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OCLC Support

Analysis

Find information about the Analysis tab in GreenGlass.

Overview

Opening the Analysis page presents the user with a view of existing queries.

  • To build a new query, click on the NEW QUERY button in the upper right portion of the screen.
  • To edit an existing query, or to examine the results in greater detail, click the EDIT button to the right of the query you wish to work with.
  • Use the CLONE button to create a copy that can be edited while preserving the original.

The New Query screen is divided into two panels. The Query Builder is on the left and the results panel is on the right. As changes are made in the left panel, the right panel updates in real-time so the specific impact of each threshold can be seen.

Scroll down the right panel to view a tabular summary of the query results. Scroll further for a list of items that match the current parameters.  

Query Builder

Note that the left and right panels of the New Query screen scroll separately. If the left panel is hidden, click on the SHOW EDITOR tab on the left side of the screen.

At any time, you are invited to SAVE your query in the upper right portion of the screen. There is no limit on the number of queries that can be saved. 

For more information on how the Query Builder works, watch the Tutorial: GreenGlass Analysis (6:46).  

Additionally, watch the Tutorial: Sharing GreenGlass Queries (2:20)

Please contact your GreenGlass liaison if you have query requirements that are not readily satisfied by the tools in GreenGlass. Your GreenGlass liaison can build more complex models and scenarios offline.

 Note: Click on the label New Query on the upper left and replace this with the name of your query and click confirm. If you do not, your query will be saved as "New Query". There is a 255-character limit on query names.

Option Description
SUBJECTS

Choose the subject(s) to include:

  • All subjects
  • Specific LC classes
  • Specific dewey ranges

Select LC or Dewey classes and subclasses.

Projects processed after September 2018 will allow you to select one or more numeric ranges within a given LC or Dewey subclass (e.g., DA 757.9 - 826 Scottish History).

For more information, watch the Tutorial: Subject and Call Numbers Searching (7:00).

CALL NUMBERS

A Call Number search feature allows you to search for non-standard patterns and character strings in your call numbers (e.g. “oversize”, “folio”). This feature can be used to query for non-LC and non-Dewey classification marks. Options include:

  • No restriction
  • Starts with
  • Includes
  • Ends with
LOCATIONS Select one or more location codes to include. For more information, watch the Tutorial: Collection and Location Codes in GreenGlass (3:00).
FORMATS
Option Description
Ebooks

Options include:

  • No restriction
  • Has ebook alternative
  • No ebook alternative
Record types

Select one or more record types.

 Note: The government document record type is not exclusive.  For example, a title can be both a government document and a book.

Primary language Include or exclude titles based on their MARC primary language code
Possible duplicate Does an item have one or more copies? For more information, watch the Tutorial: Understanding Possible Duplicates (5:09)
Multi-edition title Are other editions of a title available in your data-set? For more information, watch the Tutorial: Understanding Multi-Edition Titles (3:00)
Multi-volume set Is a title part of a multi-volume set?

 

LOCAL CIRCULATION HISTORY

Select items within the specified threshold for Recorded uses and Last charge date.  

PUBLICATION AND ACQUISITION DATES Select whether to include items published or acquired in the specified Publication year or Added to collection timeframe.
WORLDCAT™ HOLDINGS
  • Under Edition Matching
    • Choose same edition to count holdings for the exact edition (holdings set on the same OCLC record number as yours).
    • Choose any edition to count holdings for related editions as established by OCLC's implementation of work families.

       Note: 

      • US/CA and State/Province holdings include your library's holding.
      • Comparator Library tallies do not include your library's holding. Comparator Libraries were defined at the outset of your project. Contact your GreenGlass liaison or your local project manager for details.
      • All Comparator Libraries combine all of your library's comparators into a single tally. Where comparator groups overlap (the same library appears in more than one group) they will only be counted once here.
GROUP-LEVEL ATTRIBUTES If your library is a member of a group project, you will be able to query on GROUP LEVEL ATTRIBUTES such as group overlap, aggregate uses, and whether titles are allocated for retention.
HATHITRUST

Include or exclude titles based on their HathiTrust status.

