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  • Staffing Types, FTEs, and Expenses (Q. 01-09)
    • Answerable using Alma Analytics?  NO
      • Use campus accounting and HR systems as normal
  • Expenses (Exclude Staff) (Q. 20-31)
    • Materials / Services Expenses (Q. 20-23)
      • Local spend
      • CO spend (ECCOne-time purchases of books, serial back-files, and other materials (Q. 20)
        • E-books (if available) (Q. 20a)
      • Ongoing commitments to subscriptions (Q. 21)
        • E-books (if available) (Q. 21a)
        • E-journals (if available) (Q. 21b)
      • Answerable using Alma Analytics?  Next year:  Basic level for 20 & 21; 20a, 21a, and 21b also possible if use specific POL types
      • Don't forget to manually add in CO spend on behalf of campuses (ECC)
      • All other materials/service cost (Q. 22)
        • ILL costs for materials
        • Pay-per-view article transactions (e.g. Get It Now)
        • Short-term loans as part of a Patron-Driven Acquisition (PDA) or Demand-Driven Acquisition (DDA) program
        • RefWorks, EndNote and similar services
        • Do not include postage or courier fees or the costs of bibliographic utilities associated with ILL (count as other expenses in line 25)
    • Operations and Maintenance Expenses (Q. 24-27)
      • Local spend
      • CO spend Preservation services (Q. 24)
        • Include binding, rebinding, and other conservation services
      • All other operations and maintenance services (Q. 25)
        • All other expenses (exclude only expenses for new buildings and building renovations)
        • Don't forget to add in the CO spend on behalf of campuses (services such as
        SFX and
        • QuestionPoint
        )
      Total Expenses (Q. 30-31
        • )
      • Calculated from lines above

Collections (Q. 40-44)

  • Library Collections
    • Physical Books (include government documents)
      • Answerable using Alma Analytics?  YES
    • Digital/Electronic Books (include government documents)
      • Answerable using Alma Analytics?  YES
    • Books [volume count]
      • Answerable using Alma Analytics?  YES
      • Warning:  Alma will only count number of item records.  Journal volumes or other incompletely barcoded collections may be undercounted.
    • Digital/Electronic Databases (Q. 41)
      • Licensed databases and collections
      • Count using E-Collections activated in Alma (both IZ and NZ-shared) and your A-Z list as appropriate
      • Count all of the following:  locally licensed databases, SDLC opt-ins, ECC databases
      • Answerable using Alma Analytics?  Partially
    • Physical Media
      • Answerable using Alma Analytics?  YES
    • Digital/Electronic Media
      • Answerable using Alma Analytics?  YES
    • Physical Serials
      • Answerable using Alma Analytics?  YES
    • Digital/Electronic Serials
      • Answerable using Alma Analytics?  YES

Institutional Repositories (Q. 50-51)

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