Using Millennium Statistics and Web Management Reports

Jennifer ParsonsSystems Librarian

What to Expect

• Please ask questions!• Exercises• Follow-up from the trainer•Evaluation forms

Objectives•Use and understand both modules•Design and run queries•Export data•Know which module to use for what purpose

In order to…•Compile local circulation/ILL/financial/etc. data for your institution

How Stats & WMR WorkMillennium counts two kinds of data:

Transactions(Web Management Reports)

A transaction is any process by Millennium that causes a change in any record field, or an exchange of information in the software or WebPAC.

Fields(Statistics)

Record fields are used to describe items, orders, or other information in the database.

How Stats & WMR Don’t Work

•Indefinite storage•Moving backwards and forwards in time•Providing comprehensive analysis•i.e., “information” as opposed to “data”

•Field-specific information•Cf. Create Lists can find out one kind of information at a time

Exercises!I. How Statistics and Web Management

Reports Work

1. What would I use to find what kind of MAT TYPE codes are in my collection, and how

frequently they are used?a.) Create Listsb.) Statistics c.) Web Management Reports

Exercises!I. How Statistics and Web Management

Reports Work

1. What would I use to find what kind of MAT TYPE codes are in my collection, and how

frequently they are used?a.) Create Listsb.) Statistics c.) Web Management Reports

Exercises!I. How Statistics and Web Management

Reports Work

2. What word or words can be used to describe data on patron searches in the WebPAC?

a.) Field code compilationb.) Transactionalc.) Financial

Exercises!I. How Statistics and Web Management

Reports Work

3. Where would I go to find information on INN-Reach circulation for the last month?

a.) Create Listsb.) Statistics c.) Web Management Reports

Exercises!I. How Statistics and Web Management

Reports Work

3. Where would I go to find information on INN-Reach circulation for the last month?

a.) Create Listsb.) Statistics c.) Web Management Reports

Millennium Statistics•Caveat user! •Running a report takes up a port (user license)

•Required authorizations (Manual #101791):•19: Create statistical reports

Millennium Statistics•Found across Millennium client modules•Compiles data for all record types•Bibliographic•Item•Order•Budget Planning & Collection Development

•Holdings•Patron

Millennium Statistics: Queries•Field Statistics•Compiles all possible values for all fixed-length (and some variable) fields in a particular kind of record

•Periodic Report•Compares fixed-length fields over a period of time

•Cross-tab Report•Compares two fields within same type of records

Exercises!II. Millennium Statistics

1. What kind of query would be best at finding bad vendor codes for your cluster?

Exercises!II. Millennium Statistics

2. You and your staff would like to know how many titles with multiple copies are your

library’s holdings, and what their location codes are. What type of query would you use to

discover this?

Exercises!II. Millennium Statistics

3. Write a query that would help you find how many new bib records were added per quarter

over the last year.

Web Management ReportsEssentially, pre-generated report templates for:•User access•Circulation•Collection•Acquisitions•INN-Reach

Most reports count transactions, as opposed to fields.

Web Management Reports

•“Spreadsheet” interface•Access via http://[YourClusterIP]/iii/webrpt

•Web Browser interface•Access via http://[YourClusterIP]/manage•Port 4448 must be opened

Web Management Reports

•Required authorizations:•14: Web collection development reports•15: Analyze patron searches•17: Circulation statistics•87: Vendor activity reports•677: View Web Management Reports 2007

This last authorization gives view-only access to the spreadsheet interface.

Web Management Reports

Transactions counted are sorted by:•Fields•Agency•SCAT (Statistical CATagories) table

•User location•Stat group/terminal

•Home location of patron or item•Locations Served table

Exercises!III. Web Management Reports

1. How would you use Web Management Reports to find how many patrons have

checked out items yesterday?

Exercises!III. Web Management Reports

2. Using Web Management Reports, calculate how much your library’s collection has grown

over this calendar year.

Exercises!III. Web Management Reports

3. Use Web Management Reports to find how many patron types have checked out what

kinds of materials in any given period of time (for example, for the calendar year to date).

Thank you!

Jennifer Parsons•jennifer@mobiusconsortium.org•http://help.mobiusconsortium.org