Loan statistics
Use Lending statistics to create a report of lending statistics per branch in the Wise staff client.
Loan statistics provide information about the number of loans and/or renewals in a branch and the use of the collection by a branch. The overview is always made per branch, for a given period.
- Go to Items > Item statistics > Loan statistics. The Checkout statistics window opens.
- Provide the details for the report. Fields marked with an (*) asterisk are required.
Field Description Institution Choose the institution for the report. If left blank, all institutions are included. or branch(es) If an Institution is not selected, select one or more branches. To select multiple branches, ctrl+click the branch name.
Note:
If you combine this with an institution selection, this selection will be ignored.
Period* Period of time the report will reflect. up to and including* Period of time the report will reflect. Details* Details indicate the properties of the checked out materials to be counted. Select a value to be counted:
- 0 - None
- 1 - SCAT
- 2 - Material
- 3 - Subscription
- 4 - Fixed shelf
- 5 - Shelf (at time of loan)
- 6 - Source
- 7 - Collection cluster
- 8 - Branch
- 9 - Navigation model
- C - Changing collection
- I - Port
- J - Lending point/Bus stop
- K - Borrower category
- L - District/area code
- M - Home branch of Borrower
Classification Not in use.
When details are available for the Collection Cluster (RCB), enter the RCB classification to be counted.
Navigation level Not in use.
When details for the navigation are available, enter the level to be counted.
- 4 - Subcategory
- 3 - Category
- 2 - Department
- 1 - World
- 0 - None
Totals per* Display totals according to:
- 1 - SCAT
- 2 - Material
- 3 - Subscription
- 4 - Fixed shelf
- 5 - Shelf (at the time of the loan)
- 6 - Source
- 7 - Collection cluster
- 8 - Branch
- A - year
- B - month
- C - quarter
- D - week
- U - month by hours
- V - day by hours
- W - week by hours
- X - day of the week by hours
- Y - day of the week by part of the day
- Z - entire period
Overview by* Create overview based on:
- E - My checkouts: Loans and performance of the collection are displayed according to the local branch of the item at the time time was checked out. The overview provides insight into loans by the branch in relationship to the items that are found at the selected branch.
- O - My objects: Loans and performance of the collection are displayed according to the legal owner of the item at the time it was checked out. This overview is most useful for analyzing background collections and collaborative/rotating collections.
- Click Create report. The report is generated and opens in your web browser.
View the Loan report
The Loan statistics report displays the following information, depending on selections:
When the report is generated with Overview by E - My checkouts:
| Column | Description |
|---|---|
| Branch | Branch name |
| Description | Item description |
| My Checkouts Branch | All lending transactions in my branch with items placed in my branch |
| My Checkouts Institution | All lending transactions in my branch with items where the local branch is different than my institution |
| My Checkouts System | All lending transactions in my branch with items where the local branch is not a different branch than my institution |
| My Checkouts Total | The total number of lending transactions in my branch |
| My Renewals Branch | All lending transactions with items placed in my branch and checked out at my branch |
| My Renewals Institution | All lending transactions with items placed in my branch and checked out at different branches in my institution |
| My Renewals System | All lending transactions with items place in my branch and checked out at a branch that is not part of my institution |
| My Renewals Total | The total number of lending transactions of items placed at my branch |
When the report is generated with Overview by O - My Objects:
| Column | Description |
|---|---|
| Branch | Branch name |
| Description | Item description |
| My Checkouts Branch | All lending transactions at my branch with items for which my branch is the legal owner. |
| My Checkouts Institution | All lending transactions in my branch with items where the legal owner is a different branch than my institution. |
| My Checkouts System | All lending transactions in my branch with items where the legal owner is not a different branch than my institution. |
| My Checkouts Total | The total number of lending transactions in my branch |
| My Collection Branch | All lending transactions with items owned legally by my branch and which have been checked out at my branch. |
| My Collection Institution | All lending transactions with items owned legally by my branch and which have been checked out at different branches of my institution. |
| My Collection System | All lending transactions with items owned legally by my branch and which have been checked out at a branch outside of my institution. |
| My Collection Total | The total number of lending transactions for items for which my branch is the legal owner. |