COMBINE QUERIES

At the bottom of the left panel, users have the option to combine the on-screen query with one or more queries that have been built and saved previously.

Combined queries can be ORed or ANDed.

  • Click the Combine results with other queries radio button for an OR query.
  • Click the Intersect results with other queries radio button for an AND query.

Combined queries can also be saved. For more information, watch the Tutorial: Combining Queries in GreenGlass (4:10)

SPECIAL CATEGORY If your library defined a special category, you have the option to include or exclude those titles from your query results. To see your Special Category Rules, click on the green question mark.
CHOICE If your library chose to include CHOICE matches, you will see an option to set query criteria based on whether the title has been reviewed in CHOICE and whether it was named a CHOICE Outstanding Academic Title.

Exported Item Lists

To retrieve exported lists click on the details icon near your user name in the far upper right of the screen and navigate to MY DOWNLOADS. GreenGlass item lists that contain fewer than 300,000 rows (or items) are made available in Excel .xlsx format. Lists that exceed 300,000 rows will be delivered as .csv files.

These Excel spreadsheets are lightly formatted but it is recommended that you delete columns you don't need. You may also wish to add Filters to the header row (via the DATA menu) to isolate items with specific values, etc. Sometimes pivot tables can be helpful for certain types of analyses. If you are unfamiliar with Excel or if you have any questions about your downloaded files, contact your GreenGlass liaison.

Each item in exported lists is represented by a line in the spreadsheet, sorted by the Display Call Number. The first row contains a label/header for each column.

 Note: Some columns are not included in all exports, and even if the column is included, data may not be available for individual items. This could be the result of custom project specifications and/or inconsistencies in your library's data.

