Part 2: Volumes Q1a: At beginning of year, create a list of items to be included Q1b(i): At end of year, create a list of included items created between beginning and ending of year Q1b(ii): At end of year, create a list of items withdrawn during year
Part 2: Volumes Fill into equation: Q1 = Q1a + (Q1b(i) – Q1b(ii))
Part 2: Volumes Q2: Number of monographic volumes purchased If using acquisitions module: – Create list of order records for monographic purchases – Generate Mil Stats “field stats” report, looking at “piece count” column – Requires coding the order record volumes field accurately
Part 4: Expenditures Q15: Total Library Materials Expenditures Q15a: Monographs Q15b: Serial titles, including periodicals Q15c: Other library materials – Serial backfiles, charts, maps, av materials, etc. Q15d: Miscellaneous – Bib utilities, memberships, security equipment
Q15: Expenditures Using acquisitions module: – Create hierarchical fund codes on most atomic level possible – Use “fund hierarchy” groupings to combine all monographic or serial funds – Use “old hierarchy” numbers since reporting is a year behind
OR: Use one of the order record code fields (CODE1, CODE2 or CODE3) to indicate which grouping record should fall into Generate report at fiscal year end: – Create list of records with payments during period – Create a Mil Stats “field stats” report based orders in that list
…. Might be simpler to use data from business office.
Part 6: Circulation Q32: Number of initial circulations excluding renewals Q33: Total checkouts which include renewals Instructions: Exclude reserves or checkouts when on reserve
Q32: Number of initial circulations Use Web Management Reports Circulation Crosstab Need to use Crosstab report to allow excluding circulations for reserve material
Q32: Number of initial circulations BUT WAIT …. Instructions ambiguous: – Should you include your own items picked up at another institution??
Image from: “The Hunting of the Snark” by Lewis Carroll, eBooks@Adelaide
Web Management Reports: Two interfaces: – Spreadsheet interface: http://cat.opal-libraries.org/iii/webrpt – Browser interface: http://cat.opal-libraries.org/manage Use spreadsheet interface if you need to exclude data from the system generated report
Part 6: ILL Q34: Filled requests provided to other libraries Q35: Filled requests received from other libraries or providers Tricky instructions: – Include electronic copies sent – Exclude requests for locally owned and available on shelves – Emphasis on “filled” requests
Part 6: ILL (cont.) Q34: Filled requests to: A.OPAL B.OhioLINK via PCIRC C.OCLC Q35: Filled requests from: A.OPAL B.OhioLINK via PCIRC C.OCLC
Q34a: Filled request to OPAL Use circulation crosstab for checkouts: 1.Generate report for appropriate date period 2.Remove stats for others’ items 3.Remove stats for your patrons 4.Remove system generated totals 5.Use Excel to sum
Q34b: Filled request to OhioLINK Use OhioLINK Web Management Reports Fulfillments report http://olc1.ohiolink.edu/manage 1.Generate report 2.Look for your institution as “owning site” 3.Exclude fulfillments to your own institution AND to other OPAL institutions
Q35a: Filled request from OPAL Use circulation crosstab report for checkouts: 1.Generate report for appropriate date period 2.Remove stats for your items 3.Remove stats for others’ patrons 4.Remove system generated totals 5.Use Excel to sum
Q35b: Filled request from OhioLINK AGAIN: Use OhioLINK Web Management Reports Fulfillments report http://olc1.ohiolink.edu/manage 1.Generate report 2.Look for your institution as “borrowing site” 3.Exclude fulfillments from your own institution AND other OPAL institutions
Part 6: ILL Q34c and Q35c can be found at: http://www.stats.oclc.org Q34 = Q34a + Q34b + Q34c Q35 = Q35a + Q35b + Q35c
Part 7: Networked Resources Q51b: Number of virtual visits to library’s catalog Can get estimates of usage from Google Analytics reports, however: – Can’t associate off-campus searches with specific library – Can only provide on-campus stats – May not be able to separate in-library use
Additional Resources Elluminate Training: http://www.opal-libraries.org Resources and Support Training Elluminate Training Archives CSDirect: http://csdirect.iii.com Ask firstname.lastname@example.org for username and password
Questions?? Image from: “The Hunting of the Snark” by Lewis Carroll, eBooks@Adelaide
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