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OCLC Online Computer Library Center




OCLC Resource Sharing Stats Overview




               Amy Lytle
               Product Manager,
               Library Usage Statistics
OCLC Online Computer Library Center




Discussion Topics

   Overview of Resource Sharing Reports

   Key Measures

   Life of a Request

   How to Receive Reports Automatically
OCLC Online Computer Library Center




Where to Find Your RS Stats

   Stats Website
     www.stats.oclc.org
   AKA “CUSP”
     Central Usage Statistics Portal
     Includes Stats for many OCLC services
        FirstSearch/COUNTER
        Cataloging
        Digital Collections and…
        Resource Sharing!
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center
OCLC Online Computer Library Center




Key Measures

   Requests Initiated

   Requests Received

   Requests Filled and Unfilled

   Average Turnaround Time
OCLC Online Computer Library Center




Requests Initiated

   Counts the number of requests generated during a
   specified month

   Represents the creation date for a request

   Each request is
     Counted once in the Borrower Activity Overview
     Report

     Counted each time a request is passed to a library in
     the Borrower Transaction-Level Detail Report
OCLC Online Computer Library Center




Requests Received

   Counts the number of requests received during a
   specified month
     Does not take into account the date a request was
     initiated
   Each request is
     Counted each time a request is received by your
     library in the Lender Activity Overview Report
     Counted each time a request is received by your
     library in the Lender Transaction-Level Detail
     Report
OCLC Online Computer Library Center




Requests Filled & Unfilled
   Lending library Filled dates
      Generated when request status = Shipped
   Borrowing library Filled dates
      Generated when request status = Received
   Lending library Unfilled dates
      Generated when request is passed on or library is last in list and marks
      item as not to be filled (automated or review)
      Also used in Borrower Transaction-Level Detail Report
   Borrowing library Unfilled dates
      Generated by Borrower when request reaches end of lender string and
      is returned as unfilled.
OCLC Online Computer Library Center




Average Turnaround Times:
Filled Requests

   Borrower Activity Overview Report
      Request initiated – Request received by borrower
      Counts entire time request spends traveling through lender string
   Borrower Transaction-Level Detail Report
      Request initiated – Request received by borrower
      Counts only the time the request spent with the library that actually
      filled the request
   Both Lender Reports
      Request received – Request shipped
      Requests received multiple times: only the turnaround time for the
      request that is filled
OCLC Online Computer Library Center




Average Turnaround Times:
Unfilled Requests

   Borrower Activity Overview Report
      Request initiated – Request marked unfilled by borrower
      Counts entire time request spends traveling through lender string
   Borrower Transaction-Level Detail Report
      Request initiated – Request unfilled by lender
      Counts time with each library in lending string separately
   Both Lender Reports
      Request received – Request passed to next lender in string
      Requests received multiple times: counts turnaround time for each
      request that is passed to next lender separately
OCLC Online Computer Library Center




A Day In The Life Of …
Action: Initiate a Request

  Borrower Reports             Lender Reports
      Activity Overview            None: Lenders count
                                   requests received
      Resource Sharing Stats

      Group Overview

      Group Detail
OCLC Online Computer Library Center




A Day In The Life Of …
Action: Receive a Request

  Borrower Reports           Lender Reports
      Transaction-Level          Activity Overview
      Detail – each time a
                                 Transaction-Level
      lender receives a
                                 Detail
      request
                                 Resource Sharing Stats

                                 Group Overview

                                 Group Detail
OCLC Online Computer Library Center




A Day In The Life Of …
Action: Fill a Request

  Borrower Reports             Lender Reports
      None – requests are          Activity Overview
      counted when they are
                                   Transaction-Level
      marked as received,
                                   Detail
      not when the lender(s)
                                   Resource Sharing Stats
      mark them as shipped
                                   Group Overview

                                   Group Detail
OCLC Online Computer Library Center




A Day In The Life Of …
Action: Pass on Request (aka Unfilled)

  Borrower Reports             Lender Reports
      Reasons for No               Activity Overview
      Transaction-Level            Transaction-Level
      Detail                       Detail
      Not in Resource              Resource Sharing Stats
      Sharing Stats Report –
                                   Reasons for No
      the Borrower report
                                   Group Overview
      uses the Borrower
      Unfilled date, not the       Group Detail
      lender date
OCLC Online Computer Library Center




A Day In The Life Of …
Action: Receive a Request

  Borrower Reports                    Lender Reports
      Activity Overview                   Resource Sharing Stats
      Transaction-Level Detail            IFM Report, assuming
                                              Borrower specified IFM &
      Resource Sharing Stats –
                                              Maxcost was set
      for last lender only
                                              Lender agreed to IFM &
      IFM Report, assuming                    cost less than or equal to
                                              Maxcost
         Lender agreed to IFM &
         cost less than or equal to           Borrower marked item as
         Maxcost                              received
         Borrower marked item as
         received