Column descriptions
Column Description
Location Code The ILS location code of the item.
Location Name A natural language translation of the location code. Often used in the OPAC display.
Display Call Number The call number GreenGlass has derived from your records, which we believe to be the one used locally for spine labels and shelf-listing. At the point of export, item lists are always sorted on this data element.
Display Call Number Normalized The normalized Display call number supports re-sorting.
Title The title of the book, as it appears in the library's record. It's rare for this to be missing, but it does happen (a concatenation of all 245 subfields except $6 & $8).
Enumeration Enumeration of an item, often included for items in multi-volume sets. If the enumeration is followed by an asterisk (*), it was harvested by GreenGlass from the call number field.
Possible Multi-Volume Set GreenGlass derives this indicator from a combination of item data including enumeration and OCLC Work ID. This field is available in new projects beginning in January 2018.
Copy Number The copy number assigned by the library to the item. This field is not included in all exports.
Possible Duplicate This Yes/No indicator has been assigned by GreenGlass.  For more information, watch the Tutorial: Understanding Possible Duplicates (5:09)
Multi-Edition Title This Yes/No indicator has been assigned by GreenGlass.  For more information, watch the Tutorial: Understanding Multi-Edition Titles (3:00)
Author The first cited author in the library's record (a concatenation of all 1XX (first occurrence) subfields except $0, $4, $6, & $8).
Publisher The first publisher cited in the library's record (a concatenation of all 260/264 subfields).
Publication Year Publication Year from the library's record (fixed field 008 bytes 07-10, then 260/264$c).
Edition Edition Statement from the library's record (a concatenation of all 250 subfields except $6 & $8).
Primary Language The MARC language code, as it appears in the library's MARC field 008; 35-37.
Series The first series cited in the library's record.
Recorded Uses — Item This count is specific to the item. Depending on the parameters of the project, it may include internal use indicators, like re-shelving counts, browses or reading room loans, etc.
Recorded Uses — Title If there are multiple items associated with a single bib record, this count combines all the item use tallies into a single number. This is the usage tally visible online.
Last Charge Date — Item This date is specific to the item. This field is not included in all exports.
Last Charge Date — Title If there are multiple items associated with a single bib record, this date reflects the most recent charge date for any of the associated items. This field is not included in all exports.
Last Add Date — Title If there are multiple items associated with a single bib record, this date reflects the most recent add (or acquisition) date for any of the associated items. This field is not included in all exports.
Global Holdings Same Edition The count of all holdings for the exact edition; as set in WorldCat™.
Counting Holdings — Same Exact edition WorldCat™ tallies. This tally includes your library's holding.
Country Holdings — Any Edition Related edition WorldCat™ tallies. This tally includes your library's holding.
State/Province Holdings — Same Edition Exact edition WorldCat™ tallies. This tally includes your library's holding.
State/Province Holdings — Any Edition Related edition WorldCat™ tallies. This tally includes your library's holding.
Comparator Library Holdings — Same Edition Exact edition WorldCat™ tallies. All of your library's comparator libraries are combined. Each comparator is counted once regardless of whether the library has set holdings under more than one symbol. If your library named no comparators, this column will not appear in the export. This tally does not include your library's holding.
Comparator Library Holdings — Any Edition Related edition WorldCat™ tallies. All of your library's comparator libraries are combined. Each comparator is counted once regardless of whether the library has set holdings under more than one symbol. If your library named no comparators, this column will not appear in the export. This tally does not include your library's holding.
Special Category Yes means that the bibliographic record has been flagged according to the Special Category Rules established by the library or by the group.
Allocated for Retention For group projects, post-allocation. Yes means that this title has been allocated for retention by your library and should not be deselected.
HathiTrust Public Domain Yes means the title has been identified as public domain by HathiTrust.
HathiTrust In-Copyright Yes means the title has been identified as in-copyright by HathiTrust.
HathiTrust URL Links to the HathiTrust Catalog Record and can be embedded in local catalogs for users to access full text for public domain titles.
Reviewed in CHOICE Yes means the title was reviewed by CHOICE.
CHOICE OAT Yes means the title was reviewed by CHOICE as an Outstanding Academic Title.
OPAC URL A URL link to the library's public catalog.
WorldCat™ URL A URL link to the bib record in WorldCat™.
OCLC Work ID An OCLC assigned number used to associate various editions of a given work. For more information about the OCLC Work ID, watch the Tutorial: Understanding Multi-Edition Titles (3:00)
WorldCat™ OCLC Number The OCLC number from the WorldCat™ record that GreenGlass matched to the library's bib record.
Bib Record Number The library's internal unique identifier for a bibliographic record.
Bib Control Number The library's bibliographic control number. Depending on your library's catalog, this may or may not be the same as the Bib Record Number.
Item Control Number The library's item control number.
Item Type Code The library's item type code.
Item Status Code The library's item status code.
ISBN The exported ISBN is taken from the first 020$a in the library's MARC record.
Barcode The barcode number assigned to the item by the library.

Online Item Lists

Throughout GreenGlass, lists of items can be retrieved via any hyper-linked tally. Lists of items are always sorted by the library's call number. Data elements immediately visible in the list include:

  • The library's call number, which is derived from the library's item or bib record.
  • The library's location code.
  • Title/author/edition/enumeration/publisher, as available in the library's MARC record.
  • The year of publication.
  • A link to the library's OPAC record.

Clicking on this brief item display, reveals up to 12 additional data elements, supplied by GreenGlass. We think of this information as deselection metadata.

