• Practical Scenarios--• Using OCLC WorldCat Resource

Sharing Statistics Reports: Practical Tips

• Overview: OCLC WorldCat Collection Analysis, ILL Analyses

• VIVA Statistics

Russell Palmer, SOLINET

OCLC WorldCat Resource Sharing Statistics • Access: • http://www.stats.oclc.org

Available Resource Sharing Reports• ILL Fee Management (IFM) Reports• Resource Sharing Borrower Reasons for No Report and

Resource Sharing Lender Reasons for No Report• The Strategic Union List Report • Borrower Resource Sharing Stats Report and Lender Resource

Sharing Stats Report• Borrower Activity Overview Report and Lender Activity

Overview Report• Borrower Transaction-Level Detail Report and Lender

Transaction-Level Detail Report• eSerials Request by Journal Title Report• Serials Request Overview Report

IFM Reports

• ILL Fee Management (IFM) Reports

• Monthly detailed reports itemize library-to-library borrowing debits and library-to-library lending credits listed on your OCLC bill.

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

Borrowing/Lending Reasons for No Reports

• Lenders:• Evaluate fill rate• Borrowers: • Refine Custom Holdings Groups• Reasons for No report shows details for requests that were refused--

• ILL Record Number • Title • OCLC Number • Lender's name• OCLC symbol • Reported reason for no • Date the request was refused. • Lending institution's position in the lender string*

Strategic Union List Report

• Strategic Union List Report

• Gives libraries a jump start on entering union list holdings data

• provides a list of serial titles requested from their library via interlibrary loan

Resource Sharing Stats Report-Borrower and Lender• These reports provide a detailed look at all the

requests that pass through a library's system in a given month

• Organized by transaction• A record appears in this report for any month

during which action was taken on the request--request may appear in multiple months

• Because of the depth of this report, only one month of statistics can be displayed at a time

Borrower/Lender Activity Overview Reports• These reports show:• The number of requests initiated by your

library in a specified month • The number of requests cancelled in that

month• The number of requests reported as filled for

that month• For the Borrower Activity Overview Report,

unfilled requests may show up in future months as being filled, so they would appear in two months' Activity Overview reports.

Note: Turnaround Time

• Turnaround time in this report represents the cumulative time that a request was passed along through the lender string

• 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.

Borrower/Lender Transaction Level Detail Reports

• These reports provide details of requests to or from specific institutions within a given month.

• The Requests to Lender/Borrower total represents each time a request was passed along to an institution

• In the Borrower Transaction Level Detail Report, because one request can be handled multiple times, the number of requests is higher than the number represented in the Borrower Activity Overview Report

e-Serials Request by Journal Title Report

• Developed as part of OCLC's eSerials program

• Displays the OCLC number, Journal Title, ISSN (where available)

• Total number of requests for electronic journals received and filled for each electronic journal requested

Serials Request Overview Report

• Developed as part of OCLC's eSerials program• This report shows your library the total number

of requests for serials received• Breaks this total down into print and electronic

journals• It also shows the number of requests

deflected, the number of requests filled by journal type, and the percentage of requests received and filled for electronic journals.

OCLC WorldCatCollection Analysis

• For more information:

• http://www.oclc.org/collectionanalysis

WorldCat Collection Analysis• Allows libraries to…

• Analyze age• Analyze material type• Analyze subject matter• Compare individual collections• Analyze group collections

WorldCat Collection Analysis• Supports accreditation• Facilitates collection development

• Strengths/weaknesses• Lists for acquisitions and weeding• Demographic change

• Substantiates funding requests to fill gaps• Supports offsite storage and preservation• Facilitates cooperative collection development

and management• Determine starting point for

preservation/digitization projects

Key Features• Allows choice of any WorldCat library for

comparison purposes• Analyze entire collections regardless of

classification scheme used• Analyzes group data regardless of local

system used• Gives title level information• Requires no data preparation!

The OCLC Conspectus• Divisions

• Represent broad disciplines of knowledge• Not tied to a specific classification scheme• 31 Divisions

• Categories• Represent topics within specific divisions• Correlated with LC, Dewey, NLM and Government

Document Call Numbers• Approximately 500 Categories

• Subjects• Provide the most detailed identification within a

specific category• Approximately 700 Subjects

Analysis Dimensions• Publication Date

• Grouped into ranges of years

• Language• 50 languages appear as analysis results

• Format • 28 material types

• Audience• Adult and Juvenile

Interlibrary Loan Analysis• Compare borrowing requests over time to

identify acquisition priorities • Compare borrowing requests based on age,

subject, serial and non-serial items • Analyze what your library borrows—items that

supplement your collection • Analyze the items your library is lending—

revealing how your collection is used

Interlibrary Loan Analysis-Functionality• Evaluate request frequency for

borrowed titles by subject area• Review cost/benefit, purchase vs.

borrow• Generate lists for collection

development/acquisitions • Evaluate lending activity• Collection strengths

Interlibrary Loan Analysis

• Practical Scenario: “We know, through looking at ILL stats and observation in the ILL department, that we borrow, by far, more materials in the psychology and biology subject areas than others. How can we use WorldCat Collection Analysis to develop better collections in these areas?”

Custom Reports for VIVA Statistics• Problems last year• Resolved by OCLC staff • Complex query, hand entered by OCLC

staff• The statistics in the FY07 report that

OCLC created for VIVA were not correct in some instances

• OCLC/SOLINET agreed to run the reports quarterly and to do a check on the symbols before the report runs

Questions?

• Russell Palmer • 800-999-8558, ext. 4916 • rpalmer@solinet.net• helpdesk@solinet.net