Reports set up in Analytics to help you
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Essential Resources
Reports in Analytics
Location (new 2023): /Shared Folders/CommunityCalifornia State University Network/Reports/Institutions/CalState/ACRL IPEDS Official ULMS folder |
Important
Editing/customizing the reports
Data requirements
Subfolders
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News
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Recommended Practices for Consistent Reporting from All Campuses
- Run Library Collections (lines 40-44) reports on July 1, or as soon after as practical.
- 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- There is no simple way to filter out items/portfolios added after July 1 and add back items/portfolios withdrawn after July 1.
- 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
Frequently Asked Questions
Q1: Report COUNTER 5 and/or COUNTER 4
- For line 61A, run "CalState - 61A. Total E-book & E-media Usage" in "Run in the IZ" folder. For line 61B, run "CalState - 61B. E-serials Usage." These reports use COUNTER 5 metrics TR_B1 and TR_J1. Make sure that you have these reports harvested/uploaded to Alma for all vendors that provide you with these e-resources.
- From 2023, ACRL no longer provides separate lines to report COUNTER 4 usage. If you choose to add COUNTER 4 usage to COUNTER 5 usage for lines 61A and 61B, use the corresponding reports in the "Run in the IZ/COUNTER R4 Usage" folder. The metrics that were preferred in the past instructions for COUNTER 4 are BR1 and MR1. If BR1 and MR1 are not available, BR2 and MR2 can be reported. If COUNTER 4 usage and non-counter statistics are added to lines 61A and 61B, add notes to the lines.
Q2: 21. Ongoing Commitments to Subscriptions
- Line 45 (External Contributions from Consortia / Network(s) / System Office
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- Report ECC expenditures in Line 45
- Report Systems/Services/Bibliographic Utilities from the CO in Line 25
Details provided by Ying Liu (Chancellor's Office):
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- ) was removed from the ACRL Benchmark survey in 2023.
- From 2023, all campus libraries will add the Chancellor Office’s allocated funds on behalf of the libraries for the ongoing subscription for the Electronic Core Collection
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- , etc. in Line 21. Ongoing Commitments to Subscriptions) in the 2022-23 ACRL survey. The amount for each campus is listed under the CO allocated funds on ECC, etc. column in the 20yy-yy CO expenditures to report to ACRL.xlsx spreadsheet distributed by Ying Liu.
- If the library receives access to e-collections, catalog platforms, discovery services, or other e-resources through one or more centrally
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- funded
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- systems or
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- consortia arrangements for which it does not pay fully and/or directly (for example, funding is provided by the state
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- on behalf of all members), enter the amount paid by external bodies on its behalf. If the specific dollar amount is not known, but the total student FTE for the consortium and amount spent for the academic members are known, divide the overall amount spent by the institution’s share of the total student FTE. The consortium or system office may make a value-per-FTE metric available for all members of the consortium.
- Do not include expenses paid through an annual consortium fee. Report those expenses under line 25 “All other operations and maintenance expenses.”
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- Please continue to add the dollar amount for your campus under the Systems/Services/Bibliographic Utilities column (in the
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- spreadsheet) to your own library expense in Line 25 (All other operations and maintenance expenses).
- If you did not receive a copy of the "CO expenditures to report ACRL" spreadsheet, please contact Ying Liu.
Essential resources
Deadlines
- ACRL: February 28, 2019
- IPEDS (Academic Libraries section): April 10, 2019
Recommended Practices for Consistent Reporting from All Campuses
- 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 dataExpressed 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
Webinar
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Webinars
Thursday, February 8, 2024 - 2024-02-08 Analytics Open Forum on ACRL
Wednesday, October 28, 2020 - eCAUG presentation on Using Alma Analytics for ACRL/IPEDS annual library statistics
Tuesday, December 5, 2017 - Webinar notes Webinar recording