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OCLC Support

Run a query

Learn how to run a query in Choreo Insights.

Run a query

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

To run a query from the Choreo Insights user interface:

  1. Navigate to Insights > Insights Builder.
  2. From the Select Analysis Type drop-down menu, choose the type of analysis you would like to run.
    • All - Show titles held by either your libraries OR other libraries.
    • Overlap - Show titles held by your library AND other libraries.
    • Distinct - Show titles held ONLY by your library or group.
    • Gap - Show titles held ONLY by other libraries (comparator libraries or lists).
  3. Slide the Select Edition Type toggle to choose the match point to use for your query.
    • OCN
    • WorkID
  4. Input your institution(s) into My Libraries (A) by typing or choosing from the drop-down menu.
  5. 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. Choose the comparator List(s) you would like to use by typing a name in the text box or using the drop-down menu.
  7. Select any Query Filters you would like to apply. For a list of filters, see About the Insights Builder > Query filters.
  8. Click RUN REPORT.

Query results

Run_a_query_results.png

This example image shows results of a 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 - A graph visualization of the number of titles held by your institution and the comparator groups chosen in this query.
  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.