CSU Pharos Project Resource Sharing System (RSS)
Statistical Reports Requirements
(DRAFT REVISION: 3 May 1999)
Required specifications for all data:
-
Ability to export data and/or reports into MS Excel
-
Ability to specify date range for statistics
-
Ability to customize reports by individual fields,
or groups of fields (Ex: "Suppliers’ Statistical Reports" could be collected
by individual supplier or by customized groups of suppliers.)
Table of Contents
Section I: InterCampus Borrowing Statistics 2
B-1: Main Borrowing Report 2
B-2: Borrowing Method of Delivery Report 3
B-3: Borrowing Patron Report 4
B-4: Suppliers' Statistical Reports 5
B-5: Borrowing Cancellation Report 6
B-6: Collection Development Reports 7
B-6a: By Title 7
B-6b: By Academic Department 8
B-6c: By Call Number 9
B-7: Copyright Report 10
Section II: InterCampus Lending Statistics 11
L-1: Main Lending Report 11
L-2: Lending Method of Delivery Report 12
L-3: Requesting Library Statistical Reports 13
L-4: Lending Cancellation Report 14
Section III: System Wide Statistics 15
S-1: Main System Wide Report 15
S-2: System Wide Borrowers' Report 16
S-3: System Wide Lenders' Report 17
S-4: System Wide Lost Books Report 18
B-1: Main Borrowing Report
-
Totals by method of transmission with
subtotals by:
-
Total requests filled/unfilled
-
Loans/Copies
-
Fill rate percentage for each transmission
type
-
Percentage of total requests filled by
transmission type
-
Turnaround time
Example:
Main
Borrowing Report
July 1998 — June 1999
|
|
|
|
|
|
|
|
|
|
Average |
| |
Filled |
|
|
|
|
Unfilled |
TOTAL |
Fill Rate |
%Total |
Turnaround |
| |
Loans |
% Loans |
Copies |
%Copies |
TOTAL |
|
|
by Method |
Filled |
Time |
| RSS Unmediated |
|
|
|
|
|
|
|
|
|
|
| RSS Mediated |
|
|
|
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|
|
| OCLC |
|
|
|
|
|
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|
|
|
|
| Other |
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|
|
|
|
|
|
|
| TOTALS |
|
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|
|
|
|
|
|
B-2: Borrowing Method of Delivery
Report
-
Totals calculated by method of delivery
with subtotals by:
-
Loans and copies filled
-
Percentage of total filled by delivery
method
-
Average turnaround time by delivery method
Example:
Borrowing Method of Delivery
Report
July 1998 — June 1999
| |
Filled |
|
|
% of Total |
Avg Turnaround |
| |
Loans |
Copies |
TOTAL |
Filled |
Time |
| Ariel |
|
|
|
|
|
| Tricor |
|
|
|
|
|
| Fax |
|
|
|
|
|
| Mail |
|
|
|
|
|
| Other |
|
|
|
|
|
| TOTAL |
|
|
|
|
|
B3: Borrowing Patron Report
-
Total submitted by patrons with subtotals
by:
-
Patron status
-
Loans/Copies
-
Total requests filled/unfilled
-
Percentage of total requests filled
-
Turnaround time average
Example: Borrowing
Patron Report
April 1999
| |
SUBMITTED |
|
|
FILLED |
|
|
UN- FILLED |
% of
Total FILLED |
AVERAGE
TURNAROUND TIME |
| |
Loans |
Copies |
TOTAL |
Loans |
Copies |
TOTAL |
|
|
|
| UG |
|
|
|
|
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|
|
| GRAD |
|
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| DOC |
