Re: [OPEN-ILS-GENERAL] Holds ratio report

2016-12-01 Thread Karen Prasse
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-boun...@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-boun...@list.georgialibraries.org] On Behalf Of Karen 
Prasse
Sent: Wednesday, November 30, 2016 2:48 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Ho

Re: [OPEN-ILS-GENERAL] Holds ratio report

2016-12-01 Thread Josh Stompro
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-boun...@list.georgialibraries.org] On Behalf Of Karen 
Prasse
Sent: Wednesday, November 30, 2016 2:48 PM
To: open-ils-general@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
kar...@burlingtonwa.gov<mailto:kar...@burlingtonwa.gov>
http://www.burlingtonwa.gov/library