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About the Insights Builder

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Allows users to perform detailed collection comparisons at the individual and group level in Choreo Insights.

Overview

Using the Insights Builder, you can make collection comparisons between two groups: The My Libraries (A) group, which consists of one or more holding symbols from your institution, and the Comparator (B) group, which consists of holding symbols from libraries or lists that you choose to compare to. 

To learn how to run a report of your query, see Run a query.

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1. Analysis Type

Compare your collection (Group A) to the collections of other libraries (Group B) using one of four different analysis queries.

All Show titles held by either Group A OR Group B
Overlap Show Titles held by Group A AND Group B
Distinct Show Titles held only by your library or group (Group A)
Gap Show titles held only by your comparator libraries (Group B)

2. Edition Type

The Select Edition Type toggle allows you to choose between using OCLC number or OCLC WorkID as the match point for your query.

OCLC number (OCN)

OCN can be used as the match point for all analysis types.

WorkID

Due to the nature of the WorkID functionality it can only be used with Overlap, Distinct, and Gap analyses.

When running a query using WorkID as the match point, the Results are the number of OCLC numbers that met the WorkID criteria. When comparing OCN-based queries to WorkID-based queries, you can expect to see the following differences based on analysis type:

  • Overlap - The results when using WorkID will be larger than the results when using OCN matching. This is due to the expanding number of titles shared between the two comparator groups, since libraries could have holdings on different editions of materials that belong to the same work family.
  • Distinct - The results when using WorkID will be smaller than the results when using OCN matching. This is due to the nature of WorkID matching shrinking the pool of unique titles at an institution.
  • Gap - The results when using WorkID will be smaller than the results when using OCN matching. This is due to the nature of the WorkID matching shrinking the pool of unique titles at an institution.

3. Groups

My Libraries (A)

Your My Library group will be automatically configured when your Choreo Insights account is initially set up. This group is configured based on your institution's WorldCat holdings symbol(s).

Comparator Groups (B)

Comparator groups are created by selecting other libraries' collections from a list on the Comparator Group page.

4. Lists

You can upload custom-created title lists and compare them against your institution's collection. These title lists can be uploaded by anyone from your library as long as they have a Choreo Insights account. For more information, see Create a title list and Upload a title list.

5. Query Filters

Filter name Details
Subject Classifications

By default, the report will query All Subjects. Use the slider to switch between LC and Dewey subject classifications: 

  • Selecting LC will allow you to filter by Specific LC Classes.
  • Selecting Dewey will allow you to filter by Specific Dewey Ranges. 

If you have chosen to filter by specific classes or ranges, use the accordion buttons to expand them for more granular filtering options.

The query filters clear every time you switch between classifications.
FAST Heading

Use FAST subject headings to look at specific topics. To use FAST subject headings:

  1. Choose to limit the search by selecting from the following Facets:
    • All
    • Personal Name
    • Corporate Name
    • Meeting
    • Uniform Title
    • Event
    • Chronological
    • Topical (default)
    • Geographic
    • Form / Genre
  2. Search for the appropriate headings using the search box:
    1. Phrase Search - Provides a broader search across FAST facets. Click ADD after typing in a phrase search to add it to the Active Filters and continue adding phrases.
    2. Heading Selector - Provides the ability to be more granular in applying FAST headings to the search.
  3. Select those you wish to add to your search.

Adjust the rows per page to show longer lists of matching terms if necessary.

FAST (Faceted Application of Subject Terminology) is derived from the Library of Congress Subject Headings (LCSH) and is one of the library domains' most widely used subject terminology schemas. The development of FAST has been a collaboration of OCLC Research and the Library of Congress. Work on FAST began in late 1998.

Visit FAST Subject Headings for more information.
Group Holdings

Allows you to search by holding levels in the group of libraries you have included in your search (My Library + Comparators).

  • Same Edition (OCNs) - Group count measures the number of libraries holding the same edition, as defined by a specific OCLC number.
  • Any Edition (WorkIDs) - Group count consists of the number of libraries holding the same work as defined by the OCLC Work ID.
WorldCat Holdings

Filters your query by WorldCat holdings count, which will let you identify scarcely or widely held titles.

  1. Select the radio button for how you would like to limit the query:
    • Same Edition (OCNs) - WorldCat holdings count measures the number of libraries in WorldCat holding the same edition, as defined by a specific OCLC number.
    • Any Edition (WorkIDs) - WorldCat holdings count consists of the number of libraries in WorldCat holding the same work as defined by the OCLC Work ID.
  2. Select how you would like to search for retentions from the drop-down list:
    • Fewer than
    • Equal to
    • More than
    • Between
WorldCat Shared Print Retentions

Allows you to filter by Shared Print programs and retentions in WorldCat. With this functionality, you can explore shared print retentions set against all of WorldCat, as well as against specific shared print programs.

  1. Select the radio button for how you would like to limit the query:
    • Same Edition (OCNs) (Default) - WorldCat holdings count measures the number of libraries in WorldCat holding the same edition, as defined by a specific OCLC number.
    • Any Edition (WorkIDs) - WorldCat holdings count consists of the number of libraries in WorldCat holding the same work as defined by the OCLC Work ID.
  2. Select how you would like to search for retentions from the drop-down list:
    • Fewer than
    • Equal to
    • More than
    • Between
  3. (Optional) Select the Specific Shared Print Programs radio button to further limit your query by a certain program.
Formats

Filter by format type:

  • All Formats (Default)
  • Specific Formats
    • Use the checkboxes to choose one or more format to include.
Publications
  • Publication Year
  • Place of Publication
    • Select In or Not In
Government Documents

Choose from the following: 

  • No Restrictions (Default) - Will not restrict your query by any government document flag
  • Government Documents - Will restrict your query to those records with the government document flag set to yes
  • Not Government Documents - Will restrict your query to those records with the government document flag set to no

Records are flagged as a government document if any of the following conditions are met:

  • The presence of a GPO government document number (located in the MARC 074 field)
  • The presence of a government document classification number (located in the MARC 086 field)
  • The government document indicator (located in the MARC 008 field, subfield 28) contains one of the following values:
    • a - autonomous or semi-autonomous component
    • c - multilocal
    • f - federal/national
    • i - international/intergovernmental
    • l - local
    • m - multistate
    • o - government publication-level undetermined
    • s - state, provincial, territorial, dependent, etc.
Usage

For Circulated Uses, choose a restriction type.

Circulation usage data is included for WMS libraries only.
Language

Enter the language code for:

  • Language of Items (008)
  • All Other Languages (041)
Academic Programs (CIP) 2, 4, and 6-digit CIP (Classification of Instructional Programs) codes are mapped to LC Class ranges. Use this option to look at titles that support specific curriculum offerings at your institution.
Local Holdings Records

Filter by your library's LHR location codes. The location is determined by 852 $b and $c in your Local Holdings Records (LHR).

To filter by one or more locations, choose Specific Locations and select the checkboxes for any locations you would like to include.
Local Shared Print Retentions

Filter by Shared Print retentions at your library's collection. This filter is exclusive to Group A - while it is active, adding comparators to Group B is unavailable.

Filter options:

  • No Restrictions
  • My Library Retains
  • My Library Does Not Retain

6. Visualization 

The visualization displays after you run your query. Click the three-bar menu (3barmenu.png) for the following options:

  • View in full screen
  • Print chart
  • Download PNG image
  • Download .JPEG image
  • Download PDF document
  • Download SVG vector image