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ACRL 2015 Survey
Library Services


  PhysicalDigital/Electronic

Library Circulation / Usage 

60Initial circulation 
not yet available from Alma
61renewals (if available)  62reserves (if available)  63e-book usage COUNTER BR1 (if available)
not yet available from Alma
6462e-book usage COUNTER BR2 (if available) 
not yet available from Alma
6563E-journal serials usage  

 

 





 
IPEDS 2015 Survey
Library Collections

PhysicalDigital/Electronic
Library Circulation 
not yet available from Alma

Alma Analytics strategies

Add Alma analytics strategies here. All ideas welcome–more than one strategy may be required to capture all data in all set-ups.

Number of article downloads (COUNTER JR1)
QuestionAlma Analytics StrategyTested byComments
Number

Physical Library Circulation / Usage (ACRL 2016 line 60, column (1))
Report the total number of times physical items

were initially checked out (include all physical library materials; exclude reserves and equipment)		Alma out-of-the-box report: Shared Folders/Alma/Industry Statistics/Industry Statistics → Number of Loans and Renewals → Annual Count of Loans and Renewals (The number of loan transactions made, including renewals and in-house use, to all borrowers in all libraries by patron group) (make sure to modify for FISCAL YEAR)  Number of renewals (include all physical library materials; exclude reserves and equipment)

are checked out from the general and reserve collections. Include only initial checkouts (circulation), not renewals. Exclude interlibrary loan lending and borrowing. Include transactions of books, media and serials. Do not include transactions of equipment or computers.

Build a query:

  • Loan Details: In House Loan Indicator
  • Loan: Loans (measuring stick icon)
  • Loan Date: Loan Fiscal Year
  • Filters:
    • In House Loan Indicator is equal to / is in  N
    • Loan Fiscal Year is equal to / is in  [fiscal year]
      • If you don't see your fiscal year listed, check to see if it's at the bottom of the list, starting "FY-"

Image Added

A note about the Alma out-of-the-box report

:  Shared Folders/Alma/Industry Statistics/Industry Statistics → Number of Loans and Renewals → Annual Count of Loans and Renewals (The number of loan transactions made, including renewals and in-house use, to all borrowers in all libraries by patron group) (make sure to modify for FISCAL YEAR)		  
Number of reserves circulations (include all physical library materials; exclude equipment)

Selected Columns: Loan (Loans), Item Location (Location Name), Loan Date (Loan Year, Loan Date), Library Unit (Library Code)

Filters: Location Name is equal to / is in [local reserve locations] AND Loan Date is between [set for fiscal year] AND Library Code is equal to / is in [local library code(s)]

  

in Industry Statistics: At this time (9/12/16), this report was not providing an accurate answer, did not prompt for FY, and could not be edited, so there was no way to tell what fiscal year or other filters were applied. Recommendation: do not use until ExL fixes–create your own as above.



Digital/Electronic Library Circulation / Usage (ACRL 2016 Line 60, column (2))
Report usage of digital/electronic titles whether viewed, downloaded, or streamed. Do not include e-serials and institutional repository documents.




E-book Usage COUNTER BR1 (title) (line 61, column (2)) (not asked on IPEDS)
Please note: This breakdown is requested to help libraries seeking such information for benchmarking studies. The reported counts for lines 61 and 62 will not be used as a sum to fill in Total Digital/Electronic Circulation on line 60, column (2).




E-book Usage COUNTER BR2 (section) (line 62, column (2)) (not asked on IPEDS)
Please note: This breakdown is requested to help libraries seeking such information for benchmarking studies. The reported counts for lines 61 and 62 will not be used as a sum to fill in Total Digital/Electronic Circulation on line 60, column (2).




E-serials Usage (line 63, column (2)) (not asked on IPEDS)

Include usage for all e-serials, even if the title was purchased as part of a database. When possible record usage at the article level. The most relevant COUNTER report is JR1. If available, include the count for open access e-journal usage if the title is accessible through the library’s catalog or discovery system.

Alma out-of-the-box report:  Shared Folders/Alma/Usage/Reports/Platforms - All (make sure to modify for FISCAL YEAR)