Track circulation and make informed purchases using the Reports feature in Content Reserve. Contact:

Transcription

1 Welcome to Reports! Track circulation and make informed purchases using the Reports feature in Content Reserve. Contact: V OverDrive, Inc Page 1

2 Objective In this presentation you will learn how to: Use real-time reports to track site performance and collection statistics. Use results to inform decisions related to purchasing and promotion. For each report, we'll review how to enter the criteria, and then take a look at the results. V OverDrive, Inc Page 2

3 Getting Started 1. Login to Content Reserve: 2. Click on the 'Login' tab. 3. Enter your Content Reserve 'Login ID' and 'Password'. This is the same Login ID / Password used to order titles. V OverDrive, Inc Page 3

4 Reports Page Once logged in, click on the 'Reports' tab. V OverDrive, Inc Page 4

5 Tips for Reports 1. Share or print a report: Report results can be exported to an Excel spreadsheet. Click on 'Create Worksheet' from any results page. 2. Select multiple items: Control-click to select multiple items in a drop-down box. 3. Consortia members: Member libraries have the option to run many reports by library. V OverDrive, Inc Page 5

6 Reports: A Closer Look V OverDrive, Inc Page 6

7 Table of Contents Purchase Order History. Maximum Access Orders. Download Standing Orders. Download Standing Order Estimates. Activity Charts. Purchased Title Report. OverDrive Community Reserve Title Report. OverDrive Community Reserve Title Sharing Report. Turnover Rates Chart. New Patron Registrations. Title Statistics. Patron Activity Chart. Current Waiting List. Waiting List History. Search Checkouts. Digital Library Statistics. Website Traffic Report. Patron Interest Report. Page Request Report. V OverDrive, Inc Page 7

8 Purchase Order History V OverDrive, Inc Page 8

9 Purchase Order History Purpose: View all purchase orders, including details. 1. From the 'Reports' tab, select 'View Purchase Order History'. 2. All columns on the results table can be sorted. 3. Click an Order ID to view all titles in that order. Each title then links to its detail page. V OverDrive, Inc Page 9

10 Maximum Access Orders V OverDrive, Inc Page 10

11 Maximum Access Orders Purpose: View all Maximum Access orders, including details. 1. From the 'Reports' tab, select 'View Maximum Access Orders'. 2. All columns on the results table can be sorted. 3. Click an Order ID to view all titles on that order. Each title on the order then links to its detail page. V OverDrive, Inc Page 11

12 Download Standing Orders V OverDrive, Inc Page 12

13 Download Standing Orders Purpose: View all download standing orders placed for your library 1. From the 'Reports' tab, select 'View Download Standing Orders'. 2. All columns on the results table can be sorted. 3. Click a plan to view that month's titles. Each title on the order then links to its 'Details' page. V OverDrive, Inc Page 13

14 Download Standing Order Estimates V OverDrive, Inc Page 14

15 Download Standing Order Estimates Purpose: View all download standing order plans, and associated titles that are not yet processed. 1. From the 'Reports' tab, select 'View Download Standing Order Estimates'. 2. All columns on the results table can be sorted. 3. Click a plan to view that month's expected titles. Each title on the order then links to its 'Details' page. You can also edit your plan from this page. V OverDrive, Inc Page 15

16 Activity Charts V OverDrive, Inc Page 16

17 Activity Charts Purpose: View checkout activity. 1. From the 'Reports' tab, select 'View Activity Charts'. 2. Click the select box for 'Chart'. Then select which data to view. View Checkouts by Day, Month, Publisher, Format, Title, Subject. Consortia may also select 'Checkouts by Branch'. 3. Select 'Title Type': Titles Owned. Maximum Access. Titles Owned + Maximum Access 4. Consortia: Select Branches to include. 5. Select Formats to include. 6. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 7. Select a Sort Order. V OverDrive, Inc Page 17

18 Activity Charts Circulation Activity by Month Example Chart = Checkouts by Month. Title Type = Maximum Access + Owned. Formats = All Formats. Your Library Branches Details: Click on any date header to view all titles downloaded for that month. Analysis: The highest rate of checkouts to date occurred in March. V OverDrive, Inc Page 18

19 Purchased Title Report V OverDrive, Inc Page 19

20 Purchased Title Report Purpose: View all titles owned and number of checkouts for each. 1. From the 'Reports' tab, select 'View Purchased Title Report'. 2. Click the select box for 'Reports'. Then select which data to view. Titles = All purchased titles. Titles by Format = All purchased titles organized by format. 3. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 4. Select a Sort Order. V OverDrive, Inc Page 20

21 Purchased Title Report Purchased Titles and Checkout Details Example Report = Titles. Filter results by: 1. Number of checkouts. 2. Format (Must run 'Titles by Format'). V OverDrive, Inc Page 21

