1. Using Millennium Statistics and Web Management Reports Jennifer Parsons Systems Librarian

2. What to Expect Please ask questions! Exercises Follow-up from the trainer Evaluation forms

3. Objectives Use and understand both modules Design and run queries Export data Know which module to use for what purpose In order to… Compile local circulation/ILL/financial/etc. data for your institution

4. How Stats & WMR Work Millennium counts two kinds of data: Transactions (Web Management Reports) A transaction is any process by Millennium that causes a change in any record field, or an exchange of information in the software or WebPAC. Fields (Statistics) Record fields are used to describe items, orders, or other information in the database.

5. How Stats & WMR Don’t Work Indefinite storage Moving backwards and forwards in time Providing comprehensive analysis i.e., “information” as opposed to “data” Field-specific information Cf. Create Lists can find out one kind of information at a time

6. Exercises! I. How Statistics and Web Management Reports Work 1. What would I use to find what kind of MAT TYPE codes are in my collection, and how frequently they are used? a.) Create Lists b.) Statistics c.) Web Management Reports

7. Exercises! I. How Statistics and Web Management Reports Work 1. What would I use to find what kind of MAT TYPE codes are in my collection, and how frequently they are used? a.) Create Lists b.) Statistics c.) Web Management Reports

8. Exercises! I. How Statistics and Web Management Reports Work 2. What word or words can be used to describe data on patron searches in the WebPAC? a.) Field code compilation b.) Transactional c.) Financial

9. Exercises! I. How Statistics and Web Management Reports Work 3. Where would I go to find information on INN- Reach circulation for the last month? a.) Create Lists b.) Statistics c.) Web Management Reports

10. Exercises! I. How Statistics and Web Management Reports Work 3. Where would I go to find information on INN- Reach circulation for the last month? a.) Create Lists b.) Statistics c.) Web Management Reports

11. Millennium Statistics Caveat user! Running a report takes up a port (user license) Required authorizations (Manual #101791): 19: Create statistical reports

12. Millennium Statistics Found across Millennium client modules Compiles data for all record types Bibliographic Item Order Budget Planning & Collection Development Holdings Patron

13. Millennium Statistics: Queries Field Statistics Compiles all possible values for all fixed-length (and some variable) fields in a particular kind of record Periodic Report Compares fixed-length fields over a period of time Cross-tab Report Compares two fields within same type of records

14. Exercises! II. Millennium Statistics 1. What kind of query would be best at finding bad vendor codes for your cluster?

15. Exercises! II. Millennium Statistics 2. You and your staff would like to know how many titles with multiple copies are your library’s holdings, and what their location codes are. What type of query would you use to discover this?

16. Exercises! II. Millennium Statistics 3. Write a query that would help you find how many new bib records were added per quarter over the last year.

17. Web Management Reports Essentially, pre-generated report templates for: User access Circulation Collection Acquisitions INN-Reach Most reports count transactions, as opposed to fields.

18. Web Management Reports “Spreadsheet” interface Access via http://[YourClusterIP]/iii/webrpthttp://[YourClusterIP]/iii/webrpt Web Browser interface Access via http://[YourClusterIP]/managehttp://[YourClusterIP]/manage Port 4448 must be opened

19. Web Management Reports Required authorizations: 14: Web collection development reports 15: Analyze patron searches 17: Circulation statistics 87: Vendor activity reports 677: View Web Management Reports 2007 This last authorization gives view-only access to the spreadsheet interface.

20. Web Management Reports Transactions counted are sorted by: Fields Agency SCAT (Statistical CATagories) table User location Stat group/terminal Home location of patron or item Locations Served table

21. Exercises! III. Web Management Reports 1. How would you use Web Management Reports to find how many patrons have checked out items yesterday?

22. Exercises! III. Web Management Reports 2. Using Web Management Reports, calculate how much your library’s collection has grown over this calendar year.

23. Exercises! III. Web Management Reports 3. Use Web Management Reports to find how many patron types have checked out what kinds of materials in any given period of time (for example, for the calendar year to date).

24. Thank you! Jennifer Parsons jennifer@mobiusconsortium.org http://help.mobiusconsortium.org