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| STAF |
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| FAC |
|
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|
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|
|
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|
|
| TOTAL |
|
|
|
|
|
|
|
|
|
B-4: Suppliers’ Statistical
Reports
-
Totals computed for:
-
Individual libraries/suppliers and
-
Pre-defined groups of libraries/suppliers
with subtotals by:
-
Filled/Unfilled
-
Loans/Copies
-
Fill rate percentage for suppliers or
groups of suppliers
-
Percentage of total requests filled
-
Turnaround time
-
All groups of suppliers should be customizable
by campus and allow individual suppliers to be assigned to multiple groups
Example: Borrowing Supplier Statistics
Group
= CSU Libraries
Jan. 1999 — Dec. 1999
| |
|
|
|
|
|
Fill Rate |
% of Total |
Average |
| |
Filled |
|
|
Unfilled |
TOTAL |
of Supplier |
Filled |
Turnaround |
| |
Loans |
Copies |
TOTAL |
|
|
|
|
|
| CBA |
|
|
|
|
|
|
|
|
| CCH |
|
|
|
|
|
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|
|
| CDH |
|
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| CFI |
|
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|
| CFS |
|
|
|
|
|
|
|
|
| etc. |
|
|
|
|
|
|
|
|
| TOTALS |
|
|
|
|
|
|
|
|
B-5:
Borrowing Cancellation Report
-
Cancellation totals with subtotals by:
-
Loan/Copies
-
Reason for cancellation (customizable
by campus)
-
Percentages by reason for cancellation
Example:
Borrowing
Cancellation Report
July
1998 — June 1999
| |
Owned |
Bad Cite |
Non-circ |
Cost Exceeded |
Diss/ Thesis |
Not Avail |
Other |
TOTALS |
| Loans |
|
|
|
|
|
|
|
|
| Copies |
|
|
|
|
|
|
|
|
| TOTAL |
|
|
|
|
|
|
|
|
| PERCENTAGE |
|
|
|
|
|
|
|
|
B-6: Collection Development
Reports
B-6a: Collection Development Reports
By title
-
A list of requests cumulated by title
for either loans or copies and including the following data fields:
-
Patron status, Patron department, Filled
status, date of request, year of publication, and patron code
Example: Collection Development
Report
Photocopies Sorted By Title
Jan. — Mar. 1999
| |
|
|
|
|
Filled |
Unfilled |
Totals |
| |
Status |
Depart |
STATUS |
ReqDate |
Year |
Patron code |
|
| Alcoholism
Weekly |
|
|
|
|
3 |
1 |
4 |
| |
grad |
engl |
filled |
3/2/99 |
1999 |
p1093823 |
|
| |
grad |
engl |
filled |
3/8/99 |
1998 |
p1093823 |
|
| |
grad |
phil |
unfilled |
2/1/99 |
1988 |
p1234239 |
|
| |
fac |
libr |
filled |
1/2/99 |
1996 |
p3213424 |
|
| Biotechnology
News |
|
|
|
|
125 |
15 |
140 |
| |
ug |
biol |
filled |
3/31/99 |
1998 |
p4342412 |
|
| |
ug |
biol |
filled |
1/8/99 |
1998 |
p9874321 |
|
| |
fac |
geog |
unfilled |
1/16/99 |
1997 |
p1320384 |
|
| |
fac |
geog |
filled |
2/1/99 |
1996 |
p1320384 |
|
| etc. |
|
|
|
|
|
|
|
B-6b: Collection Development Reports
By Academic Department
-
Totals calculated by academic department
with subtotals by:
Example: Collection
Development Report
By
Academic Department
1998/99
| |
Filled |
|
|
Unfilled |
TOTAL |
% of Total |
Average |
| |
Loans |
Copies |
TOTAL |
|
|
Filled |
Turnaround |
| ANTH: ug |
|
|
|
|
|
|
|
