Cataloging Reports

Reports

Group report

Available to all authorizations for all institutions that share a group catalog. Reports activity performed by all institutions that are group members.

Institution report

Available to all authorizations within an institution. Reports activity performed by all authorizations associated with a specific institution.

Authorization report

Each authorization-specific report is available to all other authorizations within the same institution. Reports activity performed using a specific authorization.

WorldCat Searches

Statistics for each time a user does a WorldCat search command.

WorldCat Browses

Statistics for each time a user does a WorldCat browse command.

Update Existing WorldCat records

Statistics for each time a user uses the Update Holdings command on a record they retrieved from WorldCat. It sets holdings on the record.

Update New WorldCat records

Statistics for each time a user uses the Update Holdings command on a workform to add a new record to WorldCat and set holdings.

Produce Existing WorldCat records

Statistics for each time a user uses the Produce and Update Holdings command on a record they retrieved from WorldCat. It sets holdings and creates a record for cards or accessions list, if they are profiled for those items.

Produce New WorldCat records

Statistics for each time a user uses the Produce and Update Holdings command on a workform to add a new record to WorldCat. It sets holdings and creates a record for cards or accessions list, if they are profiled for those items.

WorldShare Collection Manager Reports

Collection Manager Monthly Record Summary

Includes a summary of activity with record count per provider, per collection, for new, updates and deletes. Includes total number of records delivered. Record delivery is counted by combination of OCLC number, symbol, and date. Monthly report is available for 5 years.

In the monthly report, the example below would count as one Update, one New, one Delete:

OSU OCLC#1 Provider 1 Collection A New

OSU OCLC#1 Provider 2 Collection B Update

OSU OCLC#1 Provider 3 Collection C Delete

Collection Manager Report

The report is separated into new, updated, deleted, and holdings.

Reports will be available for users to view online for 90 days. Includes reporting date, institution name, and institution symbol. Columns provided for: Provider, Collection, Title, ISBN/ISSN, OCLC Number, File Name, Action and Multiple Occurrence.
Note: Multiple Occurence is not included in holdings report and Update Reason is only in the Update report. Note: The report is limited to 5,000 rows. If the report exceeds this limit, a message is displayed stating âYour report does not contain all of the data. You are viewing xxxx rows of xxxxx total rowsâ. The remainder of your report is not available.

All Reports

The following points apply to all cataloging reports:
Note: Does not apply to WorldShare Collection Manager Reports.

Scope. You can view statistics compiled monthly or daily, for all cataloging interfaces or for each interface alone. You can access statistics for your authorizations and for your institution. You may also have access to reports for a group that includes your institution.

Period covered. Monthly reports cover activity for the most recent month or for one selected month. Daily reports cover the latest single day with a report available, a single specified day, or a specified number of days beginning with a specified date.

Usage Report. Usage reports give totals for searches and record actions performed in WorldCat or the Authority File, Each item in the Usage Report is hyperlinked to data for that item or category.

All Commands Report. All Commands Reports provide a separate total for each type of search or action.

Availability. Monthly reports are available within 5 days of the end of a month. A report for each day is available the following day. Daily reports are available for the current month only. Once a monthly report is available for a preceding month, daily reports for that month are deleted.

History. By default, monthly reports contain totals for 6 months including the current month or the month requested in the Period box. To view totals for more than 6 months, type the number of months in the Months box. Statistics for up to 18 months are available upon request. Daily reports show totals for the requested day(s) only. You can view reports only for days within the current month. To specify the number of days to view, type the desired number in the Days box.

See Using OCLC Usage Statistics for Online Cataloging for examples of how you can use data provided in cataloging reports.

Note: Report or item not listed

If an institution or authorization uses only one interface, Connexion browser, Connexion client or Z39.50 Cataloging, no usage report is produced for the unused interface. Usage reports include categories of actions or searches only if that activity was performed during the reporting period. However, All Commands reports include all items, some of which may show zero activity.

Cataloging report field definitions

Term	Definition
WorldCat Replaces	Users have certain privileges to make changes to records in the WorldCat database. The stat for this one is triggered when they use the Replace Record, Replace and Update Holdings or the Replace and Add Institution Record commands on a WorldCat record that they have edited.
WorldCat Exports	This stat is triggered when a user uses the Export record command on a record that they have pulled from WorldCat. It can be an action one by one or through batch processing in the Connexion Client. If a user is logged into Connexion, it registers the stat immediately. If a Connexion Client user is using batch processing offline to export records from a local file, the client reports the stats the next time the user logs in.
Display Holdings	This is a way for users to see which other institutions have their holdings set on a record that is currently being displayed. This stat is triggered when the user issues a command in Connexion to view other libraries’ holdings.
Delete Holdings	This stat is triggered when the Delete Holdings command is issued one by one on records, or when they use batch processing in Connexion Client to delete holdings. The update and produce commands can also be done in batch mode in the Connexion Client. New records added as the result of cloning/deriving from an existing record are treated the same as a new record from a workform in our stats when the record is added to WorldCat. The source stats on a local file is really just for the library’s tracking information related to records that currently reside in the local file. They don’t get sent forward to Usage Stats.
WorldCat Searches	Stat for each time a user does a WorldCat Search command.
WorldCat Browsers	Stat for each time a user does a WorldCat Browse command.
Update Existing WorldCat Records	Stat for each time a user uses the Update Holdings command on a record that they retrieved from WorldCat. It sets holdings on the record.
Update New WorldCat Records	Stat for each time the user uses the Update Holdings command on a workform to add a new record to WorldCat and set holdings.
Produce Existing WorldCat Records	Stat for each time a user uses the Produce and Update Holdings command on a record they retrieved from WorldCat. It sets holdings and creates a record for cards or accessions list if they are profiled for those items.
Produce New WorldCat Records	Stat for each time the user uses the Produce command on a workform to add a new record to WorldCat. It sets holdings and creates a record for cards or accessions list if they are profiled for those items.

Collection Manager report field definitions
Total number of records	Number of unique OCLC numbers in the report
Records delivered	Number of records in the output file corresponding to the report
Record not delivered	Included in new records report when collection-level delivery setting "WorldCat Holdings" option selected is "Do not include records already held in WorldCat." The items not delivered as new records will include an OCLC number in the "Record not delivered" column so you can have the information for your statistics.
New	Titles added to collections in the WorldCat knowledge base with MARC Record Delivery enabled that have not previously been delivered via this process (based on OCLC number)
Updated	Titles in collections in the WorldCat knowledge base with MARC Record Delivery enabled where provider/collection, URL, proxy server, or, if you have selected any of these options, the following WCKB data has changed: WCKB Collection Level Note WCKB Collection Name WCKB Coverage Dates WCKB Coverage Enumerations WCKB Coverage Note WCKB Location WCKP Provider Name WCKB Title Level Public Note
Deleted	Titles in collections in the WorldCat knowledge base with MARC Record Delivery enabled where library no longer has access to the title from any provider
Title	Title (245 $a) of record
ISBN/ISSN	ISBN or ISSN of record
OCLC number	OCLC number of record
File name	Name of file on the FTP server
Provider	Name of collection provider
Collection name	Name of collection
Multiple occurrence	Same OCLC number is listed on the report more than once, but with a different provider name
Update Reason	The reason a record is updated. Included in your updated records reports by default. If you configured your settings so that you do not receive updated records for enhancements to WorldCat Master records, you will not have the reasons associated with WorldCat Updates.