Page Comparison

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• ACRL and IPEDS information
  • Includes deadlines and links to survey sites
• Training Resources
  • Start here! - includes documentation and tutorials for Alma Analytics and more
  • Contact the Assessment & Analytics group for specific needs
    • We are happy to help work out tricky reports and are especially interested in developing analyses that may be used by multiple campuses
    • Email the Assessment & Analytics group
    • Subscribe to the ULMS-Analytics listserv
    • Join Slack channel #Analytics
• Shared Reports
  • Analytics Catalog:  go to Shared Folder/Community/Reports/Institutions/CalState/Assessment and Analytics/ACRL_IPEDS
  • Copy the report to your local folder
  • Reports will be set up as much as possible, but may require customization depending on local practices
• Other information
  • As always, many survey questions will require data from outside of Alma (staffing, services, etc.)
  • If you need an NZ Analytics login, contact Mallory DeBartolo (Unlicensed) or Sarina Sinick (Unlicensed)
• Recorded webinar
  • https://calstate.zoom.us/recording/play/hqW1kZt08vvd0um2T8rC_u3trtXgv1E3Sw9SEkzKjL-jsYMgq9GtYl926vpGHji5

Expenses (Q. 01-31)

• 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)
    • One-time purchases of books, serial back-files, and other materials (Q. 20)
      • E-books (if available) (Q. 20a)
    • Ongoing commitments to subscriptions (Q. 21)
      • Include subscriptions, standing orders, journal packages, and databases
      • Include annual electronic platform or access fees
      • Specific expense break-outs:
        • 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)
    • Answerable using Alma Analytics?  NO
  • Operations and Maintenance Expenses (Q. 24-27)
    • Preservation services (Q. 24)
      • Include binding, rebinding, and other conservation services
      • Answerable using Alma Analytics?  NO
    • 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 other than information resources)
      • Answerable using Alma Analytics?  NO

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