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Saved system-wide reports
To obtain system-wide data about resource sharing you must create reports via the NZ. Log into the NZ and open analytics.The NZ is accessed via a different link and set of credentials than your institutional Alma.
**If you do not have access to NZ analytics a user account set up in the NZ contact Mallory or Brandon at the CO for a user accountto set one up for you.**
Log into the NZ and open analytics.
Navigate to Shared Folders > California State University Network > CSU+. There you will find two saved reports that measure overall CSU+ lending and borrowing:
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- Simple measure of the volume of items lent by each institution sorted by who they lent the item to since go-live
To run these reports in your own institution
Find a copy of these reports in the CalState Resource Sharing folder in the community folders: /shared/Community/Reports/Institutions/CalState/Resource Sharing. Or search for "CSU+ most basic" to pull up the reports quickly.
Simply open them and they will reflect the report with all the applicable filters with your own institution's data. I recommend you save a copy of this report (remember to SAVE AS or copy and paste!) and use it as a base for other reports you create in the future so you don't have to apply the same filters from scratch every time.
When crafting CSU+ reports in your own institution
Make sure to do the following:
- Make sure your filter operators are consistent between borrowing and lending reports. So if you filter your partners or statuses by the "Is not equal to" parameter in your borrowing reports make sure you're also using "Is not equal to" in your lending reports.
- Filter the borrowing or lending creation date by greater than or equal to 7/10/17 - our CSU+ go-live date.
- Filter partners to exclude anything except CSU campuses (so remove partners like Document Delivery, ILLiad, etc).
- Unless you are measuring fill rates or some other function that requires capturing the number of unfilled requests filter out borrowing statuses like Cancelled by patron, Rejected by partner, Cancelled by staff, etc.
- If you don't want to actually use the above parameters in your report (partners, date, status) you can delete the column from the report while retaining the filter.
A note about borrowing reports
Use the measure "Num of Active Partner Requests" to see the requests actually sent out to be filled. Active Partner Requests will record one request for a borrowing request that's actually sent out to another institution to be filled.
- The more intuitive seeming option "Num of Requests" measures possible requests. So it will show one "request" for every institution in the CSU that has the item available for resource sharing. It is essentially the same thing as "Num of Partners in the Rota (Total)".
If your numbers start to look unusual
If you start to see weirdness in your numbers that is not explained by double checking your filters and you want a sanity check create a measure to count the number of External Identifiers in your analysis. External Identifiers are rarely duplicated and can function as a nice substitute for measuring the volume of items sent back and forth. To create this measurement:
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Then click OK and your sanity-checking column has been created.
System-wide borrowing and lending numbers dated 2/27/18
Below find a link to a spreadsheet that captures the borrowing and lending statistics as of 2/27/18. There are two tabs on the sheet - one for borrowing and one for lending. You'll find that there is a slight discrepancy between the borrowing and lending totals. This may be due to requests not being totally in sync at the time of data harvesting and slight differences in the borrowing/lending creation dates. There may be other factors that contribute to the difference that we are as yet unaware of.
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