ANALYTICS DOCUMENTATION / TRAINING MATERIALS FOR THE FULFILLMENT DASHBOARD - RSF APG 2018

For more details related to each analysis, consult this spreadsheet. There are two tabs - one for the Resource Sharing Dashboard and a second for the Fulfilment Dashboard.

NOTE: Please customize the analyses after you’ve added them into your institutional folders. See the documentation below for instructions on how to do that.

General Instructions Documentation

How to copy the RSF dashboards and paste them into your institutional folders in Oracle

Documentation

Video

Fulfillment Dashboard Documentation

Dashboard Page

ANALYTICS DOCUMENTATION / TRAINING MATERIALS FOR THE FULFILLMENT DASHBOARD - RSF APG 2018

Documentation for Customizations

Year Over Year Circulation 2014-2018 With Percentages - Ke

Year over Year Circulation 2014-2018 with Percentages

Documentation

Video (adding additional columns for Year and the rate of change from year to year)

Video (adding filters for Location Name and for Library Name)

Percentage Of Items Loaned - Ke

Percentage of items loaned by location

Documentation

Video (updating library and location names)

Loans By Day Of Week And Hour For The Past Month - Ke

Loans by day / hour for the past month

Documentation

Video

Circulation Check Outs by Hour - Cp

Circulation Check Outs by Hour

Documentation

Time Difference in Checkouts (w/prompts) – Cp (Dm edits)

Time Difference in Checkouts (w/prompts)

Documentation

Loan Counts By Title Or Barcode And Date - Ke

Loans by Title or Barcode and by Loan Date

Documentation 

Video

Null Loans By Title Barcode And Call Number- Ke

Zero Loans

Documentation

Video (if you use item policies for ILL)

Video (if you use locations for ILL)

Current Loans Overdue - Projected For 4 Days - Dm

Current Loans Overdue - Projected for 4 days

Documentation

Items Overdue At Least 2 Months - Cp

Items overdue at least 2 months

Documentation

Sizzler Titles For The Past Month - Ke

Sizzler Titles

Documentation

Video

Titles With The Most Loans - Ke

Titles with Most Loans

Documentation

Video

Loans By Patron Group - Ke

Loans by Patron Group

Documentation

Video

Total Amount of Users by User Group -Ke

User Totals

No modifications     necessary 

Fulfillment_number Of Items By Library Call Number - Ke

Number of Items by Library Call Number

Documentation 

Video

Local Requests Fill Time - Ke

Local Holds - Time to Fill Requests

Documentation 

Video (one library location)

Video (multiple libraries)

Fines By Waiving Reason Unit Transaction Date- Ke

Fines Waived by Type, Reason, Unit, and Date

Documentation

Video

Fines Searching For Fines And Patron Info By Barcode - Ke

Fines Searching for fines and patron info by barcode

No modifications     necessary 

 

Previous Day Check-in - Cp

Check in - Previous Day

Documentation

Items Scheduled For Courtesy Notices- Ke

Items Scheduled For Courtesy Notices

No modifications     necessary 

Course Reserves Percentage By Department And Course - Dm

Reserves - Percentage by Department      and Course

Documentation

Reserves - Term Expires Within The Next 3 Months - Ke

Reserves - Term Expires within the next 3 Months

Documentation

Video

Items In Transit Status For More Than A Month - Ke

Long in Transit Items

Documentation

Video

Items In Lost Status For More Than A Year - Ke

Long Lost Items

Documentation

Video

Other Resources for Analytics

A List Of Analytics Resources From A Variety Of Sources

Documentation

Sql Tips And Tricks

Documentation