Reporting in QuestionPoint June 2010 Paula Rumbaugh Senior Product Analyst for QuestionPoint

Reporting begins at home Reports

Report Levels and Types: Librarian Report Levels and Types: Librarian

Report Levels and Types: Institution Administrator Report Levels and Types: Institution Administrator

Report Levels and Types: Group Administrator Report Levels and Types: Group Administrator

Activity Statistics Triggered by an action, usually clicking a button or link. Once counted, these data cannot change. There is an overnight delay for an offline “job” to process the stats. Activity Statistics and Counts of Current Data: What’s the difference? Counts of Current Data On Demand look at the transaction in the QuestionPoint database. Some numbers can change—they can increment or decrement. There is no delay.

Activity Statistics

Examples of When You Would Use Activity Statistics To see statistics for: Questions received by your library (chat and ) Chat requests received via the Qwidget Questions answered by your librarians (chat and ) Number of simultaneous chat sessions Questions received from another library or the Global Reference Network Questions referred to another library or partner Number of records added to your knowledge base

Your Institution’s or Group’s Activity

Single Entity versus List of Entities

Report for a List of Institutions

Report for List of Institutions

Questions?

Question: How can I get my stats into a spreadsheet? From IE 1.Highlight the statistics you want and copy 2.Place cursor in first cell of spreadsheet and paste From Firefox 1.Highlight the statistics you want and copy 2.Paste to Notepad as.txt file 3.Place cursor in spreadsheet cell and import text file

Counts of Current Data

Reports from the Database

Examples of When You Would Use Counts of Current Data To get: Current counts of chat sessions between your patrons and: –your librarians –your group’s librarians –librarians in the 24/7 Cooperative (if applicable) Current counts of chat sessions your librarians had with patrons of libraries in your group or in the 24/7 Coop Links to actual transcripts that make up these counts Counts of Descriptive and Resolution Codes Librarian contact data

Getting Cooperative Group Counts

Reports of Sessions

Your Institution’s or Your Group’s Patrons Your Institution’s or Your Group’s Patrons Library: The library picked up its own patrons BME: Someone else in your group picked up your patrons Outside BME: Someone in the Cooperative picked up your patrons

Sessions Your Librarians Had with Patrons Not Your Own BME: Your librarians helped patrons of other libraries in the group Outside BME: Y our librarians helped patrons from other libraries in the Cooperative Total Chats: Grand total chat sessions

Questions?

Question: Why are the counts in Activity Statistics sometimes different from the Counts in Current Data/Review Transcripts? Time zone differences: Activity Statistics are in ET, while the actual transactions are viewed in local time. Referrals: referrals of others' patrons to you after the fact are counted as your handling Others' Patrons. Duplicate transactions: when you copy a transaction in order to change or add patron address, it is duplicated. Practice Sessions: sessions marked as Practice are not counted in Activity Statistics but they are in transactions lists.

Report or Review? Both Reports and Reviews can be used to analyze and evaluate your service. Reports Reports are for the numbers. They are the simplest presentation of statistics. You can use them for trends and projections. Everyone has some level of access. Reports are available from the home page. Reports are given according to the Eastern Time zone.

Report or Review? Reviews Reviews are for substantive evaluation. Reviews are useful for textual analysis. This is where you can actually read transcripts, new and old; group admins can read transcripts for the entire group. Reviews are available from the Ask module. Reviews are in the time zone of the viewing account. They are seldom older than 90 days.

Reviewing Transcripts Ask

Reviewing Transcripts Review Transcripts

Reviewing Patron-Supplied Data on Your Forms

Reviewing Older Transcripts

Offline Reviews: Selecting the Right Data

Offline Reviews: Limiting the Search

Offline Reviews: Selecting the Format and Fields

Questions?

Question: How can I get Sessions Reports for older data? In Ask >> Review Transcripts >> Offline: 1.Select Service History 2.Set type of review to Fielded Data 3.On Limit page, select session type 4.Set date parameter 5.On Select Fields page, select fields and choose Excel format

Resources /qp_reports_ref.pdf Reports Quick Referencehttp:// /qp_reports_ref.pdf /qp_reviewonline_ref.pdf Review Your Transcripts Onlinehttp:// /qp_reviewonline_ref.pdf /qp_reviewoffline_ref.pdf Review Your Transcripts Offlinehttp:// /qp_reviewoffline_ref.pdf

Thanks! Paula Rumbaugh