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  • Run Library Collections (lines 40-44) reports on July 1, or as soon after as practical
  • Regardless of when reports are generated, run Library Collections reports as a "snapshot" of the collection on that day
    • There is no simple way to filter out items/portfolios added after July 1 and add back items/portfolios withdrawn after July 1; it's especially problematic for portfolios where there's a fair amount of addition/deletion activity at any time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
  • When reporting BR2 usage for platforms such as Ebook Central that count every pageview, add a comment that data from these platforms is included in the total

  • For 60 Column B, report the following:
    • BR1 (book title requests)
    • plus MR1 (multimedia content unit requests - the standard multimedia COUNTER report)
    • plus BR2 (book chapter requests) for book platforms where you did not report BR1 data
    • plus MR2 (multimedia content requests - an optional COUNTER report) for media platforms where you did not report MR1 data
    • plus non-COUNTER data for book or media platforms where you did not report any of the above COUNTER data

    Expressed as a formula: (BR1 or BR2) + (MR1 or MR2) + non-COUNTER usage for each provider, choosing BR1 or MR1 when providers have both formats available and COUNTER reports over non-COUNTER if both are available.

    For 61 and 62, report the following:
    • 61: BR1 + MR1
    • 62: BR2 + MR2 for platforms where you did not report BR1 or MR1 data

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