22 OverDrive Community Reserve Title Report V OverDrive, Inc Page 22

23 OverDrive Community Reserve - Title Report Purpose: View details about OverDrive Community Reserve titles that have been accepted into your collection 1. From the 'Reports' tab, select 'View OverDrive Community Reserve Title Report'. 2. This will display Community Reserve titles currently included in your library / consortium's inventory. V OverDrive, Inc Page 23

24 OverDrive Community Reserve Title Sharing Report V OverDrive, Inc Page 24

25 OverDrive Community Reserve - Title Sharing Report Purpose: View OverDrive Community Reserve titles from your local collection and which libraries have accepted them. 1. Select 'View OverDrive Community Reserve Title Sharing Report'. 2. This will display Community Reserve titles currently included in your library / consortium's inventory and how many libraries have selected the titles. 3. Click on a title to display which libraries have selected that title. V OverDrive, Inc Page 25

26 Turnover Rate Chart V OverDrive, Inc Page 26

27 Turnover Rate Chart Purpose: View turnover rates for your content. 1. From the 'Reports' tab, select 'View Turnover Rate Charts'. 2. Click the select box for 'Chart'. Then select which data to view. Turnover Rates By Publisher. Turnover Rates By Format. Turnover Rates By Title. Turnover Rates By Subject. 3. Consortia: Select which branches to include. 4. Select Formats to include. 5. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 6. Select a Sort Order. V OverDrive, Inc Page 27

28 Turnover Rate Chart Turnover Rates by Format Your Library Branches Example Chart = Turnover Rates By Format. Formats = All Formats. Higher percentages indicate a faster turnover rate. V OverDrive, Inc Page 28

29 New Patron Registrations V OverDrive, Inc Page 29

30 New Patron Registrations Purpose: Track number of patrons new to your service. View by the date each first logged into your OverDrive Digital Library. 1. From the 'Reports' tab, select 'View New Patron Registrations'. 2. Click the select box for 'Chart'. Then select which data to view. View New Patrons by Day or Month. 3. Consortia: Select which branches to include. 4. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 5. Select a Sort Order. V OverDrive, Inc Page 30

31 New Patron Registrations New Patrons By Day Example Chart = New Patrons By Day. Your Library Branches 14 new patrons logged in on 2/1/2007 and 2/12/2007. V OverDrive, Inc Page 31

32 New Patron Registrations New Patrons By Month Example Chart = New Patrons By Month. Your Library Branches Best Practice: Boost promotion when numbers of new patrons begin to decline. Press releases. Events. Give-aways. Print materials. Web graphics. Training. V OverDrive, Inc Page 32

33 Title Statistics V OverDrive, Inc Page 33

34 Title Statistics Purpose: View statistics for top checkouts and waitlisted titles, formats, and subjects. 1. From the 'Reports' tab, select 'View Title Statistics'. 2. Click the select box for 'Chart'. Then select which data to view. View Checkouts by Title, Format, or Subject. View Waiting List by Title, Format, or Subject. 3. Enter 'Number of results' desired. For example, enter '10' to view the top ten circulating titles. 4. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. V OverDrive, Inc Page 34

35 Title Statistics Top Checkouts by Subject Example Chart = Checkouts by Subject. Number of results = 100. Analysis: Top five subject areas for this library include Fiction, Romance, Nonfiction, Mystery, and Suspense. V OverDrive, Inc Page 35

36 Title Statistics Waiting List by Subject Example Chart = Waiting List by Subject. Number of results = 100. Analysis: Top waitlisted subject areas for this library include Fiction, Romance, Nonfiction, Mystery, Suspense, and Historical Fiction. Best practices: 1. Purchase additional titles in popular subject areas. 2. Boost promotion for less popular subject areas. V OverDrive, Inc Page 36

37 Patron Activity Chart V OverDrive, Inc Page 37

38 Patron Activity Chart Purpose: View patron download and borrowing activity. 1. From the 'Reports' tab, select 'View Patron Activity Charts'. 2. Click the select box for 'Chart'. Then select which data to view. View Checkouts by Day or Month. View Waiting List by Title, Format, or Subject. 3. Consortia: Select which branches to include. 4. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 5. Select a Sort Order. V OverDrive, Inc Page 38

39 Patron Activity Chart Checkouts by Month Example Chart = Checkouts by Month. Analysis: These results display the number of unique (or individual) patrons downloading titles each month over a six month period. V OverDrive, Inc Page 39

40 Current Waiting List V OverDrive, Inc Page 40

41 Current Waiting List Purpose: View titles currently on your patrons' waiting lists. 1. From the 'Reports' tab, select 'View Current Waiting List'. 2. Consortia: Select which branches to include. 3. Select a Sort Order. Your Library Branches V OverDrive, Inc Page 41

42 Current Waiting List Example Current Waiting List. Your Library Branches Analysis: This chart is sorted on 'Holds' so that titles with the most holds appear at the top. 1. With 10 holds on a title and a 21 day lending period patrons could be waiting 7 months for a hold. 2. Consider purchasing additional copies of these titles. 3. You may also want to run 'View Waiting List History'. V OverDrive, Inc Page 42

