Serials Analysis

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 the query results.

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.

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.

Option

Description

SUBJECTS

Choose the subject(s) to include:

All subjects (default)
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 (default)
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

Use the FORMATS options to narrow a query by the type or characteristics of the titles in your collection. Some options appear only when they apply to your project's data.

Option	Description
Ebooks	Limit results to titles that have related ebook records, or focus on ebook titles, if your project includes ebook data. Related ebooks appear in item lists and on the Related Ebooks tab of exported lists. Ebook records are used for comparison and aren't counted in item totals. Options include: No restriction (default) Has ebook alternative No ebook alternative
Record types	Include or exclude Government Documents, Non-Books, and Scores. Only the record types in scope for your project appear. Options include: All record types (default) Specific record types - If selected, choose from the available record types presented.
Primary language	Limit results to titles in a specific primary language. Select the In (default) or Not in radio button. Enter the language code (e.g., eng) you want to include or exclude. Multiple language codes should be separated by a comma.
Place of Publication	Limit results by where a title was published. Select the In (default) or Not in radio button. Enter the place of publication (e.g., nyu) you want to include or exclude. Multiple places of publication should be separated by a comma.
Possible duplicate	Limit results to titles for which your collection appears to hold multiple copies. Options include: No restriction (default) Possible duplicate NOT possible duplicate Possible duplicate, or a related item
Multi-edition title	Limit results to titles that appear to exist in multiple editions of the same work. Options include: No restriction (default) Multi-edition title NOT multi-edition title

LOCAL CIRCULATION HISTORY

Use these options to find titles based on how your library's materials have been used. Both options work at the title level. If a title has multiple items, GreenGlass combines their data, and item-level details are available in exported lists.

Option

Description

Recorded uses

Limit results by the number of recorded uses. This count combines circulation charges and any internal uses your library reported. Choose a comparison option from the drop-down list and enter a number. Options include:

no restriction (default)
fewer than
equal to
more than
between

Last charge date

Limit results by the date a title last circulated. For a title with multiple items, GreenGlass uses the most recent charge date across all of them. This date reflects circulation only, not in-house use. Options include:

no restriction (default)
before
equal to
after
no data
no data OR before - Select to include titles that have never circulated before. Titles with no charge date won't match a before search.

PUBLICATION AND ACQUISITION DATES

Use these options to find titles by their publication date or by when they were added to your collection.

Option

Description

Publication year

Limit results by year of publication. Enter a four-digit year (YYYY). Options include:

no restriction (default)
before
equal to
after
no data
between - Select to search for a range (e.g., 1900 to 1999). If you leave the end year blank, the range runs from your start year to the present.

Added to collection

Limit results by the date an item was most recently added to the title in your collection. Enter a full date (YYYY-MM-DD). Options include:

no restriction (default)
before
equal to
after
no data
no data OR before - Select to include titles with no recorded add date.
between - Select to search for a range (e.g., 1900 - 1999). If you leave the end year blank, the range runs from your start year to the present.

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 participates in a group or shared print project, use these options to find titles based on data from the entire group. They appear only for group projects, and your group may not have every option.

Option	Description
[Group name] Overlap	Limits results by how many group members hold a title. The option is labeled with your group's name (e.g., Northeast Group Overlap). Choose a comparison option from the drop-down list and enter a number. Options include: no restriction (default) fewer than equal to more than between
Aggregate uses	Limit results by the total recorded uses of a title across the group. Choose a comparison option from the drop-down list and enter a number. Use it with other criteria to find titles that are heavily or lightly used across the group. Options include: no restriction (default) fewer than equal to more than between
Group last charge date	Limit results by the date a title was last charged across the group. Compare it with your local last charge date to see activity beyond your own library. Choose a comparison option from the drop-down list and enter a four-digit year (YYYY). Options include: no restriction (default) before equal to after no data no data OR before - Select to include titles that have never circulated before. Titles with no charge date won't match a before search.
Allocated for retention	Limit results by whether titles were allocated for retention under your group's retention model. Options include: No restriction (default) Allocated for retention in my library NOT allocated for retention in my library Allocated for retention in the group NOT allocated for retention in the group Allocated for retention but NOT in my library

HATHITRUST

Limit results by HathiTrust status. Options include:

No restriction (default)
HathiTrust
HathiTrust - copyright ONLY
HathiTrust - public domain ONLY
NOT in HathiTrust - public domain
NOT in HathiTrust

COMBINE QUERIES

At the bottom of the left panel, users can combine the on-screen query with one or more previously built and saved queries.

