System-wide Circulation Data:Initial AnalysisStephen Zweibel

CCMSCC7/14/2010

Table of Contents

1. Introduction2. Charges3. Renewals4. Holds5. Recalls6. OPAC Happening Location Details7. Patron Group Breakdown

1. Introduction

Purpose

• Compile existing system-wide circulation data• Organize data according to primary categories• Visualize circulation data by year and month• Observe changes in circulation patterns• Explore questions: Who, What , When,

Where, Why and How?• Share with CUL staff

Available Data Categories

• Happening Location: physical (or virtual) location of circulation activity

• CLIO Location: owning location of collections• Patron Group: classification of patron

(undergrad, faculty, etc.)• Charge Type: variety of circulation activity• Date: FY and month of circulation activity

Unavailable Data Categories

• Granular data is not (yet) available for circulation

• Unlike other ReCAP-related data on accession and retrieval

• Categories not available include…

• Format• Language• Publication Date• Subject/Call number• BIBL/HLDG/ITEM ID• Enum/Chron• Time• etc.

Questions to Explore

Questions and corresponding data category:• Who: Patron Group• What: CLIO Location• When: Date• Where: Happening Location• Why: [not so easy]• How: charge Type

• GRD: Graduate Students• OFF: Officers (Faculty, Library,

Administration)• REG: Undergraduates, Non-officer support

staff• VIS: Visitors

***NOTE: As of Summer 2007 Patron Records have only one active Patron Group

Patron Groups

2. Charges

570827 567739

527171

505288

474218 469217 467272

0

100000

200000

300000

400000

500000

600000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Total Charges by FY

0

50000

100000

150000

200000

250000

FY03/04 FY04/05 FY05/062 FY06/072 FY07/082 FY08/092 FY09/102

Charges to Patrons by Patron Group:From FY03/04-09/10

GRD OFF REG VIS

0

5000

10000

15000

20000

25000

30000

35000

400007/

1/20

039/

1/20

0311

/1/2

003

1/1/

2004

3/1/

2004

5/1/

2004

7/1/

2004

9/1/

2004

11/1

/200

41/

1/20

053/

1/20

055/

1/20

057/

1/20

059/

1/20

0511

/1/2

005

1/1/

2006

3/1/

2006

5/1/

2006

7/1/

2006

9/1/

2006

11/1

/200

61/

1/20

073/

1/20

075/

1/20

077/

1/20

079/

1/20

0711

/1/2

007

1/1/

2008

3/1/

2008

5/1/

2008

7/1/

2008

9/1/

2008

11/1

/200

81/

1/20

093/

1/20

095/

1/20

097/

1/20

099/

1/20

0911

/1/2

009

1/1/

2010

3/1/

2010

5/1/

2010

Charges by Patron Group: Monthly

GRD OFF REG VIS

General Observations on Charges

• In phase with academic calendar• Large quantities, between 450,000 and

600,000• Decrease of -18.1% from FY03/04 to FY09/10• Decline trend strongest between FY04/05 and

FY07/08• Since FY07/08 the volume has leveled off

Patron Group Observations on Charges

• Decline trends for GRD and REG• Slight increase for OFF• Little fluctuation for VIS• Peaks for GRD precede REG by one month in

both Fall and Spring• Larger volume for GRD in Fall than Spring

term; even volume for REG• REG volume now less than GRD

Zack’s Deep Thoughts• Trend of total charges is downward due to use of

e-resources• Leveling off indicates that use of print copy is still

strong and critical• Faculty charges have increased due to more Grads

serving as adjunct faculty (with OFF privileges)• Grads peak a month before Undergrads because

of course requirements (tilted towards written papers instead of tests)

3. Renewals

514,245

538,009 538,613

495,461

396,758

373,581

403,639

0

100000

200000

300000

400000

500000

600000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Total Renewals by FY

0

50000

100000

150000

200000

250000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Renewals to Patrons by Patron Group:From FY 03/04-09/10

GRD OFF REG VIS

0

5000

10000

15000

20000

25000

30000

35000

40000

450007/

1/20

039/

1/20

03

11/1

/200

31/

1/20

043/

1/20

045/

1/20

047/

1/20

049/

1/20

04

11/1

/200

41/

1/20

053/

1/20

055/

1/20

057/

1/20

059/

1/20

05

11/1

/200

51/

1/20

063/

1/20

065/

1/20

067/

1/20

069/

1/20

06

11/1

/200

61/

1/20

073/

1/20

075/

1/20

077/

1/20

07

9/1/

2007

11/1

/200

71/

1/20

083/

1/20

085/

1/20

087/

1/20

08

9/1/

2008

11/1

/200

81/

1/20

093/

1/20

095/

1/20

097/

1/20

09

9/1/

2009

11/1

/200

91/

1/20

103/

1/20

105/

1/20

10

Renewals by Patron Group: Monthly

GRD OFF REG VIS

General Observations on Renewals

• In phase with loan period due dates• Large decrease in renewals, -32.6% from

FY03/04 to FY09/10• Noticeable decline trend between FY04/05

and FY07/08

Patron Group Observations on Renewals

• REG renewal phase changes after January 2008

• Large decrease by REG, -67.1%• Significant decrease by GRD, -26.2%• OFF and REG were equal in FY03/04; OFF

much higher in FY09/10

Zack’s Deep Thoughts

• REG renewal phases changes because of loan period change from 4-weeks to 1-term for circulating collections in January 2008

• Faculty tend to hold books longer than Grads or Undergrads; visible later on in 7. Patron Group Breakdown

• Undergrads renew less because loan period is for semester, typical duration of single course

