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Location (new 2023): /Shared Folders/California State University Network/Reports/ACRL IPEDS Official ULMS folder

  • These reports can help you get started. You will still need to edit and customize the reports to account for your institution's practices and data.
  • Not every ACRL question can be answered using Analytics, and some reports will only give you part of the data you need.

 Important

  • There are instructions in the description of each analytics report. Read them before running or editing the reports.

  • Copy the reports to My Folders before running them. (You can copy the whole folder at once! ) Copies made in consortia folders will be deleted.

  • To run the report, click on Open instead of Edit. Clicking on Open opens the Prompts for the report before the report is run.

Editing/customizing the reports

  • There are some fields, such as location and resource type, that may require each institution to customize the report.

  • Some prompts are being provided for these fields but be sure to read and interpret the ACRL/IPEDS instructions in order to make best use of the prompts.

Data requirements

  • The analytics reports for lines 61A and 61B (e-usage) will only report on the data you have already harvested via SUSHI or manually uploaded to Alma.

Subfolders

  • There is one folder labeled Run in the IZ. Most of the reports are in this folder. Login to your institution's Alma instance to run these reports.

    • Physical counts for Lines 40a, 42a and 43a are in this folder.

  • There is a second folder labeled Run in the NZ. Only a few reports are in this folder.

    • The reports in this folder are for counting e-resources (lines 40B, 42B, 43B and 41.) These reports are run in the NZ to include e-resources shared in the NZ.

    • If you need access to NZ analytics, contact Christina Hennessey

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  • Run Library Collections (lines 40-44) reports on July 1, or as soon after as practical. Physical counts for Lines 40a, 42a and 43a are in Run in the IZ folder. Electronic counts for Lines 40b, 41b and 42b are in Run in NZ folder. Follow instructions above for copying the folders before running.Regardless of when reports are generated, run Library Collections reports as a "snapshot" of the collection on that day. It is recommended that you save a hard copy of the report as the “snapshot” 
    • The analytics reports used for lines 40-44 provide a snapshot of the library's collection on the day that the reports are run. Download and save the output of these reports.
    • There is no simple way to filter out items/portfolios added after July 1 and add back items/portfolios withdrawn after July 1; it's especially problematic for portfolios where there's a fair amount of addition/deletion activity at any time.
  • Count document delivery, ILL, and pay-per-view expenses in Line 22 (e.g. Reprints Desk, Get It Now)
    • ILL costs that can't be separated from the cost of the ILL software should be counted along with Bibliographic Utility costs in Line 25
  • Count DDA Short Term Loan (STL) expenses in Line 22
  • Count DDA triggered purchases in Line 20 (and 20a for ebooks)
  • Include ECC resources in Library Collections counts
  • Gather and load your own usage reports (manually or using SUSHI) for all resources, including ECC and other SDLC resources
    • Usage will NOT be centrally loaded to Alma to avoid duplication, as vendors do not distinguish the license source when reporting usage on their entire platform

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