WorldShare Reports for Tipasa
WorldShare Reports in Power BI
Tipasa users have access to certain Interlibrary Loan and Circulation reports through WorldShare Reports in Power BI. Users must have the WORLDSHARE_ILL_ADMIN role to view the Reports tab and Interlibrary Loan Reports.
館際互借報告
To access the available Interlibrary Loan reports, log into WorldShare and navigate to Analytics > Reports > Reports / Visualizations and search or browse for the report name.
Users can run the following reports:
Document delivery data is available from the first time your library used the document delivery functionality in Tipasa through the end of the previous calendar month. Going forward, OCLC plans to deliver data by the fourth day of the month (U.S. Eastern Time). For example, June 2017 data should be available by July 3, 2017.
Patron Data Reports
As a Tipasa library, you have access to certain Patron Data Reports. To access the available reports, log into WorldShare and navigate to Analytics > Reports > Reports / Visualizations and search or browse for the report name.
Users can run the following reports:
- Patron Counts Summary: Use this report to verify a patron load or analyze the registered borrowers' distribution by category.
- Patron Information Detail: Use this report for data cleanup (e.g. finding patrons with missing borrower category or home branch), projects, and troubleshooting.
WorldShare Reports (classic)
Tipasa users have access to certain Interlibrary Loan and Circulation reports through WorldShare Reports (classic). Users must have the WORLDSHARE_ILL_ADMIN role to view the Reports tab and Interlibrary Loan Reports.
館際互借報告
To access the available Interlibrary Loan reports, log into WorldShare and navigate to Analytics > Reports > Reports > Interlibrary Loan Reports.
Users can run the following reports:
Document delivery data is available from the first time your library used the document delivery functionality in Tipasa through the end of the previous calendar month. Going forward, OCLC plans to deliver data by the fourth day of the month (U.S. Eastern Time). For example, June 2017 data should be available by July 3, 2017.
Patron Data Reports
As a Tipasa library, you have access to certain Patron Data Reports. To access the available reports, log into WorldShare and navigate to Analytics > Reports > Reports > Circulation Reports.
Users can run the following reports:
- Circulation Data Last Refreshed: Use this report to see when the circulation data was last updated.
- Patron Counts Summary Report: Use this report to verify a patron load or to analyze the distribution of registered borrowers by category.
- Patron Information Detail Report: Use this report for data cleanup (e.g. finding patrons with missing borrower category or home branch), projects, and troubleshooting.
Take a self-paced course
This self-paced course provides the basic skills to access and generate the available Tipasa reports to analyze your ILL activities.
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