      Group reports
OCLC Online Computer Library Center




A Day In The Life Of …
Action: Unfilled Request

  Borrower Reports                         Lender Reports
       Activity Overview                        Resource Sharing Stats
       Transaction-Level Detail                 IFM Report, assuming
                                                   Borrower specified IFM &
       Resource Sharing Stats – Last
                                                   Maxcost was set
       Lender or end-of-line only
                                                   Lender agreed to IFM & cost
       IFM Report, assuming                        less than or equal to Maxcost
           Lender agreed to IFM & cost             Borrower marked item as
           less than or equal to Maxcost           received
           Borrower marked item as
           received

       Group reports
OCLC Online Computer Library Center




Requesting Reports Via E-mail

   Quick tutorial
OCLC Online Computer Library Center




  Click on the “E-mail”
  Click on the “E-mail”
  Button Below
  Button Below
OCLC Online Computer Library Center




The name of the report appears in the blue frame. Enter as many e-mail
addresses as you wish, separated by semi-colon. Click on the “Send Monthly”
box, choose your format and style, then click “save” to receive reports
automatically.
OCLC Online Computer Library Center




Requesting a Report Immediately

   You may also click the “Send Now” button
   to have the report sent immediately

   You will see a confirmation message in
   the blue bar.
OCLC Online Computer Library Center




Confirmation that the report was e-mailed
to the addresses you entered
OCLC Online Computer Library Center




Administrivia
   Reports are sent around the 10th of each month
   You may sign up to have as many reports as you wish e-mailed
   automatically
      Each report must be requested separately
   Clicking the “Delete” button deletes only the report listed in the
   blue bar; not other reports you may have asked to receive via e-
   mail. A confirmation message appears in the blue bar, letting
   you know that the report was deleted from the e-mail requests
   You can see which reports you have opted to receive by clicking
   the “List All” Button
   From the “list all” screen, you can edit/delete requests for
   reports
      Clicking the “Edit” button beside a report lets you edit e-mail addresses
      and change the format and style of the reports you elect to receive
OCLC Online Computer Library Center




Result of Clicking on “List All”
Click on the “edit” link to change e-mail addresses, opt
out of the “send monthly” option, and/or change the
format and style of the e-mailed report.
OCLC Online Computer Library Center




Thank you for listening!

Questions? Comments?


                                              Amy Lytle

         Product Manager, Library Usage Statistics

                                lytlea@oclc.org or

                             800.848.5878 x 5212

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OCLC Resource Sharing Stats Overview

