ACRL and IPEDS Questions regarding materials and services expenses

ACRL 2016 Survey
	Materials/services expenses
20	One-time purchase of books, serial backfiles, and other materials
20a	E-books (if available)
21	Ongoing commitments to subscriptions
21a	Ongoing expenses for e-books (if available)
21b	Ongoing expenses for e-journals (if available)
22	All other materials/service cost
23	Total materials/services expenses

IPEDS 2015 Survey
	Materials/services expenses
	One-time purchases of books, serial backfiles, and other materials
	Ongoing commitments to subscriptions
	All other materials/service cost
	Total materials/services expenses

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
One-time purchases of books, serial back-files, and other materials (ACRL 2016 line 20) Provide the cost of one-time purchases of books, serial backfiles, and other materials. Report expenses for published materials in all formats including archives and special collections. Include one-time acquisitions of access rights for digital/electronic materials held locally and for remote materials for which permanent access rights have been acquired. Include expenses for database licenses only if it’s not a subscription or part of an annual consortium fee.	Selected Columns: Transaction Date (Transaction Date Fiscal Year), PO Line Type (Continuity, Acquisition Material Type, Format), Fund Transactions (Transaction Amount) Filters: Continuity is equal to / is in ONETIME AND Transaction Date Fiscal Year is equal to / is in [fiscal year]
One-time expenses for e-books (ACRL 2016 line 20a) Report the library’s one-time expenses for e-books in the e-books block only if the library can identify these expenses separately. These e-book expenses should be included in the block labeled “One-time purchases of books, serial back-files, and other materials.” Any expenses for e-books indicated in this separate block (line 20a) will not be added into the Total materials/services expenses. One-time expenses for e-books is included as an informational data point only.	Selected Columns: Transaction Date (Transaction Date Fiscal Year), PO Line Type (Continuity, Acquisition Material Type, Format), Fund Transactions (Transaction Amount) Filters: Continuity is equal to / is in ONETIME AND Transaction Date Fiscal Year is equal to / is in [fiscal year] AND Acquisition Material Type is equal to / is in BOOK AND Format is equal to / is in E
Expenditures on subscriptions (include serials, databases, platform fees)	Selected Columns: Transaction Date (Transaction Date Fiscal Year), PO Line Type (Continuity, Acquisition Material Type, Format), Fund Transactions (Transaction Amount) Filters: Continuity is equal to / is in CONTINUOUS; STANDINGORDER AND Transaction Date Fiscal Year is equal to / is in [fiscal year]
Expenditures on other materials/services (includes document delivery/ILL and short-term loan fees)	these fees may not be fully captured within Alma and strategies will likely vary between institutions