| ANTH: grad |
|
|
|
|
|
|
|
| ANTH: fac |
|
|
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|
|
|
|
| ANTH: TOTALS |
|
|
|
|
|
|
|
| BIOL: ug |
|
|
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|
|
|
|
| BIOL: grad |
|
|
|
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|
|
| BIOL: fac |
|
|
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|
|
|
|
| BIOL: TOTALS |
|
|
|
|
|
|
|
| etc… |
|
|
|
|
|
|
|
| TOTALS |
|
|
|
|
|
|
|
B-6c: Collection Development Reports
by Call Number
-
Totals calculated by call number and subtotaled
by:
-
Loans/Copies
-
Patron status
Example:
Collection Development Report
By Call Number
Jan. — Dec. 1998
| |
Loans |
Copies |
TOTAL |
Status |
|
|
|
| |
|
|
|
Undergrad |
Grad |
Fac |
Staff |
| AC |
|
|
|
|
|
|
|
| AE |
|
|
|
|
|
|
|
| AG |
|
|
|
|
|
|
|
| AI |
|
|
|
|
|
|
|
| AP |
|
|
|
|
|
|
|
| etc. |
|
|
|
|
|
|
|
| TOTALS |
|
|
|
|
|
|
|
B-7: Copyright Report
-
A list of photocopy requests sorted by
title according to the following criteria:
-
Ability to limit to titles requested more
than "x" times per specified date range
-
Photocopy requests only
-
Filled requests only
-
Requests with copyright code CCG only
-
And including the following information:
-
Year, volume, page numbers, and ISSN or
OCLC bib number
Example:
Copyright Report
1998
| |
|
|
|
|
Totals |
| |
Year |
Volume |
Pages |
ISSN |
|
| Alcoholism
Weekly |
|
|
|
|
4 |
| |
1999 |
16 |
11-16 |
1111-8585 |
|
| |
1998 |
15 |
1-5 |
1111-8585 |
|
| |
1998 |
15 |
65-88 |
1111-8585 |
|
| |
1996 |
14 |
14-15 |
1111-8585 |
|
| Biotechnology
News |
|
|
|
|
15 |
| |
1998 |
85 |
353-326 |
1234-9876 |
|
| |
1998 |
85 |
500-565 |
1234-9876 |
|
| |
1997 |
84 |
101-125 |
1234-9876 |
|
| |
1996 |
83 |
98-100 |
1234-9876 |
|
| etc. |
|
|
|
|
|
L-1:
Main Lending Report
-
Totals by method of transmission with
subtotals by:
-
Total requests filled/unfilled
-
Loans/Copies
-
Fill rate percentage by method of transmission
-
Percentage of total requests filled
-
Turnaround time
Example:
Main
Lending Report
April 1999
| |
|
|
|
|
|
|
% of Total |
Average |
| |
Filled |
|
|
Unfilled |
TOTAL |
Fill rate |
Filled |
Turnaround |
| |
Loans |
Copies |
TOTAL |
|
|
|
|
|
| RSS Unmediated |
|
|
|
|
|
|
|
|
| RSS Mediated |
|
|
|
|
|
|
|
|
| OCLC |
|
|
|
|
|
|
|
|
| Other |
|
|
|
|
|
|
|
|
| TOTAL |
|
|
|
|
|
|
|
|
L-2: Lending Method of Delivery
Report
-
Totals calculated by method of delivery
with subtotals by:
-
Loans and copies filled
-
Percentage of total filled by delivery
method
-
Average turnaround time by delivery method
Example:
Lending Method of Delivery Report
July 1998 — June 1999
| |
Filled |
|
|
% of Total |
Avg Turnaround |
| |
Loans |
Copies |
TOTAL |
Filled |
Time |
| Ariel |
|
|
|
|
|
| Tricor |
|
|
|
|
|
| Fax |
|
|
|
|
|
| Mail |
|
|
|
|
|
| Other |
|
|
|
|
|
| TOTAL |
|
|
|
|
|
L-3:
Requesting Library Statistical Reports
-
Totals computed for:
-
Individual libraries/suppliers
-
Pre-defined groups of libraries/suppliers
with subtotals by:
-
Filled/Unfilled
-
Loans/Copies
-
Fill rate percentage by supplier/group
of suppliers
-
Percentage of total requests filled by