  • 1. OCLC Online Computer Library Center OCLC Resource Sharing Stats Overview Amy Lytle Product Manager, Library Usage Statistics
  • 2. OCLC Online Computer Library Center Discussion Topics Overview of Resource Sharing Reports Key Measures Life of a Request How to Receive Reports Automatically
  • 3. OCLC Online Computer Library Center Where to Find Your RS Stats Stats Website www.stats.oclc.org AKA “CUSP” Central Usage Statistics Portal Includes Stats for many OCLC services FirstSearch/COUNTER Cataloging Digital Collections and… Resource Sharing!
  • 4. OCLC Online Computer Library Center
  • 5. OCLC Online Computer Library Center
  • 6. OCLC Online Computer Library Center
  • 7. OCLC Online Computer Library Center
  • 8. OCLC Online Computer Library Center
  • 9. OCLC Online Computer Library Center
  • 10. OCLC Online Computer Library Center
  • 11. OCLC Online Computer Library Center
  • 12. OCLC Online Computer Library Center
  • 13. OCLC Online Computer Library Center
  • 14. OCLC Online Computer Library Center
  • 15. OCLC Online Computer Library Center
  • 16. OCLC Online Computer Library Center Key Measures Requests Initiated Requests Received Requests Filled and Unfilled Average Turnaround Time
  • 17. OCLC Online Computer Library Center Requests Initiated Counts the number of requests generated during a specified month Represents the creation date for a request Each request is Counted once in the Borrower Activity Overview Report Counted each time a request is passed to a library in the Borrower Transaction-Level Detail Report
  • 18. OCLC Online Computer Library Center Requests Received Counts the number of requests received during a specified month Does not take into account the date a request was initiated Each request is Counted each time a request is received by your library in the Lender Activity Overview Report Counted each time a request is received by your library in the Lender Transaction-Level Detail Report
  • 19. OCLC Online Computer Library Center Requests Filled & Unfilled Lending library Filled dates Generated when request status = Shipped Borrowing library Filled dates Generated when request status = Received Lending library Unfilled dates Generated when request is passed on or library is last in list and marks item as not to be filled (automated or review) Also used in Borrower Transaction-Level Detail Report Borrowing library Unfilled dates Generated by Borrower when request reaches end of lender string and is returned as unfilled.
  • 20. OCLC Online Computer Library Center Average Turnaround Times: Filled Requests Borrower Activity Overview Report Request initiated – Request received by borrower Counts entire time request spends traveling through lender string Borrower Transaction-Level Detail Report Request initiated – Request received by borrower Counts only the time the request spent with the library that actually filled the request Both Lender Reports Request received – Request shipped Requests received multiple times: only the turnaround time for the request that is filled
  • 21. OCLC Online Computer Library Center Average Turnaround Times: Unfilled Requests Borrower Activity Overview Report Request initiated – Request marked unfilled by borrower Counts entire time request spends traveling through lender string Borrower Transaction-Level Detail Report Request initiated – Request unfilled by lender Counts time with each library in lending string separately Both Lender Reports Request received – Request passed to next lender in string Requests received multiple times: counts turnaround time for each request that is passed to next lender separately
  • 22. OCLC Online Computer Library Center A Day In The Life Of … Action: Initiate a Request Borrower Reports Lender Reports Activity Overview None: Lenders count requests received Resource Sharing Stats Group Overview Group Detail
  • 23. OCLC Online Computer Library Center A Day In The Life Of … Action: Receive a Request Borrower Reports Lender Reports Transaction-Level Activity Overview Detail – each time a Transaction-Level lender receives a Detail request Resource Sharing Stats Group Overview Group Detail
  • 24. OCLC Online Computer Library Center A Day In The Life Of … Action: Fill a Request Borrower Reports Lender Reports None – requests are Activity Overview counted when they are Transaction-Level marked as received, Detail not when the lender(s) Resource Sharing Stats mark them as shipped Group Overview Group Detail
  • 25. OCLC Online Computer Library Center A Day In The Life Of … Action: Pass on Request (aka Unfilled) Borrower Reports Lender Reports Reasons for No Activity Overview Transaction-Level Transaction-Level Detail Detail Not in Resource Resource Sharing Stats Sharing Stats Report – Reasons for No the Borrower report Group Overview uses the Borrower Unfilled date, not the Group Detail lender date
  • 26. OCLC Online Computer Library Center A Day In The Life Of … Action: Receive a Request Borrower Reports Lender Reports Activity Overview Resource Sharing Stats Transaction-Level Detail IFM Report, assuming Borrower specified IFM & Resource Sharing Stats – Maxcost was set for last lender only Lender agreed to IFM & IFM Report, assuming cost less than or equal to Maxcost Lender agreed to IFM & cost less than or equal to Borrower marked item as Maxcost received Borrower marked item as received Group reports
  • 27. OCLC Online Computer Library Center A Day In The Life Of … Action: Unfilled Request Borrower Reports Lender Reports Activity Overview Resource Sharing Stats Transaction-Level Detail IFM Report, assuming Borrower specified IFM & Resource Sharing Stats – Last Maxcost was set Lender or end-of-line only Lender agreed to IFM & cost IFM Report, assuming less than or equal to Maxcost Lender agreed to IFM & cost Borrower marked item as less than or equal to Maxcost received Borrower marked item as received Group reports
  • 28. OCLC Online Computer Library Center Requesting Reports Via E-mail Quick tutorial
  • 29. OCLC Online Computer Library Center Click on the “E-mail” Click on the “E-mail” Button Below Button Below
  • 30. OCLC Online Computer Library Center The name of the report appears in the blue frame. Enter as many e-mail addresses as you wish, separated by semi-colon. Click on the “Send Monthly” box, choose your format and style, then click “save” to receive reports automatically.
  • 31. OCLC Online Computer Library Center Requesting a Report Immediately You may also click the “Send Now” button to have the report sent immediately You will see a confirmation message in the blue bar.
  • 32. OCLC Online Computer Library Center Confirmation that the report was e-mailed to the addresses you entered
  • 33. OCLC Online Computer Library Center Administrivia Reports are sent around the 10th of each month You may sign up to have as many reports as you wish e-mailed automatically Each report must be requested separately Clicking the “Delete” button deletes only the report listed in the blue bar; not other reports you may have asked to receive via e- mail. A confirmation message appears in the blue bar, letting you know that the report was deleted from the e-mail requests You can see which reports you have opted to receive by clicking the “List All” Button From the “list all” screen, you can edit/delete requests for reports Clicking the “Edit” button beside a report lets you edit e-mail addresses and change the format and style of the reports you elect to receive
  • 34. OCLC Online Computer Library Center Result of Clicking on “List All” Click on the “edit” link to change e-mail addresses, opt out of the “send monthly” option, and/or change the format and style of the e-mailed report.
  • 35. OCLC Online Computer Library Center Thank you for listening! Questions? Comments? Amy Lytle Product Manager, Library Usage Statistics lytlea@oclc.org or 800.848.5878 x 5212