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General Information
- ACRL and IPEDS information
- Includes deadlines and links to survey sites
- Training Resources
- Start here! - includes documentation and tutorials for Alma Analytics and more
- Contact the Assessment & Analytics group for specific needs
- We are happy to help work out tricky reports and are especially interested in developing analyses that may be used by multiple campuses
- Email the Assessment & Analytics group
- Subscribe to the ULMS-Analytics listserv
- Join Slack channel #Analytics
- Shared Reports
- Analytics Catalog: go to Shared Folder/Community/Reports/Institutions/CalState/Assessment and Analytics/ACRL_IPEDS
- Copy the report to your local folder
- Reports will be set up as much as possible, but may require customization depending on local practices
- Other information
- As always, many survey questions will require data from outside of Alma (staffing, services, etc.)
- If you need an NZ Analytics login, contact Mallory DeBartolo (Unlicensed) or Sarina Sinick (Unlicensed)
- Recorded webinar
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Survey Questions - specific information
Expenses (Q. 01-31)
- 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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- Library Circulation / Usage
- Total Physical Circulation (Q. 60 Column A)
- Answerable using Alma Analytics? YES, starting next year
- Total Digital/Electronic Circulation or Usage (Q. 60 Column B)
- Answerable using Alma Analytics? Partially
- Campuses must compute final numbers on their own due to non-COUNTER, MR, other issues
- (BR1 + MR1 or + BR2 + MR2 (only where BR1/MR1 not available)) + Non-COUNTER e-book usage + Non-COUNTER e-media usage*
- E-book usage (Q. 61-62)
- Answerable using Alma Analytics? Partially
- Campuses must compute final numbers on their own due to insufficient COUNTER data loaded in Alma
- 61B = BR1 + MR1; 62B = BR2 + MR2 (if available)
- E-serials usage (Q. 63)
- Answerable using Alma Analytics? Partially
- Campuses must compute final numbers on their own due to non-COUNTER, other issues
- JR1 + Non-COUNTER e-serials usage
- *Recommended hierarchy for e-book usage computation:
- 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
- Total Physical Circulation (Q. 60 Column A)
Information Services to Individuals (Q. 64-67)
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- Answerable using Alma Analytics? NO
- Consult your campus office of Institutional Research and the Common Data Set
- FTE is based on credit hours in a 12-month period (for semester schools, 30 = 1 undergrad; 24 = 1 grad)
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Library Trends and Alma Migration: Potential Imact on Reported Data
Q: Media counts appear to be increasing and Physical Serials counts decreasing over last year. Is this expected? Where else might we expect to see significant changes?
A: Increases and decreases in particular formats are likely because of the following widespread trends:
- Libraries are increasingly expected to support media needs--some physical (e.g. DVD movies) but mostly streaming (e.g. Kanopy, Docuseek2, Films on Demand, Naxos Music Library)
- Therefore I would expect to see media counts increase year over year
- Libraries are increasingly expected to reduce their physical collections to make room for other services, and a major way to accomplish this is by withdrawing print journal runs
- Therefore I would expect to see physical journal counts decrease year over year
- I would also expect to see a general decline in the number of physical volumes reported
- Libraries are increasingly (though not entirely) preferring electronic formats over print
- Therefore I would expect to see a decrease in physical titles and an increase in electronic titles year over year
Q: What changes in reported data might result from the Alma migration?
A: It is difficult to estimate the impact of the Alma migration on collection counts, but the following factors may be involved:
- Libraries may have re-calibrated their collection counts for items like physical journal volumes due to the barcoding projects many campuses undertook as part of the migration process
- Libraries may have conducted physical inventory and/or major database cleanup projects that resulted in purging a significant number of bibliographic records
- Libraries may have added holdings and/or items to collections that did not require them in the legacy system (e.g. special collections, government documents, or microforms)
- The counting method for e-books and e-journals differs slightly from the old methods used to derive the data from SFX, Serials Solutions, or ILS records
Q: What wording would be useful if we need a standard/generic explanation for this for every library?
A: If the reported data has changed significantly, individual campuses should supply a clarifying comment. However, the following generic comment will cover most situations:
- “Due to the ILS migration to the new Unified Library Management System - Alma this year, methods for calculating this data have changed."