supplier/group of suppliers
-
Turnaround time
Example: Requesting Library Statistical
Report
Lending Report
Group
= All Groups
Jan. 1999 — Dec. 1999
| |
Filled |
|
|
Unfilled |
TOTAL |
Fill Rate |
% of Total |
Average |
| |
Loans |
Copies |
TOTAL |
|
|
by Supplier |
Filled |
Turnaround |
| CSU’s |
|
|
|
|
|
|
|
|
| UC’s |
|
|
|
|
|
|
|
|
| Calif Pubs |
|
|
|
|
|
|
|
|
| Local |
|
|
|
|
|
|
|
|
| Int’l |
|
|
|
|
|
|
|
|
| etc… |
|
|
|
|
|
|
|
|
| TOTALS |
|
|
|
|
|
|
|
|
L-4: Lending Cancellation
Report
-
Cancellations computed by pre-defined
reasons for cancellation with subtotals by:
-
Individual requesting libraries,
or,
-
Pre-defined groups of libraries
Example:
Lending
Cancellation Report
CSU
Libraries
July
1998 — June 1999
| Missing |
In Use |
Non-Circ |
Bad cite |
Other |
TOTALS |
|
|
|
| CBA |
|
|
|
|
|
|
|
|
| CCH |
|
|
|
|
|
|
|
|
| CDH |
|
|
|
|
|
|
|
|
| CFS |
|
|
|
|
|
|
|
|
| etc… |
|
|
|
|
|
|
|
|
| TOTAL |
|
|
|
|
|
|
|
|
S-1: Main System Wide Report
-
Total transactions borrowed and loaned by all RSS partners with subtotals
by:
-
Filled/Unfilled
-
Fill rate percentage by supplier
-
Percentage of total requests filled
Example:
Main System Wide Report
1998
| |
BORROWED |
|
|
%Total |
|
LOANED |
|
|
%Total |
|
TOTAL |
| |
Filled |
Unfilled |
Fill Rate |
Filled |
TOTAL |
Filled |
Unfilled |
Fill Rate |
Filled |
TOTAL |
|
| CBA |
|
|
|
|
|
|
|
|
|
|
|
| CCH |
|
|
|
|
|
|
|
|
|
|
|
| CDG |
|
|
|
|
|
|
|
|
|
|
|
| CDS |
|
|
|
|
|
|
|
|
|
|
|
| CFl |
|
|
|
|
|
|
|
|
|
|
|
| etc… |
|
|
|
|
|
|
|
|
|
|
|
| TOTALS |
|
|
|
|
|
|
|
|
|
|
|
S-2
System Wide Borrowers’ Report
-
Totals for items borrowed by RSS partners
with subtotals by:
-
Loans/Copies
-
Filled/Unfilled
-
Fill rate percentage by campus
-
Percentage of total filled
-
Turnaround time
Example:
System
Wide Borrowers’ Report
July
1998 — June 1999
| |
Filled |
|
|
Unfilled |
TOTAL |
Fill Rate |
% of Total |
Average |
| |
Loans |
Copies |
TOTAL |
|
|
|
Filled |
Turnaround |
| CBA |
|
|
|
|
|
|
|
|
| CCH |
|
|
|
|
|
|
|
|
| CDH |
|
|
|
|
|
|
|
|
| CDS |
|
|
|
|
|
|
|
|
| CFS |
|
|
|
|
|
|
|
|
| etc. |
|
|
|
|
|
|
|
|
| TOTALS |
|
|
|
|
|
|
|
|
S-3
System Wide Lenders’ Report
-
Totals for items supplied by RSS partners
with subtotals by:
-
Loans/Copies
-
Filled/Unfilled
-
Fill rate percentage by campus
-
Percentage of total filled
-
Turnaround time
Example:
System
Wide Lenders’ Report
July
1998 — June 1999
| |
Filled |
|
|
Unfilled |
TOTAL |
Fill Rate |
% of Total |
Average |
| |
Loans |
Copies |
TOTAL |
|
|
|
Filled |
Turnaround |
| CBA |
|
|
|
|
|
|
|
|
| CCH |
|
|
|
|
|
|
|
|
| CDH |
|
|
|
|
|
|
|
|
| CDS |
|
|
|
|
|
|
|
|
| CFS |
|
|
|
|
|
|
|
|
| etc. |
|
|
|
|
|
|
|
|
| TOTALS |
|
|
|
|
|
|
|
|
S-4: System Wide Lost Books Report
-
Totals for lost books by campus
Example:
Lost Books Report
1998/1999
| |
CBA |
CCH |
CDH |
CDS |
CFS |
etc… |
TOTALS |
| CBA |
N/A |
0 |
0 |
4 |
0 |
|
4 |
| CCH |
1 |
N/A |
1 |
0 |
0 |
|
2 |
| CDH |
2 |
1 |
N/A |
3 |
0 |
|
6 |
| CDS |
0 |
0 |
0 |
N/A |
0 |
|
0 |
| CFS |
3 |
2 |
1 |
1 |
N/A |
|
7 |
| etc… |
|
|
|
|
|
N/A |
|
| TOTALS |
|
|
2 |
8 |
0 |
|
|
|