43 Waiting List History V OverDrive, Inc Page 43

44 Waiting List History Purpose: View titles that have been on your patrons' waiting lists during a specific time period. 1. From the 'Reports' tab, select 'View Waiting List History'. 2. Click the select box for 'Chart'. Then select which data to view. View Waiting List by Day, Month, Publisher, Format, Title, or Subject. Consortia may also select 'View Waiting List by Branch'. 3. Consortia: Select branches to include. 4. Select Formats to include. 5. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 6. Select a Sort Order. V OverDrive, Inc Page 44

45 Waiting List History Waiting List By Title Your Library Branches Example Chart = Waiting List by Title. Formats = All Formats. Analysis: This chart is sorted on the 'Holds' column so that the titles with the most holds over time appear at the top. Best Practice: Consider purchasing additional copies of waitlisted titles which are popular over a period of months. V OverDrive, Inc Page 45

46 Search Checkouts V OverDrive, Inc Page 46

47 Search Checkouts Purpose: Search and view active patron checkouts by library card number, title, or checkout ID. 1. From the 'Reports' tab, select 'Search Checkouts'. 2. Enter information to search on: Library Card Number. Title. Checkout ID. V OverDrive, Inc Page 47

48 Search Checkouts Search by Library Card Example Chart = Search by Library Card Number (NO SPACES). This chart from 'Search Checkouts' shows all titles currently checked out to a particular library card. Click 'View' to open a detail page for any record. V OverDrive, Inc Page 48

49 Search Checkouts 'How to reactivate a download link' V OverDrive, Inc Page 49

50 Reactivate a Download A borrower might report: A missing download button. A download error. Why does this happen? Adobe ebooks: A license can be downloaded one time during a single lending period. OverDrive Video: A license can be downloaded two times during a single lending period. OverDrive Audio Titles: A license can be downloaded three times during a single lending period. A license for a checked out title is downloaded when a borrower clicks the download button. V OverDrive, Inc Page 50

51 Reactivate a Download Use Content Reserve to reactivate a download: 1. You will need the borrower's library card number and title. 2. Login to Content Reserve: Reports Tab > Search Checkouts. 3. Enter the library card number. The 'Checkout Details' page appears. 4. Click 'View' next to the title you wish to reactivate. 5. Under 'Reactivate Checkout', enter a reason (required for Adobe ebooks). 6. Click 'Reactivate'. 7. The title can now be downloaded. V OverDrive, Inc Page 51

52 Digital Library Statistics V OverDrive, Inc Page 52

53 Digital Library Statistics Purpose: View a profile of your collection including number of titles, checkouts, holds, patrons, and subscriptions. 1. From the 'Reports' tab, select 'View Digital Library Statistics'. 2. The report is automatically generated. 3. Date Range: The default date range is 'From inception to now'. To select a new date range click 'Select a date range'. V OverDrive, Inc Page 53

54 Website Traffic Report V OverDrive, Inc Page 54

55 Website Traffic Report Purpose: View total number page requests, patron sessions, and top 50 referral sites for the past 3 calendar months. 1. From the 'Reports' tab, select 'View Traffic Reports'. 2. Select or enter a date range within the last 3 months. V OverDrive, Inc Page 55

56 Website Traffic Report Example Website Traffic Report. Information includes: Summary. Page Request Breakdown: Number of page requests per day. Patron Session Breakdown: Number of patron sessions per day. Patron Referral Breakdown: Top 50 sites which refer patrons to your site. Best Practice: Add a web icon to your main library sites to drive patron traffic to your OverDrive Digital Library. Track results under 'Patron Referral Breakdown'. V OverDrive, Inc Page 56

57 Patron Interest Report V OverDrive, Inc Page 57

58 Patron Interest Report Purpose: View a list of the most frequently viewed titles for the past 3 calendar months. 1. From the 'Reports' tab, select 'View Patron Interest Reports'. 2. Select or enter a date range within the last 3 months. V OverDrive, Inc Page 58

59 Patron Interest Report Example Patron Interest Report. Information includes: Summary: Total detail pages viewed. Breakdown (top 50 titles): Titles where the detail page is most frequently viewed. The 'Breakdown' includes titles where the detail page is most frequently viewed. These may be different from the most circulated titles. V OverDrive, Inc Page 59

60 Page Request Report V OverDrive, Inc Page 60

61 Page Requests Report Purpose: View a list of the most frequently viewed pages for the past 3 calendar months. 1. From the 'Reports' tab, select 'View Page Request Reports'. 2. Select or enter a date range within the last 3 months. V OverDrive, Inc Page 61

62 Page Requests Report Example Website Page Requests Report. Information includes: 1. Summary: Total page requests. 2. Breakdown: Pages most frequently viewed. V OverDrive, Inc Page 62