ACRL and IPEDS Questions about Physical and Digital/Electronic Circulation

ACRL 2015 Survey
Library Services
		Physical	Digital/Electronic
	Library Circulation / Usage
60	Initial circulation		not yet available from Alma
61	e-book usage COUNTER BR1 (if available)		not yet available from Alma
62	e-book usage COUNTER BR2 (if available)		not yet available from Alma
63	E-serials usage

IPEDS 2015 Survey
Library Collections
	Physical	Digital/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.

Question	Alma Analytics Strategy	Tested by	Comments
Physical Library Circulation / Usage (ACRL 2016 line 60, column (1)) Report the total number of times physical items 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: New - Analysis - Fulfillment 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-" Note re: the Alma out-of-the-box report 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. Very important note re: stats immediately post-migration: This query technique will only work accurately for circulation that happens AFTER go-live. Item data that is migrated into Alma from Millennium (and probably Sierra–needs testing) will only contain the most recent circulation action, so titles will show as having circulated during a given fiscal year, but will only show as circulating ONCE. Use your OLD ILS for ACRL/IPEDS circ stats for FY 15-16 AND FY 16-17. Use Alma for ACRL/IPEDS circ stats beginning FY 17-18 (the first full year in production).
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)