4. Holds

3,661

5,342

5,9775,784

5,460

6,431 6,365

0

1000

2000

3000

4000

5000

6000

7000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Total Holds by FY

0

500

1000

1500

2000

2500

3000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Holds to Patrons by Patron Group:From FY 03/04-09/10

GRD OFF REG VIS

0

50

100

150

200

250

300

350

400

Holds by Patron Group: Monthly

GRD OFF REG VIS

General Observations on Holds

• In phase with academic calendar• Overall lowest volume of all four charge types• Increase in hold volume from FY03/04 to

FY05/06• Hold volume declines after FY05/06 with one

exception (FY08/09)• Trends are more erratic than other charge

types

Patron Group Observations on Holds

• GRDs have large increase followed by decrease

• Monthly data is more erratic for all groups except GRD

5. Recalls

6,593

6,0436,262

10,191

11,065 11,105

11,825

0

2000

4000

6000

8000

10000

12000

14000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Total Recalls by FY

0

1000

2000

3000

4000

5000

6000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Recalls to Patrons by Patron Group:From FY 03/04-09/10

GRD OFF REG VIS

0

100

200

300

400

500

600

700

800

Recalls by Patron Group: Monthly

GRD OFF REG VIS

General Observations on Recalls

• In phase with academic calendar• Increase in recalls from FY05/06 to FY06/07• Relatively steady volume of recalls

Patron Group Observations on Recalls

• Large increase for GRD starting in FY05/06• Large increase for OFF starting in FY06/07• GRD always most recalls, OFF catching up

Zack’s Deep Thoughts

• The increase in volume between FY05/06 and FY06/07 may be attributable to a change in emphasis

• CLIO and staff began emphasizing recalls instead of holds

• OFF delayed increase linked to patron record change implemented in Summer 2007 (Grads as adjunct faculty)

6. OPAC Happening Location Details

0

1000

2000

3000

4000

5000

6000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Holds: OPAC vs Everywhere Else

OPAC Everywhere Else

0

2000

4000

6000

8000

10000

12000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Recalls: OPAC vs Everywhere Else

OPAC Everywhere Else

0

100000

200000

300000

400000

500000

600000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Renewals: OPAC vs Everywhere Else

OPAC Everywhere Else

General Observations on OPAC• OPAC Happening Location transactions represent

actions taken directly in CLIO by patrons without staff intervention

• “Everywhere Else” (all other happening locations) represents actions taken by staff on behalf of patrons

• Charges must take place at a physical circulation desk - can not take place in OPAC

• Majority of recalls/renewals in OPAC• Majority of holds not in OPAC

Zack’s Deep Thoughts• Staff tend to place holds for patrons• Patrons tend to place recalls for themselves• Pre-Voyager, NOTIS environment did not allow

online holds, recalls or renewals• Upward trend in OPAC recalls suggest a learning

curve, associated to adapting to new technology• Decline trend in Everywhere Else suggests that

patrons have become less dependent on staff mediation

7. Patron Group Breakdown

0

50000

100000

150000

200000

250000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

GRD by Charge Type: FY 03/04-09/10

GRD - Sum of Charges GRD - Sum of Renewals GRD - Sum of Recalls GRD - Sum of Holds

0

20000

40000

60000

80000

100000

120000

140000

160000

180000

200000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

OFF by Charge Type: FY 03/04-09/10

OFF - Sum of Charges OFF - Sum of Renewals OFF - Sum of Recalls OFF - Sum of Holds

0

50000

100000

150000

200000

250000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

REG by Charge Type: FY 03/04-09/10

REG - Sum of Charges REG - Sum of Renewals REG - Sum of Recalls REG - Sum of Holds

0

5000

10000

15000

20000

25000

30000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

VIS by Charge Type: FY 03/04-09/10

VIS - Sum of Charges VIS - Sum of Renewals VIS - Sum of Recalls VIS - Sum of Holds

Observations

• Charge/Renewal ratio is different for all four primary patron groups

• REG charges more than renews, much more starting FY07/08

• GRD charges more than renews• OFF renews more than charges• VIS renews more than charges, much more

starting FY06/07

Zack’s Deep Thoughts• Charge/Renewal ratios are consistent with staff

perceptions• Faculty are more likely to hold onto the books that

they have than charge out new ones• Undergraduates have little need to renew now that

loan periods extend for a semester• Grad students will charge a lot of material and hold it

over more than one term• Visitors hold books longer since obtaining OPAC

renewal permission in course of patron record changes of Summer 2007

Bonus!

Borrow Direct

9,368

11,224

13,118

16,133

18,012 17,968 18,027

0

2000

4000

6000

8000

10000

12000

14000

16000

18000

20000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Borrow Direct Circ Desk Charges by FY

0

500

1000

1500

2000

2500

Borrow Direct Circ Desk Charges by Month

Observations on Borrow Direct

• In phase with academic calendar• Charges are tallied for outgoing Borrow Direct

requests• Incoming Borrow Direct requests are not

charged in CLIO• There was a 100% increase in outgoing

volume between FY03/04 and FY07/08• Since FY07/08 the volume has leveled off

On-site vs. Off-site Collection Use

0

100000

200000

300000

400000

500000

600000

FY03/04 FY04/05 FY05/06 FY06/07 FY07/08 FY08/09 FY09/10

Onsite Vs. Offsite Charges

Offsite Onsite

Observations on On-site vs. Off-site

• On-site charges remain significant despite substantial migration of print collections to off-site

• Suggests that selection for transfer was well made

• Spike in off-site charges in FY08/09 may be attributable to the Google Project