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Run a query with all titles

Discover how to create and filter queries in Choreo Insights.

Overview

This page discusses running Analysis Type all queries. Results of this type of query will allow you to view a comprehensive results list of all titles held by your library alone or all titles held either by your library or by any comparator group(s) or list(s) you choose, which you can then filter and refine as desired. Some use cases for all queries:

  • Return a quick count of all titles held by your library
  • View all of your local Shared Print retentions
  • View all titles owned by your library and other institutions in your Shared Print program
  • View all titles of a certain language available across local institutions

Before running a query, refer to About the Insights Builder to learn more about the available options and settings.

Filter query

All available query filters - Table
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
Holding Locations

Allows you to identify unique holdings within particular countries, states, or regions. To use this filter, you must choose WorldCat from the Compare A Group with drop down list.

Date Added to WorldCat Allows you to filter by the date that an item was added to WorldCat. This filter only affects the B Group libraries, lists, and regions.
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 formats 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 government documents 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.

For Last Circulation Date, choose an option.

Circulation usage data is available to 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

 

Tips for filtering queries

  • Use the Formats filter to limit by specific material types, e.g., print books, journals, etc.
  • To limit by titles that are known to be popular, specify a minimum WorldCat Holdings count, ex. More Than 50.
  • When comparing against multiple institutions:
    • Use the Group Holding - Any Edition filter to identify works that multiple comparator institutions hold at least one edition of.

Run an All query against a library or list

Screenshot of an All Query in Choreo Insights

  1. Navigate to Insights > Insights Builder.
  2. For Compare the A Group with, select Libraries or Lists.
  3. From the Select Analysis Type drop-down menu, select All.
  4. Input your institution(s) into My Libraries (A) by typing or choosing from the drop-down menu.
    Or
    Choose Comparator List(s) or User Title List(s) from the Lists (A) drop-down menu.
  5. (Optional) Input the Comparator Group(s) (B) you would like to use by typing a name into the text box or using the drop-down menu.
  6. (Optional) Choose the Comparator List(s) or User Title List(s) you would like to use by typing a name in the text box or using the drop-down menu.
  7. Select the Query Filters to narrow down your list of results.
  8. Click RUN REPORT.

Query results

Screenshot of the Query results in Choreo Insights

This example image shows the results of an All query run with the following settings:

  • Group A - OCLC University Library
  • Group B - Harvard Law Library and Kansas State University
  • Analysis Type - All
  • Filters - Format: Journal/Magazine and eJournal/eMagazine, Government Document: No
  1. Results - The count of titles held by either your institution or the comparator group(s) that were added to the query.
  2. Collection - The count of all monograph items within your collection.
  3. Graph visualization - Choose to view a graph visualization of the number of titles by Subject Classification or Year of Publication.
  4. Export visualization - Click the three-bar menu to view the visualization in full screen, print, or download as a PDF or image file.
  5. Titles list - The list of titles from the above graph, including a link to the WorldCat record for each result.