System-wide Circulation Data: Initial Analysis

1. System-wide Circulation Data:Initial Analysis Stephen Zweibel CCMSCC 7/14/2010

2. Table of Contents • Introduction • Charges • Renewals • Holds • Recalls • OPAC Happening Location Details • Patron Group Breakdown

3. 1. Introduction

4. Purpose • Compile existing system-wide circulation data • Organize data according to primary categories • Visualize circulation data by year and month • Observe changes in circulation patterns • Explore questions: Who, What , When, Where, Why and How? • Share with CUL staff

5. Available Data Categories • Happening Location: physical (or virtual) location of circulation activity • CLIO Location: owning location of collections • Patron Group: classification of patron (undergrad, faculty, etc.) • Charge Type: variety of circulation activity • Date: FY and month of circulation activity

6. Unavailable Data Categories • Granular data is not (yet) available for circulation • Unlike other ReCAP-related data on accession and retrieval • Categories not available include… • Format • Language • Publication Date • Subject/Call number • BIBL/HLDG/ITEM ID • Enum/Chron • Time • etc.

7. Questions to Explore Questions and corresponding data category: • Who: Patron Group • What: CLIO Location • When: Date • Where: Happening Location • Why: [not so easy] • How: charge Type

8. Patron Groups • GRD: Graduate Students • OFF: Officers (Faculty, Library, Administration) • REG: Undergraduates, Non-officer support staff • VIS: Visitors ***NOTE: As of Summer 2007 Patron Records have only one active Patron Group

9. 2. Charges

13. General Observations on Charges • In phase with academic calendar • Large quantities, between 450,000 and 600,000 • Decrease of -18.1% from FY03/04 to FY09/10 • Decline trend strongest between FY04/05 and FY07/08 • Since FY07/08 the volume has leveled off

14. Patron Group Observations on Charges • Decline trends for GRD and REG • Slight increase for OFF • Little fluctuation for VIS • Peaks for GRD precede REG by one month in both Fall and Spring • Larger volume for GRD in Fall than Spring term; even volume for REG • REG volume now less than GRD

15. Zack’s Deep Thoughts • Trend of total charges is downward due to use of e-resources • Leveling off indicates that use of print copy is still strong and critical • Faculty charges have increased due to more Grads serving as adjunct faculty (with OFF privileges) • Grads peak a month before Undergrads because of course requirements (tilted towards written papers instead of tests)

16. 3. Renewals

20. General Observations on Renewals • In phase with loan period due dates • Large decrease in renewals, -32.6% from FY03/04 to FY09/10 • Noticeable decline trend between FY04/05 and FY07/08

21. Patron Group Observations on Renewals REG renewal phase changes after January 2008 Large decrease by REG, -67.1% Significant decrease by GRD, -26.2% OFF and REG were equal in FY03/04; OFF much higher in FY09/10

22. Zack’s Deep Thoughts • REG renewal phases changes because of loan period change from 4-weeks to 1-term for circulating collections in January 2008 • Faculty tend to hold books longer than Grads or Undergrads; visible later on in 7. Patron Group Breakdown • Undergrads renew less because loan period is for semester, typical duration of single course

23. 4. Holds

27. General Observations on Holds • In phase with academic calendar • Overall lowest volume of all four charge types • Increase in hold volume from FY03/04 to FY05/06 • Hold volume declines after FY05/06 with one exception (FY08/09) • Trends are more erratic than other charge types

28. Patron Group Observations on Holds GRDs have large increase followed by decrease Monthly data is more erratic for all groups except GRD

29. 5. Recalls

33. General Observations on Recalls • In phase with academic calendar • Increase in recalls from FY05/06 to FY06/07 • Relatively steady volume of recalls

34. Patron Group Observations on Recalls Large increase for GRD starting in FY05/06 Large increase for OFF starting in FY06/07 GRD always most recalls, OFF catching up

35. Zack’s Deep Thoughts • The increase in volume between FY05/06 and FY06/07 may be attributable to a change in emphasis • CLIO and staff began emphasizing recalls instead of holds • OFF delayed increase linked to patron record change implemented in Summer 2007 (Grads as adjunct faculty)

36. 6. OPAC Happening Location Details

40. General Observations on OPAC OPAC Happening Location transactions represent actions taken directly in CLIO by patrons without staff intervention “Everywhere Else” (all other happening locations) represents actions taken by staff on behalf of patrons Charges must take place at a physical circulation desk - can not take place in OPAC Majority of recalls/renewals in OPAC Majority of holds not inOPAC

41. Zack’s Deep Thoughts • Staff tend to place holds for patrons • Patrons tend to place recalls for themselves • Pre-Voyager, NOTIS environment did not allow online holds, recalls or renewals • Upward trend in OPAC recalls suggest a learning curve, associated to adapting to new technology • Decline trend in Everywhere Else suggests that patrons have become less dependent on staff mediation

42. 7. Patron Group Breakdown

47. Observations • Charge/Renewal ratio is different for all four primary patron groups • REG charges more than renews, much more starting FY07/08 • GRD charges more than renews • OFF renews more than charges • VIS renews more than charges, much more starting FY06/07

48. Zack’s Deep Thoughts • Charge/Renewal ratios are consistent with staff perceptions • Faculty are more likely to hold onto the books that they have than charge out new ones • Undergraduates have little need to renew now that loan periods extend for a semester • Grad students will charge a lot of material and hold it over more than one term • Visitors hold books longer since obtaining OPAC renewal permission in course of patron record changes of Summer 2007

49. Bonus!

50. Borrow Direct