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
Thanks very much for your time.
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh
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
* Summary of hold pickup locations, to tell where new copies should be
Query is at https://gist.github.com/stompro/e794d0e65356ff619edc9930e6ef7373
the wrong side of goodbye
Oldest:(5 mons 1 day) Average:(39 days) 7_Days:5 30_Days:21 Frozen:1
the out of sync child
kranowitz, carol stock
Oldest:(3 mons 10 days) Average:(37 days) 7_Days:1 30_Days:3 Frozen:0
a holiday to remember
Oldest:(12 days) Average:(10 days) 7_Days:0 30_Days:4 Frozen:0
Hold Pickup Summary
turbo twenty three
Oldest:(7 mons 21 days) Average:(2 mons 31 days) 7_Days:1 30_Days:2 Frozen:0
GODEL:(1), HALLOCK:(5), RED_LAKE_FALLS:(2), ROSEAU:(4), THIEF_RIVER_FALLS:(10),
the whole towns talking
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
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Karen
Sent: Wednesday, November 30, 2016 2:48 PM
Subject: [OPEN-ILS-GENERAL] Holds ratio report
Has anyone created a template or written a report that will generate holds
ratios for circulation activity in Evergreen?
Burlington Public Library
820 E. Washington Ave
Burlington, WA 98233