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).

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 Title. 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.

Serial Export Fields

Serial Export Fields	Description
Collection Code	The GreenGlass Collection Code for this holding record. This is an optional field, used when a library has two different levels of location (e.g. library and shelving location).
Location Code	The GreenGlass Location Code for this holding record.
Display Call Number	The display call number derived from your catalog records.
Display Call Number Normalized	The normalized display call number which allows you to sort your lists by call number.
Title	The title of the publication, as it appears in the library's bib record. It's rare for this to be missing, but it does happen (a concatenation of all 245 subfields except $6 & $8).
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).
WorldCat Preceding Name Entry	Preceding Name entry from the WorldCat MARC 780.
WorldCat Succeeding Name Entry	Preceding Name entry from the WorldCat MARC 785.
WorldCat Publication Status	Taken from the WorldCat 008 field (continuing, discontinuing, other).
WorldCat Publication Dates	Taken from the WorldCat 008 field (Date1, Date2).
Sequential Designation (362)	Value from WorldCat MARC 362 sequential designation field.
Primary Language	The MARC language code, as it appears in the library's MARC field 008; 35-37.
Government Document	Yes or No. If a value if found in the MARC 086 (Gov Doc Number) or MARC 074 (GPO number) or in the MARC 008 Gov document indicator the title is flagged as government document.
LC Subclass	Assigned LC Subclass if there was sufficient data available to assign one.
Dewey Class	Assigned Dewey Number if there was sufficient data available to assign one.
Local Holding Details	Local holding details per location as taken from holding and/or item records.
Local Holding Date Range	Start and end dates identifiable from local holding details.
Local Holding Date Span	Span in years taken from the Local Holding Date Range (above).
JOURNAL ARCHIVE - Holding Details	Show holdings description from archive if matched.
JOURNAL ARCHIVE - Date Range	Start and end dates identifiable from journal archive holding details.
JOURNAL ARCHIVE - Date Span	Span in years taken from date range above.
HathiTrust Public Domain	Show holdings description aggregated from HathiTrust Public Domain matches.
HathiTrust In Copyright	Show holdings description aggregated from HathiTrust In Copyright matches.
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.
Global Holdings - Same Edition	The count of all holdings for the exact edition; as set in WorldCat™.
Country Holdings - Same Edition	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. This tally includes your library's holding.
Comparator Library Holdings - AnyEdition	Related edition WorldCat™ tallies. This tally includes your library's holding.
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.
WorldCat OCLC Number	The OCLC number from the WorldCat™ record that the GreenGlass team matched to the library's bib record.
Bib Record Number	The library's internal unique identifier for the bibliographic record.
Holding Control Number	The library's internal unique identifier for a holding record.
ISSN	The International Standard Serial Number as taken from MARC 022 field of the library record.

Online Item Lists

Throughout GreenGlass, lists of titles and holdings can be retrieved via any hyper-linked tally. Listings are sorted by title. 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 and publisher, as available in the library's MARC record.
A link to a title details page.
Clicking on this brief item display, reveals additional data elements, supplied by GreenGlass.

Online Element Data descriptions

Data Element	Description
Bib Record Type	Record types are limited to serials.
Primary Language	The MARC language code, as it appears in the MARC field 008; 35-37.
Publication Status	Options are continuing(c), discontinued(d) or other/ unknown.
Holdings in Location	The holdings description associated with this holding location is displayed.
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
Hathi in Copyright
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.