on Reasons for No, please see page 10 of the WorldCat Resource Sharing Quick Reference.

Data in the Report
The report provides Lender and Borrower sections with the following information:

• Reporting Period
• Institution Name
• Institution Symbol
• Group ID
• Group Name
• Institutions
• Lender Position (Borrower reports only)
• Request Record Number
• ILLiad TN
• Title
• OCLC #
• Article (Citation)
• Date (Citation)
• Borrower/Lender Symbol
• Borrower/Lender Full Name
• Reason for No
• Lender Unfilled Date

Resource Sharing Stats Reports

These reports provide a detailed look at all the requests that pass through your library's system in a given month, and are organized by transaction. A record appears in this report for any month during which action was taken on a request, so a request may appear in multiple months. Because of the depth of this report, only one month of statistics can be displayed at a time.

Data in the Report
The report provides Lender and Borrower sections with the following information:

In-Group Activity Overview Reports

These reports show the number of requests initiated or received by your library in a specified month, the number of requests cancelled in that month, and the number of requests reported as filled for that month. A request counted among the "Requests Initiated" in one month may be counted as a "Requests Filled" or "Requests Unfilled" action in a subsequent month, if that transaction is not completed in the same moth it was initiated.

Turnaround time in the Borrower report represents the cumulative time that a request was passed along through the lender string, so it is generally longer than in the Borrower/Lender Transaction-Level Detail Report, which looks at just one institution's contact with a given request. The Lender Turnaround time is shorter than the Borrower time because as a lender, your institution handles the request once and either fills or passes along a request in a relatively short time frame; the report only measures your institution's "touch" on that request.

Data in the Reports
These reports provide Lender and Borrower views with the following information:

• Reporting Period
• Institution Name
• Institution Symbol
• History
• Requests Initiated/Received
• Requests from WorldCat
• Requests Cancelled
• Requests Filled
• Requests Unfilled
• Average Turnaround Time for Filled Requests (in days). See the introduction above for clarification of this metric.
• Average Turnaround Time for Unfilled Requests (in days). See the introduction above for clarification of this metric.

In-Group Transaction-Level Detail Reports

These activity detail reports provide counts for requests to or from specific institutions within a given month. The Requests to Lender/Borrower totals represent each time a request was passed along to an institution. In the Borrower Transaction Level Detail Report, one request can be handled multiple times. Therefore, the number of requests initiated is higher than the number of requests represented in the Borrower Activity Overview Report.

Data in the Report
These reports provide Lender and Borrower views with the following information:

• Reporting Period
• Institution Name
• Institution Symbol
• Institution State
• Library Type
• Requests to Lender/Requests Received (Borrower and Lender reports, respectively)
• Requests from WorldCat
• Requests Cancelled
• Requests Filled
• Requests Filled (Loan)
• Requests Filled (Copy)
• Requests Unfilled
• Average Turnaround Time for Filled Requests (in days). See the introduction above for clarification of this metric.
• Average Turnaround Time for Unfilled Requests (in days). See the introduction above for clarification of this metric.
• Totals

In-Group Summary Reports

These reports provide counts for Borrowing and Lending activity on copies and loans with the average turnaround time in days, for the group within a given month.

Data in the Report
These reports provide the In-Group Borrowing and Lending; in-group/out of group totals and percentages for a given month for the group:

• Reporting Period
• Group ID
• Group Name
• Institutions:
• Borrowing Activity
• In-Group
• Total
• Copies
• Loans
• Average Turnaround Time (in days)
• % In-Group
• In-Group
• Total
• Copies
• Loans
• Average Turnaround Time (in days)
• Out-of-Group
• In-Group
• Total
• Copies
• Loans
• Average Turnaround Time (in days)
• Total
• In-Group
• Total
• Copies
• Loans
• Average Turnaround Time (in days)

In-Group Detail Reports

These reports provide counts for requests to or from specific institutions within the group for a given month.

Data in the Report
These reports provide the In-Group Borrowing and Lending Activity for a given month for each institution that is part of that group.

• Reporting Period
• Group ID
• Group Name
• Institutions:
  • Institution
    • Name
    • Symbol
    • State
    • Library Type
  • Borrowing Activity Within Group
    • Total
    • Copies
    • Originals
  • Lending Activity Within Group
    • Total
    • Copies
    • Originals

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