Reports set up in Analytics to help you
The reports are here: /Shared Folders/Community/Reports/Institutions/CalState/ACRL IPEDS Official ULMS folder |
Important
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Changed in 2018:45. External Contributions from Consortia / Network(s) / System Office
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Details provided by Ying Liu (Chancellor's Office):
If you did not receive a copy of the "CO expenditures to report ACRL" spreadsheet, please contact Ying Liu. |
Essential resources
Recommended Practices for Consistent Reporting from All Campuses
- 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”.
- There is no simple way to filter out items/portfolios added after July 1 and add back items/portfolios withdrawn after July 1; it's especially problematic for portfolios where there's a fair amount of addition/deletion activity at any time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
Frequently Asked Questions
- Report COUNTER 5 and/or COUNTER 4
Report for Line 60B is UPDATED ACRL 60B: Total Digital/Electronic Circulation or Usage in the ACRL IPEDS Official ULMS folder. This report uses COUNTER 5 metrics TR_B1 unique title requests and IR_M1 total item requests. If you believe you have some vendors that only provide COUNTER 4, use CalState 60b and Calstate 61 and 62 reports in the Run in IZ folder for Lines 61 and 62. The preferred metrics for COUNTER 4 are BR1 and MR1. If BR1 and MR1 are not available, BR2 and MR2 can be reported. Enter non-counter statistics with a note or report zero.
Report for Line 63 is TEST COUNTER R5 CalState -63. E-Serials Usage in ACRL IPEDS Official ULMS folder. This report uses COUNTER 5 metric TR_J1 unique item requests. If you believe you have some vendors that only provide COUNTER 4, use CalState 63 in the Run in IZ folder and add to Line 63 with a note. Enter non-counter statistics with a note or report zero.
Webinars
Wednesday, October 28, 2020 - eCAUG presentation on Using Alma Analytics for ACRL/IPEDS annual library statistics
Tuesday, December 5, 2017 - Webinar notes Webinar recording