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Document Delivery Request Overview

PRIVATE. Learn more about the Document Delivery Request Overview report in WorldShare Reports in Power BI.

Overview

The Document Delivery Request Overview report provides a summary of the activity for document delivery requests and fulfillments.

Report details

  • Dataset: Interlibrary Loan
  • Data refresh rate: This report's data is updated monthly. It will be updated by the fourth of the month and will be "as of" the end of the previous month.
  • Data history start date: Last five years (rolling date range)
  • Default date range: The last twelve calendar months
  • Report type: Interactive

Report interface

Image

Filters

  • Document Delivery Date
  • Request Patron Status
  • Request Patron Department
  • Request Item Language
  • Request Source System

Slicer

The Document Delivery Request Overview report visual has one slicer that can be applied. By default, the slicer is set to All.

  • Request Item Material Format - Select one or more of the available values to update the report. The available values will depend on your institution's holdings.

Views

The Document Delivery Request Overview report provides four views.

Overview

Document Delivery Filled Count Overview is the default view of the Document Delivery Request Overview report. Click the Overview button to return to this view.

The Overview provides a visual and a table:

  • Visual: Document Delivery Filled Count Overview
  • The table includes the following columns:
    • Request Closed Year Month
    • Document Delivery Filled Count
    • Average Filled Turnaround Time (Days)
    • Cancelled Request Count
    • Expired Request Count

Patron Status

Click the Patron Status button to switch the visual to the Patron Status view.

The Patron Status view provides two visuals and one table:

  • Visual 1: Document Delivery Filled Count by Request Patron Status
  • Visual 2: Average Filled Turnaround Time (Days) by Request Patron Status
  • The table includes the following columns:
    • Request Patron Status
    • Document Delivery Filled Count
    • Average Filled Turnaround Time (Days)
    • Cancelled Request Count
    • Expired Request Count

Patron Department

Click the Patron Department button to switch the visual to the Patron Department view.

The Patron Department view provides two visuals and one table:

  • Visual 1: Document Delivery Filled Count by Request Patron Department
  • Visual 2: Average Filled Turnaround Time (Days) by Request Patron Department
  • The table includes the following columns:
    • Request Patron Department
    • Document Delivery Filled Count
    • Average Filled Turnaround Time (Days)
    • Cancelled Request Count
    • Expired Request Count

Item Material Format

Click the Item Material Format button to switch the visual to the Item Material Format view.

The Item Material Format view provides two visuals and one table:

  • Visual 1: Document Delivery Filled Count by Request Item Material Format
  • Visual 2: Average Filled Turnaround Time (Days) by Request Item Material Format
  • The table includes the following columns:
    • Request Item Material Format
    • Document Delivery Filled Count
    • Average Filled Turnaround Time (Days)
    • Cancelled Request Count
    • Expired Request Count

Document Delivery Request Overview drill-through report columns

To access the Document Delivery Request Overview drill-through report:

  • Hover over a row in any of the report view tables, hover over Drill through from the pop-up dialog, and click the Magnifying glass button (Screenshot of the Magnifying glass button in the Payment Activity Analysis drill-through report in WorldShare Reports in Power BI) in the pop-up menu.
    Or
  • Right-click a row in any of the report view tables, hover over Drill through from the pop-up menu, and click the Magnifying glass button (Screenshot of the Magnifying glass button in the Payment Activity Analysis drill-through report in WorldShare Reports in Power BI) in the pop-out menu.

The Document Delivery Request Overview drill-through report provides a detailed listing of document delivery requests for a given period of time. It contains the following columns. Click on a column name for more information.

  • OCLC Request ID
  • Request Item Title
  • Request Item Author
  • Request Item Publication Date
  • Request Item Material Format
  • Request Item OCLC Number
  • Request Item LC Call Number
  • Request Item Dewey Call Number
  • Request Item NLM Call Number
  • Request Item Language
  • Request Item ISBN
  • Request Item ISSN
  • Request Patron Department
  • Request Patron Status
  • Request Item Article Title
  • Request Item Article Author
  • Request Item Article Issue
  • Request Item Article Issue Date
  • Request Item Article Volume
  • Request Item Article Pages
  • Request Source System
  • Borrower Request Tags
  • Request Created Date/Time
  • Request Closed Date/Time
  • Borrower Cancelled Date/Time
  • Request Expired Date/Time
  • Document Delivery Filled Turnaround Time

You can click a column name to change the column sort.

  • Click once to sort the column in ascending order.
  • Click twice to sort the column in descending order.
  • Click three times to restore the column to its original order.