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System-wide Circulation Data: Initial Analysis. Stephen Zweibel CCMSCC 6/14/2010. Table of Contents. Introduction Charges Renewals Holds Recalls OPAC Happening Location Details Patron Group Breakdown Borrow Direct. 1. Introduction. Purpose.

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System wide circulation data initial analysis

System-wide Circulation Data:Initial Analysis

Stephen Zweibel



Table of contents
Table of Contents

  • Introduction

  • Charges

  • Renewals

  • Holds

  • Recalls

  • OPAC Happening Location Details

  • Patron Group Breakdown

  • Borrow Direct


  • 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?

Available data categories
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

Unavailable data categories
Unavailable Data Categories

  • Granular data is not available here

  • Unlike other ReCAP-related data on accession and retrieval

  • Categories not available include…

  • Format

  • Language

  • Publication Date

  • Subject/Call number


  • Enum/Chron

  • Time

  • etc.

Questions to explore
Questions to Explore

  • Who: patron group

  • What: CLIO location

  • When: date

  • Where: happening location

  • Why: [not so easy]

  • How: charge type

Patron groups
Patron Groups

  • GRD- Graduate Students

  • OFF- Officers (Faculty, Library,


  • REG- Undergraduates, Non-officer support staff

  • VIS- Visitors

    * As of Summer 2007 Patron Records have only one active Patron Group

General observations on charges
General Observations on Charges

  • In phase with academic calendar

  • Decrease in charges from FY03/04 to FY09/10

  • Large quantities, between 400 and 600k

Patron group observations on charges
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

  • Larger volume for GRD in Fall than Spring term; even volume for REG

  • REG now behind GRD

Zack s deep thoughts
Zack’s Deep Thoughts

  • Trend of total charges is downward due to use of e-resources

  • 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)

General observations on renewals
General Observations on Renewals

  • In phase with loan period due dates

  • Large decrease in renewals, -32.6% from FY03/04 to FY09/10

  • Largest decrease between FY05/06 and FY07/08

Patron group observations on renewals
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

OFF has largest volume in FY09/10, was GRD in FY03/04

Zack s deep thoughts1
Zack’s Deep Thoughts

  • REG renewal phases changes because of loan period change from 4-weeks to 1-term for circulating collections

  • Faculty tend to hold books longer than Grads or Undergrads; visible in Charge/Renewal ratio

  • Undergrads renew less because loan period is for semester, typical duration of single course

General observations on holds
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

Patron group observations on holds
Patron Group Observations on Holds

GRDs have large increase followed by decrease

Monthly data is more erratic for all groups except GRD

General observations on recalls
General Observations on Recalls

  • In phase with academic calendar

  • Increase in recalls from FY05/06 to FY06/07

  • Relatively steady volume of recalls

Patron group observations on recalls
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

Zack s deep thoughts2
Zack’s Deep Thoughts

  • Did increase in volume result from loan period or user interface change?

  • OFF delayed increase linked to patron record change implemented in Summer 2007 (Grads as adjunct faculty)

Observations on opac
Observations on OPAC

Charges must take place at a circulation desk, therefore can not take place in OPAC

Majority of recalls/renewals in OPAC

Majority of holds not inOPAC

Zack s deep thoughts3
Zack’s Deep Thoughts

  • Staff tend to place holds for patrons

  • Patrons tend to place recalls for themselves

  • Upward trend in OPAC recalls suggest a learning curve, associated to adapting to new technology