[OPEN-ILS-GENERAL] Holds ratio report

Thu Dec 1 15:51:55 EST 2016

HI Josh,
Yes I did mean Hold to Copy Ratio - thanks for understanding.  I suspect I should have experimented a bit before inquiring but this gives me a better idea of how to start this.  We don't have to be this complicated since we have only one location.
Thanks very much for your time.
Karen Prasse

From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Josh Stompro
Sent: Thursday, December 01, 2016 7:59 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Holds ratio report

Hello Karen, if you are talking about a report that shows titles with a hold to copy ratio over a certain threshold then yes we have one.  I'm not sure if that is the same thing as "generate holds ratios for circulation activity".  Circulation activity to me means checkouts, so I'm not sure what kind of report would involve both.  But I'll answer like you mean the hold/copy ratio.

If you are ok with the ratio being global(All holds at every pickup location and all copies) there has been a built in data source for this for a while.  See the Hold/Copy Ratio per Bib reporter data source.  Screenshot of example report at: http://imgur.com/a/x3Hh4

If you are in a consortium where each branch stands alone, federated model, there was a new data source added in 2.10 that allows you to break down the report by pickup library and circ lib.  Look for Hold/Copy Ratio per Bib and Pickup Library (and Descendants).  I tried to use this but there are gotchas that make it unsuitable for us.  Mainly the fact that only holds at pickup locations with holdable copies are counted, so if a branch has 10 holds, but no holdable copies, those holds are not counted in the report when looking at a system level report.  Meta-holds cause some strange numbers also.  I made note of the issues I found at https://bugs.launchpad.net/evergreen/+bug/1627231  I can give you screenshots of this also if you want to see my test reports.

I created a custom sql query to create the report that we needed.  Our organization has two regional systems. It takes into account several situations that are specific to our environment, such as:

*         We will normally never purchase more than 10 copies of a title no matter what the ratio is, so when we hit 10 or more copies, the title is no longer shown in the report.

*         We have non-holdable Express copies that we count as holdable since many of them end up filling related holds.

*         Don't count suspended holds since we don't want to purchase copies for those that may never activate those holds. If someone is delaying their hold for several months, the ratio may change by the time their hold is active since holds will get filled in the meantime.

*         Holds are divided by the patron's home library, not the pickup location.  We don't want to purchase copies for patrons from other systems that use our branches as pickup locations.

*         Summary of holds (Oldest hold age, Average hold age, Holds placed in last 7 days, 30 days, Frozen Holds)

*         Summary of Items (Lost Items, Missing Items, Damaged Items, On Order Items)

*         Summary of hold pickup locations, to tell where new copies should be allocated.

Query is at https://gist.github.com/stompro/e794d0e65356ff619edc9930e6ef7373

Sample report:
num

title

author

bib_record

type

holdable_copies

express

Total Copies

holds

hold_copy_ratio

Hold Counts

LongLost

ShortLost

missing

damaged

onorder

1

the wrong side of goodbye

connelly, michael

204437

book

3

2

5

28

5.6

Oldest:(5 mons 1 day) Average:(39 days) 7_Days:5 30_Days:21 Frozen:1

0

0

1

0

0

2

the out of sync child

kranowitz, carol stock

65808

book

1

0

1

5

5

Oldest:(3 mons 10 days) Average:(37 days) 7_Days:1 30_Days:3 Frozen:0

0

0

0

0

0

3

a holiday to remember

153500

dvd

0

4

Infinity

Oldest:(12 days) Average:(10 days) 7_Days:0 30_Days:4 Frozen:0

num

title

author

bib_record

type

holdable_copies

express

Total Copies

holds

hold_copy_ratio

Hold Counts

LongLost

ShortLost

missing

damaged

onorder

Hold Pickup Summary

1

turbo twenty three

evanovich, janet

201895

book

5

0

5

26

5.2

Oldest:(7 mons 21 days) Average:(2 mons 31 days) 7_Days:1 30_Days:2 Frozen:0

0

0

0

0

0

GODEL:(1), HALLOCK:(5), RED_LAKE_FALLS:(2), ROSEAU:(4), THIEF_RIVER_FALLS:(10), WARROAD:(4)

2

the whole towns talking

flagg, fannie

207896

book

0

4

Infinity

Oldest:(3 mons 6 days) Average:(2 mons 11 days) 7_Days:1 30_Days:1 Frozen:0

GREENBUSH:(1), HALLOCK:(1), RED_LAKE_FALLS:(1), THIEF_RIVER_FALLS:(1)

Josh Stompro - LARL IT Director

From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Karen Prasse
Sent: Wednesday, November 30, 2016 2:48 PM
To: open-ils-general at list.georgialibraries.org<mailto:open-ils-general at list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Holds ratio report

Hello,
Has anyone created a template or written a report that will generate holds ratios for circulation activity in Evergreen?

Karen Prasse
Reference Librarian
Burlington Public Library
820 E. Washington Ave
Burlington, WA  98233
360-755-0760
karenp at burlingtonwa.gov<mailto:karenp at burlingtonwa.gov>
http://www.burlingtonwa.gov/library

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