System-wide Circulation Data:Initial AnalysisStephen Zweibel
CCMSCC6/14/2010
Table of Contents
1. Introduction2. Charges3. Renewals4. Holds5. Recalls6. OPAC Happening Location Details7. Patron Group Breakdown8. Borrow Direct
1. Introduction
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?
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
• 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• BIBL/HLDG/ITEM ID• Enum/Chron• Time• etc.
Questions to Explore
• Who: patron group• What: CLIO location• When: date• Where: happening location• Why: [not so easy]• How: charge type
Patron Groups
• GRD- Graduate Students• OFF- Officers (Faculty, Library, Administration)• REG- Undergraduates, Non-officer support
staff• VIS- Visitors
* As of Summer 2007 Patron Records have only one active Patron Group
2. Charges
570827 567739
527171
505288
474218 469217 467272
0
100000
200000
300000
400000
500000
600000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Total Charges by FY
0
50000
100000
150000
200000
250000
FY03/04 FY04/05 FY05/062 FY06/072 FY07/082 FY08/092 FY09/102
Charges to Patrons by Patron Group:From FY03/04-09/10
GRD OFF REG VIS
0
5000
10000
15000
20000
25000
30000
35000
400007/
1/20
039/
1/20
0311
/1/2
003
1/1/
2004
3/1/
2004
5/1/
2004
7/1/
2004
9/1/
2004
11/1
/200
41/
1/20
053/
1/20
055/
1/20
057/
1/20
059/
1/20
0511
/1/2
005
1/1/
2006
3/1/
2006
5/1/
2006
7/1/
2006
9/1/
2006
11/1
/200
61/
1/20
073/
1/20
075/
1/20
077/
1/20
079/
1/20
0711
/1/2
007
1/1/
2008
3/1/
2008
5/1/
2008
7/1/
2008
9/1/
2008
11/1
/200
81/
1/20
093/
1/20
095/
1/20
097/
1/20
099/
1/20
0911
/1/2
009
1/1/
2010
3/1/
2010
5/1/
2010
Charges by Patron Group: Monthly
GRD OFF REG VIS
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
• 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
• 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)
3. Renewals
514,245
538,009 538,613
495,461
396,758
373,581
403,639
0
100000
200000
300000
400000
500000
600000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Total Renewals by FY
0
50000
100000
150000
200000
250000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Renewals to Patrons by Patron Group:From FY 03/04-09/10
GRD OFF REG VIS
0
5000
10000
15000
20000
25000
30000
35000
40000
450007/
1/20
039/
1/20
03
11/1
/200
31/
1/20
043/
1/20
045/
1/20
047/
1/20
049/
1/20
04
11/1
/200
41/
1/20
053/
1/20
055/
1/20
057/
1/20
059/
1/20
05
11/1
/200
51/
1/20
063/
1/20
065/
1/20
067/
1/20
069/
1/20
06
11/1
/200
61/
1/20
073/
1/20
075/
1/20
077/
1/20
07
9/1/
2007
11/1
/200
71/
1/20
083/
1/20
085/
1/20
087/
1/20
08
9/1/
2008
11/1
/200
81/
1/20
093/
1/20
095/
1/20
097/
1/20
09
9/1/
2009
11/1
/200
91/
1/20
103/
1/20
105/
1/20
10
Renewals by Patron Group: Monthly
GRD OFF REG VIS
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
• 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 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
4. Holds
3,661
5,342
5,9775,784
5,460
6,431 6,365
0
1000
2000
3000
4000
5000
6000
7000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Total Holds by FY
0
500
1000
1500
2000
2500
3000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Holds to Patrons by Patron Group:From FY 03/04-09/10
GRD OFF REG VIS
0
50
100
150
200
250
300
350
400
Holds by Patron Group: Monthly
GRD OFF REG VIS
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
• GRDs have large increase followed by decrease
• Monthly data is more erratic for all groups except GRD
5. Recalls
6,593
6,0436,262
10,191
11,065 11,105
11,825
0
2000
4000
6000
8000
10000
12000
14000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Total Recalls by FY
0
1000
2000
3000
4000
5000
6000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Recalls to Patrons by Patron Group:From FY 03/04-09/10
GRD OFF REG VIS
0
100
200
300
400
500
600
700
800
Recalls by Patron Group: Monthly
GRD OFF REG VIS
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
• 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 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)
6. OPAC Happening Location Details
0
1000
2000
3000
4000
5000
6000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Holds: OPAC vs Everywhere Else
OPAC Everywhere Else
0
2000
4000
6000
8000
10000
12000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Recalls: OPAC vs Everywhere Else
OPAC Everywhere Else
0
100000
200000
300000
400000
500000
600000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Renewals: OPAC vs Everywhere Else
OPAC Everywhere Else
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 in OPAC
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
7. Patron Group Breakdown
0
50000
100000
150000
200000
250000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
GRD by Charge Type: FY 03/04-09/10
GRD - Sum of Charges GRD - Sum of Renewals GRD - Sum of Recalls GRD - Sum of Holds
0
20000
40000
60000
80000
100000
120000
140000
160000
180000
200000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
OFF by Charge Type: FY 03/04-09/10
OFF - Sum of Charges OFF - Sum of Renewals OFF - Sum of Recalls OFF - Sum of Holds
0
50000
100000
150000
200000
250000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
REG by Charge Type: FY 03/04-09/10
REG - Sum of Charges REG - Sum of Renewals REG - Sum of Recalls REG - Sum of Holds
0
5000
10000
15000
20000
25000
30000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
VIS by Charge Type: FY 03/04-09/10
VIS - Sum of Charges VIS - Sum of Renewals VIS - Sum of Recalls VIS - Sum of Holds
8. Borrow Direct
9,368
11,224
13,118
16,133
18,012 17,968 18,027
0
2000
4000
6000
8000
10000
12000
14000
16000
18000
20000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Borrow Direct Circ Desk Charges by FY
0
500
1000
1500
2000
2500
Borrow Direct Circ Desk Charges by Month
Bonus!
0
100000
200000
300000
400000
500000
600000
FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10
Onsite Vs. Offsite Charges
Offsite Onsite