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.georgialibrarie