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