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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
- Answerable using Alma Analytics? NO
- 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)
- One-time purchases of books, serial back-files, and other materials (Q. 20)
- 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
- Preservation services (Q. 24)
- Materials / Services Expenses (Q. 20-23)
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