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Circulation Reports

1.  Circulation – user activity, location activity

  1. A list of all circulation transactions alphabetically by user surname. The parameters for this report are name range, user barcode, category and location. (US001 in OLIB Web under Users Reports.)  Can be used for a single user barcode.  Appears to supply last 3 years of data only.
  2. Non-home users with home overdue items (for use in conjunction with emailed overdues) (Report number 579 under Circulation Reports “MASTER Non home users with overdue home copies” or location specific copies available.)
  3. Location activity by date and time (Report number 578 under Circulation Reports “MASTER Location activity with date and time”).  A list of user transactions at a particular location over a date range.  Only suitable for short date ranges.
  4. List of loans from a particular library to other libraries either in the SWIMS Network, or to other networks, during a particular date range (Report numbers 631, 632, 633 and 634 under Circulation Reports “MASTER Copies issued to…”).  There are also versions 769 and 770 – these include publisher and ISBN, but don’t have a location parameter or date range.

2. Circulation – transaction totals

Note that it is not currently possible to obtain circulation statistics specifically for copies on a particular shelf or in a particular collection.

  1. A monthly count of circulation transactions per location. Separate counts are given for each transaction type per month for each location, with an annual total for each transaction type for each location. The parameters for this report are year, location, department (employing authority) and user category. (CI001 in OLIB Web under Circulation Reports.).  The report can be run to give overall figures, or broken down by user category or department (employing authority).  
    In OLIB Web, to specify a breakdown on the basis of either user category or department (employing authority), update the value in runtime parameter 6 with U for user category or D for department (employing authority). Reports based on either U or D may take a few minutes each to run. Leave runtime parameter 5 as L. Runtime parameter 3 & 4 are if you only want to report on a specific user category or department (employing authority). You then need to input the relevant ‘key ID’, i.e. the short unique code. You can find out the key ID by looking up the user category or department (employing authority) in reference data. Statistics for a blank user category are explained by the fact that the user records have since been deleted.
  2. A count of circulation transactions per location between the dates specified. Separate counts are given for each transaction type for each location, with a total for each location. The parameters are start date, end date and location. (CI002 in OLIB Web under Circulation Reports.)
  3. A count of circulation transactions per location between the dates specified. (CI004 in OLIB Web under Circulation Reports.) There are versions for User Category (CI004a), Department (Employing Authority – CI004b), User Type (CI004c), and Occupation (CI004d).  
  4. Monthly count of circulation transactions broken down by User Type. Parameters are year and location.  (Report number 583 under Circulation Reports “MASTER Monthly Circulation Statistics by User Type”)
  5. Count of students by Academic Institution with loan items belonging to a particular location and count of those loan items.  (Report Number 584 under Circulation Reports “MASTER Count of students by Academic Institution with loan items belonging to a particular location and count of those loan items”)   
  6. Circulation statistics by date and time. To give a pattern of issues during the day. Includes graphical outputs. (CI011 in OLIB Web under Circulation Reports). Note that this report always reports on Monday to Sunday. For ease of use it is best to use a Monday start date and a Sunday end date. If you use different start and end dates to this, please see the OCLC ‘How To’ guide for an explanation of the date range which will be included in the report.
  7. Count of transactions at one or more locations over a particular time period grouped variously by Institution, Occupation, Department, copy Ownership.  (CI022, CI023, CI024, CI025 in OLIB Web under Circulation Reports).  CI024 is based on CI004b.
  8. Count of days overdue.  Not so useful as it has no location parameter.  (CI029 in OLIB Web under Circulation Reports.)

3. Circulation – fines

  1. Payments made for transactions which have cleared the outstanding amounts. Parameters date range, location, whether to group by user location, copy location or payment location, transaction type and user category. (CI003 in OLIB Web.  Under Circulation Reports.  It probably does not allow for grouping by copy or payment location
    ‘Group data by … Charge or Payment Location’ seems to be the most reliable.

4. Circulation – copy and title activity

  1. Most loaned titles – a list of the titles that have been loaned more than once during the month specified, sorted by the number of loans of each title. Parameters are month/year and location. (CI006 in OLIB Web under Circulation Reports.)
  2. Title activity statistics – a list of the titles that have been loaned more than once between the dates specified, sorted by the number of loans of each title. Parameters are start and end date and location, and in the OLIB Web version also media types and classmark range. (CI005 in OLIB Web.  Under Circulation Reports.
    Note that transactions carried out on a self-issue machine are only included if the self-issue machine is configured to transmit the location.
  3. Non-loan returns during a particular date range at a particular location.  (Report Number 228 “MASTER Non loan return title list” in OLIB Web under Circulation Reports).  Parameters are date range and shelfmark.  Non-loan return is a circulation transaction type which is used at some SWIMS libraries to record items which are used in the library but not borrowed.  
  4. Items returned during a particular date range at a particular location, showing barcode, title and shelfmark.  (Report number 585 under Circulation Reports “MASTER Items returned at location”)