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Enhancing Circulation Tracking with Custom Cross-Tab Reports in Library Management

Discover how the University of Cincinnati Libraries tackled the limitations of consortial statistics by creating customized cross-tab reports for tracking circulation at both local and consortium levels. This initiative allows for a deeper analysis of individual library fill rates and circulation patterns, addressing the challenges of identifying materials being circulated among consortial partners. Learn about the parameters, solutions, and methods used to generate detailed circulation data, enhancing interlibrary services and resource management.

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Enhancing Circulation Tracking with Custom Cross-Tab Reports in Library Management

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  1. Using Web Management Reports to Track Circulation at Local and Consortium Levels Lorna Newman Head, Interlibrary Services and Government Documents Dept. lorna.newman@uc.edu Ben Kline Senior Library Associate Specialist Circulation & Multimedia Services klinedb@ucmail.uc.edu University of Cincinnati Libraries University of Cincinnati

  2. INN-REACH STATISTICSLENDING • Problem: • Consortial statistics only provide overall statistics for an institution • Lack information regarding individual library fill rates • Lack information regarding which parts of collection circulate to consortial partners

  3. INN-REACH STATISTICS

  4. INN-REACH STATISTICSLENDING • Solution: • Create circulation cross tab reports • Ability to create custom queries • Use LOCATION and HOME LIBRARY to see what materials are being sent

  5. CROSS TAB QUERY TO DETERMINE WHO WE LEND TO • Report Parameters • Date • User specified • Statistic Type • Checkout • Limited By • System • Rows • Location (displays statistics by location) • Columns • Home Library (displays statistics by the patron’s home library)

  6. Web Reports

  7. Choose Parameters

  8. Cross Tab Report

  9. Download Report • Use the download function to create an Excel file or • Copy the entire file from the screen and import into Excel

  10. Rows – Remove Non-LocalColumns – Remove Local Remove local locations from columns Remove non-local locations from rows

  11. Results

  12. Annual Report

  13. INN-REACH STATISTICS BORROWING • Problem: • Consortial statistics only provide overall statistics for an institution • Lack information regarding what individual libraries are receiving from our consortial partners

  14. INN-REACH STATISTICSBORROWING • Solution: • Create circulation cross tab reports • Ability to create custom queries • Use LOCATION and HOME LIBRARY to see what materials are being checked-out at individual institution libraries • Does not provide statistics on the number of books received but not checked out

  15. CROSS TAB QUERY TO DETERMINE WHO LENT TO US & WAS CHECKED OUT • Report Parameters • Date • User specified • Statistics Type • Checkout • Limited By • Terminal • Rows • Location • Columns • Home Library

  16. Results

  17. Rows – Remove LocalColumns – Remove Non-Local Remove non-local locations from columns Remove local locations from rows

  18. Results

  19. Annual Report

  20. Local to Local Circulation • Cross Tab Report • System • Provides where books are being sent for check-out • Terminal • Provides desk activity at a particular location

  21. Results System wide check outs. Remove all non-local locations and home libraries.

  22. Results

  23. Demonstration and Questions

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