Data element descriptions:
Data Element Description
Added to Collection If the item add date was not included in the original data extract, GreenGlass substituted the bib record create date (fixed field 08 00-05).
Last Charge Date If the last charge date is not available but the last return date is, the last return date has been used in its place.
Recorded Uses This tally represents (BIB LEVEL) ILS charges and may include additional in-house use tallies like re-shelving counts, browses, or reading room loans. Exported lists provide more granular usage data. That is, for each item in the list, there is a tally of bib level uses AND a tally of item level uses.
Bib Record Type Record types include: book, government document, serial, sound recording, visual material, map, score.  If a title is both a government document and one of the other format types (e.g. book) it will be listed as a government document.
Primary Language The MARC language code, as it appears in the MARC field 008; 35-37.
Possible Duplicate This Yes/No indicator has been assigned by GreenGlass. For details about how this flag is assigned, watch the Tutorial: Understanding Possible Duplicates (5:09).
Multi-Edition Title This Yes/No indicator has been assigned by GreenGlass. For details about how this flag is assigned, watch the Tutorial: Understanding Multi-Edition Titles (3:00).
Multi-Volume Set GreenGlass derives this indicator from a combination of item data including enumeration and OCLC Work ID. This field is available in new projects beginning in January 2018.
Number of Related Ebooks If your project included an ebook overlap component, this field will indicate the number of surrogate ebooks for this title, that your library has access to. For more details on this topic, watch the Tutorial: Understanding Print Book/Ebook overlap data in GreenGlass (5:30).  
Special Category Flag Does this item fit the parameters of your library's Title Protection Rules or Special Category Flag? Yes or No. Any given library may or may not have chosen to incorporate this feature. This flag will be labeled as specified.
Country Holdings This is a WorldCat™ tally of holdings in the country. The library's own holding is included in this tally if the library's holding is set in WorldCat™. The number before the slash represents 'exact edition' matches. The number following the slash represents 'any edition' matches, as established by OCLC.
State/Province/Region Holdings This is a WorldCat™ tally of holdings in the state. The library's own holding is included in this tally if the library's holding is set in WorldCat™. The number before the slash represents 'exact edition' matches. The number following the slash represents 'any edition' matches, as established by OCLC.
Comparator Libraries This is a WorldCat™ tally of all holdings in all the library's comparator libraries combined. The library's own holding is not included in this tally. The number before the slash represents 'exact edition' matches. The number following the slash represents 'any edition' matches, as established by OCLC.
Hathi Public Domain
Is this title in HathiTrust Digital Library - Public Domain? No or Yes.
  • GreenGlass uses the following logic to identify Hathi Matches: The WorldCat OCLC Number matches a Hathi Bib Record or an 019 related to the WorldCat OCLC Number matches a Hathi bib record.
  • The GreenGlass criteria for Hathi Public Domain: The Hathi rights code is one of the following: 'pd' (public domain); 'pdus' (public domain only when viewed in the US); 'ic-world' (in copyright and permitted as world viewable by the copyright holder); or the Hathi rights code begins with 'cc' (Creative Commons).  Note that for non-US libraries, the Hathi Public Domain definition is adjusted to exclude the 'pdus' status.  
Hathi In Copyright
Is this title in HathiTrust Digital Library - In Copyright? No or Yes.
  • GreenGlass uses the following logic to identify Hathi Matches: The WorldCat OCLC Number matches a Hathi Bib Record or an 019 related to the WorldCat OCLC Number matches a Hathi bib record.
  • The GreenGlass criteria for Hathi In-Copyright: The Hathi rights code is 'ic' (in-copyright). For more information about HathiTrust Matches and URLs, watch the Tutorial: Understanding HathiTrust Matches and URLs (2:37).
CHOICE Was this title ever reviewed in CHOICE? No or Yes. This match point may or may not be available, depending on the library's specific project plan.
CHOICE Outstanding Title Was this title ever named a CHOICE Outstanding Academic Title? No or Yes. This match point may or may not be available, depending on the library's specific project plan.
Group Data If your library is a member of a group project, the total number of holdings among the participant libraries will be displayed in the upper right corner of the item details pane; followed immediately by the total number of recorded uses among all of the participant libraries.
Additional Holdings Detail

Click on the green bar to expose additional WorldCat holdings information. Keep in mind that the number of holdings preceding the slash represents the number of libraries with their holding set on the same edition of the work (same OCLC record number. The integer following the slash represents the number of libraries with their holding set on the same or related edition of the work.

For more information about Same versus Any Editions Holdings Tallies in GreenGlass, watch the Tutorial: Understanding SAME and ANY Edition Holdings Tallies (3:04)

Export any list of items by clicking on the EXPORT XLSX button at the upper right of the page. 

 

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