CSU+ dashboard
*The dashboard is currently only available in the Network Zone. The NZ is accessed via a different link and set of credentials than your institutional Alma. If you do not have a user account set up in the NZ contact Mallory or Brandon at the CO to set one up for you.*
Nikki DeMoville at CalPoly SLO has created an excellent dashboard of CSU+ statistics that gives a great overall snapshot of how our resource sharing system is functioning. The dashboard currently includes:
- Average number of days to fill and deliver a request
- Average time on hold shelf
- Average number of days on loan
- Number of borrowing and lending requests by campus, cumulative and by month
To open the dashboare log into the NZ and hover over the Analytics menu option. Under the Reports link you will see a link to "CSU+ Statistics Dashboard".
Click on it and wait for the dashboard to load in analytics. It can take some time for each tab to load but the results are well worth it! Here's a fuzzy example of one of the tabs:
This is a continual work in progress. If there are any statistics you think would fit well into this dashboard send your feedback to Mallory.
Filled and Unfilled requests - lending and borrowing
*This report must be run in the Network Zone. The NZ is accessed via a different link and set of credentials than your institutional Alma. If you do not have a user account set up in the NZ contact Mallory or Brandon at the CO to set one up for you.*
These reports show the total number of requests submitted, number of requests filled and unfilled in the past year. The results are sorted into two tables - one table shows the totals for each campus and the other shows the total number of borrowing requests submitted/filled/unfilled for each campus divided by month over the past year.
Find these report in the Network Zone: shared/California State University Network/CSU+ → CSU+ Filled and unfilled borrowing requests/CSU+ Filled and unfilled lending requests
Items returned by borrower but not received by lender
*This report must be run in the Network Zone. The NZ is accessed via a different link and set of credentials than your institutional Alma. If you do not have a user account set up in the NZ contact Mallory or Brandon at the CO to set one up for you.*
These reports identify items shipped from the borrowing library more than 7 days ago but have not been received by the lending library. These items may have been mis-shelved at the borrowing library, shelved without being checked in at the lending library or possibly lost in transit.
There are two reports:
- one to identify items for which your campus is the lender
- one for for which your campus is the borrower
These reports should be run and shelves checked for the items on the report on a regular basis, monthly if time allows.
Find these report in the Network Zone: shared/California State University Network/CSU+/Requests stuck in trasit, received, requested → report names start with ILL returned but not recd
Here's a video showing how to open the report: https://www.screencast.com/t/pDAZx56u (note: the report has been moved to another folder, nested in the CSU+ folder since this video was made but the idea is the same)
Click on Open and select your institution. Once you've opened the relevant report, export the list to excel to save the file to your computer or print it directly from the analytics screen:
Items shipped by lender but not received by borrower
*This report must be run in the Network Zone. The NZ is accessed via a different link and set of credentials than your institutional Alma. If you do not have a user account set up in the NZ contact Mallory or Brandon at the CO to set one up for you.*
This report identifies items shipped from the lending library to fill a request more than 7 days ago but have not been received by the borrowing library. The results include the borrowing institution, lending institution, title, request external identifier, date shipped, borrowing status and item arrival date (to confirm the item did not arrive). These items may have been mis-placed at the lending library, accidentally not received at the borrowing library or possibly lost in transit. If a shelf check at your library comes up empty send a general message to the partner library requesting a shelf check.
This report should be run and shelves checked for the items on the report on a regular basis, monthly if time allows.
Find these report in the Network Zone: shared/California State University Network/CSU+/Requests stuck in trasit, received, requested → In Transit Too Long - lender to borrower
Click on Open, export the list to excel to save the file to your computer or print it directly from the analytics screen.
Finding Lending Requests that need to be marked "Lost"
*This report must be run in the Network Zone. The NZ is accessed via a different link and set of credentials than your institutional Alma. If you do not have a user account set up in the NZ contact Mallory or Brandon at the CO to set one up for you.*
Open the analytics report "Lending Requests with due date more than 90 days ago". Either search for the title or navigate to Shared Folders/Community/Reports/Institutions/CalState/Resource Sharing.
This report shows lending requests filled by your library that have passed their due dates by at least 90 days and have not yet been marked lost.
Schedule this report on a regular interval and it can be emailed to you or whoever handles following up on these items. More information on scheduling analytics reports can be found in the Alma Online Help.
Finding Borrowing Requests that need to be marked "Lost"
Open the analytics report "CSU+ borrowed items due back 90 days ago". Either search for the title or navigate to Shared Folders/Community/Reports/Institutions/CalState/Resource Sharing
This report shows active CSU+ loans with a loan due date of 90 days ago or more. If opened from your own institution’s Alma instance it will include patron information and title of the item so you can follow up appropriately as outlined below. If opened from the NZ the columns with patron information will be blank or contain “-1”.
Schedule this report on a regular interval and it can be emailed to you or whoever handles following up on these items. More information on scheduling analytics reports can be found in the Alma Online Help.